The two quarter is going to enter the traditional peak season for the lithium battery industry, and there is a potential market for small power lithium batteries for electric bicycles and electric tools.
In 2011, under the background of macroeconomic downturn, the global lithium battery market continued to grow. According to the statistics of sadi advisor, the global lithium ion battery market in 2011 reached 15 billion 300 million US dollars, up 29.7%, and the output of the global lithium ion battery reached 4 billion 640 million. From the past four years, the growth trend of the lithium battery industry was more stable after 2008.
In 2012, the high price of oil further leveraged the energy demand of lithium batteries. The NDRC issued the second oil price notice of the year. In a Q & A, the head of the NDRC said that the price of refined oil is still not in place, and that the expectation that oil prices will continue to rise in the future will still exist. The oil price seesaw will move the energy consumption industry to increase the demand for lithium batteries, and the demand for consumer electronics, electric bicycles, electric tools and other industries will be further heated up.
Investment strategy: in terms of investment standards, it is suggested that six fluoro phosphate (002407), Cangzhou pearl in diaphragm area (002108) and lithium carbonate (002466) and Gan Feng lithium industry (002460) are paid attention to.