据相关报道特斯拉日前宣布,将在2022年年底前实现新型4680圆柱电池的大规模生产。从多家企业了解到,亿纬锂能、松下、LG新能源已布局4680圆柱电池并快速推进量产,同时将带动雅化集团、石大胜华、天赐材料等产业链企业所生产的相关原材料需求放量增长。中金公司预计,2023年有望成为4680圆柱电池放量元年,4680圆柱电池快速放量将带动新型材料需求高增。
电池行业的一场新战斗即将打响。
According to related reports, Tesla recently announced that it will achieve mass production of the new 4680 cylindrical battery by the end of 2022. It is learned from many companies that Yiwei Lithium Energy, Panasonic, and LG New Energy have deployed 4680 cylindrical batteries and rapidly promoted mass production. At the same time, they will drive the demand for related raw materials produced by industrial chain companies such as Yahua Group, Shidashenghua, and Tianci Materials. Volume growth. CICC predicts that 2023 is expected to become the first year of 4680 cylindrical battery discharge, and the rapid discharge of 4680 cylindrical batteries will drive a high demand for new materials.
A new battle in the battery industry is about to begin.