Lithium battery companies face large shuffling and high energy density battery technology is weak

Subsidy landslides, material prices, under dual pressure, China's lithium battery industry may face a major reshuffle.

The rapid development of new energy vehicles in recent years has greatly spurred the development of China's lithium battery industry. According to statistics, in 2017, the market size of lithium batteries in China has reached 1,130 billion yuan, of which the power lithium battery is about 600 yuan. At present, there are more than 200 battery manufacturers in China, and it is the country with the largest number of lithium battery manufacturers in the world. It is estimated that by 2020, China's share of the global battery market will reach more than 70%.

However, since the February 12th of this year, the “cliff-style” decline in subsidies for new energy vehicles has also affected lithium battery companies. According to the new standard, the subsidy binning has been increased from 3rd gear to 5th gear, and the subsidy threshold has been increased from 100km to 150km in the battery life, basically following the principle that the longer the subsidy mileage is, the higher the subsidy standard is due to the subsidy standard. The adjustment is too fast, and many enterprises that produce low-energy-density lithium batteries will still be able to transform in the future. At the same time, with the heat of the domestic lithium battery industry in recent years, the related materials of lithium battery products generally rise in price, and the subsidies are rampant, and the materials are rising. Under the dual background of price, the performance of lithium battery companies has basically fallen sharply this year.

In addition to being made into a power battery, a lithium battery product can also be used as an energy storage battery. The price of the power battery between the two is higher. Unlike the power battery, the energy storage battery has a low energy density requirement, but the battery is not high. Safety and life requirements are extremely high. For example, lithium iron phosphate batteries are gradually replaced by ternary lithium batteries in the field of power batteries due to low energy density. The safety of lithium iron phosphate batteries is very good. Most energy storage power stations are lithium iron phosphate battery is chosen as the energy storage battery. In fact, due to the safety of lithium iron phosphate battery, BYD has long used it as the battery of choice for new energy vehicles. For this reason, it is gradually emphasizing the long cruising range today. BYD's lithium battery production was surpassed by the Ningde era, which is dominated by high-energy-density lithium batteries.

However, lithium battery energy storage power stations are generally used in new energy power stations, and there are still few applications in traditional power stations. Due to the unstable wind and solar voltage, the power generation time is uncertain. The use of energy storage power stations as power relays is more conducive to the healthy operation of the power grid. Some solar battery companies also combine solar power plants and energy storage power stations into one product for sale, reducing Difficulty of customer deployment. With the rapid development of the lithium battery industry in recent years, the construction of lithium battery energy storage power stations in conventional power stations has gradually become a boom. Compared with pumped storage power stations, battery storage power stations are more flexible and occupy more space. Small, basically in all places can be quickly carried out.

Looking at the domestic lithium battery industry, high energy density battery technology is still relatively weak. Under the premise of a relatively low supply of low energy density batteries, the proper development of lithium battery energy storage technology is expected to make the lithium battery industry develop healthier.

China's subsidies to the new energy auto industry under the new policy will have a certain reshuffle effect on the new energy auto industry. The effect of this shuffling effect on China's lithium battery industry is very obvious. Under the new policy of subsidies, many lithium Battery companies will face a big wave of survival and inferiority. The strong are strong and the weak are weak and even out. This may be the general trend and it is difficult to stop.

The page contains the contents of the machine translation.