The Impact of 5G on the Battery Industry

5GPhenomenal market effects are launched one after another, and Lithium iron phosphate again stands in the spotlight. For long-term enterprises rooted in lithium iron phosphate battery, Opportunity Narrow door And it turns on.

3Since the month, Benefiting from the frequent output at the policy level, the 5Gnetwork Data center and other new infrastructure progress began to speed up. Shortly, China Mobile and China Tower issued bidding lists for lithium iron phosphate batteries and near4GWhThe demand for lithium iron phosphate batteries was released to the market.

According to the plan, Including mobile Unicom telecom, Four significant operators, including radio and television, are expected to2020Year end, and Will be opened cumulatively60Ten thousand seats5Gbase station(Including new construction and reconstruction).

Considering that significant operators need to complete 5GBase station construction objectives in advance, Except for China Mobile, China Unicom China Telecom is expected to open in mid-month5GBase station battery bidding.

Lithium Research Institute of high industry(GGII)Analysis considers 2020Great development will be made at home in 5Gnd infrastructure projects; under the action of bidirectional drive,5GThe base station will be2020The inevitable trend of vigorously promoting in. Conservative prediction,2020Newly built and renovated in5GBase station demand will reach10GWh.

This is undoubtedly a significant market segment temptation for lithium iron phosphate battery enterprises. High-tech lithium understands China Mobile The bidding period for China’s tower is expected to be 5-6 weeks; recently, many lithium iron phosphate battery enterprises have been preparing the scheme data to enter the bidding process.

In fact, Before that, several lithium battery enterprises have taken root in base station batteries, Including Topbond shares Nandu power supply Shuang Deng group Xiong Tao power supply Such as Jia Bei Si. And along with 5GBase station wind Power battery enterprises with deep layouts in the lithium iron phosphate battery field, It is bound to further compete in this market.

Shortly, Issued by Ningde Era200Billion fixed increase and investment plan,among175Billion investment related to energy storage, Giants expand production capacity and technological advantages, Achieve cost reduction. Once entered5GBase station domain, Part of Relational households Battery enterprises cause damage of dimension reduction.

Meanwhile, Including GuoXuan high tech Billion cubic meter lithium energy Angel Technology Peng Hui Energy, Ruipu Energy, and other enterprises with excellent development potential in lithium iron phosphate batteries have already made efforts in the energy storage or base station market to varying degrees.

It can be predicted that along with the 5GBase station construction entering the bonus period, These enterprises are expected to become 5GStrong competitors in the base station battery market.