Piața bateriilor cu litiu de putere a intrat treptat într-o perioadă de remaniere rapidă
Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, said that my country's power battery industry has entered a period of rapid reshuffle. From 2015 to 2017, the number of power battery supporting enterprises has dropped from 150 to about 100, and this process will be further accelerated in the future. .
În ultimii ani, pe măsură ce dezvoltarea industriei de vehicule cu energie nouă a intrat pe calea rapidă, industria bateriilor de putere, ca componentă de bază, a inaugurat, de asemenea, o perioadă de dezvoltare rapidă. Conform celor mai recente date publicate de Asociația Producătorilor de Automobile din China, în 2017, producția și vânzările de vehicule cu energie nouă în țara mea au depășit obiectivele așteptate, completând 794,000 și 777,000 vehicule respectiv, o creștere de 53,8 la sută și, respectiv, de 53,3 la sută-față de-an. Potrivit datelor de la Institutul de Cercetare Economică Ivey, scăderea costurilor bateriilor și creșterea cerințelor privind intervalul de croazieră vor duce la o creștere medie anuală de peste 10% a capacității instalate a bateriilor pentru un singur-vehicul.
According to relevant estimates, the total installed capacity of power batteries in my country in 2017 was about 36 GWh, an increase of more than 20 percent , and it is expected to exceed the 50 GWh mark in 2018. By 2022, my country's demand for power batteries will reach 210.3 GWh. Among them, passenger cars will become the absolute main application market for power batteries. By 2022, the demand for passenger car batteries will reach 68.3 percent .
Liu Yanlong introduced that in 2017, my country was still the world's largest battery application market, with a total battery output of 100 billion watt-hours, of which power batteries were 78 billion watt-hours. As far as the vehicle battery supporting situation in 2017 is concerned, the supporting capacity of passenger car batteries is about 3.98 billion watt-hours, accounting for 33.7 percent ; the supporting capacity of special-purpose vehicle batteries is 8.51 billion watt-hours, accounting for 22.95 percent ; the supporting capacity of passenger car batteries is 22.95 percent ; The volume accounted for 39 percent . The application of the entire power battery industry is still dominated by lithium batteries, accounting for 99.56 percent . The application volume of ternary batteries is 16.56 billion watt-hours, accounting for 44.87 percent of the entire lithium battery supporting volume. The application volume of lithium iron phosphate reaches 180.7 percent GWh. , accounting for 4948.96 percent .
Conform datelor relevante, în 2017, primele 5 companii de baterii din țara mea au fost: era Ningde 10,568 miliarde wați-oră, BYD 5,66 miliarde wați-oră, Waterma 2,412 miliarde wați{{10} }ore, Guoxuan Hi-Tech 2,048 miliarde de wați-ore, BAK 1,655 miliarde de wa-ore. Dintre acestea, cota de piață a CATL a sărit pentru a o depăși pe cea a BYD, de la 20,6 la sută în 2016 la 29,2 la sută în 2017.
This year, the double-point management method has been implemented, which has brought new opportunities for my country's new energy vehicle and power battery industry. In this regard, Song Xianzhu, Secretary of the Party Committee and Vice President of CCID Research Institute of the Ministry of Industry and Information Technology, believes that this requires the joint efforts of the industry to further enhance the technological innovation capability and market competitiveness of the power battery industry.
"Intense competition in the power battery industry has prompted industry integration to continue, and the market will be further concentrated on advantageous companies." Liu Yanlong believes that we should accelerate the realization of automation, automation, and sharing of my country's battery industry with the development concepts of openness, innovation, coordination, green, openness, and sharing. Intelligent, accelerate the realization of my country's transformation from a battery power to a battery power. In the future, only battery companies with strong technical accumulation, sufficient financial support, rational market positioning and rapid market reflection ability will be able to take the lead and win the market.
