How do we deal with the battle of the power lithium battery?

　　Author ：Iflowpower – Portable Power Station Supplier

The latest data released by my country's Automobile Power Lithium Battery Industry Innovation Alliance, in May this year, my country's new energy automobile market has achieved a total of 4 dynamic lithium batteries to achieve loading, reducing 2 in April, while 61 significantly from last year. Reduce 20. Among them, the top three companies ranked for 7.

5GWH, accounting for 75.6%, and the top five companies were processed by 8.4GWH, accounting for 84.

8%, and the head company market share. On the other hand, my country's powered lithium battery industry is about to face the impact of foreign power. 暌 暌 日 电 电 公司 公司 公司 公司 电 电 公司 公司 布 布 布 布 布 布.

On June 12, Geely Automobile announced that the subsidiaries of Shanghai Huapu, a subsidiary of 99% equity, will set up a joint venture company, important engaged in processing and sales of electric vehicle batteries, each hold 50% Equity. It is worth noting that Geely has set up a joint venture with Ningde Times. Obviously, the car is unwilling to put the egg in the same basket, but through the bundle of many different companies, master the right to speak new energy car core components.

Japan and South Korea's rolls have come back to in recent years, and the policies have been vigorously promoted, which not only makes the new energy vehicle market grow rapidly, but also drives the development of related industrial chains. Under the wave, my country's powered lithium battery company wind sound. However, battery companies such as Ningde Times have risen quickly, and they are inseparable from the government's support for local companies.

On June 20, 2016, the Ministry of Industry and Information Technology was announced in accordance with the "Specifications Conditions for Automobile Power Battery Industry" ("Conditional Conditions") Company Directory. Samsung, LG, SK, etc. Japan and South Korea's power lithium battery companies in China have failed to enter the list.

And this record is straight with "New Energy Automobile Promotion and Using Recommended Types" ("Recommended Catalog") hook. Using new energy vehicles that meet the "Specifications" company power lithium battery can be used to board the "Recommended Directory" to get new energy subsidies. This invisibly built a protective wall for my country's powered lithium battery companies.

At that time, Chang'an, Great Wall, SAIC, FAW, Chery, Geely, Jianghuai, etc., LG and Samsung batteries, have to re-find local battery suppliers, Ningde era hot. The interests of the car enterprise, the new energy vehicle is the big trend of the global auto industry, and the car companies have an increasingly strong control of the electric vehicle nuclear power lithium battery.

However, the battery is different from the traditional mechanical industry. For the automotive company, the power lithium battery is really a living industry, especially the components of the battery, and has a natural industry barrier between the traditional automobile manufacturing industry. At present, from the perspective of industrial division, most of the car companies are important to do their battery packs (PACK) and battery management systems (BMS) in the category of power lithium batteries, while the battery is purchased from outside.

At present, there are three modes of cooperation with cars and batteries: First, with the same supply chain system of traditional cars, through the global scale procurement, effective control costs; second, the main plant cooperates with battery companies, this is The current development trend can ensure the stability and product quality of the battery supply, and to master some core technologies in the deep cooperation of the battery company, promote the improvement of self-technical level, such as Toyota and Panasonic, Ningde Times and SAIC, Guangzhou, FAW and other domestic Car enterprise; third, self-developing, more familiar in the outside is BYD, but BYD itself is transformed from a battery company to do vehicle, itself has a certain research and development basis. .