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Power battery market: billions of dollars after the market nobody cares

China Automobile Association released data show that the new energy vehicles 1 to 7 months were completed 272,000 and 251,000, respectively, over the same period last year increased by 26.2% and 21.5%. In accordance with the Ministry of Industry and Commerce, Development and Reform Commission and the Ministry of Science and Technology jointly issued the "long-term development plan in the automotive industry," proposed "by 2020 China's new energy vehicles annual output of 2 million" plan calculation is expected by 2020 China's power battery demand The amount will reach 125Gwh.

【聚焦】动力电池市场:百亿后市场无人问津

With the development of new energy automotive industry, new energy vehicles in the daily life of people more and more indispensable. And with the popularity of new energy vehicles, there will be hundreds of Gwh dollars of power battery into the lives of people, power battery after the market has great potential.

The so-called "post-market" refers to the goods after the first sale, the consumer and commodity-related market consumer behavior. China's new energy automotive industry is developing rapidly, the relevant supporting services are not sound enough, especially the vehicle's power battery, after the market there are many gaps in the service to be filled.

Power battery is the core of new energy vehicles, the current cost of new energy vehicles accounted for the total cost of 1/3 to 1/2, high cost. And the current market for consumers to buy new energy vehicles, power battery maintenance, maintenance, testing and identification of business content to be carried out. Power battery pack carried by the high specific energy of the batteries, there is a certain security risk. With the increase in the number of new energy vehicles, because the battery maintenance is poor, traffic accidents caused by the battery accident occurred. Consumers urgently need to improve the power of the battery market after the service, to protect their own use of security. It is expected that the power battery market is likely to become the next investment outlet.

Power battery repair into technical barriers Car owners car easy, difficult to repair cars

A family of cars circulating a word called: easy to buy a car, car difficult. Saying that the price of fuel vehicles by the general public to accept the case, the cost of spending on the vehicle to become a car headache problem. New energy vehicles less mechanical parts maintenance costs, low cost of electricity costs, so that owners spend a lot of daily expenses, which is most of the owners of new energy vehicles to choose the main reason. However, after the power of the market underdeveloped, new energy vehicle maintenance point less, the vehicle maintenance costs, so that the cost of new energy vehicles to support the car is unsatisfactory.

"Once the car can only enter the 4S shop, simply can not find other places where the car repair, and into the 4S shop is for parts, relatively speaking, the cost of repair is not cheap." A long-term operation by EV business The taxi driver so and the author complained.

Traditional car repair industry is divided into three kinds, the first is the high-end 4S shop maintenance and repair, relatively speaking, the higher prices; the second is the maintenance of vehicle repair plant maintenance, low prices, but the limitations are relatively large; The third is a private car repair shop, the price is slightly higher than the maintenance plant, but widely distributed, easy to repair. For the new energy vehicles, due to vehicle technology, especially the relative concentration of battery technology, the market is basically no personal new energy vehicle repair stores, and repair shop is very limited, in the absence of designated maintenance plant in the city , The new energy car owners can only enter the 4S shop for maintenance.

Power battery packs are often composed of hundreds of batteries, different battery pack structure and BMS are not the same, technical integration is very high. At present, ordinary maintenance points, often fuel trucks and new energy vehicles mixed with the maintenance sites, whether it is technical workers, or equipment configuration can not meet the requirements of power battery maintenance. In the current new energy vehicles have not yet formed a scale to return to the factory maintenance seems to be a good way, but by the factory maintenance efficiency is low, the lack of spare replacement battery backup, battery bag transport costs higher constraints in the future development of new energy automotive industry After the repair is clearly not the best choice. And what model can meet the future market demand, may be things that enterprises need to think ahead of time.

Power battery is difficult to assess the car does not guarantee power battery

Another thing that is relevant to the new energy car is the insurance of the vehicle. Car insurance is a vehicle after the accident after the risk of protection, is a way of consumer risk management. Auto insurance business accounted for about 60% of the insurance company business, for the fuel tank insurance regulations more perfect. And as a new thing in the new energy vehicles, the major insurance companies also introduced the corresponding insurance, so that the same new energy vehicles can be covered.

At present, the new energy vehicle auto insurance is basically from the fuel vehicle auto variety variants come from, according to the current major insurance companies underwriting policy division, the new energy vehicle insurance can be divided into two categories, the first category in accordance with the price underwriting, that Enjoy the ex-factory price of the vehicle before the state subsidy; the second category in accordance with the fare underwriting, that is, after the state subsidies to consumers to buy the actual price of the car. In accordance with the price of the policy to calculate the price, with a new energy vehicles because the insurance company's policy is different, often in the insurance year on a year will spend more than a thousand dollars. But it is worth noting that very few insurance companies on the new energy vehicle battery alone, that is, once the battery due to the accident caused damage, maintenance or replacement costs high costs, consumers need their own full commitment.

There are two reasons for this dilemma: the first is the new energy car market is relatively small, the insurance companies do not want to increase the additional operating costs for new energy vehicles to make adjustments; the second point is the insurance company on the power The battery does not understand, can not make a risk assessment of power batteries, and thus can not be covered. I believe that with the increase in the number of new energy vehicles, insurance companies will make the appropriate adjustments, and for the power battery risk assessment business and insurance business will become a power battery market after a profit growth point.

Power battery identification difficult second-hand transaction is not much

With the increase in China's per capita car occupancy, in recent years, second-hand car market has become extremely hot. With the gradual adjustment of second-hand car market, the rise of various second-hand car trading platform for second-hand vehicle detection, transfer, insurance business gradually formed a system and scale.

Relative to the fuel truck gradually mature second-hand market, the new energy vehicles in the secondary market there is still a long way to go. It is understood that the current market for second-hand new energy vehicles trading specifications are mainly in reference to the standard fuel trucks. The appearance of the vehicle, interior, chassis, cabin, commonly used functions, driving detection and vehicle accident investigation and other items to check, but the vehicle battery status detection is almost blank.

With the development of new energy automotive industry, the number of electric vehicles will be more and more, second-hand transactions will be more frequent, the demand for the identification of power batteries will become increasingly urgent. And the future can solve the problem of enterprises will win more market development opportunities.

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