The top ten global power batteries, China accounted for 7 seats!

Recently, the major event in the new energy vehicle is that BMW Group and China’s Ningde era signed a 40 billion euro (RMB 308) battery purchase intention order, including a new lithium battery factory in Thuringia, Germany, to produce 1.5 billion euros of orders and The 25-million-euro order from the Chinese factory in Ningde era made the Ningde era gain the attention of the global new energy industry.

China's power battery has already stood at the forefront of this industry. The sales of power batteries in Ningde era have surpassed that of Panasonic (Tesla supplier) to become the world's number one. With the acceleration of the global electrification trend, Ningde era will invest 240 million euros to build a battery production base and intelligent manufacturing technology center in Germany, or will provide supporting services for famous car companies such as BMW, Volkswagen, Daimler, Jaguar Land Rover, PSA. Wait. Take the Ningde era as an example. Today, I will tell you about the NB companies in the top ten global power batteries under the guise of new energy vehicles.

1. Standing on the wind, how did the Ningde era rise?

In our impression, the domestic power battery is more advanced than BYD, but because BYD itself is also a car company, the power battery has a competitive relationship with other car companies around the world, so BYD has always adopted a self-sufficiency mode, which gives other The company has left an opportunity.

The predecessor of the Ningde era dates back to the establishment of ALT in 1999, focusing on the field of consumer batteries. In 2011, Ningde Times New Energy Technology Co., Ltd. (CATL) was established to develop and produce lithium-ion batteries for electric vehicles and energy storage systems. Group, battery system, powertrain, etc.

The wind is coming, the rapid development of the new energy automobile industry has greatly stimulated the market demand for power batteries, and the Ningde era has also firmly grasped the wind. In 2012, Ningde era cooperated with BMW Brilliance, supporting the promise of 1 e The electric car became the only battery supplier in BMW Greater China. With the help of BMW's gods, the popularity of the Ningde era has greatly increased, and it has laid the foundation for more car-enterprise cooperation.

In the following years, the Ningde era and the domestic Yutong, SAIC, Dongfeng, Changan pace car companies launched a strategic cooperation, and there are BMW Brilliance, BAIC New Energy, Geely, Guangzhou Automobile, Chery, Weilai and other downstream procurement vehicle companies, such as The familiar BMW X1, SAIC Roewe eRX5, Geely Dihao EC7, Beiqi EV200, etc. all adopt the power battery of Ningde era, and their market share continues to increase, gradually moving towards the fast lane of development.

Until 2015, Ningde era ranked fourth among domestic power battery companies, and in 2017, this number has nearly doubled, only Ningde era alone accounted for 27% of the market share, nearly 12Gwh of power battery system sales have made Ningde era the number one power battery manufacturer in China, and surpassed Panasonic (Tesla supplier) to become the world's number one.

The success of Ningde era has made a good demonstration for domestic power battery companies. Its success is not achieved overnight, including the accumulation of technology in the early stage, the grasp of battery research and development, and the close cooperation with car companies when the new energy wave comes. A broad vision of the global layout.

2, the future of new energy vehicles: the battery, the world

At present, there are three main types of new energy vehicle power on the market. First, the hybrid electric oil and diesel represented by Toyota Prius and Volkswagen Blue Drive, the Hendra virus internal combustion engine is dominant, the electric motor is only used as an auxiliary, and the battery capacity is small. It is a plug-in hybrid PHEV represented by Chevrolet Volt and BYD Qin. It can be driven in pure electric/hybrid mode, saving more than 50% of fuel, and can use the household grid to charge the battery; once again, Tesla (Tes Pull) is represented by pure electric belfford; other fuel cell power, hydrogen power, super capacitor car, gas car and so on.

The trend of car electrification is becoming more and more obvious. With the continuous breakthrough of technical barriers in power batteries, internal combustion engines may withdraw from the historical stage in a few years, and pure electric vehicles may become the mainstream in the future. Therefore, the core of new energy vehicles lies in the power battery, and the quality of the battery directly determines the cruising range and experience of the vehicle. Therefore, the future competition of new energy vehicles will be the best in the world.

Grasping the development direction of power batteries is of great importance to the development of battery companies. With the development of power batteries, lithium cobalt oxide is the originator of lithium batteries (representative models: Tesla sports cars). Due to the cycle life and low safety, it is not suitable as a power battery. The second is lithium manganate battery (representative model: Nissan Leaf), due to low price, medium energy density, good safety, and good overall performance.

The third is lithium iron phosphate, which is the current main force of BYD. It has good stability and long life and cost advantage, but the energy density is average. Finally, the ternary lithium battery is the current mainstream research and development direction, with the highest energy density, especially for pure electric vehicles with cruising range.

3. Which of the top ten global power batteries is strong? China has 7 seats!

Today's global power battery market is basically divided by China, Japan and South Korea, and Chinese companies play a different role. In 2014, the global power battery market share, Japan 70%, South Korea 17%, China 11%; 2015, three The proportions are 56%, 17%, and 27% respectively; in 2017, the proportion of the three has changed to 20%, 14.6%, and 65.4%.

According to the 2017 global power battery enterprise sales rankings, the top ten power battery companies in the world have Ningde era, Matsushita Electric, BYD, Waterma, LG Chem, Guoxuan Hi-Tech, Samsung SDI, Beijing Guoneng, BIC, Fueng Technology, in which China's power battery companies occupy 7 seats, the total sales far exceed Japan and South Korea.

