Survive in the clamp, the power lithium-ion battery, "how to survive"

　　Author ：Iflowpower – Portable Power Station Supplier

In 2017, the lithium-ion battery price reduction has become a foregone, just how to guarantee the profit, how to achieve this price reduction target becomes a top priority of the power lithium-ion battery company. As new energy development is included in the national thirteenth five planning, new energy electric vehicles are rapidly developed, and the state has also launched a number of measures to help the industry's rapid growth. Relevant institutions predict that the annual new energy vehicle production will exceed 800,000 in 2017.

From the perspective of long-term development, the global new energy auto market will continue to maintain a rapid rise in the next decade. Power lithium-ion battery reduction has increasing the surge in new energy vehicle sales, bringing the rapid development of the dynamic lithium-ion battery industry and the strong demand for upstream related materials, bringing opportunities for the middle downstream industry chain. , Especially the rapid development of the dynamic lithium-ion battery industry.

At present, my country's powered lithium-ion battery companies have a rapid market share of the global dynamic lithium-ion battery. From 2011 to 2015, my country's market share has increased by 15 percentage points. It is expected that the market size will reach 500 billion yuan in 2016-2020.

Be the core of the new energy car—High performance dynamic lithium-ion battery technology, if it is impossible to achieve major breaks, it will seriously affect the scale promotion of new energy vehicles. From the current situation, the power lithium-ion battery technology has long life, low cost, large load, harsh environment work ability, high energy density, and development bottlenecks and use needs that support rapid charging. The low cost is the key to determine whether the power lithium-ion battery can achieve rapid rise, and the industry is estimated that the price of the battery is 1 yuan / WH below the 2020 battery.

At the same time, the low cost of the battery also brought the requirements for battery materials technology. However, regardless of how, the power lithium-ion battery wants to achieve scale promotion, and it is necessary to pass the cost. Dynamic lithium-ion batteries must be in the cost of cost, and new energy vehicles rely on high programs for policies, because new energy vehicles are generally priced, even after they enjoy the country and local subsidies, their terminal sells is also high.

Traditional fuel price. The upstream raw material prices are rising, half of the cost of new energy cars comes from the power lithium-ion battery, which can be said that reducing the power lithium-ion battery cost is a good medicine that cracks new energy. So how to control the cost of the power lithium-ion battery, so that it can enter the usual people's home, become the key to the competition of the lithium-ion battery industry.

Therefore, if the new energy vehicle wants to achieve price reduction, we must first drop the price of the power lithium-ion battery. As the top of the material, the prices of raw materials such as cobalt, nickel, copper, and lithium carbonate have increased the processing cost of the dynamic lithium-ion battery, which also becomes a pilot lithium-ion battery company to reduce the cost of the cost of the cost. CATL related person in charge.

The price of the power lithium-ion battery raw materials makes the battery company, in addition to the driving of the downstream market of batteries and new energy vehicles, some companies' speculation and hype of raw materials are a tight origin. Only the relationship between the supply and demand of the raw material market determines its price, not malicious speculation, can effectively reduce the processing cost of the power lithium-ion battery. Fortunately, the power lithium-ion battery level is gradually improved, and has driven forward development of the entire new energy vehicle industry to a certain extent.

From the perspective of the power lithium-ion battery, the existing battery route for new energy vehicles is basically determined, and the technological innovation is about to become a tight battlefield of the powerful lithium-ion battery company. At the same time, with the battery technology improved and achieves scale processing, the ratio of lithium-ion powered lithium-ion battery systems increased year by year, but the cost decreased year by year. The data shows that the cost is doubled than the energy in the past five years, and the cost is expected to reduce costs to 1 yuan / Watt.

It sounds uncomfortable, but the large environment is forced to force lithium-ion battery companies to continue to move toward this price goal. It is understood that according to the internal combustion engine power system equivalent, the battery is about $ 100 (680 yuan) / kWh, you can completely equivalent to traditional internal combustion engine power. In other words, in this case, the price of new energy can be basically consistent with the price of traditional fuel models, but this goal cannot be implemented in a short time.

