Statistics from the Power Battery Application Branch of the China Chemical and Physical Power Industry Association show that, under the influence of factors such as the subsidy for the retreat of new energy vehicles and the review of vehicle announcement catalogues, the power battery market will be affected to a certain extent in 2017, but overall Still achieved higher growth. Last year, China's new energy vehicles installed 37.06 GWh of battery power, an increase of 21.5% year-on-year.
From the standpoint of enterprises, the domestic power battery market has shown a highly concentrated nature, and three echelons have now been formed.
Among them, Ningde Times has surpassed BYD as the dominant power battery industry in the country, and BYD is changing from a self-sufficiency mode to supplying to other vehicle companies. The above two companies constitute the industry's "first echelon";
The "second tier" consists of two companies: Waterma and Guoxuan Hi-Tech. It is an important player in the industry.
The “third echelon†is composed of a group of companies such as BAK and Lishen. In the fierce competition in this industry, these enterprises face the pressure of survival of the fittest.
Top1 Ningde Times
Installed capacity: 10.57GWh
Year-on-year increase: 57.24%
In 2017, the Ningde era surpassed BYD, the “big boss†of the power battery industry, topping the total installed capacity list. In addition, it also defeated Panasonic to become the global power battery system sales champion and became the most internationally competitive power battery manufacturer in China. One of the business.
Last year, the Ningde era set up branches in France, the United States, Canada, and Japan. At the same time, it also established a joint venture with SAIC Motor to further expand its industrial scale. At present, Ningde's main business includes power battery system, energy storage system and lithium battery material recovery. Among them, the power battery system includes a battery core, a module, and a battery pack. The main products are square batteries, and the application fields include electric passenger cars, electric buses, and electric logistics vehicles. At present, the specific energy of the battery cell in Ningde era can reach 270Wh/kg or more, and it will strive to achieve 350Wh/kg in 2020. At the same time, the solid-state battery technology is also under development.
In the "2017 China Unicorn Enterprise Development Report", Ningde Times ranked 6th.
Top2 BYD
Installed capacity: 5.66GWh
Year-on-year increase: -26.21%
Due to the establishment of its own business segment for electric passenger cars and commercial vehicles, BYD, which started as a battery, has adopted a self-developed development model. Last year, BYD, which was ranked first in the power battery industry, was overtaken by the Ningde era. This situation has already appeared in the first quarter. In the second half of the year, the Ningde era and BYD further distanced themselves.
The closed mode of self-sufficiency is considered to be detrimental to the rapid development of BYD. Especially after the Ningde era has formed a close cooperative relationship with a number of car companies at home and abroad, BYD seems to face greater challenges. Last year, BYD began brewing the split battery business, while other parts, automotive software, molds and other departments will also have the possibility of independent operations in the future.
However, under the background of high raw material prices for power batteries, BYD has laid out the raw material market ahead of schedule, which highlights the price advantage, so its power battery still has obvious advantages. In addition, BYD is also in the process of laying out two new businesses, cloud-rail and energy storage.
Top3 Waterma
Installed capacity: 2.41GWh
Year-on-year increase: -2.93%
In 2017, there were 73 power battery companies supporting new energy vehicles, and Wattmar was the only company with a capacity of over 1GWh.
Established in 2002, Watermar is one of the first high-tech companies in China to develop power batteries and take the lead in implementing batch applications. Its products are at the leading level in fast charging, low temperature, grouping, and security monitoring technologies. Unlike the Ningde era and the cooperation of large car companies, BYD self-sufficiency, Waterma chose to expand the "friend circle" in the form of establishing an industrial innovation alliance. By the end of 2017, more than 80,000 new energy vehicles equipped with Wattmar power battery systems have been operating in 34 provinces and cities in China, and their products have also been sold to more than 40 countries and regions.
Top4 Guoxuan Hi-Tech
Installed capacity: 2.05GWh
Year-on-year increase: 9.93%
Guoxuan Hi-tech Co., Ltd. has established close cooperation with many auto companies such as Beijing New Energy, Beiqi Changzhou, Ankai Bus, Jianghuai Auto, Chengdu Dayun, Chery Automobile and Nanjing Jinlong. In 2017, Guoxuan Hi-tech Co., Ltd. has a production capacity of 3GWh ternary cells and 7GWh lithium iron phosphate cells. This year, it plans to add 10GWh to the original capacity, and plans to reach 30GWh at the end of 2020.
It is reported that Guoxuan Hi-Tech Co., Ltd. undertook the “300Wh/kg†high energy density major science and technology project of the Ministry of Science and Technology. The company’s self-developed soft packet battery has reached an energy density of 302Wh/kg. In the future, it will continue to lay out around this major technology project. And plans to promote the industrialization of related products this year.
Top5 BAK
Installed capacity: 1.66GWh
Year-on-year increase: 138.13%
BAK is not only a supplier of consumer electronics products such as ZTE, Hewlett-Packard, Lenovo and Samsung, but also has a close relationship with Volkswagen, FAW, BMW, Chery and other vehicle companies. In 2017, the total number of Baker's Batteries was 34,400, of which Jiangnan Motor had the largest installed capacity, which was 20,000. In addition, BAK also signed orders with new car makers such as Yundu and Singularity last year.
