Lithium ion battery industry overview analysis

-- New energy automotive industry chain lithium battery manufacturing equipment industry analysis

The new energy automotive industry chain is very long, including, charging, power lithium battery, lithium, lithium battery production equipment, control systems, servo motor, the vehicle and so on. Due to the new concept of steam energy between September and November hype once, therefore, at present most of the new energy automobile stocks share price on high, also needs a long time to savage the behind, and part of the organization's shipment. Now is the platform in building a higher position, chip in hand, new institutions to replace part of the old institutions to take positions, waiting for the opportunity, waiting for new energy vehicles subject and message again when surface resonance hype; Or market after a fall, new energy auto stocks follow conveniently fall, the market mechanism in the low post collection chip, waiting for the market to stop falling and recovery, once the market rebound, the market sentiment, cooperate with the national policy to promote the development of new energy vehicles, the advent of a new round of speculation let nature take its course.

In the context of stock price, the current stocks of new energy vehicles industry chain is at a higher price, combined with the market level also after a rise in a higher position, basic is no stock investment value, the current intervention can only gain a valuable subject. And industrial stocks is more high, along with the market correction is less, but mainly power battery two companies manufacturing equipment, the forerunner of intelligent and win back more science and technology, but this is only a graphic on the senses, itself is not low valuation. For selling shovels on new energy automotive industry chain enterprises, also will enjoy an outbreak of industry. But to understand a bit, if hype concept of new energy vehicles, the two stocks were only new energy vehicles concept stocks, big probability will not be as a leader, but just follow up the following stocks. So want to earn profits on these two stocks, not too likely.

A, Lithium ion batteries industry overview.

1, The lithium ion battery overview.

Lithium ion battery is a kind of rely on lithium movement between the positive and negative ions to achieve a rechargeable battery charge and discharge. Currently, the main use rechargeable batteries on the market are divided into lead-acid batteries, nickel cadmium battery, nickel metal hydride battery and lithium ion batteries. The drawback of the lead-acid battery is mainly used for power battery field, heavy metal lead pollution to human body and environment. Nickel cadmium battery is mainly used in notebooks, mobile phones and other consumer electronics field, the disadvantage is that has memory effect, life is short, and cadmium pollution. Substitute for nickel metal hydride battery is nickel cadmium battery, the defect is high temperature resistance is poor, has the memory effect. Only the lithium ion battery has high energy density, voltage, long life, no memory effect, etc. In recent years gradually replace nickel cadmium battery, nickel metal hydride batteries, occupying most of the consumer electronics market, and with the improvement of manufacturing technology level, gradually into the field of power battery.

Global lithium battery market scale, market capacity in 2008 was $2008 (about 76.7 billion yuan), 2009, affected by financial crisis, the global lithium ion battery market fell slightly, lithium ion battery markets around the world since 2010, rapid recovery, to the 2012 global lithium ion battery market capacity up to 120 billion yuan, 2015 global lithium ion the size of the market is expected to reach $202.8 billion.

2, lithium battery manufacturing markets around the world.

Around the world, Japan's first lithium ion battery manufacturing industry development, and is the most perfect development, therefore, has long been Japan in lithium ion battery manufacturing industry plays a very important position in the world. Although in recent years market share fell, but still has about 50% of the share. But as the technology advances of other countries, China and South Korea is in the rapid rise in the status of lithium electricity markets around the world, increasing market share. In China, along with BYD, Bick, Lishen, gyu a batch of lithium electricity companies such as growth, China's global lithium electricity market share rapid ascension. At present, dominated by China, Japan and South Korea in the basic formation of lithium electricity markets around the world.

3, the lithium ion battery manufacturing features:

(1) the low degree of production automation. Since China's reform and opening up, China's rapid development, mostly depend on the demographic dividend, many manufacturing is hand-made, lithium ion battery manufacturing industry is also similar. A lot of enterprises mainly handmade, half automation production equipment, automation degree of the industry as a whole is low. But with the enlargement of the demand for lithium battery, the improvement of lithium battery quality request, lithium battery production automation requirement is very urgent.

(2) the mid-range market size is bigger. Our country is the world's largest portable consumer electronics market, the demand for low-end lithium battery is also very strong. At present, the global lithium battery market pattern is as follows:

Second, the lithium electricity equipment.

1, lithium electric equipment manufacturing industry development situation

Lithium battery production process is complicated, the production process of different type lithium ion battery is different, even the same type but different manufacturers used in the production process is different, so the equipment requires a more personalized, the side also reflects the same equipment demand quantity is not too big, and different batches of the product will be a part of structural differentiation, not ready for the mass production, can only take the train mode of production, such enterprises has the characteristics of explosive).Lithium ion battery general production process is as follows:

2, lithium electric equipment industry technical characteristics are as follows:

(1) of the lithium ion battery production technology, parameter into the equipment design and manufacturing, make equipment has the ability to realize the battery manufacturer's unique process, technology, special equipment;

(2) domestic lithium electricity equipment accuracy is lower than the foreign advanced equipment, some equipment stability remains to be further improved;

(3) according to customer orders and arrange production technology parameters, less likely to mass production;

(4) on lithium electricity industry equipment industry standards and related technology system implementation is not perfect;

(5) in the industry some companies lack of protection of intellectual property rights consciousness, there are some generic phenomenon, some enterprises lack of independent research and development ability.

