From the “hungry†power battery to overheated investment market, how to evolve?
According to statistics, power battery shipments climbed to 15.7GWh in 2015, which is almost 3 times that of 2014. Among them, the production volume of lithium iron phosphate battery reached 10.86GWh, which accounted for nearly 69% of the market share; the corresponding shipment of ternary materials battery was 4.26GWh, accounting for 27%; corresponding to lithium manganate, lithium titanate, super capacitor, The shipment of other materials such as nickel-metal hydride batteries was only 0.6GWh, accounting for 4%. In 2015, the top 10 manufacturers in terms of shipments accounted for nearly 70% of the total, while the manufacturers with more than 1GWh of shipments were only BYD , Ningde New Age (CATL), Lishen, Hefei Guoxuan Hi-Tech, and Waterma. According to the national planning at that time, the energy density of the power battery module in 2015 must reach 150Wh/kg (converted into a single cell, the energy density needs to reach about 170-190Wh/kg, but the actual situation is that the specific energy of the single cell is only 110-120Wh/kg, combined into a battery pack, the battery system energy density is less than 90Wh/kg. In addition, in terms of safety, reliability, etc., there are significant problems in the power battery products in 2015, and the high-end production capacity is obviously insufficient. The country is also aware of the seriousness of the problem and rectifies the industry. By 2016, power battery companies will begin to face greater competition pressure. In 2016, new energy vehicles with a total capacity of 28 GWh of batteries were installed, a year-on-year increase of 79%. Among them, the lithium iron phosphate battery is still the market's main force, accounting for 73% of the total, carrying capacity of up to 20GWh; while the ternary material battery was once banned in the use of new energy buses, carrying capacity in 2016 was only 6.3GWh, accounting for 22% In addition, other materials including lithium manganate, lithium titanate, nickel-metal hydride batteries, super capacitors, etc. are all carried in small quantities, accounting for only 5%. In 2016, there were more than 100 supporting battery manufacturers, and more than 1GWh of battery manufacturers were BYD, Ningde Times New Energy (CATL), Guoxuan Hi-Tech, and Waterma. According to report, at the end of 2016, the power battery cell energy density in China had reached 220Wh/kg, and the price was as low as 1.5 yuan/Wh. In the first three quarters of 2017, the output of power batteries totaled 32.02 GWh, a year-on-year increase of 42.1%. Among them, the output of the top 10 power battery companies reached 24.48GWh, accounting for 76.5% of the total. Ningde times, BYD, Guoxuan Hi-Tech, and Waterma are among the top positions. According to the 10 batches of recommended catalogs released this year, as new energy subsidies are regarded as an important indicator of the new subsidy policy, battery companies are using high-energy-density batteries as a breakthrough. The energy density of the power battery system of a pure electric passenger car is generally higher than 120Wh/kg; the energy density of a pure electric bus power battery system is generally higher than 115Wh/kg; the energy density of a pure battery electric vehicle power battery system is generally higher than 120Wh/kg. According to report, the price of the current battery system is already lower than 1.5 yuan/Wh, which is about 1.3 yuan/Wh. The investment direction of the new energy auto industry is mainly focused on new vehicle production capacity and power battery projects. According to incomplete statistics, in the third quarter of this year alone, the total capital investment expansion project involving power batteries exceeded 72 billion yuan. It is expected that by the end of this year, the total capacity of domestic power batteries is expected to exceed 230GWh, an increase of more than 127% year-on-year. At the end of the year, no more than 15 companies will have capacity over 8GWh. From the data of production capacity, price system and energy density, the lithium battery industry has grown rapidly in recent years, and its production capacity has increased rapidly. Prices have been reduced to different degrees each year, and the energy density level has been reduced. Therefore, the existing subsidies and technical access thresholds are difficult to form a more stringent rectification effect, and it is even more difficult for the state to support the advantages and benefits of the country. Therefore, the subsidy policy of 2018 may continue to raise the technical threshold and make waves. All of our Hardcover Book Printing covers can be customized with your logo and book numbers or personalized with your name, project, title or department. Each book includes guidelines for documentation and a table of contents for quick reference. To add more specific instructions, make changes to page formats, or make other design decisions see our custom book department and explore your options. Hardcover Book Printing,Custom Hardback Book,Printer For Books,Art Book Printing Services Shenyang Meitu Artical Printing Co.,Ltd , https://www.meituartical.com