Industri baterai lithium daya telah memasuki tahap pertumbuhan yang cepat, dan bidang energi baru telah membuat kemajuan pesat
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.
Data menunjukkan bahwa pada akhir tahun 2017, total kapasitas produksi baterai listrik domestik mencapai 135GWh, dan kapasitas produksi efektif adalah 110GWh, sedangkan pengiriman baterai listrik tahunan hanya 36,2GWh, dan tingkat pemanfaatan kapasitas rata-rata kurang dari 40 persen. . Diperkirakan tingkat pemanfaatan kapasitas perusahaan terkemuka dapat mencapai 80 persen, dan tingkat pemanfaatan kapasitas beberapa perusahaan kecil dan menengah-hanya 10 persen, dan kapasitas produksi akhir-rendah adalah jelas. Dalam dua tahun ke depan, produsen baterai tingkat pertama-masih akan menambah kapasitas produksi baru. Diharapkan total kapasitas produksi baterai listrik masing-masing akan mencapai 206GWh dan 285GWh pada tahun 2018 dan 2020. Permintaan daya baterai pada periode yang sama akan menjadi 47GWh dan 97GWh, masing-masing. Teknologinya terbelakang dan kurangnya pelanggan kendaraan yang stabil. kapasitas kecil akan dihilangkan.
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.
