Electric Battery Still Faces Industrial Challenges

Electric Battery Still Faces Industrial Challenges

Date:Feb 19, 2019

There is no doubt that the competition in the power battery industry will become even more fierce. Although the head of the local power battery has already had the strength to compete with Japanese and Korean giant companies. However, in the face of the future China-Japanese and Korean battery battles, it is likely that the injured are small and medium-sized battery companies in China.

In 2018, China's new energy vehicle production and sales completed 1.27 million and 1.256 million, of which pure electric vehicle production and sales were 986,000 and 984,000 respectively, plug-in hybrid vehicles production and sales were 283,000 and 271,000 respectively.Car. The achievements have also led to the development of the power battery industry.

The data shows that in 2018, the cumulative output of China's power battery reached 70.6GWh, and the sales volume reached 62.3GWh, while the total installed capacity was 56.9GWh, a year-on-year increase of 56.3%.

For consumers, although the new energy models that were available in 2018 have increased compared with the previous years, the products of the joint venture brand are still scarce products. Under the double-point policy drive and sales growth trend, the joint venture brand new energy in 2019 The model will usher in a wave of concentrated launch.

As we all know, the new energy vehicle points from the beginning of this year to set the point ratio requirements, the ratio of points for this year and next year is 10%, 12%, and the double point policy also directly forced the car companies to accelerate the pace of new energy products.

At present, SAIC Volkswagen, FAW-Volkswagen, Changan Ford, Dongfeng Nissan, Dongfeng Renault, Beijing Hyundai, and Beijing Benz have all released plans for new energy vehicles in China. Rough statistics In 2019, there will be more than 20 joint venture brand new energy vehicles listed.

The Volkswagen Group plans to launch 80 new energy vehicles by 2025, 50 of which are pure electric vehicles, and sales of new energy vehicles account for one-third of total sales. This year, Volkswagen will launch new energy models such as LaVida Pure Electric, e-Bora (Electronic Edition Bora) and e-Golf in China. Audi will launch the FAW-VW Audi Q2L pure electric vehicle, and the Audi e-tron will also begin delivery within the year and plan to achieve domestic production next year.

Mercedes-Benz's first pure electric SUV EQC will be made in China this year. BMW plans to launch 25 new energy vehicles by 2025, including 12 pure electric vehicles. The BMW MINI new energy model will be launched in 2019, and the BMW iX3 will be officially mass-produced in 2021.

Toyota in the new energy field is also stepping up its layout. FAW Toyota Corolla Twin Engine E+ and GAC Toyota Ralink Twin Engine E+ will be launched this spring. Toyota's first pure electric small SUV (Zhuze IZOA/C-HR pure electric version) will also be made in two joint ventures next year.

In 2019, Beijing Hyundai plans to launch eight new models, including three new energy vehicles, leading PHEV, Ansino EV and Fiesta EV.

Ford Motor plans to transfer five models to China this year to meet the needs of the Chinese market. Among them, including a luxury SUV model under the Lincoln brand, and Ford's world's first pure electric small SUV.

According to Dongfeng Renault's 2022 vision, Dongfeng Renault plans to launch nine models by 2022, of which three electric vehicles will be put into the Chinese market. The first new energy electric vehicle K-ZE developed for the Chinese market will be launched in China this year.

Under the blessing of many new energy vehicles, the power battery industry in 2019 will naturally continue to rise, and battery manufacturers will undoubtedly reach a new level.

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Due to the current subsidy policy and high cruising range requirements, ternary material batteries have become the mainstream choice for passenger cars due to their high energy density. And quickly surpass the lithium iron phosphate battery, firmly occupy the mainstream position. At the same time, the matching amount of cylindrical/square/soft battery is also subtly changing.

The data shows that in the TOP10 enterprises with installed capacity, the Ningde era began to supply a small amount of soft-pack batteries on the basis of square batteries. BYD currently supplies square batteries. At the same time, the square batteries in Guoxuan Hi-Tech and Yiwei Lithium-energy products also accounted for more than 75%, and the soft-packed batteries of Fueneng Technology and Wanxiang accounted for almost 100%, and the cylindrical batteries of Lishen accounted for 76%, and began to Jianghuai and other brands supply 21,700 cylindrical batteries.

According to the industry's forecast, the sales volume of new energy vehicles in 2006 will exceed 1.6 million. The window period under the support of domestic policies has reserved space for the rapid development of China's power battery. Among the enterprises with TOP10 installed capacity, the Ningde era completed IPO. The company has established joint ventures with SAIC, Dongfeng, GAC and Geely. In the international market, it has also achieved cooperation with international car companies such as BMW and Daimler, and even established factories in Europe.

BYD is undergoing an open reform. Last year, it established a power battery joint venture with Changan Automobile. In addition, its open parts cooperation has also reached the automobile group group such as BAIC, Great Wall and Dongfeng.

After the two head enterprises, a number of power battery companies, including Fueng Technology, Lishen, Yiwei Lithium, and BAK, have also made rapid progress. These enterprises are successively in the dimensions of capital, production capacity, technology reserve, and customer development. Great progress has been made.

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