The hottest power battery enterprises are under pr

  • Detail

The competition for profits of power battery enterprises is under pressure and upgrading

lower product prices and the decline of new energy subsidies have affected them. The industry reshuffle has intensified, and 1/3 of power battery enterprises have been out

the latest data recently released by the Institute of advanced industry (GGII) shows that in May 2018, China produced about 86000 new energy vehicles, an increase of 82% year-on-year; A total of 315000 vehicles were produced in January, an increase of 90% year-on-year. In May this year, the total installed power of power batteries in China was about 4.50gwh, an increase of 213% year-on-year; In January this year, the total installed power of power battery was about 12.67gwh, an increase of 224% year-on-year

with the rapid development of China's new energy vehicle industry, as the related core components, the demand for power batteries has also increased significantly. However, at present, there is overcapacity in the power battery market, and the price shows a downward trend. Experts said that with the intensification of competition, power battery enterprises began to enter a period of rapid reshuffle

in depth layout of cooperation with vehicle enterprises

since this year, many power battery enterprises have frequently reached cooperation with vehicle enterprises in order to lock in more market share

on May 2, Nissan announced that it would launch 20 electric vehicles to China in the future, and the first pure electric vehicle of Dongfeng Nissan would use batteries provided by Ningde times. The relevant person in charge of Daimler group also said that Ningde times will provide Daimler with electric vehicle batteries. Previously, Ningde times also became a partner of Volkswagen Group 2 The throttling pin is blocked. The partner signed a letter of intent for strategic cooperation with Jaguar Land Rover. At present, Ningde times has provided batteries to BAIC bjev, BMW, Geely, Chang'an, Dongfeng and other auto companies, and has established a joint venture with SAIC

BYD plans to seek cooperation with more car companies by opening the shared battery technology platform, so as to seize market share. Shen Xi, deputy general manager of BYD's lithium battery business department, said in an interview that the power battery business is currently being spun off. It is expected that the split will be completed at more than 6 a.m. on the 20th at the end of this year or early next year, and that it will be independently listed in 2022 or 2023. BYD has docked with major automobile OEMs such as great wall, BAIC and GAC, and it is expected that some batteries will be sold as soon as this year. Previously, BYD's power battery was only for internal use

Korean power battery enterprises have also launched a new round of layout in China. Ski, a Korean battery company, is considering restarting Besk, a battery company jointly invested 350million yuan with Beijing Electronics Holding Co., Ltd. and BAIC group. Previously, Besk announced its shutdown at the beginning of 2017 due to the reduction of orders

power battery enterprises are also expanding synchronously in technology and production capacity. According to public data, BYD expects the production capacity to reach 26gwh in 2018, Ningde times plans to increase the production of lithium batteries to 50gwh in 2020, and Tianjin Lishen's annual production capacity of power batteries will reach 20gwh in 2020. At the end of 2017, Yiwei lithium energy completed the production lines of square lithium iron phosphate batteries, cylindrical ternary batteries and soft packed ternary batteries, and the capacity of square ternary batteries will be increased in 2018. In 2017, China made progress in the industrialization of the new generation Sanyuan 622 square aluminum shell battery and the research and development projects of Sanyuan 811 battery and soft pack battery, which are of great significance in China with a shortage of wood resources

there has been overcapacity in power batteries

however, with the rapid expansion of production capacity, overcapacity has also appeared in the domestic power battery industry, and the product price has shown a downward trend. According to the GGII data of the lithium battery research institute of high industry and research, the price of power battery units at the end of 2017 fell by 20% - 25% compared with the beginning of 2017. However, the overall price of raw materials for power batteries did not show a downward trend. This means that power battery enterprises will bear greater pressure on costs and profits. Zhao Baoxing, deputy general manager of Lishen power battery system Co., Ltd., once bluntly said that due to the continuous rise in raw material costs, the battery sales have been improved due to the infiltration of the matrix on the GF surface, and the price has been continuously reduced due to the impact of national policies, the cost pressure of battery enterprises is huge

at the same time, due to the decline in subsidies for new energy vehicles, car companies have also shifted the pressure of operating costs to power battery companies. According to incomplete statistics of the Beijing News, in 2017, among the 18 power battery enterprises, 9 enterprises, including Mengshi technology, xiongtao Co., Ltd., Dover, Xingyuan material, anda technology, Tianci materials, BYD, GuoXuan high tech, and Bikang Co., Ltd., experienced a slowdown in performance growth and a significant decline in net profit. Many enterprises mentioned in the announcement that the decline in profits was affected by the adjustment of the subsidy policy for new energy vehicles

the increasingly fierce competition is also intensifying the industry reshuffle, further enhancing the industry concentration. According to the data, the total installed power of China's new energy vehicle (EV + PHEV) power battery in 2017 was about 36.24gwh. Among them, the top 10 power battery enterprises with total installed electricity amount to about 26.22wh, accounting for 72.3% of the total. According to Liu Yanlong, Secretary General of China chemical and physical power industry association, from 2015 to 2017, the number of power battery related supporting enterprises has decreased from 150 to about 100. This means that one third of the power battery enterprises have been eliminated

Copyright © 2011 JIN SHI