Lub zog hluav taws xob lithium roj teeb lag luam tau maj mam nkag mus rau lub sijhawm hloov pauv sai
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. .
Nyob rau hauv xyoo tas los no, raws li txoj kev loj hlob ntawm lub zog tshiab lub tsheb kev lag luam tau nkag mus rau hauv txoj kab ceev, lub hwj chim roj teeb kev lag luam raws li nws cov ntsiab lus tseem ceeb kuj ushered nyob rau hauv ib lub sij hawm ntawm kev loj hlob sai. Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm Tuam Tshoj Association of Automobile Manufacturers, xyoo 2017, kev tsim thiab muag cov tsheb tshiab lub zog hauv kuv lub teb chaws tau dhau qhov kev xav tau, ua tiav 794, 000 thiab 777, 000 tsheb Raws li, nce ntawm 53.8 feem pua thiab 53.3 feem pua xyoo-rau- xyoo raws. Raws li cov ntaub ntawv los ntawm Ivey Economic Research Institute, qhov poob ntawm cov nqi roj teeb thiab kev nce hauv kev caij nkoj yuav ua rau qhov nruab nrab txhua xyoo nce ntau dua 10 feem pua hauv lub peev xwm ntawm ib qho -tsheb roj teeb.
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 .
Raws li cov ntaub ntawv cuam tshuam, xyoo 2017, 5 lub tuam txhab roj teeb hluav taws xob saum toj kawg nkaus hauv kuv lub tebchaws yog: Ningde era 10.568 billion watt-teev, BYD 5.66 billion watt- teev, Waterma 2.412 billion watt{{10} }teev, Guoxuan Hi-Tech 2.048 billion watt-hours, BAK 1.655 billion watt-hours. Ntawm lawv, kev sib koom ua lag luam ntawm CATL tau dhia dhau ntawm BYD, los ntawm 20.6 feem pua hauv 2016 txog 29.2 feem pua hauv 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.