Three, lithium electric equipment industry competition and marketization.

Abroad lithium electric equipment manufacturing enterprise specialized division of labor is fine, more enterprise engaged in R&D and production of a single device, such as foreign production of li-ion battery winding equipment enterprises are mainly in Japan are Koem rattan, chronic kidney disease (CKD), and South Korea; Production coating equipment mainly include: Toshiba, Fuji, Japan toray, Mr. Hirano, among them more domestic sales in the enterprise has Fuji, smooth; Manufacturer of slitting machines are Japan's west village. Abroad lithium electric equipment manufacturing companies started earlier, Japan and South Korea and other countries basic mechanical processing ability is more outstanding, the lithium electricity equipment manufacturers of professional division of labor is fine, accumulated a good technical superiority, foreign manufacturers product refinement, a high degree of automation, but the price is more expensive, and the applicability of the domestic raw materials is poor. At present, the large-scale purchase of imported equipment mainly for the BYD lithium ion battery manufacturers in the country, Lishen, and other large manufacturers.

Lithium electric equipment manufacturing industry in China is in rapid growth, many engaged in related equipment manufacturing companies in the country. But the size of the smaller, mainly engaged in the production line clamp fixture and a process automation equipment manufacturing. Know the current domestic lithium electricity equipment production enterprise, the larger companies have won us can technology co., LTD., Shenzhen science and technology, Shenzhen hao JiYang automation technology co., LTD., Beijing sevenstar Huachuang electronics co., LTD., Wuxi pilot intelligent equipment co., LTD., Shenzhen kang precision machinery co., LTD., etc. The types of companies producing lithium electricity equipment is not exactly the same, each enterprise compete only on the overlap of production equipment.

1, major foreign lithium electricity equipment manufacturing enterprises.

Foreign enterprises of li-ion battery equipment technology is relatively mature, high degree of automation, but the price is expensive. Only a few domestic production of the lithium ion battery is a big manufacturer will use foreign equipment in the part of the production process.

(1) Japan co. Founded in 1959, with the development of the coiling machine, manufacturing and sales is given priority to, also produce other batteries, capacitors, electric double layer capacitor production equipment, the main products are lithium ion battery coiling machine, electric double layer winding machine, lithium-ion capacitor with winding machine, electrolytic capacitor with winding machine, metal film capacitor winding machine, metal lithium ion battery winding machine.

Chronic kidney disease (CKD) Japanese company (2).Chronic kidney disease (CKD) company was founded in 1943, the main production of products are automation machinery, pneumatic control system, the fluid flow control system and energy system, lithium electric equipment mainly is the lithium ion battery winding machine, in the domestic set up sales subsidiaries.

(3) the south Korean Koem company. Koem company was founded in 1987, the main products are lithium ion battery winding machine, capacitor winding machine, electrolytic capacitor winding machine, a lithium battery winding machine, lithium battery assembly machine at a time, the current products are mainly exported to China, the United States, Japan, Canada, Germany, etc.

2, Domestic main lithium electric equipment manufacturing enterprises.

Shenzhen hao can technology co., LTD. (1).Shenzhen hao can technology co., LTD., founded in 2005, mainly engaged in the lithium ion battery automation equipment design, manufacturing and sales. Shenzhen hao to main products for the coating machine, slitting machine series, similar products have certain competitive relationship with the company.

Shenzhen JiYang automation technology co., LTD. (2).Shenzhen JiYang automation technology co., LTD., founded in 2006, the specialty is engaged in the lithium-ion battery production equipment design, manufacturing and sales. The products of the company is given priority to with winding machine, the production machine, lamination machine, die-cutting machine as the auxiliary pole.

(3) Beijing sevenstar Huachuang electronics co., LTD. Automation equipment branch company.Beijing sevenstar huachuang electronics co., LTD., subordinate electronic automation equipment branch company, engaged in the battery manufacturing equipment, and lithium ion battery manufacturing equipment, nickel metal hydride battery manufacturing equipment for the main business. The lithium battery equipment mainly for the front end of the production line equipment, mixer, coating machine, rolling machine, etc.

(4) wuxi leading automation equipment co., LTD. Wuxi leading automation equipment co., LTD. Was established in 2002, mainly engaged in automation equipment research and development, design, production and sales, the main lithium electric equipment including winding machine, cutting machine, lamination machine, liquid injection machine, etc.

