The lithium battery industry can be said to be a few happy ones. Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, said recently that the overall performance of China's power lithium battery industry is eye-catching, but it is specific to the corresponding enterprises. While some power lithium battery companies claim that their products are in short supply, others are facing the dilemma of overcapacity. Vpsa Oxygen Generator,Vpsa Oxygen Generator 50Nm3/H,Medical Use Vpsa Oxygen Generator 50Nm3/H,Hospital Vpsa Oxygen Generator Jiangsu Minnuo Group Co.,Ltd , https://www.mngroupcn.com
Power lithium battery ice fire two days. After Wanxiang acquired the A123 battery, it continued to expand in the power battery market.
Power lithium battery production climbed This year, domestic demand for electric vehicles has achieved rapid growth driven by relevant policies of the central and local governments. In the first half of 2014, China produced a total of 20,692 electric vehicles and sold 20,477 vehicles, a 2.3-fold and 2.2-fold increase over the same period in 2013.
The rapid growth of terminal demand has also led to the development of the upstream power lithium battery industry. According to previous estimates in the industry, according to the average battery capacity of pure electric vehicles 30KWh (KWh is what we usually call), the average battery capacity of plug-in hybrid vehicles is 10KWh. In the first half of the year, the demand for power lithium batteries in China exceeded 450MWh. It is expected to exceed 1200MWh.
In fact, actual sales may be better. Wu Hui, general manager of CCID Consulting's investment division, said at the Lithium Summit Forum that domestic power battery production will reach a new high this year. After learning about the situation of more than a dozen companies, he found that the total output of domestic power batteries in 2012 was 900MWh, and it has reached 1000MWh in the first half of 2014.
The rapid growth of the power lithium battery market has attracted more and more companies to invest in this field, and the number of companies in the industry has increased from 10 in 2008 to more than 100 in 2014. International giants such as Samsung SDI and LG Chemical have added hundreds of millions of dollars to invest in the establishment of lithium-ion factories to compete for the market; market pioneers such as BYD, Tianjin Lishen and BAK Battery have gradually broken through the monopoly of foreign technology to achieve the production of domestically produced lithium batteries; Wanxiang Qianchao and The Ruiheng Group, etc., also leveraged its capital advantage to quickly enter the field through acquisitions or joint investments.
"In the future, the average growth rate of lithium battery market for new energy vehicles is above 50%." Liu Yanlong said at the Lithium Summit Forum.
There are still insufficient production capacity of enterprises. Although the prospect of power lithium batteries is good, not all companies can enjoy this feast. According to data released by Liu Yanlong, the sales revenue of Tianjin Lishen's power lithium battery in 2013 was 194 million yuan, but the company's performance last year was a loss; the situation of the BAK battery is also very embarrassing, according to the company's 2013 consolidated financial statements, During the reporting period, it achieved operating income of US$186 million, revenue for the same period of US$202 million, and net profit loss of US$116 million. The domestic power lithium battery leader Guoxuan Hi-Tech operated relatively well. The company's 2013 revenue reached 718 million. The net profit is 219 million, which has been growing for many years.
Regarding the above phenomenon, Liu Yanlong said that these companies have large investment scales and high cost, and their production capacity has not been well developed. There are still some problems in terms of operation. Only a few well-made, long-term partners can get orders. In addition, many companies' production lines produce a lot of battery specifications, but the market really needs those specifications, and the demand side is narrow. Chen Lewu, chairman of the lion technology, said: "It may be a product structure problem, the power battery sales are less orders, the products are not rolled out. There may be some car manufacturers are not willing to take the lithium iron phosphate route."
Wu Hui said at the meeting that the power battery cells "insufficient capacity" and "overcapacity" coexist. For example, Waterma said that the company has no batteries to sell, and the production line has already started to work. ATL has a relatively large growth in energy storage throughout 2013. The energy storage capacity is 18MWH, and the power is up to 100MWH. By the third quarter, the entire power will reach 60MWH; the amount of Guangyu is also relatively large, BYD is mainly self-sufficient.
The reporter noted that BYD disclosed in the 2014 semi-annual report that the group has many orders, but the output is limited by the battery capacity. According to the data, BYD has a 1.6GWH iron battery capacity (Huizhou factory), which is expected to meet the battery requirements of 400 K9 and 1300 Qinqin per month. From January to October this year, Qin sold a total of 11,175 vehicles. According to public reports, Qin's sales are in short supply, with orders totaling tens of thousands, but the battery capacity is limited.
"This is a subtle state. The battery is used in the car. It takes at least 2~3 years from the detection of the real mass production. Some of them have no big customers, the battery is just experimenting everywhere, or even the experiment is not The enterprises that are doing, their production capacity is seriously over-capacity. In the early stage, there were relatively good experimental results, or companies with good foundations in the battery field, their production capacity is indeed insufficient." Wu Hui said.
For the experts' explanation, Tan Cheng, general manager of Jiangxi Funeng Power Battery Synergy Innovation Co., Ltd. also agreed: “Insufficient effective production capacity and insufficient orders are also part of the reason. The technology research and development of enterprises needs to be close to the market, and some export markets and high profits are needed. Military market."
·Power lithium battery capacity and excess coexist