Power battery needs to be trained to strengthen its own development

Along with the introduction of a series of national incentive policies, China's new energy automobile industry is growing at a high speed. As a core component of the power battery, the demand gap is further expanded. BAW, JAC, SAIC and other vehicle companies have indicated that due to insufficient supply of power batteries, they have begun to affect the production of new energy vehicles.

As a result, many power battery manufacturers look at business opportunities and seize time to expand production capacity. The top three global power batteries - Panasonic, LG Chemical and Samsung SDI have all invested in China. Samsung SDI chose to cooperate with Anhui Huanxin Group, which ranks first in the field of domestic engine piston rings and cylinder liners. Its Xi'an plant was completed and put into production in September last year, with an annual output of 40,000 batteries for pure electric vehicles. In October 2015, LG Chem completed the battery plant in Nanjing, with an annual production capacity of 100,000 new energy vehicle batteries. In December 2015, Matsushita said it will build a battery plant in Dalian, which is expected to be officially put into operation in 2017. The batteries produced each year will be available for 200,000 new energy vehicles.

Domestically, more powerful power battery manufacturers, such as Guoxuan Hi-Tech, Tianjin lishen, BYD, Yiwei Lithium, Tianneng Power, etc., have greatly increased their investment in the field of power lithium batteries, and in battery cells, power battery packs, battery management System (BMS) and energy storage battery packs have accumulated certain technical strength. According to incomplete statistics, in 2015, China's power lithium battery industry's new investment exceeded 100 billion Yuan.

Industry insiders worry that the current investment boom in the power battery industry may lead to overcapacity in the future. More importantly, most of the domestic power lithium battery manufacturers are mostly transformed from consumer lithium battery manufacturers. The safety and technical standards of power lithium batteries are much higher than those of consumer lithium batteries. If there is a lack of technology accumulation and blind transformation, the market prospects will not be optimistic. "From the perspective of various manufacturers competing to expand production capacity, power batteries may face overcapacity problems in the future," said Huang Yonghe, chief engineer of China Automotive Technology and Research Center.

During the “3·15” period of this year, in the complaints about new energy vehicle consumption, the three major problems of inconsistency in mileage and propaganda, inconsistent charging degree and propaganda, and serious power failure caused by battery failure have become complaint hot spots, and these problems are related to batteries. Compared with Japanese and Korean battery giants, the gap between Chinese manufacturers is mainly reflected in two aspects. The first is security. Insiders pointed out that the current gap between domestic manufacturers is not small in terms of materials, battery packs, and the comprehensive capabilities of production processes and quality management. The second is consistency. In the domestic battery production process, some production process parameters are not as high as those of foreign companies, resulting in a large product differentiation. "It is possible that the battery quality of domestic enterprises is better. However, if the whole vehicle company wants to use it, it is still good abroad. Why? Because the consistency of foreign batteries is better, this is the key." General Manager of Chongqing Changan New Energy Automobile Co., Ltd. Ren Yong said that there are thousands of production control points for foreign manufacturers' power batteries, and domestic manufacturers cannot achieve such strict quality control levels.

In this regard, Tianneng Group Chairman Tianren Zhang said that the power lithium battery industry can not only be satisfied with obtaining state subsidies and expanding production capacity, but also should be able to train "inner power" such as technological innovation, quality control and brand building. "Power battery is a technology and highly capital-intensive industry. The products require high reliability and consistency. The technology research and development, financial strength and management level are indispensable." Jincheng Liu, chairman of Yiwei Lithium, said, "The future is new. Energy batteries will have overcapacity, but industry competition is conducive to the survival of the fittest, and companies that rely on innovation and quality will have considerable development."

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