Marknaden för kraftlitiumbatterier har gradvis gått in i en period av snabb ombildning
Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, said that my country's power battery industry has entered a period of rapid reshuffle. From 2015 to 2017, the number of power battery supporting enterprises has dropped from 150 to about 100, and this process will be further accelerated in the future. .
Under de senaste åren, när utvecklingen av den nya energifordonsindustrin har gått in på snabbbanan, har kraftbatteriindustrin som dess kärnkomponent också inlett en period av snabb utveckling. Enligt de senaste uppgifterna från China Association of Automobile Manufacturers överskred produktionen och försäljningen av nya energifordon i mitt land de förväntade målen 2017, med 794,000 och 777,000 fordon en ökning med 53,8 procent respektive 53,3 procent på årsbasis. Enligt uppgifter från Ivey Economic Research Institute kommer minskningen av batterikostnader och ökade krav på marschräckvidd att leda till en genomsnittlig årlig ökning på mer än 10 procent av den installerade kapaciteten för enstaka-bilsbatterier.
According to relevant estimates, the total installed capacity of power batteries in my country in 2017 was about 36 GWh, an increase of more than 20 percent , and it is expected to exceed the 50 GWh mark in 2018. By 2022, my country's demand for power batteries will reach 210.3 GWh. Among them, passenger cars will become the absolute main application market for power batteries. By 2022, the demand for passenger car batteries will reach 68.3 percent .
Liu Yanlong introduced that in 2017, my country was still the world's largest battery application market, with a total battery output of 100 billion watt-hours, of which power batteries were 78 billion watt-hours. As far as the vehicle battery supporting situation in 2017 is concerned, the supporting capacity of passenger car batteries is about 3.98 billion watt-hours, accounting for 33.7 percent ; the supporting capacity of special-purpose vehicle batteries is 8.51 billion watt-hours, accounting for 22.95 percent ; the supporting capacity of passenger car batteries is 22.95 percent ; The volume accounted for 39 percent . The application of the entire power battery industry is still dominated by lithium batteries, accounting for 99.56 percent . The application volume of ternary batteries is 16.56 billion watt-hours, accounting for 44.87 percent of the entire lithium battery supporting volume. The application volume of lithium iron phosphate reaches 180.7 percent GWh. , accounting for 4948.96 percent .
Enligt relevanta uppgifter, 2017, var de fem bästa kraftbatteriföretagen i mitt land: Ningde-eran 10,568 miljarder watt-timmar, BYD 5,66 miljarder watt-timmar, Waterma 2,412 miljarder watt{{10} }timmar, Guoxuan Hi-Tech 2,048 miljarder watt-timmar, BAK 1,655 miljarder watt-timmar. Bland dem hoppade CATLs marknadsandel till att överträffa BYD:s, från 20,6 procent 2016 till 29,2 procent 2017.
This year, the double-point management method has been implemented, which has brought new opportunities for my country's new energy vehicle and power battery industry. In this regard, Song Xianzhu, Secretary of the Party Committee and Vice President of CCID Research Institute of the Ministry of Industry and Information Technology, believes that this requires the joint efforts of the industry to further enhance the technological innovation capability and market competitiveness of the power battery industry.
"Intense competition in the power battery industry has prompted industry integration to continue, and the market will be further concentrated on advantageous companies." Liu Yanlong believes that we should accelerate the realization of automation, automation, and sharing of my country's battery industry with the development concepts of openness, innovation, coordination, green, openness, and sharing. Intelligent, accelerate the realization of my country's transformation from a battery power to a battery power. In the future, only battery companies with strong technical accumulation, sufficient financial support, rational market positioning and rapid market reflection ability will be able to take the lead and win the market.
