Will 5G infrastructure lead to a new blue ocean of lithium batteries?China mobile, China tower intensive order
China mobile has completed the bidding of the world's largest wireless network master device and SA core network equipment for phase ii of 5G, so as to ensure that all cities at and above the prefecture level will provide 5G commercial services within the year.
5G has been formally commercialized since 2019, and now the pace of construction is further accelerating.
Behind the acceleration of 5G construction, lithium battery may become a new blue sea.
Recently, China mobile announced the winning result of the centralized procurement of lithium iron phosphate battery in 2020, and eight enterprises won the bidding.
"The batteries for 5G base stations used to be lead-acid batteries. In 5G construction, they will be replaced by lithium iron phosphate batteries.
"The three major carriers have placed orders for lithium batteries for 5G construction, and the volume is large."
A battery manufacturer told the 21st century business herald.
China mobile confirmed to 21st century business herald that the lithium battery procurement bidding project launched in March this year and announced recently is mainly used in the transmission aggregation room and 5G base station.
In addition, a person in charge of China mobile's bidding told 21st century business herald that the project will be able to meet China mobile's 5G base station construction this year.
Over 1.3 billion yuan purchase order
With new infrastructure proposed, operators are gearing up to build 5G base stations this year, and raw "ammunition" is indispensable.
In march this year, China mobile issued the tender announcement for the centralized procurement of lithium iron phosphate batteries in 2020.
The total amount of tongxin lithium iron phosphate battery was 610.2 million Ah (specification 3.2v), and the purchase demand was satisfied for one year.
Among them, jiangsu zhongtian technology co., ltd. bid 1.292 billion yuan, winning