Lub zog hluav taws xob lithium roj teeb kev lag luam tau nkag mus rau theem ntawm kev loj hlob sai, thiab lub zog tshiab tau ua tiav sai
With the rise of new energy vehicles, my country's power battery industry has entered a stage of rapid growth since 2014, with shipments increasing from 3.7GWh in 2014 to 30.5GWh in 2016, with a compound growth rate of 288 percent . In 2017, affected by the decline of new energy subsidies, the growth rate of power battery shipments dropped to 19 percent , and the annual shipments were 36.2GWh.
Cov ntaub ntawv qhia tau hais tias los ntawm qhov kawg ntawm 2017, tag nrho cov khoom siv hluav taws xob hauv tsev muaj peev xwm ncav cuag 135GWh, thiab qhov muaj peev xwm tsim tau zoo yog 110GWh, thaum lub zog hluav taws xob txhua xyoo xa khoom tsuas yog 36.2GWh, thiab qhov nruab nrab muaj peev xwm siv tau tsawg dua 40 feem pua. . Nws kwv yees tias kev siv peev txheej ntawm cov tuam txhab ua lag luam tuaj yeem ncav cuag 80 feem pua , thiab kev siv peev txheej ntawm qee qhov kev lag luam me thiab nruab nrab - qhov loj me tsuas yog 10 feem pua , thiab qhov tsawg - qhov kawg ntawm kev tsim khoom yog pom tseeb. Hauv ob xyoos tom ntej no, thawj-tier roj teeb tuam txhab lag luam tseem yuav muab cov peev txheej tsim tawm tshiab. Nws cia siab tias tag nrho cov peev txheej ntawm cov roj teeb hluav taws xob yuav ncav cuag 206GWh thiab 285GWh hauv 2018 thiab 2020, feem. Qhov kev thov rau cov roj teeb hluav taws xob tib lub sijhawm yuav yog 47GWh thiab 97GWh, feem. Lub tshuab yog rov qab thiab tsis muaj cov neeg siv tsheb ruaj khov. ntawm lub peev xwm me me yuav raug tshem tawm.
In November 2016, the Ministry of Industry and Information Technology issued the "Regulations for the Automotive Power Battery Industry" (2017) (Draft for Comment), which greatly increased the annual production capacity of lithium-ion power battery monomer enterprises from 0.2GWh to 8GWh. At present, there are only 5 enterprises. To meet the production capacity standards, according to the production expansion plans announced by various manufacturers, 14 companies will meet the production capacity standards in 2020. In 2017, the number of power battery companies declined for the first time, and the clearing effect of small production capacity was beginning to appear. In the context of falling prices and pressure on profitability, it is difficult for small and medium-sized enterprises to expand production. It is estimated that the domestic demand for power batteries will be about 100GWh in 2020, and there will be no more than 20 power battery manufacturers by then.
More than 90 percent of the global power battery production capacity is concentrated in China, Japan and South Korea. Japan has vigorously invested in lithium battery research since the 1990s, South Korea has followed up rapidly in the 21st century, and China has taken the lead in the past two years. Japan's Panasonic, South Korea's LG Chem, and Samsung SDI basically monopolize the supply of power batteries for mainstream car companies in Japan, South Korea, and Europe and the United States. Driven by technological improvements and policies, the sales of new energy vehicles in my country rapidly increased to 49 percent of the total sales of new energy vehicles in the world in 2017, driving the rapid increase in the production and sales of upstream power batteries. Among the top ten global power battery sales in 2017, domestic companies occupy seven seats, with a total global market share of 47 percent . Among them, CATL power battery sales volume is 11.82GWh, with a global market share of 17 percent , surpassing Panasonic to become the world's largest power battery manufacturer. In addition to supplying domestic OEMs, Chinese companies have begun to seek cooperation with world-class OEMs. CATL has entered the supply chain of BMW and Volkswagen, and competes directly with Japanese and Korean companies in the international market.
