TOP10 lithium power battery companies in 2017

Statistics from the power battery application branch of the China chemical and physical power industry association show that in 2017, the power battery market was affected to some extent by factors such as the decline of subsidies for new energy vehicles and the review of the vehicle model announcement catalogue, but still achieved a relatively high growth in general. Last year, China's new energy vehicles loaded with power cells reached 37.06GWh, up 21.5% year on year.

From the perspective of enterprises, the domestic power battery market is highly concentrated and has formed three echelon groups.

Among them, Ningde times has surpassed BYD to become the leader of domestic power battery industry. BYD is transforming from self-sufficiency mode to supply to other complete vehicle enterprises. The above two enterprises constitute the "first echelon" of the industry.

The "second echelon" consists of two enterprises, watma and Guoxuan high-tech co., LTD., which are important participants in the industry.

The "third echelon" consists of a group of enterprises such as biko and Lishen, which face the pressure of survival of the fittest in the fierce competition of the industry.

▎ Top1

Ningde era

Installed capacity: 10.57GWh

Year-on-year growth: 57.24%

In 2017, Ningde times surpassed BYD, once the "leader" of the power battery industry, and jumped to the top of the list of total installed capacity. In addition, it beat Panasonic to become the global sales champion of power battery system and became one of the most internationally competitive power battery manufacturers in China.

Last year, Ningde times successively set up branches in France, the United States, Canada and Japan, and cooperated with saic in joint venture, further expanding the industrial scale. At present, the main business of Ningde era includes power battery system, energy storage system and lithium battery material recycling. Among them, the power battery system includes battery cells, modules and battery packs. The products are mainly square batteries, and the application fields cover electric passenger cars, electric buses, electric logistics vehicles and other models. At present, the unit specific energy of Ningde times power battery can reach more than 270Wh/kg, and it will strive to achieve 350Wh/kg in 2020. Meanwhile, solid-state battery technology is also under development.

In the 2017 China unicorn enterprise development report, the valuation of ningde times ranks the sixth.

▎ ranked by

BYD

Installed capacity: 5.66GWh

Year-on-year growth: -26.21%

BYD, which started as a battery company, has always adopted its own development mode of self-production and self-use, as it has established its own business segments of electric passenger vehicles and commercial vehicles. BYD, which has been number one in the power battery industry, was overtaken by ningde last year, as early as the first quarter. In the second half of the year, Ningde era and BYD further opened the distance.

The self-sufficient, closed-door model is seen as detrimental to byd's long-term development, especially as the company appears to face greater challenges after the ningde era forged close partnerships with domestic and foreign auto companies. Last year, byd began mulling a spin-off of its battery business, and other parts, vehicle-mounted software, molds and other divisions are likely to operate independently in the future.

However, in the context of the high price of raw materials for power batteries, byd has laid out the raw materials market in advance with prominent price advantages, so its power batteries still have obvious advantages. In addition, cloud rail and energy storage two new businesses, byd is also in the layout.

▎ Top3

Walter m

Installed capacity: 2.41GWh

Year-on-year growth: -2.93%

In 2017, there are 73 power battery enterprises supporting special vehicles for new energy, among which Watma is the only manufacturer whose installed capacity exceeds 1GWh.

Founded in 2002, Watma is one of the first high-tech enterprises in China to develop power batteries and implement mass application. Its products are at the leading level in terms of fast charging, low temperature, grouping and safety monitoring technology. Different from the cooperation between Ningde times and large car companies and BYD's self-sufficiency, Watma chose to expand the "circle of friends" in the form of industrial innovation alliance. By the end of 2017, more than 80,000 new energy vehicles equipped with Watma power battery system have been running in 34 provinces and cities in China, and their products have been sold to more than 40 countries and regions.

▎ Top4

The porch high-tech

Installed capacity: 2.05GWh

Year-on-year growth: 9.93%

Guoxuan high-tech co., ltd. has close cooperation with Beijing automotive new energy co., LTD., Beijing automotive Changzhou co., LTD., Ankai bus co., LTD., Jianghuai automobile co., LTD., Chengdu Dayun co., LTD., Chery automobile co., LTD., Nanjing Jinlong co., LTD., etc. In 2017, Guoxuan high-tech has already possessed the production capacity of 3GWh ternary cell and 7GWh lithium iron phosphate cell. It plans to add 10GWh on the basis of the original production capacity this year and reach the capacity level of 30GWh by the end of 2020.

It is reported that Guoxuan high-tech undertakes the ministry of science and technology "300Wh/kg" high energy density of major science and technology projects, the company's independent research and development of soft package cell energy density has reached 302Wh/kg, the future will continue to layout around the major science and technology projects, and plans to promote the industrialization of related products this year.

▎ Top5

Bick

Installed capacity: 1.66GWh

Year-on-year growth: 138.13%

Biker is not only a supplier of consumer electronics products such as Zte, HP, Lenovo and Samsung, but also has close relations with complete automobile enterprises such as Volkswagen, faw, BMW and Chery. In 2017, the total number of Bick battery supporting devices was 34,400, of which the largest number of Jiangnan automobile supporting devices was 20,000. Mr. Bick also signed orders last year with new car makers such as Yundu and singularities.

