Good post! Why China's lithium battery power is the world's top one?

Strength between countries compete comes through a lot of carrier, such as column is installed in February 2018, the fifth generation of jet fighters, 20 indicates major breakthroughs were made in China's air forcespecial ability, will be able to hit the enemy, against the enemy away, the carrier also are often referred to as "city of the great powers".

Countries, of course, jack is not confined to the field of military, automobile industry is a national industry, the carrier of its to the tide of electrification transformation, added value of the highest power battery has become the new focus of competition, there is no smoke of the battlefield.

First, global competition pattern of lithium-ion batteries

The panda?Crested ibis?Tai chi tiger?This article is not about animals, but refers to the three big BOSS on the east Asian plate, and three world famous industrial powers, for many years in the field of lithium ion batteries have been killed inspecial.

In 2000,

As early as 1991, crested ibis, there was a wise man inspired by Goodenough to americans, invented for commercial lithium-ion batteries, in crested ibis family private consumer electronics to dominate the global dongfeng, crested ibis, lithium batteries also basic monopoly the global market, this kind of the dominance of continued into 2000.

In 2010,

Since 2000, the panda and tai chi tiger also starts the lithium battery business, from low-end to cut into their strategy, in the PC, mobile phones and other mobile terminal depends on the price advantage, in the tide of popular after 10 years of development, already on the market share and crested ibis formation potential of the tripartite confrontation.

Including tai chi tiger in to keep up with crested ibis, technical route and through automation production, global procurement of raw materials, exotic plants reduce cost, back against the chaebol financial support to strengthen market competitive power, to coincide with tai chi tiger home IT products sell well all over the world, tai chi tiger home began to emerge lithium battery giant samsung, LG.

Pandas affected by U.S. technology route, the energy density is relatively low, while relying on the stronger performance achieved a certain amount of market share, but in market positioning, product added value, technology research and development, production and other aspects have been fully behind the tai chi tiger.

By the Japanese IT products decline, conservative, the high cost factors, crested ibis home low-end lithium battery market share is the panda and tai chi tiger preemption, retreat to the high-end market is also facing tai chi tiger aggressive offensive.

In 2015,

Around 2010, the global power lithium battery market began to rise, electrification is the inevitable trend of auto industry transformation, from the world car ownership and annual sales, this is a very high ceiling of the market.

Because of the crested ibis, not pure electric vehicle technology, and always look down on Chinese market, although has stronger technical ability, but crested ibis in power lithium battery market competition does not shine, so panasonic binding the tesla, locking a seat.

Tai chi tiger technology + price advantage lay about, a few years down has become the main supplier of the world's famous auto brand power battery, and in 2015, investment in factories in China, may have a potential of unify river's lake.

Panda's home for the development of new energy vehicles under the net cost, from 2009 to 2015, dense and subsidy policy has given rise to the world's first electric car market, when the general developing power battery hungry panda family car companies have two choices, one is starting soon, product reliability for validation, main power density low domestic battery, lithium iron phosphate another option is to technical content, quality, higher power density, good cost performance of South Korea's battery.

In 2015, 2016, for China's power (24.88 0.40%, diagnosis) battery industry is vital for two years, there are risks of the collapse of the entire carelessly a bit!

In 2017,

Lithium battery market created a new world pattern, structurally power battery occupies half, driven by the lithium battery market share above 60% in China, completely beyond Japan and South Korea, won the first in the world.

China power battery shipments of 37.06 2017 GWh, among themThree yuan power batteryThe meteoric rise of the installed capacity surged to 16.56 GWh, surged 165% over the previous year, and emerging era of ningde, byd (54.01 + 2.00%, the diagnostic shares), walter, the porch tech centers (18.73 + 4.06%, the diagnostic shares), bick, fu can science and technology such as the installed capacity of more than 1 GWh star enterprise.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Japan and South Korea power battery is basically out of the Chinese market, in China a few years ago the layout of the factory is in a state of production, the sale, but still remain world-class car companies mainstream power battery supplier status.

