With the 2016 lithium battery and related industry chain company annual report revealed getting better, last year the company's success. China is the world's largest consumer, the future of lithium battery technology is biased fast charge or slow charge? Fast charge whether there will be security risks, short life and other issues? This has been controversial in the market. With the technological progress and the lithium battery materials in-depth study, fast charging technology has encountered problems may also be solved one by one.
Last year's performance increased significantly
According to media reports, lithium battery materials listed companies in the profits of a day Qi Li industry, Luoyang Molybdenum, Cangzhou Pearl, more fluoride, Shanshangufen shares. In addition, Hong Kong stocks battery business income and growth is also remarkable, such as the day to power electric vehicle battery business revenue of 1.988 billion yuan, up 10.17%, accounting for 8.98% of sales.
According to the finishing of the industry, China's leading battery companies also show a large company and medium-sized enterprises go hand in hand pattern.
BYD, CATL, Waters, Guoxuan Hi-Tech, Power God, micro-macro power, Guangyu Group and other enterprises are constantly expanding their sales and market share. 2016 data has not yet been fully completed, and 2015 data show that CATL has been close to BYD (23.2% market share), shipments of 2.43Gwh, the market share of 15.3%. The rest of the company is also quick to get orders.
But one can not ignore the problem is that new energy subsidies are "retreat". Micro-macro power market vice president Song Han in an interview with the first financial reporter said that the industry has not yet fully realized the current market, the reduction of subsidies to the entire industry chain enterprises to bring a certain pressure, "but we should It is also clear that the country 's support for the industry has not changed, and the gradual introduction of the policy - driven transition to the market is also conducive to breaking the local protection and avoiding the occurrence of bad money.
With the reduction of subsidies, the pressure from the market level will be correspondingly transmitted to the power battery business, the market is more sensitive to the price of power batteries, there is a clear downward demand. "In order to better meet the requirements of the market, we through product technology upgrades, optimize production management, optimize the supply chain, and expand the scale of production, etc. to control product costs, to provide customers with more competitive products. Three construction projects. "Song Han said.
Beijing Group Co., Ltd. Chairman Xu and Yi also said to the media, although the industry worried that the new energy subsidies will have an impact on the market, but such worries really unnecessary, because with the domestic battery technology and production scale expansion, battery costs and Prices are falling rapidly.
"Only the cost of the battery across the $ 200 per kilowatt-hour mark, the electric power to usher in the rapid development of the present point of view, this goal is gradually becoming a reality in the country." He told the media, China's annual cost of battery drops of 15% 20% in the domestic electric just started when the battery price of 4000 yuan per kilowatt-hour, and now has 1,500 yuan to 2,000 yuan. He predicted that it is likely to break through the 1000 yuan mark. The future of China's pure electric vehicles in the global competitiveness will be greatly improved.
Fast charge and slow charge who is better?
In 2016, China's power lithium battery production capacity has been more than 100GWh, of which three yuan production capacity of about 39%. Huatai Securities forecast that the next 2020, China's total demand for lithium batteries will reach 84GWh, ternary demand may be 65GWh.
By the end of 2016 to March 2017, this round of expansion continues.
Last year in December, days to power in Zhejiang Changxing new 3GWh new energy vehicle power (energy storage) lithium battery factory began production, the future will have 5.5GWh capacity. February 13, 2017, Hunan Waters new Energy Co., Ltd. also said that the plant 55,000 square meters, Nissan power battery batteries 600,000 products will soon be off the assembly line. March 9, the lion technology ternary power lithium-ion battery 6GWh project a production line also announced production.
Sales of new energy vehicles soaring, but also to enhance battery capacity, increase the driving force of revenue.
China Automobile Association statistics show that in 2014, China's new energy vehicles sold 74,800, an increase of 324%; 2015, the product sales of 33.11 million, an increase of 343%. In 2016, the annual sales of new energy vehicles more than 500,000, an increase of 53%, but also surpass the United States in one fell swoop, becoming the world's largest consumer of new energy vehicles. This step forward, naturally prompted the expansion of lithium batteries.
In the industry, although a lot of technical routes, but can be divided into fast and slow charge two categories. Fast charge of the representative business is micro-macro power, slow charge is mainly BYD, CATL (of course, the current BYD and CATL also have their own fast-charge products). Fast penetration technology penetration, mainly due to the increase in domestic bus customer demand.
"In order to truly realize the marketization of new energy vehicles, so that consumers more assured and easy to use new energy vehicles, the development of high security, fast charge, long life battery technology is an inevitable trend.First of all, we need to consider the safety Second, the battery needs to have fast capacity to meet the consumer's mobility needs, while the long life (that is, car synchronous life) is the basic principle of car design, which also ensures the flow of second-hand vehicles possible. Said.
And micro-macro power in adherence to the above ideas at the same time, the development of several generations of battery products. As the first to the lithium titanate technology in the country to achieve industrialization of the enterprise, the company in the field of lithium titanate battery technology in the world, is also introduced a series of fast rechargeable battery products.
In fact, the future of new energy lithium battery technology line, but also depends on the requirements of automotive customers. From the existing layout of the new energy vehicles, passenger car sales is undoubtedly the largest, accounting for more than 50%. Followed by bus, more than 30% of the proportion, while the special car is only 13%. Passenger cars in the driving distance, charging and other aspects of the requirements of complex, and the speed can also be able to adapt, but the speed of the transfer, the number is likely to be later than the bus system, so fast filling market is not behind the slow Charge. It is conceivable that the development of both fast and slow charging will keep pace.