Domestic power lithium battery situation

A huge market opportunity is coming, and domestic lithium battery companies seem to be not ready.

Beginning in the second half of 2013, China's electric vehicle market is about to enter the fast lane under the continual stimulation of various favorable policies introduced by the state and local governments. 2014 may become the turning point of China's electric vehicle industry, which will also be an excellent opportunity for China's power lithium battery companies.

The High-Tech Lithium-Ion Industry Research Institute (GBII) estimates that the output of China's on-board lithium-ion battery will reach 5,890MWh in 2016, which is 7.3 times that of 2013.

According to Chongling Wang, general manager of AVIC Lithium (Luoyang) Co., Ltd., the situation in 2014 was significantly better than that in 2013. In the first quarter, the number of orders received can be as high as 100 units. He said that the increment in the second half of 2014 will be more obvious. In 2013, it was almost at a standstill, and each batch of orders was basically less than ten.

However, in the face of this excellent market opportunity, domestic power battery companies want to catch this fast train, still need to overcome many problems.

Generally speaking, China's current power lithium battery companies are not in a good position. In the future competition, the pressure of survival may be even greater.

During the first round of demonstration of new energy vehicles, some of the power lithium battery companies survived and grew. Most of these companies benefit from the promotion performance from local governments.

It is understood that there are dozens of companies producing lithium batteries in China, and there are only about ten power lithium battery manufacturers that have cooperated with the major car companies and can actually operate them.

For example, in Beijing, the demonstration of new energy vehicles mainly comes from BAIC Group and Changan Automobile, and the battery suppliers are Dongguan ATL and Peking University. In Tianjin, the car companies are Qingyuan Bus and BYD, and the batteries are respectively used by Tianjin Lishen. And BYD; in Hefei, the power battery supplier is mainly Hefei Guoxuan; and in Jiangsu and Zhejiang, the vehicle suppliers are mainly from Hangzhou Zhongtai, Kangdi car industry, etc., and the battery is basically provided from Wanxiang, AVIC Lithium and other battery factories.

The existence of local protectionism has helped some enterprises to survive and develop to a certain extent. However, as mainstream domestic brands start to choose foreign brands' power batteries, the advantages of domestic power batteries in this respect may gradually disappear. For example, BAIC began to use LG's battery, and SAIC's electric car used A123's battery at the beginning.

The page contains the contents of the machine translation.