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—— Santiago Vidal
—— Sergei Milyoshin
—— Daniela Lange
It is noteworthy that all lead-acid battery companies have started the dual line layout of lead-acid storage and lithium battery.
"Although the current second round of the market is dominated by lead-acid batteries, the market share of lithium batteries will also reach about 30% in the future," said a person from the Securities Department of Battery company. investment in lithium battery capacity is similar to that of lead-acid batteries, with more than 800 million capital investment each. Both are equally important. The capacity investment for lead-acid batteries is mainly technological transformation and upgrading, and the capacity investment for lithium batteries is mainly new construction.
The annual report of camel also shows that the company focuses on the lead-acid battery recycling industry chain and the new energy lithium battery recycling industry chain. Even if the vehicle uses lithium battery as the power battery, it still needs lead-acid battery for starting and assisting to power the low-voltage control module.
According to the analysis of the above insiders, at present, the growth rate of new energy vehicles is fast, but the absolute value of its increment is not high. Moreover, the auxiliary batteries of most new energy vehicles are still lead-acid batteries. In the future, the proportion of lithium batteries will increase, but in the starting field, lead-acid batteries will still dominate, and the two will coexist for a long time.