Ningde era founder yu-qun zeng said: "the Japanese invented the lithium battery, koreans do it big, the Chinese do it the world's first", this is the height of the history of world lithium battery competition.

A lot of people can not help but ask, lithium battery from start to follow in China, has been in the low-end market, in the competition of power battery was extremely dangerous, just two or three years, is how to break through Japan and South Korea, snaps back into the world?

Second, why China lithium electricity can do first in the world?

From the initial Nemesis circled to break, just a few short years time China's power battery industry implements the seeding, germination, growth, and the rise of development by leaps and bounds.

Great progress of reason, many people may be attributed to its simplicity policy support.Really?

1, the rise of policy support is not the decisive factors

Indeed, since 2009, the central financial subsidies, as many as tens of billions of yuan a year, the accumulated hundreds of billions of special support fund, the domestic new energy automobile industry development has played a large role in "feeding".And the auto motive battery industry standard conditions and four batch of enterprise directory and realized the "precision feeding" in some form, strong support the independent brand vehicle and parts enterprises from scratch, from weak to strong.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

But the author does not agree to "independent power battery rise depends on policy" this view, a little familiar with China's automobile industry development should be know, due to historical reasons, conventional cars in China started late, thin base, in the process of decades of development, also gave the various forms of support policy.

In 1994, for example, "automobile industry development policy" is set up a "foreign shares shall not exceed 50% of the protective terms, their own calendar year for the state of traditional auto technology development is given for many years, huge prize money, following the same logic, whether our country should have can appear with Germany Bosch, denso arm-wrestling traditional auto giant?

The answer is no!Today, there are still many independent brands still forced to use old mitsubishi engine, even independent development of powertrain automakers, core parts such as turbocharger, efi system is still foreign to firmly grip on his neck.

More embarrassing, over the years, there has never been an independent engine has entered the ward top ten list, this to our country automobile production volume have been the glory of the world's first title for nine consecutive years, is very ashamed.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

2, bao jianfeng from honed out, while the iron is hot still need their own hard

All that said, the policy is only for autonomous power battery development create a good external environment, but more fertile soil, meet bad seeds can also be difficult to develop a great trees bud;Again big melting pot, meet with the lazy master while the iron is hot, can't forge a sharp sword.With the "own good" this sentence to explain the rise of the core reason, just right.

Back in 2006, when the independent power battery has just started in our country, new energy vehicles in the eyes of most, or "trick", very few people realize that it will be designated by the state "one of the seven strategic emerging industries," most of the people for the future of power battery the size of the market, the opportunities, challenges and even the importance is no idea, etc.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

After groped for a period of time, as the new energy vehicles started quietly, the domestic industry to gradually realize the importance of power battery, but at this point, Japan and South Korea with a first mover advantage consumer batteries, battery enterprises have formed the independent brand of technology, scale, cost, channels, and all aspects of repression.

There is no doubt that in the circumstances, purchasing foreign products "products and guarantee of the save Labour when the province", for the vast majority of the independent automobile enterprise, from the perspective of enterprise management is the "best choice";Choose fledgling autonomous power battery or self-built factory, continue to use the part of the sound is "not mature, unreliable, hard to guarantee, who is responsible for this problem, the input is too big, no experience" and so on a lot of demands.

Fortunately, the vast number of autonomous companies did not use at the time is the best way, otherwise included in the "seven strategic emerging industries" of China's new energy (6.37 + 1.92%, the diagnostic shares) car, will make the mistake of traditional automobile again, literally, again after thirty years of the "hollowing out" development, again "necks" would be a great probability.

Then, on the basis of poor, byd, lishen and the porch high-tech enterprises began to work hard, bite the bullet developing power battery technology, break through one restriction conditions, through countless tests, validation and optimization, finalize the design, improvement, bit by bit to reduce the gap with foreign big power battery level.The hard, little is known the world over.

Everything comes to him who waits, the independent brand of power battery products began to gradually form a complete set of domestic automobile enterprise, including passenger cars, buses, special automobile market, tell from the technical route, nickel metal hydride batteries, lithium manganese acid battery,Lithium iron phosphate batteriesHave basic close to or even at the end of the twelfth five-year synchronization of the international advanced level,The ternary lithium batteryBegan to accelerate the research and development and industrialization.

