This year, the production and sales volume of lithium trams in China is expected to be about 4.5-5 million, a net increase of 1-1.5 million compared with 3.5 million last year; This year, 780000 vehicles, including lithium trams, will be exported from January to July. It is estimated that the annual export of electric vehicles will be 1.5 million, of which about half will be exported by lithium trams. From the perspective of the production and sales of electric vehicles, the production and sales of lithium trams are rising rapidly, accounting for one tenth of the production and sales of electric vehicles last year; This year, the production and sales of electric vehicles are expected to decline by 20%, that is, about 28 million vehicles, while lithium trams are expected to increase by about 40% year-on-year. It can be seen that the proportion of lithium tram in the whole electric vehicle market is rising rapidly. This should be attributed to the rapid decline in the price of lithium tram.
In fact, in the final analysis, the growth and even strength of the lithium tram industry is due to the maturity and health of the lithium battery industry. After just a few years of efforts, lithium battery enterprises have made great investment in technological improvement and manufacturing process. It is preliminarily estimated that in three or four years, the investment of lithium batteries for electric vehicles is as high as tens of billions, forming a group of enterprises with the background strength of listed companies, including Tianneng, Chaowei, Suzhou Xingheng and bick, which are engaged in the manufacturing of lithium batteries and occupy the vast majority of the market share.