Comparison of Lead Battery and Lithium Battery

Lead battery companies have been in a period of slight profit or even loss due to factors such as overcapacity, and the well-regarded lithium power industry has also faced difficulties in making profits due to overinvestment and lagging demand. After talking to a number of companies and authorities at the 2013 battery show, the reporter discovered that the battery industry has such a "chaos": Most lead-acid battery companies are entering the troubled area of lithium electricity, the largest lead-zinc smelting company in China ST Zhuye is still adding code Lead battery field, lead battery enterprises are still "enthusiastic" expansion.

Lead battery enterprises slightly survive, ST Zhuye entered the Super battery

Lead analyst Sun Tao said that leading lead battery companies can achieve small profits, but 70% of small and medium-sized enterprises are still losing money. "Overcapacity is one of the main reasons." Insiders of Shengyang Shares basically agreed with the above views and said that it is difficult for lead-acid battery companies to make profits now. Some large companies are also engaged in price wars to force some small enterprises to withdraw from the market.

However, the company's largest lead-zinc smelter * T plant smelt Super battery division said in December will be used in low-speed electric vehicles to launch Super batteries (lead-acid batteries), the later production value is expected to reach 10 billion yuan.

According to public information, Super battery is a hybrid energy storage device. Compared with traditional lead-acid batteries, it has the advantages of long life, safe and reliable, large energy storage, wide applicable temperature, large rapid charging, and green and environmental protection. Good market prospects. However, the insiders did not disclose the unique advantages of the battery in terms of cost and environmental protection.

In addition, lead-acid battery companies are still expanding. Tianneng Power and Chaowei Power have expanded their production capacity by 20 % and 60.7 % respectively in 2012. The two currently account for about 50 % of the total number of lead-acid batteries for electric vehicles.

According to industry insiders, the high-speed expansion of production capacity of Tianneng Power and Chaowei Power, the two have the right to price the market, and in order to compete for market share, fierce "price wars" will be carried out, and the development of small and medium-sized enterprises will be unsustainable.

Lead batteries compete with lithium batteries, and there are different opinions in the industry.

Boost by the Tesla effect, lithium-ion batteries are highly regarded by the market as an inevitable trend to replace lead-acid batteries, but insiders are divided.

Chief analyst Moke said that the battery industry as a whole is not good at the moment, insisting on lead-acid batteries "hard to get out of the way", and insisting on lithium batteries, the winter may be able to usher in spring. "The current troubles in the lithium battery industry are only temporary and should improve in two or three years," he said. "

Liuyanlong, Secretary-General of the China chemical and physical power industry association, said that if domestic companies cannot make breakthroughs in lithium battery technology and quality in the future, the domestic market will be occupied by foreign products. "At present, whether lithium batteries can be rapidly promoted or not is due to price issues."

It is reported that in the cost of pure electric vehicles, batteries account for 40 % -60 % and the average car is 15 years of service life. The service life of lithium batteries in pure electric vehicles is only 5 years. The price of an ordinary home car is about 100,000 yuan. If you purchase a pure electric car with the same configuration, you need to pay an additional 100,000 yuan in battery costs. In the field of electric bicycles, the replacement cost of lead-acid batteries is about 450 yuan on average, and that of lithium batteries is about 1,000 yuan.

According to public information, in the field of electric bicycles, lithium battery electric vehicles account for relatively small. In 2012, the national output of electric bicycles reached 35 million, and the number of lithium-ion battery electric bicycles reached 1.5 million, accounting for 5 % of electric bicycles.

The application of lead-acid batteries will be reduced in the later period, but it will still be in a monopoly position for a long period of time. Lithium batteries can replace lead-acid batteries in local markets, but they cannot be completely replaced.

The page contains the contents of the machine translation.