ShenZhen HuaCheng Electric Power Equipment Co.,Ltd
5GPhenomenal market effects are launched one after another,Lithium iron phosphate once 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,Benefit from frequent output at the policy level,5Gnetwork Data center and other new infrastructure progress began to speed up.The near future,China Mobile and China Tower issue bidding list for lithium iron phosphate battery,near4GWhThe demand of lithium iron phosphate battery released to the market.
According to the plan,Including mobile Unicom telecom Four major operators, including radio and television, are expected to2020Year end,Will be opened cumulatively60Ten thousand seats5Gbase station(Including new construction and reconstruction).
Considering that major operators need to complete in advance5GBase station construction objectives,Except for China Mobile,China Unicom China Telecom is expected to4Open in mid month5GBase station battery bidding.
Lithium Research Institute of high industry(GGII)Analysis considers,2020Great development will be made at home in5GAnd 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 big market segment temptation for lithium iron phosphate battery enterprises.High tech lithium understands,China Mobile The bidding period of China's tower is expected to be5-6week,Recently, many lithium iron phosphate battery enterprises are preparing the scheme data to enter the bidding process.
In fact,Before that, a number of lithium battery enterprises have taken root in the field of base station battery,Including Topbond shares Nandu power supply Shuang Deng group Xiong Tao power supply Such as Jia Bei Si.And along with5GBase station wind,Power battery enterprises with deep layout in the field of lithium iron phosphate battery,It is bound to further participate in the competition in this market.
The near future,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 great development potential in the field of lithium iron phosphate battery,They have already made efforts in the energy storage or base station market to varying degrees.
It can be predicted that,along with5GBase station construction enters bonus period,These enterprises are expected to become5GStrong competitors in base station battery market.