Li Zhenqiang, CEO of Starting Point Research, said at the meeting that from the perspective of China's lithium battery competition pattern, the industry concentration is much lower than abroad. In 2015, the market concentration of the top 10 lithium-ion batteries in China was 44.4%, and only one of the top 10 did not involve power batteries. Li Zhenqiang predicts that by 2018 China's lithium-ion battery market will reach 96.11GWH, with a compound growth rate of 25% in the next three years, and the EV will maintain a compound growth rate of more than 40%, while the ESS market is expected to break out in 2018.

From the perspective of lithium battery materials, output in this field has surged, and domestic companies have performed well. Li Zhenqiang pointed out that in the cathode material market, the global output in the first half of 2016 was 100.25 tons, and China was 51,000 tons; in the anode material market, the global anode material output in the first half of 2016 was 66,800 tons, and China was 39,600 tons; the separator market In the first half of 2016, global diaphragm production was 790 million square meters, a year-on-year increase of 20.8%. China's diaphragm production was 400 million square meters, a year-on-year increase of 31.6%.

It is worth mentioning that the current M&A and production expansion in the lithium battery industry has not diminished. According to Li Zhenqiang, in the first half of 2016, there were 30 mergers and acquisitions in the lithium battery industry. In addition, lithium battery upstream material companies are also expanding their production.