At present, the cylindrical ternary lithium battery produced by BAK batteries has an energy density of 220Wh/kg. In 2016, the total production capacity of BAK Battery's two bases in Shenzhen and Zhengzhou was 2.5GWh, and the planned value in 2017 was 8GWh. BAK Battery is still further expanding its production capacity. It is expected that the total production capacity will reach 15GWh by 2020, and the pre-market share will be above 12%.
As an active ternary battery capacity expander, BAK’s prospects are promising. In February of this year, Jiangsu Zhongli Group Co., Ltd. announced that it plans to purchase shares of Shenzhen BAK Power Battery Co., Ltd. for about RMB 10 billion.
Top6 power god
Installed capacity: 1.03GWh
Year-on-year increase: -18.30%
In October of last year, Lishen became the only supplier of dynamic batteries for the new energy joint venture car company Dongfeng Automobile and the Renault-Nissan Alliance-Especial BBG project. This is the first new energy vehicle joint venture in China to announce its suppliers to the public. In addition, another major move of Lishen last year was a project with a total investment of 2.1 billion yuan and an annual output of 4GWh21700 power battery, and launched the first domestic product custom production line. Two pure electric vans produced by Nanjing Jinlong Bus Manufacturing Co., Ltd. and Beiqi (Changzhou) Automobile Co., Ltd. will be equipped with this ternary lithium-ion battery in the future, which means that the 21700 battery is officially put into use in China.
As the battery company established earlier in the industry, Lishen already has a lithium-ion battery capacity of 10GWh. It has been the first echelon of power batteries with BYD, Ningde and other companies. However, in the past one or two years, with the intensified competition in the battery industry, Lishen’s industry status has declined.
Top7 Fuenergy Technology
Installed capacity: 1.02GWh
Year-on-year increase: 197.37%
In the case of 2016, which has not yet reached the top 20 in terms of installed capacity, Fuengeng achieved a qualitative leap in its performance last year, ranking 7th in the industry and becoming a “dark horse†in 2017.
Fuengeng Technology has always been relatively low-key in the industry, but last year, Fuengeng Technology (Yinzhou) Co., Ltd. and Beijing Automobile Group Co., Ltd. and Beijing Shunyi District People's Government reached a strategic cooperation, will jointly build new energy vehicles in the local power battery R & D and The manufacturing base will form an annual production capacity of 8GWh batteries and battery packs. It signed a five-year, one-year battery strategy purchase agreement with BAIC Group, becoming the largest single purchase order for domestic new energy vehicles. Both have been cooperating since 2015. The battery packs of Fuengeeng Technology have been equipped with a full range of Beiqi New Energy vehicles. The highest bicycle mileage has reached tens of thousands of kilometers, and more products will be installed in the next five years.
Top8 billion latitude lithium energy
Installed capacity: 0.94GWh
Year-on-year increase: unknown
As a latecomer, Yiwei Lithium entered the power battery industry from 2015, and it did not enter the top 10 in the industry in 2016. In the past two years, the company's investment in the power energy storage market has reached 5 billion, and it has built several production bases in Huizhou, Guangdong, and Jingmen, Hubei. At present, 7GWh capacity has been formed, and it is expected to reach 9GWh by 2018.
At present, Yiwei Lithium's cooperating vehicles in the passenger car market mainly include Nanjing Jinlong, Yutong Bus, Zhongtong Bus, China CRRC, etc.; the cooperation vehicle companies in the special vehicle market mainly include Chengdu Yajun, Zhongtai Automobile, Luzhou Local Boat, etc. In the passenger car market, there are mainly Huatai Automobile, Hebei Yujie, and Changan Automobile.
Top9 Beijing National Energy
Installed capacity: 0.8GWh
Year-on-year increase: 100.25%
Beijing Guoneng is another company that has achieved rapid growth in 2017 after FuNeng Technology. As the country's largest manufacturer of soft pack power batteries, Beijing Guoneng took a large market share in the power battery industry last year. In 2017, the Ministry of Industry and Information Technology released several batches of “Recommended Vehicle Models for Promotion and Application of New Energy Vehicles,†and Guoneng participated in the The number of models is more.
In terms of production capacity, SNE has established 8 production bases in Beijing, Henan Zhongli, Zhejiang Haining, Hubei Liyang, Jiangxi Nanchang, and Fujian Longyan, with a capacity of 11GWh, and upgraded to become the world's largest soft pack power battery manufacturer. In years, the production capacity can reach 25GWh.
Top10 Zhuhai Yinlong
Installed capacity: 0.74GWh
Year-on-year increase: 60.70%
The main business unit of Zhuhai Yinlong is a lithium titanate battery, which is currently mainly used in the field of pure electric new energy passenger vehicles. However, due to the controversial lithium titanate battery technology, it has not been developed in the passenger car market. The technical characteristics of the lithium titanate battery determine that the Zhuhai Yinlong electric vehicle product can only be a bus that runs on a fixed line in the city, and it is difficult to meet the demand for electric cars for household use, which also makes it difficult for Yinlong to be in the field of new energy automobile passenger vehicles. Quickly open the situation.
In addition, Zhuhai Yinlong has also made great efforts in the area of ​​energy storage, which is the direction that Dong Mingzhu and other investors are looking for.
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