Dynamic analysis of domestic soft pack power lithium-ion battery market

Dynamic analysis of domestic soft-pack power lithium-ion battery market Compared with the world market, domestic soft-pack power lithium-ion battery products have not appeared as an attractive company in LG's overall market. Although Funeng Technology has the name of a dark horse at present, Jia Nai, Wanxiang, and Gateway are not weak, and the format has changed a lot. Taken together, the mainstream of Fang Power Li-ion Battery Company will further stir this river and lake. According to data released by GGII, the installed power of square batteries for new energy vehicles in 2018 was approximately 42.24GWh, accounting for 74.1%. The total installed capacity of soft pack batteries is about 7.62GWh, accounting for 13.4% of the total installed capacity. Although in the total number of battery types, the square still occupies the mainstream position. However, the soft pack road has gradually become the next mainstream phalanx battery company, including Ningde Times, Guoxuan High-Tech, Lishen Battery, Yiwei Lithium Energy, etc. have achieved some results here. Some sources pointed out that BYD is also planning a soft package, but only limited to the slow development of technology and supporting materials business. Currently Ningde era soft pack batteries have been supplied. According to GGII statistics, the company's total sales of flexible packaging machines reached 341,696KMh in 2018, making it the only prismatic battery company among the top 20 companies for soft-pack battery installation. Yiwei Lithium Energy and Daimler signed a 10-year soft package supply cooperation agreement. The national soft package development project of Guoxuan High-Tech and Lishen Battery has passed the mid-term review of the Ministry of Science and Technology, and is accelerating the mass production process. Looking at the soft-pack power lithium-ion battery wind from the back, this is mainly due to changes in the demand side of the mall: the new energy vehicle mall is gradually transitioning to passenger cars. Although there are differences in the types of power lithium-ion batteries for A/B/C passenger cars, soft-pack power lithium-ion batteries have become the most popular among bus companies for their high endurance, safety, energy density, total flexibility and high compatibility. Power lithium-ion battery type. After reviewing the competitive strategies of the four square battery companies in the field of soft packs, it was found that there are two important aspects: independent research and development: Ningde Times, Guoxuan High-tech, and Powershen Battery LED. Pushing time back, three square battery companies launched a soft pack on node in 2016. At that time, the development of the new generation of lithium-ion power lithium-ion battery industrialization technology in the Ningde era, the development and comprehensive utilization of high-tech high-specific energy lithium batteries in Hefei guoxuan, and the development and industrialization technology research of Lishen battery high-specific energy lithium batteries The new energy vehicle key project of the Ministry of Science and Technology. After more than two years of development, each has new developments. In terms of energy density, the energy density of Ningde's ternary soft-pack battery system equipped with Nissan Saifan is 123.78wh/kg. The energy density of the single flexible battery developed by Guoxuan High-Tech Co., Ltd. and Lishen Battery Co., Ltd. reached 302wh/kg and 303wh/kg, respectively. Processing capacity is at the forefront of Ningde's supply and processing capacity planning for many years. According to industry insiders, CATL is currently expanding the processing of flexible packaging in its western base, planning and designing 7-8gwh. Guoxuan High-tech Co., Ltd. announced in January this year that after the mid-term project review of the Ministry of Science and Technology, the company has built a supporting processing line with an output of 1GWh and is expected to have processing capacity in January next year. Lishen Battery also invested in the construction of related soft processing lines, but did not disclose the production plan. Second, Yiwei Lithium can choose the form of outreach, that is, joint development and cooperation with world mainstream battery companies. According to the analysis by insiders of Yiwei Lithium Energy, the design of Yiwei Lithium Energy's soft pack processing workshop not only refers to the relevant experience of many foreign advanced soft pack battery companies, but also executes and builds together with the world team. The procurement of supporting equipment for the soft package processing line is imported equipment, and the skilled team also has experts from the world soft package company joining. In terms of processing capacity, on April 10, 2018, Yiwei Lithium's Huizhou base processed 1.5gwh ternary soft pack batteries. According to the company's cooperation with automobile companies from all over the world and market conditions, Yiwei Lithium Energy will make new adjustments in the later stage of flexible packaging processing. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Can mobile phone chargers be mixed?