pennslammer34500| Chinese batteries "sweep" Europe, and solid-state batteries accelerate

According to Korean media sources,Pennslammer34500The European market is increasingly dependent on Chinese electric vehicles and batteriesPennslammer34500According to SNEResearch, a South Korean power battery research firm, the share of Chinese battery companies in the European market remained around 10 per cent until 2020, but exceeded 40 per cent last year. On the other hand, the market share of domestic battery companies in South Korea fell from 70 per cent to about 57 per cent over the same period.

Industry observers pointed out that with the rapid expansion of the capacity of the lithium power industry chain in the early stage, the problems of excessive production capacity and increasingly fierce competition have emerged in the industry. However, the industry reshuffle contains opportunities, especially for leading enterprises with excellent core technology, outstanding product competitiveness and scale advantages, rich customer clusters and a certain ability to go to sea, or it often means a new opportunity for development.

Guohai Securities said that recently, the solid-state batteries of many enterprises have been continuously promoted in terms of performance improvement and mass production, which is expected to accelerate the industrialization process of solid-state batteries. It is expected that all-solid-state batteries will be fully commercialized in 2030.

Battery ETF (561910) mainly covers battery manufacturing, core materials, lithium battery equipment, energy storage inverter core target. Among them, more than 5% weight is the concept of new energy vehicle. From an industrial point of view, the CS battery index focuses more on the "core" of the new energy vehicle industry and has the characteristics of high growth and high elasticity. The latest valuation of the underlying index is 20.Pennslammer34500.09 times PE, in the 10-year quantile of 3%, which is cheaper than nearly 97% of the time in the past decade.

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