Some, standardized or sacrificed preparations, there are industry insiders that the 2017 movement lithium-ion battery has become more than 20% of the pricing, just how to guarantee the profit, how to achieve this price reduction target becomes a power lithium Ion battery company. At present, the state has a production threshold for the power lithium-ion battery. There is a message saying that the yield threshold may be adjusted from the 8GWH of the last year to 4GWH.

This move is excessive in the overall production of the lithium-ion battery. It will also help speed up my country's power lithium-ion batteries to achieve scale processing, thereby achieving cost reduction. In the view of Zhao Xuelin, general manager of Xintian Robot Technology Co.

, Ltd., is affected by major environments such as market and policies, the profit of battery companies will significantly compress, but this will also promote the transformation and upgrade of power lithium-ion battery companies, so Everyone has given the standardization, processing automation, the company's scale, management information, etc., to strictly control the battery cost.

The standardized processing has become an effective way. It can be seen that the power lithium-ion battery company achieves scale and standardization, is a valid path of the powerful lithium-ion battery company, after scale, R & D costs, manufacturing costs are shared Cost can fall. Zhao Xuelin's compassion, current domestic battery standards have not yet been clear, and there will be certain risks in the road to scale.

Similarly, after the PACK module is standardized, it can reduce the Pack design cost and after-sales cost. At the same time, improve the battery ladder utilization, sufficient use of the eliminated power lithium ion battery residual value. Wu Yang, deputy general manager of Henan Lithium Zhen Power Technology Co.

, Ltd., believes that from the forward design of electric vehicles, the control part of the battery is integrated with the control part of the vehicle, which can effectively reduce the Pack cost. Integrate BMS systems and their electronically controlled devices, reduce the needs of cars to battery non-energy storage function, thereby simplifying battery structure and function, and also reduces Pack costs.

In addition, it is worth noting that the general finished product of the power lithium-ion battery industry is less than 80%, so the improvement rate is also an effective way to achieve the power lithium-ion battery company. In this way, the powerful lithium-ion battery company will adjust its own products and even the technology route, and even realize the overall upgrade and transformation of the production line. First, under certain raw material cost conditions, the production improvement is achieved by technological progress.

For battery companies, especially small and medium-sized battery companies, from technology research and development, enhance product qualification rate is an effective way to reduce costs; the second is to improve transaction efficiency and reduce transaction costs. Wu Yang said that this is a critical path that realizes the dynamic lithium-ion battery company. At the same time, he further pointed out that raising the quality, equipment accuracy, automation level, the purity and consistency of raw materials are the fundamental approach to improve the raising rate.

Take 18650 power cells as an example. At present, China has generally been more than 80% from the feeding of finished product. It may be 3% ~ 5% lower than that of the matching rate; the current foreign electrical core is generally more than 95% This gap between this is obvious.

The radio rate of the battery needs to be improved, and the power lithium-ion battery production line transform is accelerated. In addition to the promotion of technological advancement and market demand, there is also a policy that policies constantly changed the performance of battery products, and some companies have rigid Built, policy winds change, dynamic lithium-ion battery companies are not to change their own production lines. At present, the development of dynamic lithium-ion battery companies is subject to policies, and the adjustment of policies is greatly affected.

The development of policies is related to the development direction of dynamic lithium-ion battery companies, the coherence and flat civilization of policies, which helps dynamic lithium-ion battery companies to develop stable and cost reduction. Industry experts believe that relying on the new energy automotive industry in policy development, there is an urgent need for a standard in line with industry development to guide. Previously, BYD announced that the powerful lithium-ion battery was subjected to independent operation from the automotive electronics business unit, and the SAIC Group and Ningde Times also put into new energy vehicle batteries in the large-scale big brains, and established the ultra-tactical capacity lithium-ion battery.

Company and SAIC Times Power Lithium Ion Battery System Co., Ltd. Some insiders said that the powerful lithium-ion battery company can not only extend the industrial chain through joint venture, not only can extend the industry chain, but also increase in product fitness.

With significant improvement in energy density, life, safety, reliability, etc.