![[senior engineer's comments] upstream, middle and downstream production stops, and be alert to the industry's "breaking muscles and bones"](/cut_358_246/Data/powercome/upload/image/20200330/a3e0-iqmtvwv0169938-1.jpg)
Short term shutdown is acceptable, but if the epidemic cannot be ended before June, the subsequent recovery of the industrial chain will inevitably be "traumatic".
As the impact of the COVID-19 is still unpredictable, the shipment of TWS headphone batteries may not meet expectations this year. However, the medium and long term is still good.
Fuji economic forecasts that the world market for lithium-ion secondary batteries will exceed 5 trillion yen (about 333.55 billion yuan) in 2020 and reach 8 trillion 823.9 billion yen (about 586.96 billion yuan) in 2023.
Based on the industry changes in the first quarter, the demand for lithium batteries in the fields of base station energy storage, electric bicycles, TWS, ships and so on has increased significantly.
On March 12, the negotiation focus of the domestic lithium metal market was stable, with the implementation of 550000 yuan / ton, and the mainstream quotation in the market was concentrated between 540000-560000 yuan / ton. The domestic lithium metal market continues the trend of maintai……
TWS headphone manufacturers will accelerate the expansion effect of market layout in the short term, which will bring about a huge market gap in the upstream battery supply of the industrial chain. Manufacturers who lack battery supply are like those who went to California gold mine to s……
With the acceleration of the market, lithium battery ultra-thin copper foil head enterprises have achieved high performance growth.
![[original] China lithium battery export survey: delivery delay in February, recovery impulse in March](/cut_358_246/Data/powercome/upload/image/20200309/30178738d8584261bc5d455dfde6dfd6.jpg)
Gaogong lithium battery learned that the export business of enterprises including precursors, positive electrodes, diaphragms, electrolytes and so on was less affected, and it was generally optimistic about the export business of the whole year.
Among the production materials of lithium batteries, cathode materials have the highest added value, which is also a key factor to determine the energy density and safety of batteries.
![[original] South Korea develops fluorine-containing electrolyte to prolong the life of lithium battery](/cut_358_246/Data/powercome/upload/image/20200306/435200028a4ce75d8398.jpg)
Lithium metal anode and high nickel anode with high reversible capacity are considered to be one of the best material systems for manufacturing high energy density batteries.
With the continuous improvement of the energy density and safety performance of lithium-ion batteries and the continuous reduction of the cost, lithium batteries are in increasing demand in the fields of communication, electric power, power vehicles, data centers and so on. Lithium batte……
In terms of lithium resources, Rongjie shares, Tianqi lithium, Ganfeng lithium, Yahua group and jiangte electric have disclosed the performance express, but the net profits of these five enterprises have fallen sharply; In terms of cobalt resources, Hanrui cobalt and Dow technology have ……
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