Kraftlitiumbatteriindustrin har gått in i ett skede av snabb tillväxt, och det nya energiområdet har gjort snabba framsteg
With the rise of new energy vehicles, my country's power battery industry has entered a stage of rapid growth since 2014, with shipments increasing from 3.7GWh in 2014 to 30.5GWh in 2016, with a compound growth rate of 288 percent . In 2017, affected by the decline of new energy subsidies, the growth rate of power battery shipments dropped to 19 percent , and the annual shipments were 36.2GWh.
Uppgifterna visar att i slutet av 2017 nådde den totala inhemska kraftbatteriets produktionskapacitet 135GWh, och den effektiva produktionskapaciteten var 110GWh, medan den årliga leveransen av kraftbatterier endast var 36,2GWh, och den genomsnittliga kapacitetsutnyttjandet var mindre än 40 procent . Det uppskattas att kapacitetsutnyttjandegraden för ledande företag kan nå 80 procent, och kapacitetsutnyttjandegraden för vissa små och medelstora företag är bara 10 procent, och den låga-produktionskapaciteten är uppenbar. Under de kommande två åren kommer första{10}}batteritillverkare fortfarande att lägga in ny produktionskapacitet. Det förväntas att den totala produktionskapaciteten för kraftbatterier kommer att nå 206GWh och 285GWh under 2018 respektive 2020. Efterfrågan på kraftbatterier kommer under samma period att vara 47GWh respektive 97GWh. Tekniken är bakåtvänd och det saknas stabila fordonskunder. av liten kapacitet kommer att elimineras.
In November 2016, the Ministry of Industry and Information Technology issued the "Regulations for the Automotive Power Battery Industry" (2017) (Draft for Comment), which greatly increased the annual production capacity of lithium-ion power battery monomer enterprises from 0.2GWh to 8GWh. At present, there are only 5 enterprises. To meet the production capacity standards, according to the production expansion plans announced by various manufacturers, 14 companies will meet the production capacity standards in 2020. In 2017, the number of power battery companies declined for the first time, and the clearing effect of small production capacity was beginning to appear. In the context of falling prices and pressure on profitability, it is difficult for small and medium-sized enterprises to expand production. It is estimated that the domestic demand for power batteries will be about 100GWh in 2020, and there will be no more than 20 power battery manufacturers by then.
More than 90 percent of the global power battery production capacity is concentrated in China, Japan and South Korea. Japan has vigorously invested in lithium battery research since the 1990s, South Korea has followed up rapidly in the 21st century, and China has taken the lead in the past two years. Japan's Panasonic, South Korea's LG Chem, and Samsung SDI basically monopolize the supply of power batteries for mainstream car companies in Japan, South Korea, and Europe and the United States. Driven by technological improvements and policies, the sales of new energy vehicles in my country rapidly increased to 49 percent of the total sales of new energy vehicles in the world in 2017, driving the rapid increase in the production and sales of upstream power batteries. Among the top ten global power battery sales in 2017, domestic companies occupy seven seats, with a total global market share of 47 percent . Among them, CATL power battery sales volume is 11.82GWh, with a global market share of 17 percent , surpassing Panasonic to become the world's largest power battery manufacturer. In addition to supplying domestic OEMs, Chinese companies have begun to seek cooperation with world-class OEMs. CATL has entered the supply chain of BMW and Volkswagen, and competes directly with Japanese and Korean companies in the international market.
