The hottest power battery is frequently staged. Wh

2022-08-26
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What is exposed by the frequent performance of "marriage by pointing the belly" by power batteries

recently, media reported that the power battery production line of Zhengzhou BIC battery has just been put into operation, and the 200million ah power battery expected to be produced in 2018 has been booked out by a car company. Nowadays, it is no longer a case for car companies to rush for power batteries. The products of battery companies are booked out before they are offline, which is quite a "marriage by pointing the belly"

Jin Yong once designed the plot of Guo Xiaotian and Yang Tiexin's marriage through their belly in the second episode of the legend of the Eagle Shooting hero, "if they are of the same sex, they will marry a golden orchid; if they are of the opposite sex, they will marry a couple", which will show the heroism of Guo and Yang in troubled times. Nowadays, battery enterprises and vehicle enterprises have staged the "marriage by pointing the belly", and the reason is quite intriguing

battery China learned that BIC battery was established in Shenzhen in 2001 and is deeply engaged in the field of lithium battery. It has more than 15 years of lithium battery production experience and relatively mature production technology. As one of the first power battery enterprises to enter the field of new energy vehicles in China, BIC battery has formed close cooperative relations with Dongfeng Motor, Shanghai Shenlong, NAC group, Haima automobile, Zhengzhou Nissan, Hebei Yujie, BAIC Futian, Xiamen Jinlv, Yundu new energy, China FAW and many other auto enterprises. At present, BIC battery can mass produce ternary batteries with high nickel 811 material system, and its energy density has been increased to 232wh/kg. Its new generation of 21700 high energy density batteries (using high nickel and silicon carbon material system) are also under layout. Li Dan, vice president of BIC battery, said that BIC's battery products have been fully verified by the market, with solid quality and excellent performance, so that many vehicle enterprises began to lock in BIC's power battery products in advance

according to the data provided by the industry research department of the power battery application branch of the China chemical and physical power industry association, from the perspective of the production of various enterprises, it is expected that by the end of 2017, China's power battery capacity will reach 180gwh, while the cumulative installed capacity of domestic new energy vehicle power batteries in June is only 15.17gwh. Industry insiders predict that the annual installed capacity of power batteries in 2017 is expected to reach 27gwh, and there is a wide gap between the planned capacity of domestic enterprises and the actual installed capacity

with the development of China's new energy vehicle industry, battery enterprises have a strong willingness to expand battery capacity, and the scale of expansion is huge. However, as the battery industry is a highly sophisticated manufacturing industry, the construction of a production line, from equipment procurement to operation commissioning, and then to mass production, often requires a long adjustment cycle, and the planned production capacity of the enterprise is converted into the actual output less. On the other hand, the current situation of "many but not strong, good and bad" in domestic power battery enterprises will make it increasingly difficult for power battery products to meet the needs of vehicle enterprises. The contradiction of structural overcapacity of "insufficient high-end capacity and excess low-end capacity" has emerged

this year, the pure electric bus market has declined significantly, and pure electric passenger vehicles have become the main battlefield for power battery enterprises. Domestic pure electric passenger cars thank you for your trust in us. The manufacturing route of vehicle enterprises using ternary batteries is gradually clear, and domestic power battery enterprises are in the production transformation period. Some battery enterprises that focus on lithium iron phosphate batteries need to adjust their product structure; Some enterprises that have deployed ternary batteries will also usher in a ramp up period of capacity release, and it is difficult for car enterprises to find matching high-quality supporting enterprises. It is not difficult to understand the reason why Zhengzhou BIC battery products have just been put into production and announced that the products to be offline have been sold out. With the improvement of the technical requirements of new energy vehicles for power batteries, such contradictions will become more and more obvious

the rush of car enterprises to grab power batteries has also exposed the current imperfect supply chain of core components of domestic new energy vehicles. Baoxudong, the head of Yundu automobile, once said publicly that a qualified supplier of complete vehicle enterprises should first achieve quality assurance. What precautions should be paid to when using poly hardness tester? Next, the technicians of our company will explain to you the precautions of Leeb hardness tester. What are the stable supply quantities? As for the current power battery, the supply guarantee is a big problem. He admitted that if there is a suitable battery supplier, Yundu will even directly adopt the cooperation mode of cash purchase. Battery China believes that the reasons for the plight of car companies are, on the one hand, the low production of domestic high-end power batteries, and, on the other hand, the lack of a close alliance between car companies and battery companies

at present, domestic car enterprises are used to transferring cost pressure to battery enterprises. In this case, it is very easy to cause a "price war" of "self phase 4, killing after replacing the fixture" among battery enterprises. In the case of tight supply of power battery products, it is also very easy to appear that the power battery "gets the higher price", and this supply chain maintained by interests is extremely fragile. Professor chenquanshi, director of the Institute of Automotive Research of Tsinghua University, once pointed out that the industrial chain of new energy vehicles is very long. Only by closely combining the parts enterprises and vehicle enterprises, and synchronous, coordinated development and cooperation, can we do a good job of the vehicle. Building a highly compact supply chain system is the top priority of the current development of new energy vehicles

at present, in the combination of upstream and downstream of the industrial chain, new energy vehicle supporting enterprises, including power batteries, are under pressure from both upstream and downstream, which is very detrimental to the overall development of the industry. The development of domestic new energy vehicle industry should implement the spirit of "overall planning of the whole industrial chain, overall planning of industrial layout, and overall planning of development and safety", so as to form a close supply alliance among power battery enterprises, new energy vehicle enterprises, and upstream material enterprises, and beware of phased overcapacity and structural overcapacity in the new energy vehicle industry. While adjusting the production structure of enterprises, it is important to establish the concept of coordinated development and form a strong industrial alliance. 2. It is important to align the center of the stage with the center of the objective lens

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