At the 2030 scale, automotive batteries will continue to revolve around lithium-ion batteries, or more absolutely, based on the chemical systems of lithium iron phosphate and ternary lithium batteries, and the commercialization of solid-state lithium batteries will begin at the 2030 scale (I am not optimistic about large-scale semi solid-state sales). The field of electric energy storage will be the next volcanic crater, with many forms of energy storage besides lithium batteries adapting to different scenarios. Personally, I am optimistic about liquid flow battery energy storage and green hydrogen manufacturing energy storage based on PEM.

From the perspective of power batteries, it is expected that the development of lithium iron phosphate and ternary lithium batteries will continue to dominate in the 2030 scale, and the development of solid-state lithium batteries as a high-energy battery route can also be expected in the 30 year scale. In fact, looking back on the past 7 years, the development of power batteries can be said to be rapidly changing. From 2015, we were still discussing whether to exclude ternary lithium from China's new energy subsidy policies due to the safety of the battery itself and the dumping of foreign companies by LG. By 2016, the position of ternary lithium was clear, and by 2018 to early 2019, ternary lithium had almost achieved universal access in the field of passenger cars, By 2019, high-energy lithium iron phosphate batteries with increased energy density had once again reversed the trend, and by the end of 2021, lithium iron phosphate batteries and ternary lithium batteries were once again evenly divided in the market. This year, lithium iron phosphate continued to make great progress, and so on. It can be said to be dazzling. However, from the perspective of the next 8 years, there will not be much change in the overall battery situation of the lithium iron phosphate and lithium ternary segmented power battery market.