The first year of global electric vehicles

'Kechuang Daily' (Shanghai, researcher He Luheng), according to the latest report of electric vehicle vertical media Electrek, Tesla confirmed that its new Model3LongRangeAWD model in 2021 will be equipped with an upgraded version, with a power level of 82kWh and a higher energy density than the previous version. Increase by 5%. According to reports, recently, European consumers who bought the new 2021 Model3LongRangeAWD uploaded the product information description file they received from Tesla in the online community. The file showed that the new car will be equipped with a 82kWh battery pack. According to previous data, Model3 is the same The factory power of this model in 2019 and 2020 is 79kWh, which means that the energy density of the battery pack has increased by 5%. It is reported that the new upgraded battery pack is processed by Tesla’s main battery supplier Panasonic in the Nevada Super Factory in the United States. It is still a '21700' ternary battery with an energy density increase of 5% and 1.4 times higher than its 'competitor' lithium iron phosphate. , And will make it one of the power lithium batteries with the highest energy density in the world. Earlier this year, Panasonic announced an additional US$100 million investment in the Nevada Super Factory, a joint venture with Tesla, and promised to increase the energy density of the batteries processed in the factory by 5% and the total output by 10%. In September, Carl Walton, vice president of processing engineering and facilities for Panasonic Energy North America, revealed that the company will process next-generation batteries in the facility, suggesting that it may increase the energy density by 20%. At the same time, it said that it will build Tesla's new '46800' battery production line at the Nevada plant. The exposure of the new battery pack means that Panasonic and Tesla's battery upgrade plans are in rapid progress. In the first year of the world’s electric vehicle industry, the world’s leading lithium battery manufacturer 'Dragon and Tiger Fighting' recently, the global production and sales of new energy vehicles have continued to rise month-on-month. At the same time, many auto companies, including Tesla and Volkswagen, have a number of new models expected in 2021. It is an indisputable fact that new energy vehicles will accelerate globalization and start the business cycle when they are offline. Under this prerequisite, the global competition for leading lithium batteries is also intensifying. GGII statistics show that the global installed capacity of power lithium batteries in the first three quarters of 2020 is about 77.78GWh, a year-on-year decrease of 1.7%. Among them, the total installed capacity of the top ten power companies is about 72.01GWh, accounting for 93% of the global installed capacity of power lithium batteries. LG, CATL and Panasonic rank the top three, and the gap between them is gradually narrowing. GGII believes that the above three lithium battery leaders represent the highest levels of current global soft-pack, square, and cylindrical power cells. The position of the top three cities in the world may change in turn, and the competition for the global leader position is particularly fierce. In addition, among the top ten installed capacity, Chinese companies accounted for six (Ningde era second, BYD fourth, Envision AESC sixth, AVIC lithium battery seventh, Guoxuan Hi-Tech eighth, and Yiwei Lithium tenth), South Korea The company accounted for three companies (LG Chem first, Samsung SDI fifth, SKI ninth), Japanese company only Panasonic, ranking third. At the same time, in the face of competition, the 'my country Gang' led by Ningde era and the 'Korea Gang' led by LG Chem, one of them presented a weapon for expansion, and the other accelerated the development of high-nickel batteries. Under this premise, Panasonic, which is still the main supplier of Tesla, cooperates with the many high-energy battery research and development plans proposed by Tesla Battery Day, and it is reasonable to accelerate the promotion of battery upgrades. According to the analysis of Soochow Securities analyst Zeng Duohong’s report on November 3, Panasonic’s battery business accounts for only 9% of the company’s overall revenue, and the battery business department is less flexible in responding to changes in external demand. In terms of technology, Panasonic focuses on cylindrical batteries, which have been promoted to the world's top with the cooperation of Tesla, and currently leads the industry in energy density. In terms of supply chain, Panasonic battery suppliers are dominated by Japanese companies, and they all take up a large share of the main supply. However, as my country’s battery material suppliers improve their technology and their cost advantages have become prominent, they are now gradually introducing domestic suppliers, including electrolytes. Xinzhoubang, Diaphragm Enjie shares, Xingyuan material, etc. In addition, Panasonic's customer structure is relatively single. The largest customer is Tesla, followed by Toyota. The remaining customers need to be developed within time. It is believed that in the future, its growth rate in the global electrification process may lag behind the second LG Chem and Ningde era. Zeng Duohong pointed out that the global battery giants represented by Panasonic will rapidly expand their production output in the first year of the global electric vehicle, and the first to pass the certification to enter the upstream target of the overseas supply chain will fully benefit from the global electrification process. 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