China's power battery market structure is divided by three parties

With the continuous development of new energy automotive industry, consumers for new energy vehicles put forward higher requirements. The new energy vehicles in order to achieve the level of competition with the traditional fuel vehicles to enhance product quality and speed up technological breakthroughs has become an industrial development must go through the "thorns of the road." Power battery as a new energy car "heart", its technical level has become an important factor in the development of the industry.

Most of our pure electric passenger car driving range <200km
At present, China's power battery single cell technology level, and foreign level is almost the same, but the power battery system technology, quality and other indicators, but there is no small gap with foreign countries. On the one hand because the power cell single cell consistency is poor, on the other hand, the battery PACK process is also lacking, leading to the quality of the battery system can not be expected.
Power battery system quality, but also makes China's pure electric vehicle driving range is generally short, especially in low temperature environment, the user often "mileage worries." Although nearly two years of power battery technology has improved, but at present, most of our pure electric passenger car driving range is still not more than 200km, can not significantly alleviate the "mileage worries."
Multi-segmentation helps accelerate technological breakthroughs
At present, China's power battery PACK market structure by the host factory, battery factory, third-party PACK company tripartite split. Among them, the main plant accounted for more than half of the market share of the passenger car market, while the battery factory in the field of special vehicles and buses accounted for an absolute dominant position, although the third party PACK companies have a certain share, but the proportion is not high.
Can segmented power battery systems speed up technological progress?
The future, power battery system business will gradually be split by the main plant, the technology will be more clear. Structural parts, battery single group, module, BMS (battery management system), high voltage distribution, etc., are likely to form a different market segments.
BMS this market segment, for example, in 2016, independent domestic third-party BMS enterprises dominate, accounting for 43% of market share. Several in the "first echelon" of the power battery business and vehicle companies, as well as some PACK enterprises with BMS research and development capabilities, but the market share can not be compared with third-party BMS enterprises.
Can segmented power battery systems speed up technological progress?

In fact, once the formation of multi-segment market, will break the original market structure, so that a particular area of expertise, with a certain technology accumulation of enterprises, to the rapid development of more capital can be invested in research and development, The technical progress. Moreover, large and complete enterprises will be the assets, equipment and other factors, the lack of flexibility to deal with the rapid iterative market environment. In the process of transformation and upgrading, the breakdown of the field of enterprises than the big and more enterprises have more market sensitivity, easy to grab the development opportunities.