In the past few years, LG headquarters will provide us with some shipping evaluations, but it has not been used at all in the past two years because the production of power lithium-ion batteries is in short supply. "Yan Chenqi, the general manager of Songgang Technology Co., Ltd., told China Business Daily in an interview with Third China (Wuhan) that as an authorized agent for LG lithium-ion batteries in South Korea, Yan Chenqi has almost experienced a shift from high demand to high demand in the lithium-ion battery market The entire process from high gross profit to stable prices and even price wars. He believes that the 3C industry, which currently has a high demand for lithium-ion batteries, has basically reached its peak, and his contribution to the future increase in demand for lithium-ion batteries will be very limited. Correspondingly, the demand for power lithium-ion batteries has just begun, and the market will at least grow rapidly in the next five years. In five years, with the development of energy storage technology, there will also be great development space for energy storage batteries.

　　The important reason for the price increase of lithium carbonate is the supply and monopoly of raw materials by upstream foreign lithium suppliers, while the explosive rise in domestic new energy vehicles is the direct reason for this price increase. As a positive electrode material for power lithium-ion batteries, the overall market demand will directly affect the prices of raw materials such as lithium carbonate. In September of this year, the global lithium carbonate giant FMC announced that the prices of its lithium products would increase globally starting from October 1st. Among them, the prices of products such as lithium carbonate, lithium chloride, and lithium hydroxide will increase by 15%.

　　Next is Ganfeng Lithium, with 40% in China; 002460, Cuba and 41; Other companies have also raised the price of lithium carbonate. According to industry estimates, upstream raw material prices, including lithium carbonate, will continue to rise in the next 6 to 12 months. Lithium carbonate is only one part of the chain reaction triggered by the surge in demand for power lithium-ion batteries. From last year to this year, almost all upstream raw material prices have fluctuated rapidly with market demand, and market demand, including electrolyte and diaphragm, is also growing rapidly. Yan Chenqi told reporters that when working on 3C consumer lithium-ion batteries in the past two years, there was a lot of pressure on sales indicators. In recent years, when making power lithium-ion batteries, you don't have to worry about the indicators, only about the output not keeping up. At the same time, this very sensitive businessman realized that with the support of national policies, the next generation power lithium-ion batteries and lithium-ion battery market will become the focus of industry competition. He told reporters, "We are doing less in 3C now. It is important to comply with national policies. The next 10 years will be the golden age for power lithium-ion batteries. The industry predicts that in the next 10 years, the scale of China's pure power lithium-ion battery industry is expected to exceed 160 billion yuan, and the upstream lithium mineral resources, midstream key materials, and downstream battery assembly market will continue to be good since last year.

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