More than one-third of companies with excess power battery shuffling have been eliminated

At present, electric vehicles have become the strategic direction for the development of the global automotive industry. The advancement of power batteries has led to today's electric vehicles and also determines the future pace of electric vehicle marketization. How to promote the coordination of power batteries and other aspects will directly affect the future development prospects of power batteries and even new energy vehicles. In order to promote the coordinated development of the industry, on June 27th, the “China (Qinghai) Lithium Industry and Power Battery International Summit Forum” hosted by the Qinghai Provincial People’s Government, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the China Electric Vehicle 100 People’s Association Xining City, Qinghai Province was held.

Zhang Yongwei, Secretary-General and Chief Expert of the China Electric Vehicles Centennial Association, issued the "White Paper on the Development of Lithium Battery Industry (2018)" on behalf of the 100-member Association.

Chen Qingtai, chairman of the China Electric Vehicle Centennial Association, said at the meeting that the rapid progress of the power battery industry has supported the improvement of the overall performance and competitiveness of electric vehicles. Driven by both policy and market forces, the new energy vehicle and power battery market will fly in the wings. At the same time, however, China's power battery market is also experiencing tight supply and overcapacity. Data show that in 2017 China's power battery production capacity has exceeded 200GWh, but the overall capacity utilization rate is only 40%, the market polarization is very obvious, high-end high-quality production capacity is insufficient, low-end production capacity is insufficient to order, production and operation difficulties, showing the structure Sex overcapacity.

He pointed out that the global power battery market has always been entrenched in several major companies. In 2017, the top ten companies accounted for 80% of the total shipments. The market will further concentrate on dominant companies, and small, low-level power battery companies will compete. Was eliminated. The data shows that China's power battery supporting enterprises have dropped from about 150 in 2015 to around 100 in 2017, and one-third of the companies have been eliminated.

In this regard, Huang Shilin, vice chairman of Ningde Times, also said: "The head effect of power battery companies has become very obvious. The market share of the top five power battery companies in 2017 is 61%, and by 2018 it has increased to 71%. From the previous two years, we and BYD’s market share point of view, from 44% in 2017 to 63% in the first half of 2018, the situation in the second half of the year is not much different from the first half, so the head effect is obvious. ."

As for the excess capacity of the power battery, he also pointed out that from 2013 to 2017, the overall planned production capacity reached 228 GWh, but in 2017, only 37 GWh was used, so overall, the power battery has already shown a part of the structure at this stage. With excess capacity, it is expected that the overcapacity situation will continue beyond 2020.

In addition to the surplus of power batteries, new energy vehicles have also experienced excess conditions.

Huang Shilin said that in the past few years, under the guidance of national policies and encouragement, China's new energy vehicles have achieved rapid development. From 22,000 in 2013 to 2017, the number of complete vehicles reached 818,000, of which the market is passenger cars. Mainly, it has increased by 58% compared with last year. The development is very fast. It is expected that the total vehicle loading in 2018 will exceed 1 million.

However, many problems have also arisen in this process.

He also pointed out that the investment in the whole vehicle is still very hot. From the current point of view, the investment growth is also very fast, ranging from power batteries to complete vehicles.

What needs to be mentioned is that the competition for power batteries is not limited to the domestic market.

Chen Qingtai said that the global competition of power batteries is increasingly fierce, Chinese enterprises will gradually expand from the domestic market to the international market, and Japanese and Korean companies will further exert their efforts in the Chinese market. China will become the main battlefield for power battery competition, and European and American countries. Although enterprises have lost their position in this round of competition, they are already laying out the layout for the next stage of competition and are potential strong competitors.

Therefore, he emphasized that battery technology is in the process of rapid development. It has become a focus of major national competitiveness. It is both full of opportunities and great challenges. Spelling production scale is only a shallow level of competition. Continuously improving its competitive position is the key to mastering core technologies, and it is capable of continuously creating core technologies.