In May 2015, the State Council issued the "Made in China 2025" plan, giving new energy vehicles the key role of overtaking opportunities to promote China's industrial upgrading curve.
There was a thunder on the flat ground.
The supply-demand relationship of lithium was completely overturned. Tianqi ushered in its own historical process. Revenue and profit soared. The stock price also rose from 10 yuan to 77 yuan, becoming a superstar of A shares.
Standing at this point today, let's rethink the logic of industry and technology evolution, which may bring us new enlightenment for our next investment.
In the relationship between lithium and new energy industry chain:
The upstream and downstream processes are: spodumene - lithium concentrate - lithium carbonate / lithium hydroxide - terminal use;
The end use of lithium can be divided into industrial demand (glass, ceramics, electrolytic aluminium, alloy field) and battery demand.
Before 2004, the largest downstream of lithium industry was glass (accounting for 12% of the market), with dispersed uses and slow growth every year.
Then came the first wave in 2004-2014. With the rise of the mobile phone industry, the main demand of the industry has changed to lithium batteries. In 2013, the consumption of lithium batteries has accounted for 40% of the total.
And then the second wave, which started in 2018, is surging.
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