High nickel-forming battery evolution direction
"In the face of soaring cobalt prices, companies must accelerate technological progress." Ma Song, an analyst from Guolian Securities, told reporters. Although high-nickel batteries are the future development direction, and many large battery manufacturers are also actively researching and developing and mass production, the high-nickel technology line has a very high technical threshold. “High nickel routes have high requirements for material purity, oxygen content, humidity, cleanliness, etc. These have become technical barriers. If SMEs cut into the high-nickel route, whether it is in capital investment or technical indicators, are very large. Burden," said Mason.