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The rapid rise of new energy vehicle market, bringing domestic battery supporting business may be more of a worry, but not surprise.
Korean battery manufacturer LG Chem has announced that it has signed an agreement with Great Wall Motor, will be more than 200,000 sets of batteries which supply. These batteries will be supporting on the Great Wall from mass-produced since 2017 plug-in hybrid (PHEV) models.
While LG Chem spokesman CS Song said, in addition to the Great Wall, the company with the same period also another major Chinese car manufacturers to sign big orders. "In fact, we have a lot of contact with the Chinese family car plant, there will be more partners." May 20, LG battery China Marketing Department said the Economic Observer newspaper reporters.
Great Wall Enterprise and LG single and not disclosed to sign this, but the local power battery manufacturers compete defeat a side portrayal. "In addition to Korean products, Japan is also a major rival in front of the strength and market share of these two countries in the international battery giant, China’s power battery companies can eating cake really is pitiful, but people have entered the ternary material era. "A long-term study of battery power in the securities industry, told reporters.
China’s new energy automobile production and sales are increasing rapidly. January to April this year, the cumulative production of new energy vehicles 34,400, an increase of nearly 3 times; new energy automobile production in April 9060, an increase of 1.5 times. Market research firm IHS Technology expects China’s new energy vehicle sales this year will reach 110,000 in 2020, it increased to 65.5 million vehicles. Giant battery from the international market have been the first layout in this huge market.
For example, LG Chemical plans to be completed before the end of this year, Nanjing electric car battery factory that has 100,000 electric vehicle battery capacity. In addition, Samsung SDI Xi’an plant has also been put into operation, and the US battery company Boston Power batteries also domestic continuous Lazi.
New energy vehicles in real critical juncture towards industrialization, domestic battery enterprises are facing "is falling," the risk.
Switch to foreign products
At present, the domestic vehicle battery plant in addition to its own outside of BYD, mostly way to solve the battery problem purchase. For example CATL major suppliers Beiqi, Guangzhou Auto, Changan and Yutong; Lishen main supply JAC, Condi, FAW, Yutong, Guangzhou Automobile, etc; China Xuan Tech Supply JAC, Condi, Zhengzhou Nissan, Jinlong, Ankai, Sunwin and the like; Universal billion to supply Chery, SAIC, Guangzhou Automobile, youth.
In the early development of new energy vehicles, due to the small size of the battery problem has not been exposed to, but with the new energy vehicles start after substantial growth last year, power battery industry has gradually revealed various problems. The first is the production capacity. When the jump in time to accept the Economic Observer newspaper reporter, the forum Chery chairman Yin "Tucao" sales Chery electric car battery supplies the main subject. "Sales have gone up not too fierce, because the battery supply can not keep up, which was previously not thought of."
Chery new energy vehicles in 2014 sales of more than ten thousand, this year’s sales target of two million. This is not a problem faced by Chery, including JAC, SAIC and so face a shortage of the core components, including battery problems. On the other hand, after the battery mass production, quality problems began to be tested. "Domestic battery before all local small batches for customers like car deals. But new energy vehicle market started mass production when needed, there will be problems." Yin Yue representation.
And for many security considerations, cost, eyes OEMs is gradually transferred to foreign companies who, especially Japanese and Korean companies. "Their technology is better, more advanced and reliable, and lower cost." Auspicious new energy vehicles, he told reporters. For example, the use of domestic battery after Beiqi new energy has been on the new EV200 and EV300 models, began to use its cooperation with South Korea SK triple production of lithium batteries. In addition, China’s largest bus manufacturer Yutong new energy battery suppliers have begun to choose from Korean companies.
"Now the largest single domestic new energy automotive battery business essentially went to Japan and South Korea, with LG as an example, many companies are to cooperate with it, use it to battery SAIC, FAW, Changan, Dongfeng Liuzhou Motor and many other companies, including." VIA electric vehicle technology company concerned about the development of the battery industry, a source told the Economic Observer newspaper reporters.
Hothouse battery industry
Although domestic battery production is only located in South Korea and Japan after ranking third in the world, but the company’s technical level and ability, the gap is quite obvious. "Most battery producers are mostly started from digital products battery, battery and lithium are two completely digital technology, with the international advanced level in technology accumulation and manufacturing there is a big gap. "Analysts pointed out.
Koga, vice president-designate Tianjin Lishen once instance, Samsung SDI ternary system life cycle can be done more than 5,000 times, and currently the best battery can only do 3,000 times. At the same time, due to the Japanese and Korean companies with highly automated production lines, so the product consistency and stability are far above domestic enterprises. In contrast, the country is still in a relatively low level of production.
In fact, although the country has nearly 2,000 battery manufacturers, but OEMs can enter the supply chain, only BYD, the power of God, Country Villa, universal, BAK, a few, while the vehicle or access to international joint venture car prices of new energy supply chain is almost none. With LG Chemical, Samsung SDI, SK, Boston and other international battery giant mass production in China, domestic battery manufacturers will inevitably be hit.
For the emergence of this trend, OEMs view is positive. "I believe that the entry of foreign companies products is a good thing, Forced domestic battery enterprises to accelerate technological upgrading." Jianghuai Automobile Sales Company 张金汉 deputy general manager, told reporters. The reasons mentioned above, the domestic power supply in the domestic battery basically own brand cars, this phenomenon is largely due to local protectionism. "The local governments will be asked to give priority even can purchase local battery factory product." Informed sources said.
In this case, the battery business for hybrid technology upgrade is not large. "Now the battery power supply, product demand, technological upgrading of enterprises not much pressure." Analysts pointed out. To deal with competition, technological upgrading was inevitable. But note that the ternary complex materials technology requirements are higher, and enhance the safety performance of the ternary lithium battery business needs and complete car prices to match, but currently there is little local power battery plant and OEMs research and development conducted jointly by the case.
Meanwhile, the lack of upstream material aspects of collaboration is even more apparent. "Before upstream suppliers between each other, behind closed doors, not downstream cooperation and interaction, technological progress is difficult." Insiders pointed out that "in the era of ternary material, as soon as possible to establish the supply chain from R & D to industrialization depth collaboration to break through performance bottlenecks facing battery in the field as soon as possible.
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