Interpretation of the development status and future trends of domestic power batteries considered by lithium battery manufacturers

Since 2014, my country's support policy for new energy cars including direct subsidies has been implemented, driving domestic new energy cars into a rapid development channel. The rapid increase in sales of new energy cars has greatly increased the demand for power batteries. In terms of shipments, in 2018, the domestic battery company CATL ranked first in terms of power battery installed capacity of 24.0GWh. Panasonic followed closely with shipments of 22.0GWh. Although domestic companies are in a leading position in terms of shipments, and shipments of companies such as Panasonic are decreasing, from the perspective of the skills of power lithium-ion batteries, Panasonic, Samsung SDI, LG Chem and SKI dominate. Especially in terms of high energy density and advanced battery technology, Japanese companies have a prominent lead. It is difficult for Chinese enterprises to catch up within 2 to 3 years. However, in the application of lithium iron and artificial graphite, Chinese companies represented by CATL and BYD now have many advantages. At a time when the call for conversion from fossil fuels to electricity is growing, the advanced level of battery technology will be the core competitiveness of the future. However, wherever our domestic companies subsidize, our business is. Japanese and Korean power battery companies often start technical pre-research and product development many years ago. They pay more attention to the needs of shopping malls and customers, not for immediate and short-term benefits. Moved, not adjusted by policy changes. These Japanese and Korean power battery companies have patience, know how to be willing, and have a deep accumulation of skills. Their car batteries have now reached a period of commercialization. Nowadays, a lot of funds are pouring into the field of power lithium-ion batteries. However, to do a good job of power batteries, it is not enough to have funds, and talents with a full understanding of the industry are needed. 'The era of simply digging a few people and trying to make a good power battery has now passed. To be honest, in recent years, my country's battery companies have made rapid progress, but there are also some problems. First of all, the battery companies in our country are a bit eager for success, and there are still many things that they don't want to clear, so they go straight to it. Secondly, they lack knowledge and long-term consideration of the essence of the industry, future trends, and customer needs, and they are accustomed to swarming and converging to follow suit. Also, most importantly, domestic companies often lack true respect for shopping malls and customers, and lack of deep respect for humanity. In order to make money, they do not dare to do anything in order to obtain subsidies. The phenomenon is still more prominent. . Tesla uses Panasonic batteries as a power source on a large scale. This powerful brand of lithium batteries combined with Tesla’s own battery management system has driven 100,000 kilometers after 3 years of use, but the battery has not attenuated yet. 30 kilometers. This is unimaginable in the current domestic lithium battery technology. Technically, we still need a long time to settle. Trends and interpretations of the future development of the power battery industry 1. Production and sales continue to grow rapidly, and industry concentration is increasing in competition. In 2018, China’s new energy vehicle sales reached 1.256 million. The power battery industry continues to be driven by the new energy vehicle industry. With rapid growth, the total installed capacity for the year reached 56.9GWh, an increase of 56.3% year-on-year. It can be seen from the concentration and number of power battery manufacturers that the development of the power battery industry has effectively increased its concentration after experiencing big waves, and the market share of the power battery industry is further concentrated on leading companies. 2. The sales price of power battery systems has dropped strongly, and upstream materials have become a key factor. Power battery systems, as the most cost-proportioned component of new energy vehicles, directly determine the market pricing of the entire vehicle. In the development and evolution of the cost of power battery products in my country, the construction and improvement of the industrial chain and the continuous increase in the rate of localization have played a key role in the reduction of the cost of power batteries. In 2018, the output of upstream materials for power batteries in my country has grown rapidly, and the process of industrialization has been accelerating, which has achieved significant results in reducing the cost of power batteries. On the whole, the sales price of my country's new energy vehicle power battery system is showing a downward trend year by year, but the competitive situation is still severe and requires the joint promotion of the industry. 3. The development of power battery is good, but frequent negative events still raise concerns that the power battery industry continues to develop well. However, the continuous spontaneous combustion of new energy vehicles in recent days has sounded the alarm for the entire power battery industry. With the influx of a large number of car companies into new energy sources, safety issues have become the industry's first dipper. The current research and development of battery technology is obviously unable to keep up with the large-scale expansion of the electric vehicle industry. Battery technology needs to be broken through, and safety issues need to be resolved. 4. The recycling route is becoming clearer and the commercial system is still to be improved. The battery recycling industry is still in its infancy. After 2018, new energy vehicle power batteries will enter large-scale decommissioning. It is expected that the recycling volume of power batteries will reach 136.5 kilotons in 019. It will reach 247.6 kilotons in 2020. At present, battery manufacturers and material manufacturers such as CATL, BYD, Guoxuan Hi-Tech, and AVIC Lithium Battery have all begun to make efforts in the field of power battery recycling. The recycling network has been preliminarily formed but is not yet mature. Statement: The published articles are all from the Internet and do not represent the views of this site. 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