At present, BIK battery mass production of cylindrical lithium ternary battery energy density of 220Wh/kg. In 2016, the total production capacity of BIK battery bases in Shenzhen and Zhengzhou was 2.5GWh, and the planned value in 2017 was 8GWh. Bick battery is also expanding its capacity, with a total capacity of 15GWh expected by 2020 and a market share of more than 12%.

As an aggressive expander of ternary battery capacity, Bick's prospects are promising. In February, Jiangsu Zhongli Group Co., ltd. announced that it would buy a stake in Shenzhen biker power battery Co., ltd. for about 10 billion yuan.

▎ Top6

Lishen

Installed capacity: 1.03GWh

Year-on-year growth: -18.30%

In October last year, Lishen became the sole supplier of power battery for ejeter BBG project, a new energy joint venture between Dongfeng motor and renault-nissan, which was the first new energy joint venture in China to announce its supplier to the outside world. In addition, Lishen's other big move last year was to start production of the 4GWh21700 power battery project with a total investment of 2.1 billion yuan and an annual output of 4GWh21700, and launch the first customized production line of the product in China. Nanjing Jinlong bus manufacturing co., ltd. and Beiqi (Changzhou) automobile co., ltd. produce two pure electric van transport vehicles, the future will be equipped with this three-yuan lithium ion battery, which means that 21700 batteries in China officially put into use.

As an early established battery enterprise in the industry, Lishen has the capacity of 10GWh lithium ion battery, and has formed the first echelon of power battery together with BYD, Ningde times and other enterprises. However, Lishen's position in the industry has declined in the past year or two as competition has intensified in the battery industry.

▎ Top7

Fu can science and technology

Installed capacity: 1.02GWh

Year-on-year growth: 197.37%

In 2016, before it entered the top 20 in terms of installed machines, the performance of funeng technology in last year was a qualitative leap, occupying the seventh place in the industry and becoming a "dark horse" in 2017.

Can first in the industry of science and technology has always been low-key, but last year, the first can technology (Ganzhou) co., LTD. And Beijing automotive group co., LTD., Beijing shunyi district people's government of the three sides reached a strategic cooperation, will be in local work together for new energy vehicles power battery research and development and manufacturing base, of 8 GWH batteries and battery pack production capacity. It has signed a five-year strategic purchase agreement with baic for one million batteries, which has become the largest single purchase order in the field of new energy vehicles in China. The two have been cooperating since 2015. The battery packs of fu neng technology have been matched with baic's whole series of new energy models, with the maximum mileage of bicycles reaching tens of thousands of kilometers. More products will be equipped in the next five years.

▎ Top8

Million weft lithium can

Installed capacity: 0.94GWh

Year-over-year growth: unknown

As a later entrant, ewe lithium energy started to enter the field of power battery in 2015, but did not enter the top 10 of the industry in 2016. In the past two years, the company has invested 5 billion yuan in the power storage market, built several production bases such as Huizhou in guangdong and Jingmen in Hubei, and now has a capacity of 7GWh, which is expected to reach 9GWh in 2018.

At present, Yiwei lithium energy co., ltd. has cooperated with Nanjing Jinlong, Yutong bus, Zhongtong bus and CRRC in the bus market. In the special vehicle market, the cooperative automobile enterprises mainly include Chengdu Yajun, zotye automobile, land ark, etc. In the passenger car market, the cooperative car enterprises mainly include Huatai automobile, Hebei Yujie, Changan automobile and so on.

▎ Top9

Beijing China

Loading capacity: 0.8gwh

Year-on-year growth: 100.25%

Beijing Guoneng technology co., ltd. is another enterprise that has achieved rapid development in 2017 after Fu Neng technology co., LTD. As the largest soft-pack power battery manufacturer in China, Beijing Sineng occupied a large market share in the power battery industry last year. In several batches of recommended models for promotion and application of new energy vehicles issued by the ministry of industry and information technology in 2017, sineng participated in a large number of supporting models.

In terms of capacity, the company has established 8 production bases in Beijing, Zhongmu in Henan province, Haining in Zhejiang province, Xiangyang in Hubei province, Nanchang in Jiangxi province, Longyan in Fujian province, with a capacity of 11GWh and upgraded to become the world's largest manufacturer of soft-pack power batteries. It is expected that the capacity will reach 25GWh in 2020.

▎ need

Zhuhai silver long

Installed capacity: 0.74GWh

Year-on-year growth: 60.70%

The main business unit of Zhuhai Yinlong is lithium titanate battery, which is mainly used in the field of pure electric new energy bus. However, lithium titanate battery technology has not been developed in the passenger car market due to its controversial nature. The technical characteristics of lithium titanate battery determine that the electric vehicle products of zhuhai Yinlong can only be buses running on urban fixed lines, which is difficult to meet the demand of domestic electric cars, which also makes it difficult for Yinlong to quickly open up the situation in the field of new energy automobile passenger vehicles.

In addition, Zhuhai Yinlong also vigorously layouts in the field of energy storage, which is the most promising development direction for investors such as Dong Mingzhu.