Power battery market four strong oligarch patterns are formed.

Power battery pack finished product consists of three parts, namely battery module, BMS and a fixed frame shell. Its process includes battery assembling, welding, semi-finished products testing, labeling and packing process.

Power battery PACK system with mechanical structure will be many individual batteries by series-parallel connection, and considering the system problems such as mechanical strength, thermal management, BMS matching. PACK as the power battery system production, design and application of key steps, costs accounted for about 35%, is connected to the upstream production and downstream of the key steps in the vehicle use batteries, need a lot of mature technology, overlapping and collaboration, its main technology including customized development of battery management system technology, thermal management technology, current control and detection technology, design of module assembly technology power battery box, aluminum alloy casting technology, the computer virtual technology development, etc.

Power battery market analysis: measure monopoly pattern formation

Global power battery the size of the market

Power battery in the downstream demand new energy vehicles, bicycle capacity promotion rare two-wheel driven by, the future demand of the market will usher in rapid growth.

: (1) the global market we expected in 2018, 2020 and 2025, demand of power battery, respectively 88 GWH, 205 GWH, 583 GWH, of which about 33% CAGR from 2018 to 2020.The size of the market in 2018 is expected to more than 120 billion, growth in 2020 to 215.3 billion, three years CAGR of about 21%.

(2) the domestic market: we expect 2018, 2020, 2025 power battery demand GWH 47, 97 GWH, 270 GWH respectively, which is about 27% CAGR from 2018 to 2020.China market in 2018 is expected to over 66 billion, growth in 2020 to 101.9 billion.

Global power battery the size of the market situation (one hundred million yuan)

China's demand for power battery

In recent years, with the popularized application of new energy vehicles, power battery market also get rapid development. According to the power battery PACK released forward-looking industry institute industry development prospects and investment strategy analysis report shows that in 2016 China's demand for power battery 28 GWH, industry-wide about 56 GWH effective capacity, capacity utilization rate around 50%.Zhongshang industry research institute predicted that in 2017 China's demand for power battery will reach 31.About 3 GWH. By 2018, China's demand for power battery will exceed 50 GWH.

China power battery demand forecast in 2016-2020

Power battery industry pattern more clearly

Forward-looking industry research institute, according to data by the end of 2017, the domestic power battery output can reach 135 GWH, effective capacity 110 GWH, the annual power battery shipments only to 36.2 GWH, the average capacity utilization rate of less than 40%.With leading enterprise capacity utilization rate can reach 80% estimate, some small and medium-sized enterprises of capacity utilization is only 10%, low excess production capacity significantly.

The next two years, there is still a new capacity on a line of battery manufacturers, is expected in 2018 and 2020, power battery output will reach 206 GWH, 285 GWH respectively, at the same time demand of power battery is 47 GWH respectively, 97 GWH, backward technology, lack of stable vehicle customer miscarried can be eliminated.

Chinese calendar year power battery shipments

China power battery market share distribution

Power battery production enterprises, BYD and CATL2016 shipment 7 respectively.35 GWH and 6.72 GWH, close to the market share of up to 50.2%, Walmart discriminated Hin high-tech market share and 8 respectively.9% and 6.More than 6% of the enterprise power battery shipments are less than 1 gh 2016, top 10 enterprises combined market share of 79%, market concentration is higher.

Power batteries market share

2020 scale, more than 200 GWH measure oligopoly pattern formation

Power battery the size of the market in 2020, more than 200 GWH CATL, LG, Samsung, Panasonic will become the world's measure. CATL market is mainly in China; LG and Samsung mainly in Europe and the United States; Panasonic market mainly Tesla. In the semi-finals, sort by share is expected to CATL, Panasonic, LG and Samsung.

marketization

In recent years, benefited from the country industrial policy, driven power battery industry is developing rapidly. With the implementation of the new points, lithium battery production technologies, manufacturing costs down, the popularity of charging facilities further deepening, the influence of such factors as lithium ion power battery industry will continue to maintain rapid development, the degree of marketization will gradually improve.

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