Deeply analyze the current situation!

Over the past decade, my country's new energy vehicle industry has continued to rise, from resource output to technology output, from localization to globalization, with its international competitiveness continuously improving and its own brands accelerating their rise. my country's new energy vehicle industry has also formed a relatively complete industrial chain and supply chain, with new energy vehicle sales and power battery installations accounting for more than 60% of the world's total, and key power battery materials such as positive electrode materials, negative electrode materials, diaphragms, and electrolytes accounting for more than 70% of the world's total.

At the same time, over the past decade, the battery new energy industry has also experienced multiple rounds of reshuffles. The serious mismatch between supply and demand has caused the power battery industry to enter an unprecedented cycle of deep competition and reshuffle. Problems such as overcapacity, price involution, capital contraction, destocking difficulties, cost reduction pressure, and performance pressure have emerged, and a large number of companies have gone bankrupt.

However, in the long run, the growth of the new energy track remains certain, and the prosperity and momentum remain. In 2024, the battery new energy industry will usher in a critical node, pushing the industry from internal competition to rational competition. This year will be an important year.

In the face of increasingly fierce competition in the battery new energy industry, how can the "survivors" survive the cycle? For new energy people, it is not only necessary to practice "internal skills" well, but also to know both oneself and the enemy, so as to win every battle. It is crucial to grasp the evolution trend of the new energy track, player strategies, future challenges, and monetization capabilities.

In this context, research institutions EVTank, Ivy Economic Research Institute and China Battery Industry Research Institute have jointly launched more than 90 in-depth industry white papers based on the first-hand comprehensive data of the domestic and foreign battery new energy industry chain and rigorous indirect research data. Among them, the new energy industry chain series of industry development white papers focus on lithium-ion batteries and their industry chain, new energy vehicles and their key parts industry chain, energy storage and its industry chain, hydrogen energy and fuel cell industry chain, other new battery systems and industry chains, and smart car industry chains.