Foreign companies such as Panasonic have invaded domestic power battery companies

On April 27th, the founder of the Ningde era, Zeng Yiqun, posted an internal mass mailing with the title of “Typhoon is coming, will pigs really fly?” on the public number of “Struggling CATL People” under the Ningde era. In-depth analysis of the current situation and future of the domestic power battery industry has caused heated discussion in the entire industry.

The article pointed out: "In the hearts of the company's brothers, many people may think that the current power battery is the world of Chinese companies. The reason is very simple, because the country hopes to have a Chinese core on the electric car because the Chinese government provides a generous subsidy. Policy, because China is the world's ** car market...and we are the best in China. So we think we are the ear of the lithium battery. So many people relaxed, slack, and began to wait for customers to come to We want batteries."

The article also said, "When we are lying on the hotbed of policy, our competitors are facing life and death. The gap between the time of entry and exit can be imagined. Have we ever thought about foreign companies? Come back in the second half of the year, can we still sleep with our eyes closed? Will the state protect uncompetitive companies? The answer is self-evident."

Power Battery Network reported on the 2nd that China is a big country in new energy vehicles, but it is by no means a power battery power. From the most critical cruising range of new energy vehicles, the Tesla Model S equipped with Panasonic's power battery has reached 480 kilometers. In addition to the BYD E6 and Tengshi two models can reach 300 kilometers, the other is in the 150-200 km range.

"Energy density is related to the endurance of the power battery. Taking Panasonic as an example, the energy density of Panasonic's ternary battery has reached 300Wh/kg; and Nichia uses 633, 811 cathode materials for ternary batteries, and its energy density has been done. At 330Wh/kg. In contrast, the energy density of domestic ternary batteries can be 130Wh/kg. It is not easy. Some industry insiders believe that Zeng Yiqun should have seen the gap between them and deeply felt that foreign battery companies are making a big move. There have been clues in China.

We can see that on April 27th, the Dalian Matsushita Motor Power Battery Project was officially put into production, and the main product was a prismatic power lithium battery. At the same time, Panasonic will build a power battery plant in Suzhou with a domestic PACK company called Jetstar New Energy. It is expected to start production in the second half of 2017. In 2017, the annual production capacity of the battery is about 100 million.

Although the power battery industry has financial support, the threshold for financial subsidies has gradually increased. At the end of 2016, the New Energy Vehicle Subsidy New Deal, which has received much attention from the industry, was officially released. The New Deal has raised the subsidy threshold for new energy vehicles and established a punishment mechanism, and the amount of subsidies has declined. That is, the local financial subsidies must not exceed 50% of the central government bicycle subsidies; except for fuel cell vehicles, various models from 2019 to 2020 The central and local subsidy standards and caps are 20% off the current standard.

This will force the power battery business to transform, and the entire industry may face a reshuffle.

Recently, Battery China Network reported that the structural overcapacity of the power battery industry has become increasingly prominent. In 2016, the domestic new production capacity of power batteries was 2.8 times that of 2015, while the output increased by 82% year-on-year. It is worth noting that in the field of new energy vehicles, the domestic power battery capacity is huge or reaches 170GWh/year, which can meet the year. The total demand for 500,000 electric buses and 5 million electric passenger cars, according to China's new energy vehicle development plan, this is China's goal after 2025. Undoubtedly, with the climax of power battery expansion in recent years, the overcapacity problem of new energy vehicles has become increasingly close.

At the same time, the lithium battery industry is also facing the problem of low concentration. "At present, the problems faced by China's lithium battery industry are mainly due to the low concentration, lack of technology accumulation and innovation, resulting in serious dispersion of resources and disorderly competition in the market." Secretary General of Power Battery Application Branch of China Chemical and Physical Power Industry Association Zhang Rain said frankly that this makes China's lithium battery industry always big and not strong, unable to optimize resource allocation, form a standardized and orderly market structure, and can not form a synergy when competing with the outside.