The list of China's top 100 battery companies in 2017 was unveiled in tianjin

On July 26, 2018, the list of the top 100 battery companies in China in 2017 was announced in tianjin, according to the data of enterprise declaration and the annual report of listed companies. Day power international co., LTD., with 26.903 billion yuan's first, amd power holdings co., LTD., was second with 24.654 billion yuan, ningde era of new energy technology co., LTD., with 19.996 billion yuan in third, ningde new energy technology co., LTD. And BYD Company Limited in 18.589 billion yuan and 14.987 billion yuan respectively the fourth and fifth.

In 2017, top 100 battery enterprises in China achieved sales revenue of over 375.149 billion yuan, up 29.7% from 289.248 billion yuan in 2016. Among the top 100 lead-acid battery enterprises in the new 21, lead-acid battery sales revenue of 97.867 billion yuan, accounting for 26.1%; There are 40 lithium-ion battery enterprises, with sales revenue of 129.3 billion yuan, accounting for 34.5%. There are 7 lithium ion battery module enterprises, with a sales revenue of 40.16 billion yuan, accounting for 10.7%. There are 6 zn-mn/alkali-mn battery enterprises, and the sales revenue of zn-mn/alkali-mn battery is 16.398 billion yuan, accounting for 4.4%. Nickel-metal hydride/nickel-cadmium battery enterprises 8, nickel battery sales revenue of 2.78 billion yuan, accounting for 0.7%; There were 26 material enterprises, and the sales revenue of various materials reached 58.69 billion yuan, accounting for 15.6%. 3 equipment enterprises, sales revenue of 4.211 billion yuan, accounting for 1.1%.

Characteristics of the top 100 enterprises: (1) further expansion of enterprise scale and increase of industry concentration: for the first time, two of the top 100 enterprises have sales revenue of more than 20 billion yuan; There were seven companies with more than 10 billion yuan, two more than the previous year. There were 21 companies worth more than 5 billion yuan, four more than the previous year. 45 companies exceeded 2 billion yuan, an increase of 8 over the previous year. The minimum sales revenue of listed enterprises was 679 million yuan, 498 million yuan in the previous year, 181 million yuan higher than the previous year. (2) the lead-acid battery enterprise strengthen integration of secondary lead enterprises: in order to actively respond to a nation of producer responsibility system requirements, the lead-acid battery enterprise backbone are increasing to the secondary lead enterprise integration and investment, such as day, camels, nunn, shuangdeng enterprises through the purchase or build into the secondary lead industry, form of secondary lead products have contributed substantial profits for the enterprise. (3) for the first time, the sales revenue of lithium ion batteries has surpassed that of lead-acid batteries, becoming the largest industry in China's battery industry. China's lithium ion battery sales revenue reached 158.9 billion yuan in 2017, surpassing lead acid batteries' 158 billion yuan, due to the rapid expansion of new energy vehicles' demand for power lithium ion batteries. In addition, in consumer electronic products, ni-mh batteries are replaced by lithium ion batteries by express delivery. The market size of ni-mh batteries is gradually decreasing, and most ni-mh battery enterprises have entered the lithium ion battery industry, and continue to expand the production and sales of lithium ion batteries.

According to the statistical analysis of China chemical and physical power industry association, the sales revenue of lithium ion batteries in China reached 158.9 billion yuan in 2017, up 19.5% year-on-year from 133 billion yuan in 2016. Lithium ion battery production increased from 87.3 gigawatt hours to 100.9 gigawatt hours, up 15.6 percent year-on-year. Mainly by the new energy vehicle power battery and storage battery market rapid growth. Among them, the sales revenue of lithium ion batteries for consumer electronic products increased from 69.5 billion yuan to 75.7 billion yuan, up about 9% year-on-year, and the output increased from 49 billion watt-hours, up 7% year-on-year, to 52.4 billion watt-hours. Sales revenue of lithium ion batteries for new energy vehicles and electric bicycles increased by 30 percent year-on-year to 78 billion yuan from 60 billion yuan. Output rose 35 percent to 44.6 gigawatt hours from 33 gigawatt hours a year earlier. The sales revenue of lithium ion battery for energy storage increased by 48% to 5.2 billion yuan from 3.5 billion yuan, and the output increased from 2.5 billion watt-hours to 3.9 billion watt-hours, increasing by 55% year-on-year.

The market demand for power lithium ion battery is huge, but the industry competition is fierce, and the industry presents structural overcapacity. In 2017, the capacity utilization rate of power battery is only 32%. The industry integration is continuing, and the market will further concentrate to the advantage of enterprises. According to statistical analysis, the installed capacity of 20 power lithium-ion battery enterprises before 2017 was 32.09 gigawatt hours, accounting for 87%. The first five enterprises installed 22.34 gigawatt hours, accounting for 60.5%. In the first six months of 2018, the 20 enterprises installed 14.68 gigawatt hours, accounting for 94.2%. The first five enterprises installed 12.13 gigawatt hours, accounting for 77.8 percent. In 2018, first-tier enterprises in the industry will gradually erode their market share through technological advantages, while the low-end capacity of second-tier and third-tier enterprises is facing the crisis of being eliminated. At present, the conditions for foreign investment in the field of new energy vehicles and power batteries have been opened. After the subsidy is completely eliminated in 2020, domestic power battery enterprises will face all-round competition from domestic and foreign enterprises, and the global competition will be intensified. Power battery enterprises should take the initiative to change the development mode: they should shift from the expansion of production capacity to the improvement of quality and efficiency, adhere to scientific and technological innovation, and take the road of dissimilation and high-end development. Enterprises, universities and research institutions should go the way of joint development, actively implement the power-and-power union, to close cooperation between upstream and downstream enterprises, to accelerate the battery industry of intelligent manufacturing, to put the quality and safety in the first place, to strengthen the process control and optimization, the research the whole industry chain construction, depth to promote the product technology, process and route to change, only with strong technical accumulation, sufficient capital support, rational market positioning and rapid response to the market vendors to the fierce market competition in the future, win the market.

Do not blindly enter the lithium ion battery industry!

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