Core viewpoint:

China is the world's largest producer of new energy vehicles, and its leading companies in industries such as lithium batteries, separators, and electrolytes have the highest production capacity and output in the world, possessing advantages in scale, technology, and cost.

Chinese lithium battery and battery material enterprises have gradually entered the global supply chain, setting up factories in Europe and other places, and entering global production.

Chinese photovoltaic enterprises occupy 80% of the global market share, and lithium batteries and photovoltaics have certain similarities. Domestic lithium battery industry companies are expected to learn from the development path of photovoltaics and gradually form global competitiveness through the favorable financing environment in China.

Lithium batteries account for 40% of the total vehicle cost. If the lithium battery industry forms a strong global competitive advantage, China can achieve a certain degree of overtaking in the new energy vehicle industry. Shame is almost courage, this is the advantage of lithium batteries in China.

China's automobile industry is large but not strong

In 2018, China's automobile production was 28 million units, compared to 94.79 million units globally, with a domestic proportion of 30%;

The automobile industry in our country presents a situation of being large but not strong, and there are few Chinese brands among the top 10 global enterprises in terms of complete vehicles and parts.

The replacement of fuel vehicles with new energy vehicles has become a global trend, and countries and major car companies have significantly increased their investment in new energy vehicles;

In 2018, China's sales of new energy vehicles reached 1.2 million, accounting for 60% of global sales, making it the world's largest producer and seller of new energy vehicles;

China has already formed certain advantages in the new energy vehicle industry

China's sales of new energy vehicles account for 60% of the global total, and the production capacity and output of companies such as CATL and Enjie have already become the world's largest.

ATL Company has achieved significant success in the field of consumer batteries.

The Chinese new energy vehicle industry already has certain advantages. In the field of new energy vehicles, the pattern and competitive advantages of domestic enterprises are far superior to traditional cars.

China already has a group of enterprises such as CATL ranked among the top.

CATL's market value ranks third globally in the automotive parts industry.

The successful path of the photovoltaic industry is expected to be replicated in the new energy vehicle industry

China's photovoltaic industry occupies 80% of the global market share and has achieved great success. The new energy vehicle industry is expected to replicate this successful path.

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