What is the shipment of power batteries in 2018?

What is the shipment of power batteries in 2018?

On July 20, 2018 China Automotive Power Battery Industry Innovation Alliance released the "2016-2018 China Power Battery Industry Development Annual Report" (hereinafter referred to as the "Report") in Beijing. The "Report" analyzes the development status of power batteries at home and abroad from the aspects of policy, technology, enterprise, raw materials, etc., conducts in-depth discussions on the problems existing in China's power battery industry in 2017, and predicts the development trend of China's power battery industry in 2018.

According to the statistics of China Association of Automobile Manufacturers, the cumulative production of new energy vehicles in 2017 was 794,000 units, a year-on-year increase of 53.8%; the cumulative sales volume was 777,000 units, a year-on-year increase of 53.3%, and the market growth rate was significant.

At the same time, from 2017 to 2018, China issued 283 industrial-related policies involving power batteries and new energy vehicles, including 62 national-level policies and 221 local-issued policies, all of which effectively accelerated the upgrading of the power battery industry. With the expansion of production and sales scale, and the amount of power battery loading increased significantly, the total loading capacity was 36.41GWh (excluding lead-acid batteries), which was 27.35% higher than the 28.59GWh in 2016.

Significant increase in energy density

The power battery technology, level has significantly improved. In 2017, the energy density of lithium iron phosphate single battery reached 160Wh/kg, and the energy density of ternary battery unit reached 220Wh/kg. The proportion of power cells with a system energy density in the range of 120-150 Wh/kg has reached more than 25%. Thanks to the advancement of technology, battery costs continue to decline.

Leading effect is significant

In 2017, 102 power battery companies in China provided supporting facilities for new energy vehicles, down from 144 in 2016. According to geographical distribution, enterprises cover 20 provinces and municipalities directly under the central government, mainly in the southeast of China. The most concentrated coastal areas such as the Yangtze River Delta and the Pearl River Delta are the most concentrated.

In terms of production capacity, the company is in a situation where "leading companies lead the way and later shows." In the Ningde era, the exclusive market share accounted for 30%, BYD, which ranked second, accounted for about 15%, and the leading effect was obvious. The fifth to tenth enterprises have changed a lot. Fugen Technology and Jiangsu Zhihang opened the market in the passenger car and special-purpose vehicles respectively, ranking up to seventh and tenth.

At the same time, in the top 3, top 5 and top 10 power battery companies in 2017, the installed capacity accounted for 51.20%, 61.51% and 73.47% of the total annual power battery, respectively, which greatly affected by market fluctuations. In the future, the power battery industry will undergo further integration, and some small, weak, and low-tech enterprises will face the risk of bankruptcy.

Localization rate is steadily increasing

In 2017, the localization rate of power battery equipment increased steadily. The localization rate of the domestic battery equipment in the front-end process is about 70%, the localization rate of the middle-stage process equipment is about 85%, and the localization rate of the latter-stage process equipment is about 95%. The domestic technology has accumulated advantages such as Fujian Xingyun and Shenzhen Jiyang. Equipment Company. The "Report" predicts that before and after 2020, the localization rate of equipment can exceed 85%, and the previous process can reach more than 98%.

lithium iron phosphate and ternary dominate

In 2017, lithium iron phosphate and ternary two-type batteries dominated the total load, accounting for 93%, of which, the proportion of ternary batteries was 44.08%, and the proportion of lithium -iron phosphate batteries was 49.44%. The market demand for long driving mileage and high energy density batteries expected to continue to rise.

In the field of battery loading, the 2017 ternary battery loading capacity is 16.05 GWh, which mainly used in pure electric passenger vehicles. Among them, the proportion of matching on pure electric passenger vehicles is 56.14%, and the proportion of matching on pure electric special vehicles is 34.87%. The lithium- iron phosphate battery has a loading capacity of 18.00GWh, and the matching amount of the pure electric passenger car is over 70%. The matching amount of the pure electric passenger car is relatively stable, and remains at around 16%, while the plug-in hybrid passenger is used. The amount of matching on the car is decreasing year by year.

Shipments this year will reach 45GWh

The development trend of new energy vehicles and power battery market is generally good. Driven by national policies and market demand, the development of China's new energy vehicles and power battery market will continue to be hot in the future. According to the current situation, China's new energy vehicle production will exceed one million in 2018, and power battery shipments will exceeded. Will reach 45GWh.

At the same time, technical level of power battery products keep improving and the cost reduced. The new energy automobile industry is shifting from policy guidance to market selection. As consumers demand higher and new energy vehicle products, the level of power battery technology will continue to increase. The energy density of power battery products currently available in the market has increased to 260Wh. /kg, high-nickel ternary or silicon-carbon systems, all solid-state and other high-performance battery products will continue to rise in the market share in 2018.

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