Power battery is the link between raw material and the whole car, in the kingdom of byd, lishen, xuan tech centers such as a batch of battery system/monomer manufacturers, under the drive of our country independent brand in the field of raw materials is achieved from scratch, from weak to strong thrive, and participate in the strong melee battle between China and South Korea.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

One of the four main components such as power battery electrolyte, its main raw material - six fluoride phosphate lithium needs a large number of imports in 2010 years ago, and six lithium fluoride phosphate was occupied low cost amount to about 50%, sells for about $400000 a tonne, gross margin is as high as 75%, the market is the basic morita chemical, kanto electrochemical and 3 central glass that Japanese companies with monopoly.But through independent research, multiple independent enterprise broke the Japanese technology monopoly, in which multiple fluorine (16.90 + 1.87%, examine shares even do the global production and quality first.Lose the advantages of Japanese enterprise, its product market prices also quickly dropped to below 200000 yuan/ton.

In addition, shanshan, Mr Terry captured the world's largest lithium batteries, respectively, the positive and negative material maker title, cathay Pacific warom, star source material (32.02 + 3.29%, clinical shares) are also in the field of the electrolyte, the diaphragm.

The vehicle, battery system, monomer, go hand in hand and initial triumph of raw materials, let a person easily fall in love of existing achievement.We still need to see, however, problems still exist, the hidden dangers still lurk, the road ahead is still confused.

By the end of 2015, for example, domestic shipments before 15 bus companies have reached a preliminary six with samsung and LG supply agreement, still occupy one-third of China's passenger car market;In the domestic enterprises can only be 18650 batteries do 2200 mah capacity, panasonic has increased to 3100 mah;In 2008, only 10 power lithium battery enterprises in our country, under the condition of industry version but have mushroomed up more than 200 different levels of power battery enterprise, and the average shipments is less than 0.7 GWh, small and scattered situation worrisome.

Market call really dare with foreign giants arm-wrestling the strong!Really in mass scale, technology level, etc all-around pioneer to compete with foreign giants.

3, standing in the era of tuyere ningde era

Different from byd has its own industrial chain advantage, it is also different from the state-backed the big enterprise, the ningde age is really depends on their hard power while the iron is hot, self-made man, now do the location of the first in the country, with its more representative sample for analysis.

Just six years, byd shipments caught after Japan and South Korea.This was established in 2011 in fujian ningde counterpart, in just six years, not only in quantity and come back completed for byd, and catch up with Japan and South Korea giant battery.Statistics show that in 2017 the global power battery shipments rankings, ningde time ranked first, on behalf of the Chinese won the world title for the first time.

In addition to the size dimension, ningde era technology also gradually close to the products, the synchronous foreign giants, this is the real sign of rise.With power battery is the most key indicators, energy density, for example, supporting the energy density of lithium iron phosphate battery system has reached 137.27 Wh/kg, basic is the industry's top level;And form a complete set of ternary lithium battery energy density reached 151.4 Wh/kg, compared with samsung SDI, LG equivalent to produce the product.1 in 2017-12 number of recommended directory, ningde times the battery energy density of form a complete set of more than 140 wh/kg model number up to 52, well ahead of other brands.

Not only in production indicators, the next generation of high performance battery struggles in the process also.Samsung SDI, panasonic and other power battery energy density (state) laboratory products in 250 wh/kg, and the lightweight, batteries with mechanism to improve raw material, BMS optimization and other technical means of synergy, ningde era is also the same r&d achievements.And in order to win market competition 2025, ningde era has carried out the next generation high performance battery technology development, research and development by the high nickel ternary material for the positive, silicon carbon compounds as negativeLithium ion power batterySpecific energy, can be greatly increased to more than 300 wh/kg, the cost will be significantly reduced.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

(data from the CATL BBS speech materials)

In Japan and South Korea giant manufacturing and quality control aspects of pride, ningde era is quietly approaching fast.Visited ningde era will be the height of the production workshop automation, intelligent, digital production scene shocked: automatic control system in an orderly way to all the sons of equipment output work instructions, robot (20.11 + 3.61%, examine stocks) swoop down offer encoder, rapid shuttle AGV homing transporter handling all kinds of materials.Standards, norms and orderly production process, make the qc of substantial increase of ningde era.

