The lithium battery industry accelerates the exploration of new blue oceans

In 2024, the global sales growth rate of new energy vehicles will slow down, and the installed capacity growth rate of power batteries will be lower than the production capacity growth rate for the first time.

In the harsh winter of the industry where the utilization rate of lithium battery production capacity has fallen below the boom bust line, leading enterprises have achieved growth against the trend by expanding into emerging industries and breaking through technological barriers.

Technological innovation and industrial upgrading drive the accelerated reconstruction of the industry ecosystem. The industry has stated that from accelerating the clearance of upstream resources, deeply integrating midstream material links, to fully empowering with digital technology, the modern industrial system of lithium batteries continues to upgrade, and the diversified innovation landscape has gradually unfolded.

Top enterprises' strong will always be strong '

According to Wind data statistics, in 2024, among the 31 lithium battery listed companies on the A-share market, 16 saw a year-on-year increase in net profit. Among them, 11 companies saw a year-on-year increase in both revenue and profit, accounting for over 30%. The 10 heavyweight stocks with a market value exceeding 10 billion yuan achieved a total net profit attributable to the parent company of 59.565 billion yuan, accounting for 99.45% of the industry's profits.