Power battery competition trend to deepen

As a key component of new energy vehicles, the power battery industry is still booming. Whether in industrial production or in the capital market, high-quality power battery companies have become a bright star. The sharp decline in subsidies in 2017 undoubtedly brought negative effects to the power battery market, and the market effect of the rapid growth of power batteries in the early stage also began to appear. And not only is overcapacity, but even high-quality production capacity may be over-represented.

The power battery market is booming and the competition is moving forward.

As the "heart" of new energy vehicles, power batteries have become a battleground for car companies and capital. Recently, the power battery circle is very lively.

The power battery market is surging

BYD's automotive battery business will be independently operated after splitting, and it is planned to supply power batteries to all new energy automobile companies without any difference; Ningde Times and SAIC jointly established the era of SAIC Power Battery Co., Ltd. and SAIC Era Power Battery System Co., Ltd., engaged in power battery and related The development, production and sales of the system; after the Tesla came to China, the battery can also be expected...

In fact, domestic power battery players, not only car manufacturers, the capital market's "players" continue to enter, breaking the market's tranquility. According to the news, Jinshajiang Venture Capital will spend US$1 billion to acquire a 51% stake in AESC from Nissan, trying to revitalize this slightly declining power battery “noble”. According to public information, Jinshajiang Venture Capital has participated in the stars of different periods such as Didi, Hungry, Yingke, ando, and the ability to catch hot spots is good.

Although the major battery manufacturers are constantly moving in the production of power batteries, China's current power battery market can be described as mixed.

According to the data of China Automobile Association, in May this year, the production and sales of new energy vehicles were 51,000 and 45,000 respectively, up 38.2% and 28.4% respectively. In the first five months, the production and sales of new energy vehicles were completed 147,000 and 136,000 respectively. Under the premise of narrowing the growth of new energy vehicle sales, the power battery market is also optimistic.

Overcapacity still arguing

The narrowing of the market and the entry of enterprises and capital have intensified the situation of overcapacity of new energy batteries. The high growth of new energy vehicle sales has driven the rapid development of the power battery industry. Since 2014, the growth rate of the power battery industry has been 368%, 324%, and 78.6%, respectively.

On the one hand, power batteries are the most expensive parts of new energy vehicles. The high cost is the main reason for the high price of new energy vehicles. On the other hand, behind such high growth, the hidden troubles of power battery overcapacity are also Already appearing.

However, Zhongshi, a well-known commentator in the automotive industry, said that the power battery is a key component supporting the development of pure electric vehicles and has considerable prospects. Judging whether the capacity is excessive or not can not be based solely on the production figures, but also depends on the market share of high-quality battery capacity.

So at present, whether there is a surplus of domestic power batteries is still controversial. However, the problem that needs to be squarely is that due to the delay of independent R&D technology, the domestic power battery industry does have hidden concerns about the lack of high-end product research and development. Ignoring technology research and development is a common problem in many power battery companies. The new energy vehicle market has been expanding continuously. The power battery industry undoubtedly has huge prospects and interests. As the company's core profit growth point, enterprises still have an understanding of technology research and development. Need to strengthen, blindly expand production space, will be eliminated by the highly competitive market.

"Production + core technology" double competition

The competition of power battery in the future is not only the competition of production capacity, but also the competition of core competitiveness. The main resources of power battery companies should not be placed on capacity expansion, but to achieve breakthroughs in core technologies such as power battery energy density, charging speed, safety, reliability, and service life, and continuously reduce costs before they can Subsidies have completely disappeared and real market competition has survived.

Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, said that in 2015, new energy vehicles achieved explosive growth, and the problem of fraudulent compensation in 2016 was strongly corrected. In 2017, the development of the industry shifted to improve battery performance, innovate vehicle design, and upgrade new The international status of the energy vehicle brand will achieve sustainable growth in the production and sales of the new energy vehicle market, and gradually achieve the industrial goal of becoming superior and stronger.

It is reported that as of the end of last year, the energy density of power battery cells has reached 220 watt-hours/kg, and the price is as low as 1.5 yuan/watt hour, which is 1.7 times higher than the energy density in 2002, and the price is reduced by 60%. Some insiders said that the charging time is 10 minutes, the cruising range is 500 kilometers, the battery capacity is 100 degrees, and the fast charging power is 350 kilowatts. This is not only a technical threshold, but also a new challenge facing the whole industry.

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