Battery Company Survival Status Investigation: How to reduce the price of two squeezes

　　Author ：Iflowpower – Portable Power Station Supplier

After the new energy car subsidy, the automobile company has to seek the way to seek costs, with the power lithium-ion battery as a "large", and the car is considered an important carrier. However, the price of battery raw materials has risen, and there is an occurrence of monopoly. Around these problems, the reporter has launched a deep investigation involving vehicle-enterprises and batteries.

The development of new energy vehicles is inseparable from power lithium-ion batteries. As a core component, the cost of power lithium-ion batteries accounts for 30% to 50% of the cost of the vehicle. For all, battery costs are high, the price of electric vehicles is significantly higher than that of the same level of fuel cars, and therefore, in a certain extent, new energy vehicles have insufficient attraction to consumers.

Further reduce battery costs, improve battery performance, become the direction of the whole industry. In fact, this year, the situation in the face of battery companies is different from previous years, because the "fraud" incident, the impact of the new energy auto market is exceeded in the first quarter, battery companies face pressure from all parties. ■ Cost rising with the cost of pressing the dynamic lithium-ion battery in the car and enterprises is closely related to the price of raw materials.

At the beginning of this year, the price of raw materials such as cobalt, nickel, copper and lithium carbonate such as dynamic lithium-ion batteries rose sharply. As an example, the price of the lithium carbonate in the production of three-dimensional lithium-ion battery is carbonate. In 2015, the price of lithium carbonate is approximately 50,000 to 90,000 yuan / ton.

It climbed to 160,000 yuan / ton in 2016; another important raw material metal cobalt price Also all the way, the price of electrolysis is from 200,000 / ton in 2015, climbed to nearly 400,000 yuan / ton in 2017. Compared with the madness of the price of the positive electrode material, the price of the negative electrode material, the diaphragm, and the electrolyte is relatively stable, and the overall look at the price of the battery raw material presents an upward trend. In addition to the higher prices of upstream raw materials, battery companies have to face the compaction of the vehicle enterprises.

The assistant manager of Dongfeng Yangzijiang Automobile, the general engineer Lei Hongzhen bluntly: "The vehicle factory will subsidize the stress of the restented steering power lithium-ion battery company, and there is no room for bargaining. "It is understood that from the beginning of 2017, the game of the vehicle factory and battery company has been staged. The Minister of the New Energy Motor Market Department, Li Waia, told reporters that the car company negotiated in the beginning of the battery company, hoping to further reduce the battery price.

In fact, the pressure of battery manufacturers is not only from cost, and policy changes have caused technical route to bring large pressure to battery manufacturers. The battery manufacturers must adjust the battery specifications, pack methods and even material formulations according to policy standards. ■ The two-way extension of the business chain may continue to rise raw material prices, as well as constant complicated vehicle companies, battery companies must find their own way of survival.

An internal person who did not want to be famous for the name of the "my country Automobile News" reporter: "In fact, it should be the pressure of 'two squeezes', many battery companies have their own response strategy: I can set up raw material companies on the one hand to ensure the company Use the best price of raw materials; on the other hand, you can enter the stock company, create a community, reduce the pressure of the company's own. Guoxuan's high school is the most typical company. The company has been committed to the development of lithium-ion dynamic lithium-ion batteries and its upper and downstream industries.

In 2016, the annual output of 8,000 tons of positive material production line has been built, and the planned production is 50,000 tons. Guarantee the power of the power lithium-ion battery positive material self-sufficient. In addition, the company also enters the stock North Automobile new energy, holding 3.

75% of the equity, making the partnership between the two more stable. BYD is also layout in the field of raw materials. Last year, BYD said that it would be invested in the Qinghai Salt Lake Industry, Shenzhen Zhuo Zhuo Chengxing Company to establish a new company Qinghai Sali Lake Biandi Resources Development Co.

, Ltd. The new company specializes in the development, production and sales of lithium resources in Salt Lake, important production of lithium carbonate, lithium hydroxide, etc. It is understood that in addition to the above-mentioned investment, the battery company also reduces costs through technological innovation, scale production, amortization costs.

■ Companies gross profit margin or down to 20% requires related guidance on the cost reduction of dynamic lithium-ion battery costs, national level has developed relevant guidance. According to "Energy Saving and New Energy Automotive Technology Road Map", until 2020, the power lithium-ion battery monomer cost is 0.6 yuan / WH, and the system cost is 1 yuan / WH; until 2025, the monomer cost is 0.

5 yuan / WH, system cost is 0.9 yuan / WH; until 2030, the monomer cost is 0.4 yuan / WH, the system cost is 0.

8 yuan / WH. It is understood that the price of the mainstream battery company battery pack has a significant decline in the first two years. At present, the price of lithium iron phosphate ion battery pack is approximately 1.

7 to 1.8 yuan / WH, the price of the three-yuan lithium-ion battery pack is 1.4 ~ 1.

7 yuan / WH. The industry believes that considering the decrease in battery companies depreciation costs and incapable of ammallization, the technical progress brings energy density to increase energy density, so that the price of battery batteries decreases, 2017 dynamic lithium-ion battery prices are expected to over 20%. It is necessary to pay attention to the excess of power lithium-ion battery has not been struggled.

The leading company has basically formed, and the price drop will be much higher than expected. With the release of the power lithium-ion battery company in the second half, the market competition will be more intense. Product prices have a further decline.

It is expected that between 2017 and 2020, the first echelon dynamic lithium-ion battery company gross profit margin will drop from 30% to about 20%.