The hottest power lithium battery will meet the go

2022-08-15
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Power lithium battery will usher in the golden period: Japan and South Korea "invaded" the country and further put pressure on it

"LG headquarters will give us some assessment of shipment volume a few years ago, but it has not been used at all in the past two years, because the capacity of power lithium battery is simply in short supply." Yan Chenqi, general manager of songang Technology Co., Ltd., said

as the authorized agent of LG lithium battery in South Korea in the Chinese market, Yan Chenqi was introduced by the plastic extruder auxiliary device through TPU. Scientists believe that a material is feasible. It has gone through almost the whole process of the lithium battery market from high demand and high gross profit to price stabilization and even price scuffle. In his view, the current demand of 3C industry with relatively large demand for lithium batteries has basically peaked, In the future, the contribution to the demand growth of lithium batteries will be very limited. Correspondingly, "the demand for power batteries has just started, and this market will at least grow at a high speed in the next five years, and five years later, with the development of energy storage technology, energy storage batteries will also have a lot of room for development". Yan Chenqi's judgment

over the past year, the rapid development of the new energy vehicle market has made the power lithium battery industry quickly stand on the wind, which has affected the price fluctuations of the upstream and downstream material supply chain. Driven by the market, all kinds of capital have entered wantonly. According to the data from CCID consultants, since this year, more than 20 enterprises, including BYD, Wulong electric vehicle and AVIC lithium battery, have invested in the power battery industry on a large scale, with an investment of 34.963 billion yuan and a production capacity of 59.6 million kwh; At the same time, a large number of capital has entered the new energy vehicle industry chain through mergers and acquisitions. Since 2014, the amount of mergers and acquisitions in the industry chain has reached 35.7 billion yuan

at the same time, Samsung and LG, including South Korea, are also accelerating the production of power battery production lines in China. They are working hard to layout the Chinese market. Facing external pressure, domestic power battery manufacturers as a whole will be further pressured. At the same time, the original industrial foam may also be squeezed

power lithium battery will usher in a 10-year golden period

"the price of battery grade lithium carbonate has risen all the way to 70000/ton from 40000/ton at the beginning of 2015, and it is still in demand." Zhang Jiangfeng, Secretary General of the lithium branch of China Nonferrous Metals Industry Association, revealed at the above-mentioned lithium Davos forum. Although according to its introduction, the price of lithium carbonate rose slightly due to the small number of data channels to be measured in this experiment, which was mainly due to the supply and monopoly of raw materials by upstream foreign lithium suppliers, at the same time, the explosive growth of domestic new energy vehicles was the direct cause of this price rise. As the cathode material of power lithium battery, the overall market demand will directly affect the price of raw materials such as lithium carbonate

in September this year, FMC, the global lithium carbonate giant, announced that from October 1, the prices of its lithium products will be increased across the world, including lithium carbonate, lithium chloride, lithium hydroxide and other products, which will be increased by 15%. After that, domestic companies such as Ganfeng lithium also raised the price of its lithium carbonate. According to industry estimates, in the coming months, the prices of raw materials in the upstream, including lithium carbonate, will still maintain an upward trend

lithium carbonate is only one part of the chain reaction caused by the soaring demand for power batteries. From last year to this year, almost all the upstream raw material prices have fluctuated rapidly with the market demand, and the market demand, including electrolyte, diaphragm and so on, is rising rapidly

Yan Chenqi told that when making 3C consumer lithium batteries in the past two years, there was a lot of pressure on sales indicators. In recent years, when making power batteries, there was no need to worry about indicators, just afraid that the production capacity could not keep up. At the same time, "this businessman who is very sensitive to the market also realized that, with the support of national policies, the next power battery and lithium battery market will be the hot spot of the industry competition." we have done less 3C now, mainly to follow the national policies, and the next 10 years will be the golden period of power batteries. " He said to

according to industry forecasts, in the next 10 years, the scale of China's pure power lithium battery industry is expected to exceed 160billion yuan, and the upstream lithium mineral resources, midstream key materials and downstream battery cell assembly market will usher in continued positive conditions

the domestic power battery industry is facing multiple challenges

since last year, the market has started very rapidly. According to the data, China, Japan and South Korea, which currently have a concentrated lithium battery industry in the world, account for about 95% of the global market share. Stimulated by many new energy vehicle policies, China's lithium battery shipments have accounted for about 40% since 2014. At the same time, according to institutional statistics, nearly 80% of the global new investment is concentrated in China, and it is expected that the proportion will further increase in the future. Under this background, the production capacity of power lithium batteries continues to increase. According to statistics, at least 18 listed companies plan to invest in lithium battery projects this year, with an investment amount of more than 50billion yuan

the popularity of the market is in sharp contrast to the calm attitude of the industry. Huangyonghe, chief engineer of the Automotive Technology Information Research Institute of the China Automotive Technology Research Center, said in an interview earlier: "if everyone goes so far (investment), will there be overcapacity and will it have a relatively large impact on our entire power battery industry?"

Fang Jianhua, President of GuoXuan high tech power energy Co., Ltd., admitted that although there will be no absolute surplus in the power battery industry at present, half of the existing hundreds of power battery enterprises may not get orders next year

Moke, chief analyst of true lithium research, pointed out that compared with the lithium battery giants in South Korea and Japan, there are a large number of Chinese enterprises, but the scale is generally small. In the total global supply of 66.465 million kwh in 2014, the supply of Samsung SDI and LG Chemical in South Korea and Panasonic in Japan were 11.283 million kwh, 9.405 million kWh and 9.288 million kwh respectively, accounting for almost half of the total market share of 45.1%. While there are only 10 enterprises with an annual supply of more than 1million kwh in China, accounting for 70.6% of the total supply of Chinese enterprises. Although the supply of the top three Tianjin Lishen, ATL and BYD exceeds 3million kwh, the sum of the three is only 10.473 million kwh, less than Samsung SDI

at the same time, there is also a significant gap between the quality of domestic lithium battery products and foreign investment. It is understood that at present, the product qualification rate of the Korean and Japanese giants has reached 1ppm level, that is, among the onemillion electric cells produced, only one or even none has the unqualified rate, while it is very good for Chinese enterprises to reach 90% of the qualified rate of electric cell products

in terms of technology R & D investment and route, Chinese enterprises also have no dominant power, and have been moving forward with the strategy of following. A person who has long paid attention to the lithium battery industry told that the lithium iron phosphate had been the mainstream of China's lithium battery line before, because American enterprises mostly adopted this line. However, in this process, it was found that lithium iron phosphate could not achieve a big breakthrough in energy density. Now domestic production enterprises have begun to turn to research and development of ternary material batteries as Korean enterprises. The swing of the line makes Chinese enterprises lose the advantages of technology accumulation, and the following strategy makes it difficult for the whole industry to make a big breakthrough

not only that, in the view of cuidongshu, Secretary General of the all China Federation of passenger cars, new energy vehicles currently rely mainly on subsidies to obtain the market. Next year, with the decline of subsidies and the new normal of economic growth, local governments may face financial difficulties in new energy subsidies, and this problem may be further transmitted from vehicle manufacturers to downstream suppliers, especially power battery suppliers

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