The market is picking up, power lithium-ion battery company staged a technical war

my country Energy Storage Network News: With the rapid recovery of new energy vehicles, the load of power lithium batteries has also achieved a substantial increase. Recently, the data released by the my country Automotive Power Lithium Battery Industry Innovation Alliance showed that in November this year, the load of power lithium batteries in my country was 10.6GWh, an increase of 68.8% year-on-year and an increase of 80.9% month-on-month. Judging from the ranking of domestic power lithium battery companies in November, CATL, BYD and LG Chem ranked in the top three respectively, and the three companies' vehicle loading accounted for 71.7% of the total vehicle loading. Among them, Ningde era accounted for 48.9%. The top ten power lithium battery companies account for up to 92% of the market share. It can be seen that the power lithium battery market is highly concentrated. In the first November of this year, the top three power lithium battery companies were still CATL, BYD and LG Chem. In addition, in the international market, the seat ranking of power lithium battery companies has continued to change this year. Since 2017, CATL has been firmly in the top spot, but it was surpassed by LG Chem in the first quarter of this year for the first time. In the first eight months of this year, this pattern remained unchanged. However, the latest survey results released by South Korean new energy market analysis company SNEResearch show that in the first nine months of this year, CATL once again surpassed LG Chem and won the championship, but the gap between the two is not big. Mo Ke, President of True Lithium Research, believes that the European market for electric vehicles has begun to exert strength this year, and sales have ushered in a substantial increase. South Korean power lithium battery companies such as LG Chem and Samsung have deployed in Europe very early. Therefore, the rise of the European electric vehicle market is driving This contributed to the increase in sales of Korean power lithium battery companies. At present, many power lithium battery companies have begun to invest and build factories in Europe. As early as last year, CATL announced an investment of 1.8 billion euros to build a power lithium battery plant in Germany. Honeycomb Energy has launched a plan to establish a battery plant in Europe in 2020. The plant plans to invest 2 billion euros, and the output is expected to reach 24GWh, and the output is expected to reach 24GWh. American battery company Funeng Technology is also planning a plant in Germany, and will subsequently build battery plants in the United States and my country to help Daimler increase the output of electric vehicles. In the domestic market, Japanese and Korean power lithium battery companies are also developing rapidly. Both LG Chem and Panasonic entered the top ten power lithium battery companies this year. According to industry analysis, some products of foreign companies such as Tesla and Audi are equipped with power lithium batteries from Japanese and Korean companies, which has boosted the market share of Japanese and Korean companies. . Among them, Tesla Model3 uses LG Chem batteries. Not long ago, it was reported that ModelY will also be equipped with LG Chem batteries. Another change in the domestic market is that at the beginning of this year, BYD fell out of the top three. With the recovery of the domestic new energy vehicle market, BYD has returned to the top three. In addition, some players dropped out of the top ten, and new battery companies appeared in the top ten. In October this year, Honeycomb Energy entered the top ten list, and the goal of Honeycomb Energy is to rank among the top three in China by 2021. According to Yang Hongxin, president of Honeycomb Energy, the rudimentary form of competition in the domestic power lithium battery market has just taken shape, and battery companies have to look at the long-term and whether they can fight protracted battles, not short-term operations. 'Using the scale effect to reduce costs in a short period of time, Honeycomb Energy does not have an advantage. It will achieve cost reduction through technological innovation and processing technology innovation, and will compete with leading companies in dislocation.' Yang Hongxin said. The ranking of power lithium battery companies at home and abroad is constantly changing, which also reflects the fierce competition in the power lithium battery industry. At present, power lithium battery companies have begun to enhance their competitiveness through the innovation of power lithium battery technology. Not long ago, Honeycomb Energy announced cobalt-free batteries and 'jelly batteries' with gel-like electrolytes on Battery Day. Among them, the cobalt-free battery covers all models with a range of 300 to 800 kilometers. And Tesla also stated on the 'Battery Day' held in September this year that it will use cobalt-free high-nickel batteries in truck models in the future. BYD previously introduced blade batteries, and GAC New Energy announced a breakthrough in the field of graphene batteries. A report recently released by Gaogong Lithium Battery shows that in 2020, there will be a number of innovative changes in the field of power lithium battery technology at home and abroad, focusing on the two major goals of reducing battery costs and improving product performance. In 2020, the power lithium battery industry will be one after another, full of opportunities and challenges, and global competition will be further upgraded. Products, technology, output, capital, supply chain, etc. will become the key for power lithium battery companies to compete in the future market. Pictures (Source: First Financial / Author: Bushi Ye) Statement: published article images and content from the Internet, if infringement please delete a contact on: the automobile industry of the change: a giant needle cause the battery to 'war'