Who dominated the situation that lithium-ion battery prices drop down 30% behind the scenes?

In 2017, battery market can be said a bustle, over hundreds of billions money rushed in; OEMs started a craze of self-built system; raw material price increases successively and so on. All shows a sense of elusive helplessness.

And battery prices fall, is to let caught in the middle Power battery Enterprises, especially small and medium-sized enterprises, the more difficult living conditions.

Who is behind the scenes to drop down the battery price?

Since this year, the lithium battery Prices plunged 20% ~ 30%. Upstream material price is taking turns to soaring, while is downstream car companies and strong demand reduction, battery enterprises caught in the middle, two head under pressure, facing the double pressure of market and cost.

(1) upper material price large spike. Cobalt price rose sharply earlier this year, in August the rocketing price of lithium carbonate, nickel prices skyrocketed during the National Day, the upstream raw material prices remains strong, and the boom is expected to continue. A power battery, said an official with the enterprises affected by upstream lithium cobalt, increase in the price of raw materials, such as the cost of enterprise has increased at least 15% this year.

(2) shall be exempted from tax by the end of the end, the current subsidy standard TuiPo 20% in 2018.Among them, passenger car, car allowance TuiPo about 20%, passenger TuiPo 30% 50%, local matching proportion subsidy from 1:1 down to 1:0.5. Depends heavily on government subsidies to "feed" of the new energy car companies were hit by a serious request power battery companies slashed prices.

(3) in the first half of 2017 the auto market downturn in the overall sales is pale, directly to the upstream enterprise battery. And year-end with only two months away, subsidized TuiPo effect in advance, in 2018 is expected to rob market, do not rule out some battery manufacturers therefore launched promotional price war.

In under the double pressure of car companies and materials enterprises, battery enterprises not only have to split the cost, will also have to bear the price requirements of the overall environment, so the profitability decline.

How can battery enterprises breakthrough? Any more space to low down cost?

Current our country new energy automobile market is entering a new period, and the heart of the new energy vehicles power battery is standing in the tuyere, still faces many challenges.

First, the automakers self-built supply system. On the one hand, a number of oems working on self-built power battery system, part of the car companies to PACK as the breakthrough point, trying to preempt the core components. October 24, for example, brilliance BMW in Shenyang power battery center project to the ground and Dongfeng motor group holdings Ningde era, etc.; Directly on the other hand, many major car companies start in Europe and America advanced battery materials research and development and evaluation, to occupy the new energy vehicles "heart" high technology, continue to lead in new energy automobile industry development, such as BMW, Mercedes-Benzes, Volkswagen and gm international auto giant.

Second, a hierarchical company looking to enter. Lithium electricity conveniently into a hierarchical enterprise relying on its own industrial chain advantage of power battery industry.

Third, the foreign capital or joint venture companies began to enter the promotion cell directory. For domestic battery enterprise, tension, and for small and medium-sized enterprises, is a devastating impact.

In addition to the wolves circled, battery enterprise own quality, and the authors questions is still "as maneuvering begins".

At present, the ternary battery and lithium iron phosphate batteries the basic account for shipments of both power battery market in 2016 to 95% of the shipments, but is due to the focused differentiation, other materials battery shipments are extremely low, typing competition is intense, contributed to the power battery capacity.

And as the leading large-scale promotion, roa, lithium, cobalt, nickel and other upstream take turns to rise, the downstream subsidies, the status of the pressure on both ends of battery enterprises increasingly clear, authors may be quite a hard road.

Lithium rtvu data to know, the price of the battery system reduced from 3.5 yuan/Wh five years ago to the current 1.8 yuan/Wh below, and to achieve the ministry after the battery pack cost of 1 to 2020 yuan/Wh within target, a long way to go.

Be worth what carry is, different battery reduction is different, further compressed the battery company profits.2017 lithium iron phosphate battery price drop of about 20% - 20%, three-yuan battery cut from 10% to 15%.

The personage inside course of study thinks, although battery prices have dropped dramatically, but do not represent the cost down space was compressed. In his view, the largest space lies in the technological progress of the ascension of the battery energy density, doubled, if the energy density that is equivalent to a reduction in battery costs can nearly half.

In this case, if you want to have firmly highland, the key is to master the core technology. Only if make good and strong product quality can low down costs, improve enterprise's profit ability, otherwise will be eliminated.

The page contains the contents of the machine translation.