With the leading technology, high-quality products, ningde era constantly win the domestic and international customers trust.Date, ningde era for the vast majority of domestic car companies to provide power battery products, object covering passenger car, bus, car, and other fields, independent in the new energy car companies, the vast majority has established a matching relationship and ningde era.In addition, form a complete set of ningde era in 2014 BMW, more independent for the first time, enough to go down in history.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Comb through the author thinks that the success of the era of ningde main factors derived from the following aspects: there is no doubt that in the field of power battery, can truly tough guy, "jack of the great powers" responsibility is not ningde era.But just six years, and how the tough guy took the shoulder this autonomous banner?

One is to take the bull by the horns of determination to win.Most people would think, ningde era with BMW's orders, but little-known behind its hardships.BMW in the beginning of cooperation, for example, to an era of ningde thick, more than 700 pages of battery system specification detailed indicators constraints is presented.

Don't say understand, light reading this big guy just need to spend a great deal of effort, but ningde age people is not difficult to repel, from beginning to end a development a detail comparison, finally completed the BMW all supply conditions, thus to fame, behind the surface is all employees powerful engines ability and invincible determination.

2 it is to advocate r&d management faith.Have faith is not enough light, the brutal market competition required product competitiveness is one of the first, and product competitiveness are derived from research and development, it must be mentioned ningde alarmingly research emphasis.Only in the first half of 2017, ningde age will allocate 670 million yuan to research and development, the whole year is expected to invest 1.4 billion yuan, although in absolute terms with 2.8 billion yuan of samsung, panasonic and gap of 2 billion yuan, but it has more than 1 billion yuan, of South Korea's SKI and r&d spending accounted for nearly 11%, far more than 3-6% of the general level.

Under the research and development funds to support, ningde age has established a 3628 huge research and development team, including Dr 131, more than 2000 to apply for a patent.At the same time, ningde times also with the domestic Chinese academy of sciences, tsinghua university and RGL research, as well as Germany MEET national laboratory, RxFFConsulting, LLC, etc. Established close relations of cooperation innovation, continue to develop new technologies, new products.

3 it is precise layout to obtain the cost advantage.Runoff power battery two elements, one for performance, the other is the cost.Ningde era to achieve the best balance of cost and performance, precision industry chain layout very early, such as upstream to glencore occupy the cobalt resources, through the brand to Thai (39.68 suspension, examine stocks) generation of processing and reduce the cost of the diaphragm downstream binding bond (recycling, ternary precursor), so as to realize the cost control.Also at the same time, the ningde era with saic, changan, dongfeng has established capital cooperation, such as binding customers so as to reduce the input costs.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Four from market demand accurate product development direction.Or, for example, ningde era, targeting, net about taxi market demand for quick charge battery, development and design the quick charge battery 10-15 minutes;For energy storage, phase using special areas such as the demand for durability, developed a long life, long cycle times of battery;In view of the highlands depression can lead to electrical insulation performance is an extreme case, developed a special air pressure balance valve line insulation characteristics.Many cases also help ningde times further won the praise of customers.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Five is firm security that line.Again good product performance, and security is not pass all grades is 0, the CATL founder yu-qun zeng has almost paranoid, he wanted to ningde products do the world's security level of The Times.Therefore, ningde era to overcharge, external short-circuit rent resistance, insulation, direct and indirect contact detection and flame retardant materials, batteries, very considerate, safety and danger, for the result is: since 2008, with the era of ningde power battery products models, never appear such as fire safety accident.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Six is to become the NO. 1 great determination.Undeniably, ningde era was a current rising continuously forge ahead, not yet a global power battery, but it can't hide it in the process of development have ambition., for instance, they have already paid acquired a 22% stake in Finland ValmetAutomotiveOy company, also has offices in all parts of Paris, such as Germany, cooperate with BMW team for global competition, in the Detroit area of job, and met with several American car manufacturers, to discuss cooperation.

