On February 24, 2016, Prime Minister Li Keqiang presided over the meeting and pointed out that the battery industry of new energy vehicles should be developed. In order to accelerate the revolutionary breakthrough in power battery, enterprises that meet relevant conditions will be rewarded.
China's battery industry will usher in the second spring in 2016
After the madness of 2015, China's battery industry will usher in the second spring. China's domestic battery companies seem to be headed for a prosperous development. Behind the prosperity, I am afraid that they are only selling the white powder and earning the money to sell cabbage. Are you tired of spending money for others?
Low-end lithium battery overcapacity High-quality lithium battery is in short supply
In 2015, China’s new energy auto industry was a multi-year and landmark. In short, it was a memorable year. During this year, traditional car manufacturers, IT circles, electric business circles, online games and other related unrelated companies had to insert electric vehicles. By the end of 2015, China had somehow surpassed the United States to become the world's largest new energy vehicle. The market is really big and small. Heavenly battery companies have also thought that finally ushered in the pinnacle of life. However, the truth is always so hurt.
The popularity of electric vehicles, there is also the same concern is the core component power battery. The explosion of electric cars is too fast and too accidental, leading to strong demand for power batteries, but batteries are not available and batteries are in short supply.
Shanghai's best-selling BYD new energy vehicles and the Roewe e550 have encountered "happy troubles."
According to a Shanghai-based Roewe brand dealer, “E550 orders have accumulated over 30, but due to the shortage of key components such as power batteries, manufacturers have been unable to produce vehicles.â€
BYD's new energy vehicles are also being ordered due to lack of battery delivery on time, BYD Shanghai, a dealer said, "Now set the car to wait at least 3 months."
However, self-contradictory people can not help but swallow, the manufacturers said that the battery capacity table enough to lead to production capacity at the same time, on the contrary there are statistics show that as early as 2014 China's lithium-ion battery capacity surplus is about 4 billion to 5 billion ampere-hours.
The head of the Power Battery Laboratory of China North Vehicle Research Institute said in an interview with the China Automotive News that “China has two or three thousand battery companies, but what the market really needs is 'batteries', not every company has a 'big battery' Strength."
There are many domestic companies that produce power batteries, but the quality of products produced is not high, and production capacity is also dispersed. Many battery companies only rely on the expansion of capital to expand blindly, with the national financial subsidy as the core objective. The illusion of “prosperity†is only followed by severe homogenization of the market, ignoring the improvement of battery product performance and technology.
The domestic low-end lithium battery has excess capacity, and high-quality, high-tech lithium batteries are in short supply. As a result, the price of lithium resources has skyrocketed in the face of the world's plummeting resource prices, forming a development model with Chinese characteristics.
The battery industry is in danger of fire, Japanese and Korean companies are rampant
The prime minister puts his words on the power battery industry, and the lithium battery power business is being seized by Japanese and Korean battery companies.
In October 2015, the Xi’an lithium battery factory under the Samsung Group has been completed and put into production, and has a power battery production line with an annual output of 40,000 vehicles.
LG Chemical Nanjing Plant was completed in October 2015 and plans to supply more than 550,000 battery products in China from 2016.
Panasonic will also invest 500 billion yen (about 2.7 billion yuan) in the establishment of a battery factory in Dalian, China, to increase the supply of batteries to automakers. It is expected that it will be put into production in 2017.
Electric car is very hot, the heart is a few
Even though there are two or three thousand battery companies in China, different brands of new energy vehicles have different styles. In fact, the battery manufacturers that hold up the days are just a few old faces. Only one of them is a native of China and another is BYD. A123 battery purchased by Wanxiang.
Japan and South Korea's battery giants said that the world's new energy electric vehicles are quickly being contracted by us. Among them, LG Chemicals and Samsung SDI have taken over the German and legal systems, and also contracted a large number of Chinese brands including Volvo, SAIC, Chang'an and Great Wall.
Yang Puyu, chief editor of China Batteries Network, said in an interview with reporters: “At present, there are quite a few domestic manufacturers of power batteries, but only a handful of them can really be used in electric vehicles. According to statistics, at present, there are 60% of power batteries for vehicles. ~70% comes from foreign companies."
The lack of core technology in the local battery companies, the prosperity of the battery industry is only excess capacity, rather than a competitive advantage of production capacity. High-end lithium battery production materials and technology are in the hands of foreign companies, domestic companies basically rely on technology acquisition and property rights transfer for OEM production.
With the intensification of investment by Samsung, LG Chem, and Panasonic in China, this will inevitably make the market more competitive. As a result, subsidies for new energy vehicles have become subsidized by foreign battery companies. The development of new energy vehicles in China has become a tasteless development. The battery industry is going to heat up, and China's battery companies are just making clothes for others.
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