In terms of differences, domestic batteries are taking a large investment, large-scale, full-industry chain layout path, although technically do not dominate, but win in low cost, fast replication, the main low-end market. The Japanese market share has been shrinking year by year, and Beast Tesla is also unknown, but relying on technological advantages, it continues to maintain its advantages in high-end batteries and next-generation battery technologies, including fuel cells. The Korean battery has both the determination to compete with the Japanese high-end and the lure of the low-end market.

From 2014 to 2017, the market share of China's power battery companies jumped from 11% to 65.4%, leaving Japanese and Korean companies far behind, thanks to the strong stimulus from the state subsidy policy. The precise protection of the power battery catalogue is of course inseparable from the rapid expansion of China's power battery companies, including in the new energy environment, to meet the huge demand for power batteries in the global car companies, and with the increase in sales, the power batteries are evenly distributed. The cost will be lower, and the company can invest more money in battery research and development to improve product competitiveness. This is a benign cycle.

For the future, China's power battery companies have also carried out a series of actions, such as the Ningde era to the upstream raw material lithium resources, ternary materials and other layouts, constitute a complete industrial closed loop, and downstream to the car companies, jointly committed to the field of electric vehicles The technical cooperation, as well as the opening of BYD's “e platform”, have released the message of “cooperation and win-win”. In the future, the power battery field will surely be born into several giants. From the perspective of the strategy of releasing Chinese companies, we have reason to believe that the future Chinese power battery companies will be unstoppable.

Let's take a look at the top 10 power battery companies in global sales:

1, Ningde era (China)

The Ningde Times (CATL) was established in 2011. In 2012, it cooperated with BMW Brilliance to support the Novo 1 e electric vehicle. After that, it provided power batteries for Beiqi New Energy, Geely, Guangzhou Automobile, Chery and Weilai. In 2017, the sales of nearly 12 GWh of power battery systems in the Ningde era became the first in China., and surpassed Panasonic to become the world's number one.

2. Matsushita Electric (Japan)

Panasonic began researching and developing rechargeable lithium-ion batteries in 1994. In 2008, it merged with Sanyo Electric to become the world's largest supplier of lithium batteries. In 2008, Panasonic became the exclusive supplier of Tesla, and it quickly rose to a super joint venture with Tesla. The factory Gigafactory will become the world's largest power battery production base.

3, BYD (China)

BYD was founded in 1995 and officially entered the automobile manufacturing field in 2003. In 2006, the pure electric car F3e was successfully developed. The main technical route is lithium iron phosphate + ternary material, square battery. In the past two years, it has actively expanded the ternary lithium battery. At present, BYD has an open supply chain system, and lithium batteries will be sold externally, from closed to open, and compete with CATL.

4, Waterma (China)

Founded in 2002, Waterma is one of the earliest companies in China to successfully develop lithium iron phosphate new energy vehicle power batteries, with China FAW, Dongfeng Motor, Zhongtong Bus, Shanxi Grand Canal, Shanghai Shenlong, Xiamen Golden Brigade, China National Heavy Duty Truck Howo and other domestic car companies have cooperation, currently ranked third in China's power battery.

5. LG Chem (Korea)

LG Chem began research and development of lithium-ion batteries in 1998. In 2009, it cooperated with Hyundai Kia of South Korea to enter the power battery market. Its main focus is on ternary lithium batteries, which are currently supplied to Kia, Nissan, GM, Renault, etc., mainly in soft package, representative model Chevrolet. volt. The Nanjing plant will become the most important power battery production base for LG Chem.

6 Guoxuan High Tech (China)

Guoxuan Hi-Tech was established in 2006. In 2009, it began supporting electric bus batteries. In 2012, it began supporting electric car battery. The technical route is lithium iron phosphate + ternary materials, square batteries, strategic cooperative vehicle companies including Beiqi New Energy, Nanjing Jinlong, Zhongtong Bus, and downstream procurement vehicle companies including Chery, Jianghuai, Ankai Bus.

7, Samsung SDI (Korea)

Samsung SDI began to enter the power battery field in 2000. In 2008, it established a power battery company SBLimotive with Bosch. In 2009, it became a BMW power battery supplier. In May 2015, it acquired the most effective position of Magna's battery business subsidiary, but the technology. The route follows Panasonic, and there is a certain gap between Panasonic and Panasonic.

On the 8th, Beijing Guoneng (China)

Beijing Guoneng Battery Technology Co., Ltd. is a subsidiary of Guoneng Power Group. Its products include ternary battery series with high energy density and high power and lithium iron phosphate series. The current development direction is a new generation of lithium-ion power batteries with high specific energy, high safety, long life and low cost.

On the 9th, Bick (China)

Founded in 2001, BAK Battery Co., Ltd. is a high-tech enterprise integrating R&D, production and sales of lithium-ion batteries. Lithium-ion batteries are the basic business of BAK, It is a supplier of giants such as ZTE, HP, Lenovo, Samsung, Yulong, Volkswagen, FAW, BMW, and Chery.

10. Fueng Technology (China)

Fueneng Technology (Ganzhou) Co., Ltd. mainly produces lithium manganate automotive power batteries and related products, and the project is the head of the dragon, with lithium-ion battery advanced technology and unique business model industrialization, to build a large new energy source. Industrial industrial parks and industrial clusters.

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