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2023

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What are the new opportunities for "new energy+" due to the breakthrough of lithium-ion batteries?

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【概要描述】Around the New Year, there are always people discussing investment strategies for the lithium battery industry chain in 2022 with me. As the dead bulls of lithium batteries, we remain optimistic about lithium batteries, but the fine-tuning of our views is reflected in the fact that the investment opportunities for lithium batteries may not be limited to the leading white horse Beta, but will spill over to "new energy+", and the selection of individual stocks is better than betting on the track.

Over the past thirty years, the excellent electrochemical potential of lithium batteries has been repeatedly stimulated, from supplying power to mobile phones to driving cars. Nowadays, new energy vehicles have become more attractive in the spotlight, but new energy vehicles are not the end point of lithium battery applications, but the starting point.

Around the New Year, there are always people discussing investment strategies for the lithium battery industry chain in 2022 with me. As the dead bulls of lithium batteries, we remain optimistic about lithium batteries, but the fine-tuning of our views is reflected in the fact that the investment opportunities for lithium batteries may not be limited to the leading white horse Beta, but will spill over to "new energy+", and the selection of individual stocks is better than betting on the track.

What does "new energy+" mean? The main purpose of new energy+is to express that the popularity of new energy is still high, but mainstream companies have been fully priced and researched, making it difficult to obtain excess returns. However, the reshaping of the entire industry chain and even the commercial world by new energy (especially lithium batteries) is taking place, and it is expected to breed more Alpha opportunities.

Today, I would like to talk to you about a trend that cannot be ignored - the breakthrough of lithium-ion batteries, which is represented by the "new energy+" commercial form of lithium-ion batteries.

Lithium batteries are well-known due to the popularity of new energy vehicles, but in reality, this lightweight and powerful secondary battery has been changing people's way of life since its inception. From early digital products to smartphones to electric vehicles, lithium batteries have been closely related to our clothing, food, housing, and transportation. Therefore, in reality, new energy vehicles are only a branch of lithium battery applications, and the main focus is still to be played.

This article, as an overview of the future trend of lithium electrification, will address two issues: the first is which fields are currently being "lithium-ion electrified"; The second is what new opportunities the penetration of lithium batteries will bring. It should be pointed out here that our article only takes lithium batteries as a sample. With the breakthrough of battery technology in the field of electrification, the carrier of "new energy+" in the future will not only be lithium batteries, but also a new commercial pattern of diversified and small-sized rechargeable batteries.

1、 Lithium battery "triple jump"

It is necessary to first introduce the development history of lithium batteries.

Rechargeable batteries are an indispensable part of people's lives, and currently there are commercial applications such as lead-acid batteries, nickel cadmium batteries, nickel hydrogen batteries, and lithium batteries. Lithium batteries were later industrialized, but have achieved great development in just 30 years. They have successfully replaced other types of rechargeable batteries in multiple fields, becoming the leader, and even replacing traditional energy.

Looking back at the history of the newcomers' counterattack, lithium batteries have undergone three major leaps.

1. Digital products lay the foundation for the development of lithium batteries

Back in 1991, Sony took the lead in achieving mass production of lithium batteries, opening the door to commercialization of lithium batteries. At that time, Sony had already created a vast kingdom of consumer electronics products, covering everything from walkman, recorder, camera to laptop and mobile phone. Newly launched lithium batteries have quickly become popular in portable digital products due to their advantages such as small size, light weight, high capacity density, and no memory effect.

By 1998, Panasonic had launched cylindrical lithium-ion batteries for laptops, opening up the growth space for laptops. Around 2000, consumer electronics accounted for 90% of the demand for lithium batteries, with functional phones and laptops accounting for as much as 75%. Thanks to the rapid development of portable digital products, the lithium battery industry chain has begun to form.

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Characteristics of New Energy Vehicle Batteries

Lithium batteries are a general term for chemical power sources that use metallic lithium or lithium containing substances as negative electrodes. It is a new type of high specific energy battery system that has been developed in the past decade. The idea of using active metals such as lithium and sodium as negative electrodes for batteries was first proposed by a researcher born in 1958 at the University of California in the United States. In the 1970s, Yasuro Fukuda of Panasonic Electric Company in Japan first invented and applied lithium fluoride carbon batteries. From then on, lithium batteries gradually moved from experimental research to practicality and commercialization. Due to the excellent performance of lithium batteries, various countries are competing to develop various new types of lithium batteries to meet military and consumer needs, such as lithium iodine batteries (1972), lithium chromate batteries (1973), lithium sulfur dioxide batteries (1974), lithium sulfite chloride batteries (1974), lithium copper oxide batteries (1975), lithium manganese dioxide batteries (1976), lithium molybdenum disulfide batteries (1989), lithium-ion batteries (1991), and lithium manganese dioxide batteries (1994). Especially in the early 1990s, the high specific energy and long life lithium-ion batteries invented and launched by Sony Energy Technology in Japan greatly promoted the development of the lithium-ion battery industry.

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