How to evolve from the power lithium-ion battery "Famine" to investment overheated market?

　　Author ：Iflowpower – Fournisseur de centrales électriques portables

Since 2015, after "Dynamic Lithium Ion Battery Famine", in 2016, the battery companies have expanded their exertion, and the peripheral companies have also struggled to influence, and the competition pattern of lithium-e-commerce industry is increasingly violent. According to statistics, in 2015, lithium-ion battery shipments have risen to 15.7GWH, which is nearly 3 times higher than 2014.

Among them, the lithium iron phosphate ion battery shipments reached 10.86GWH, occupying nearly 69% of the market; corresponding three-yuan material battery shipments were 4.26GWH, accounting for 27%; corresponding to lithium titanate, lithium titanate, supercapacitor Other material batteries such as nickel-hydrogen batteries is only 0.

6GWH, accounting for 4%. In 2015, the annual shipments ranked 10% occupied nearly 70%, and the shipments of more than 1GWH were only BYD, Ningde New Times (CATL), Lifan, Hefei Guoxuan High, Waterma 5. According to the plan, the energy density of the 200th lithium-ion battery module in 2015 needs to reach 150WH / kg (converted into a single battery, its energy density is about 170-190Wh / kg, but the actual situation is, the single battery ratio The energy is only 110-120Wh / kg, after the combination of the battery pack, the battery system energy density is less than 90Wh / kg.

Moreover, in terms of safety, reliability, etc., the function of the dynamic lithium-ion battery products in 2015 have a big problem, and high-end production is clear. The country is also aware of the seriousness of the problem, reorganizing the industry.

By 2016, the power lithium-ion battery company began to face a large competitive pressure. In 2016, there is a new energy car with a battery with a total of 28GWh, a year-on-year increase of 79%. Among them, the lithium iron phosphate ion battery is still market main, accounting for up to 73%, with high load capacity of 20GWH; and the three-dimensional material battery is only forbidden on new energy passenger cars, the total load is only 6.

3GWh, accounting 22%; in addition, other material batteries such as lithium manganate, lithium titanate, nickel-hydrogen battery, super capacitance are also small, accounting for only 5%. In 2016, it is more than 100, more than 1GWH battery manufacturers, only BYD, Ningde Times New Energy (CATL), Guoxuan High, Waterma 4. According to the electric vehicle resource network, the end of 2016, my country's powered lithium-ion battery cell energy density has reached 220Wh / kg, the price is low to 1.

5 yuan / WH. The production of power lithium-ion battery in the first three quarters of 2017 totaled 32.02 GWH, up 42.

1% year-on-year. Among them, the 100-powered lithium-ion battery ranked 24.48GWH, accounting for 76.

5% of the overall. Ningde Times, BYD, Guoxuan High, Watma, etc. According to the 10 batch of recommended catalogs released this year, due to the new subsidy policy, energy density as a desiration indicator, each battery company has brought high energy density batteries.

Pure electric passenger car power lithium-ion battery system energy density is generally higher than 120WH / kg; pure electric passenger car power lithium-ion battery system energy density is generally higher than 115WH / kg; pure electric motor flow vehicle power lithium ion battery system energy density is generally higher than 120WH / kg. According to the electric vehicle resource network, the current price of the dynamic lithium-ion battery system has been less than 1.5 yuan / WH, probably 1.

3 yuan / WH. The investment direction of the new energy automotive industry focuses on the production of new vehicles, and the dynamic lithium-ion battery project, according to incomplete statistics, only the third quarter of this year, the total investment and expansion project involving the dynamic lithium-ion battery has more than 72 billion yuan. It is expected that the overall production of domestic power lithium-ion batteries is expected to exceed 230GWh, up to 127% year-on-year.

It is expected that the company has more than 15 companies over 8GWH. From the data from the output, price system and energy density, the lithium-powered lithium-ion battery industry grows rapidly in these years, the output has increased rapid output, and the price has different degrees of decrease, energy density level. Therefore, existing subsidies and technical admission thresholds are difficult to form a stringent shuffling effect, which is more reflected in the will of the country.

Therefore, 2018 subsidy policy or continues to improve the technical threshold, big waves. At the same time as we are affirming the development of the industry, it will be more calm and contemplated. At the same time, how will the market pattern will evolve? Limited, in the high-end product issued market? On January 19-201, 2018, the electric car resource network will hold "2018 my country New Energy Automobile Industry (Chengdu) Summit Forum", which will open the powerful lithium-ion battery special, convene "the second my country new energy vehicle power Lithium-ion battery industry technology development peak forum ", intended to invite Ningde Times (CATL), Tianjin Lizhen, Tesla, BYD, Yawei Lithium, Watma, Beijing Guolong, Jiangsu Lixin, Beijing Prad, Xinwangda, Hefei Quan, China Airlines Lithium, Bike Battery, Micro-Macro Power, Zhuhai Yinlong, Super Vali Lithium Electric, Slim New Energy, Jiangsu Haizhang, Tianjin Battery, Peng Hui Battery, Tianneng Lithium Electric, Double Dougroup, Hunan Sandton, Cori, Greenmei, Zhangzhou Haopeng, Shanghai University, Sichuan University, etc.

to explore the development track of the lithium industry. my country's new energy vehicle power lithium-ion battery industry technology development peak forum is initiated by electric vehicle resource network, and has become a high-peak forum containing gold-in-money in the industry with pure technology and dry goods. "The First my country New Energy Automobile Power Lithium Ion Battery Technology Development Summit Forum" has won super high social evaluation, this year, the 2nd my country New Energy Automobile Power Lithium Ion Battery Industry Technology Development Summit Forum will be based on technology, supplemented by the market , Explore the mainstream battery technology route and technical direction, explore the marketing direction, boost my country's power lithium-ion battery career toward higher steps.

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