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Nov 15, 2021

The future of lithium iron phosphate companies will show some new features

The future of lithium iron phosphate battery companies will show some new features

 

(1) battery-side sales to operations, to solve the gross margin problem: in the lead-acid battery as a competitive application scenario, the cycle life of lithium iron phosphate batteries have a significant excess phenomenon, companies will change the sales model to lease operations, which will directly improve the full life cycle economy of lithium iron phosphate batteries, and improve product gross margin.

 

(2) the core product size gradually unified, universal demand for enhanced: in the downstream market of energy storage, ships, etc., the sales chain presents a large fluctuation in demand, the number of projects, but the single purchase volume is low, etc., square lithium iron battery universal demand for enhanced, especially in the communications energy storage and industrial energy storage, modularity will help accelerate the speed of application of downstream enterprises.

 

(3) lithium iron phosphate materials production will be more with "bulk chemicals" characteristics: lithium iron materials in the lithium iron battery market technology threshold lowered, the market scale, the trend of more abundant application scenarios, product models gradually unified, sales prices further reduced, enterprise productivity and production scale to further improve.

 

(4) channel construction needs to increase, the platform and brand influence will become the enterprise complementary point: energy storage, small power, marine and other fields have obvious geographical characteristics, providing such cores also have a low concentration of enterprises, the number of enterprises fluctuate, the procurement channel is not sound and other issues, lithium iron phosphate materials enterprises how to achieve platform sales, to create a word-of-mouth effect will become an important issue in its sales and marketing links.

 

In summary: the short-term lithium iron phosphate market recovery is slow, but with the development of society, in the long run, lithium iron phosphate is expected to become the mainstream of society's application products. With the further decline in subsidies, the downstream application market will vote with their feet, performance, cost, segmentation of market demand under the role of multiple factors, the application of lithium iron phosphate trend in 2020 or will restart.


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