Quoted London BenchmarkMineralIntelligence battery industry consultant company general manager SimonMoores comments: "their intention is very clear, not only is China's largest battery manufacturers, will also be the world's largest battery manufacturers."

Chi deposit of collecting, the advantages of the party as jack is also!

Third, to 2025, lithium electricity prospect in China

1, increased competition, fighting to upgrade

In 2025, according to South Korea SNEresearch prediction power battery market demand will reach 1243 GWH, output will reach $97.9 billion, this would attract more capital, technology, players join will exacerbate global power battery market competition.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

The present situation, the fight competition are supplied from the customer to the upstream raw materials, all over the world lithium, nickel, cobalt ore resources hot, a lot of brands also joined in the battle, beat the layout of the power battery enterprises will enjoy the initiative.

Objective, the power battery market share of the world first could not hide the fact that overall innovation ability still lag behind Japan and South Korea, especially in advanced technology research and development, product consistency, manufacturing process, equipment, and other fields need to catch up, the policy a loophole, samsung, LG, panasonic can always strong again;At the same time in this round of the competition is open to European and us companies generally betting on sulfur solid-state lithium batteries, lithium batteries, lithium air batteries, etc. New technology, alarming, looking forward to 2025, we can see "China, Japan and South Korea Europe and the United States" or five hegemony of pattern.

2, by the number of the first to the quality first

Power battery at the core of match point is that the energy density, which is the main melody of the development of Chinese power battery in the next few years.

The current government is top pr in technology research and development level, through high grade nickel was 2020 years ago, silicon carbon negative achieve 300 watts per kilogram (200-210 watts/kg) system, according to the member of the committee on ming-gao ouyang, ningde era of new energy, tianjin lishen hin has substantial breakthrough, hefei countries, especially the era of ningde product cycles can not only up to 1000 times or so, and took the lead through the national safety standards, the panasonic highest level with current representative 21700 batteries at the same level.

For 2025, rich in China based on the high capacity lithium manganese anode, monomer battery energy density up to 400 watts/kg also breakthrough;And ningde era, Chinaspecial lithium electricity, ningbo materials and other units are still in the active layout all solid state lithium batteries, or will go into mass production after 2019, in the future.

At the industry level, the ministry has published the auto power battery industry standard conditions, through the "eight GWH annual capacity constraint", accelerate the industry merger and reorganization, pooling resources to foster a few have the core competitiveness of enterprises and the panasonic, samsung, LG just positive, in the next few years, the industry will develop in the direction of the norms and orderly, large-scale promotion can also help the amortized cost at the same time.

3, defensive to aggressive competition

The main object of form a complete set of Chinese power battery is independent brands, foreign brands general plan vigorously develop new energy vehicles around the year of 2020, China's next goal is power battery into the global car brand supply chain, from the defensive to aggressive competition, with Japan and South Korea in the international arena a arm-wrestling power battery, we welcome to see, ningde times have put this goal into reality.

Why China power lithium battery first in the world?The lithium battery industry depth piece!

Throughout China's global power battery industry, upstream is rich in lithium resources, the positive and negative, electrolyte, such as key raw materials, manufacturing equipment can completely localization;Look at the downstream, China has the world's biggest new energy automobile market, the current independent brands almost monopolized the market share;Government level and build a good environment policy and subsidies, the next three years will be China gold xu li period of power battery enterprises.

Although China internal power battery industry is the low concentration, the excess production capacity, supply and demand imbalance, and subsidies TuiPo year by year, upstream raw material prices also will continue to weaken the domestic power lithium batteries on winning price, but from the view of development, we have reason to believe that, on the basis of the existing industry, in the next few years will have more "Ningde era" with international competitiveness.

Auto power standard is has the world first-class OEMS and parts enterprises, the strength of the Chinese power lithium battery rise completely reversed the fuel components hollowing out the status Quo of the auto industry, will help China by car power a leap to the car power, there is no smoke "jack" of the great powers.

The page contains the contents of the machine translation.