Dynamic lithium battery pack status: price increase, overcapacity, un mature recycling technology

Awdur: Iflowpower - Mofani oa Seteishene sa Motlakase se nkehang

Dynamic lithium-ion battery pack status: rising prices, excess production, unsuccessful recycling technology. The problem of universal existence of the power lithium-ion battery pack industry is reflected: upstream prices have skyrocketed, subsidized, new energy automobile companies continue to reduce supplier purchase price, etc. Overall, the dynamic lithium battery company's survival is hard.

1, the price of raw materials rose, the subsidy decreases, although the prices of the upstream materials such as lithium and cobalt have occurred, but the price of lithium and cobalt in the past is quite long during the past. Upstream resource development technology bottleneck has led to a low self-production rate, so the supply of resources is tightened, so the price is soaring, resulting in steepness of the overall industrial chain cost. According to statistics, the shipments of my country's power-based lithium-ion battery packs have reached 391 million watts, accounting for 50% of the overall scale of lithium-e-industry.

Among them, the ship's power lithium battery has reached 38GWH, accounting for 65.4% of the global automobile power lithium battery shipments. The scale of the lithium-ion battery pack will be further expanded, and the demand for cobalt will be further improved.

At the same time, according to the 2017-2018 new energy vehicle subsidy policy announced by the country, the national subsidy is 20% over 2016, and the local subsidies must not exceed 50% of the national subsidies. Subsidy's resurves bring huge pressure to new energy motors, and this pressure is quickly conducted to power lithium batteries in order to compress costs. Under the double pressure, the power lithium battery company feels larger funding, and even begins in the phenomenon of business difficulties.

2. The high-end high quality production is insufficient, the low-end production is insufficient, the production and operation is difficult, showing the excess of structural production. Although my country's lithium-ion battery pack company wins in production, true stress is the competition in the technical level.

If my country's company does not speed up the layout of battery technology, the competition pattern will rewrite, so the pressure is huge, in our industry, there are some extensive practices, affecting the name of the industry. 3, the recycling technology is not mature, the acquisition network is not perfect, must cause the industry to pay attention to the recycling technology and system construction of lithium-ion battery packs is still very uncomfortable. There is data show that it is expected that the 2018 theoretical retired dynamic lithium battery is 5.

14GWH, and will reach 48.09GWH to 2023. However, in the face of the arrival of the dynamic lithium battery newspaper, my country has not established a comprehensive recycling network.

The technology currently recycling is not much mature, the acquisition network is not very perfect, management measures are not strong enough, support policies are not enough, business model and profit model still want to explore. Recycling is important to cooperate with the vehicle factory, battery factory agreement. In addition to these two ways, it is difficult to recover from other channels, and the overall recovery is not large.

Summary: It is foreseeable that future new energy vehicles will continue to grow rapidly, and this will continue to drive the development of the power lithium-ion battery pack industry. This also means that the industry's standardization is more important. About the status quo of power lithium-ion battery packs: rising price, overproduction, recycling technology is not mature, we should actively explore solutions, speed up technology research, and produce powerful lithium-ion batteries that satisfy customers and industry sectors.

.