(5) Shenzhen kang precision machinery co., LTD. Shenzhen kang precision machinery co., LTD., founded in 2004, mainly engaged in the lithium-ion battery research and development, manufacture and sales of automation equipment, the main products are production machine, winding machine, coating machine, slitting machine, etc.

3, lithium electric equipment for the future development trend in our country.

(1) automation level gradually improve. Lithium electricity equipment automation level in our country, there is still a gap compared with abroad, the future of our country in the aspect of lithium electricity equipment need to focus on improving work efficiency and automation level of the equipment.

(2) to improve production technology, improve product accuracy. Lithium ion battery technology and improve the performance of the power battery is very important for the development and popularization of new energy cars, lithium and lithium ion battery performance ascension cannot leave the development of electrical equipment. Lithium electric equipment industry rapid development, on the equipment process, need to constantly meet the lithium ion battery of the development of new techniques, new technology and new changes.

(3) The power li-ion battery production equipment will become a key industry development. Power lithium ion battery lithium electricity industry development in the future will occupy a larger market share, this will make the power lithium-ion battery production equipment into the new period of development.

(4) domestic equipment for imported equipment of the substitution effect is more and more obvious. Foreign equipment R&D started early, high precision, high degree of automation, superior performance, but it has great limitations in terms of battery model transformation, narrow applicable scope, equipment and domestic relatively frequent replacement battery models of production mode is not accord with. Domestic equipment for battery production process characteristics and research and development in our country, strong adaptability, the price advantage is obvious. Lithium-ion battery production equipment manufacturing industry is a non-standard equipment industry, the performance of the equipment will need to change according to customer's production process of continuous improvement, the production technology of domestic manufacturers can fully meet customer demand. Domestic equipment manufacturers in the equipment failure can immediately rushed to the scene, the maximum reduce production for the customer. As the domestic lithium electricity equipment technical level of ascension, will further narrow the gap with imported equipment on the product quality, price advantage of domestic equipment and imported equipment substitution effect will be more and more obvious.

4, lithium electric equipment market situation.

The China association of automobile manufacturers, according to data from the new energy automobile production in 2015, 340400, 331000, year-on-year growth of 3.3 times and 3.4 times respectively, including pure electric vehicle production and sales, respectively, 254000, 254000, year-on-year growth of 4.2 times and 4.5 times respectively; Plug-in hybrid electric vehicle, respectively, 85800, 85800, production and sales increased 1.9 times, 1.8 times.

In new energy passenger car, pure electric passenger car production and sales, respectively, 152000, 146000, year-on-year growth of 2.8 times, respectively, three times; Plug-in hybrid passenger car production and sales, respectively, 62600, 60600, year-on-year growth of 2.5 times.

New energy in commercial vehicles, pure electric commercial vehicle production and marketing, respectively, 102400, 100700, year-on-year growth of 10.4 times and 10.6 times respectively; Plug-in hybrid commercial vehicle production and sales, respectively, 23200, 22900 vehicles, up 91.1%, 88.8%.

Is expected in 2016 of new energy car sales is expected to reach 700000 units. New energy vehicles quickly broke out, in accordance with the plan to 2020 to produce more than 1 million vehicles (in accordance with the current sales trend, it will be ahead of schedule), the resulting surge in demand for power battery, the next three years domestic demand for power battery compound growth rate of 73%, as a primary driver for lithium battery industry. Power battery in short supply, the major manufacturers are expanding production, the major domestic battery manufacturers are expanding production, according to incomplete statistics, has announced that the lithium batteries with a total investment of 50 billion yuan of above. The next three years the domestic power battery capacity will reach 60 GWH, 2016, 2017 annual new capacity is expected to reach 20 GWH, bring the surge in demand for lithium battery equipment first. According to different degree of automation, the domestic unit capacity (wh) lithium battery equipment investment in 0.3 to 0.5 yuan, and 2016-2017, power battery equipment domestic demand will reach 80-80 between scale has reached 2015 (8 billion).Overall, the domestic lithium battery equipment size will grow from 3.8 billion yuan in 2014 to 2017 of 14.1 billion yuan, an average annual compound growth rate of 54.8%.

High yield research institute of lithium electricity (GGII) statistics show that 2015 lithium-ion battery production equipment of domestic output value will reach 8 billion yuan, achieve doubled growth; Lithium electricity equipment market scale 35.6 billion yuan in 2020, domestic equipment output will reach 28.5 billion yuan, from 50% to 80% of domestic equipment accounted (domestic substitution effect obvious), compound annual growth rate of 28.9%.From the above two compound growth rate, 2015-2017 will be the outbreak of the lithium electricity equipment growth phase, 2017-2020 lithium electricity equipment growth will slow.

According to high lithium electricity industry research institute (GBII), in 2013, involving lithium battery production equipment in the field of domestic enterprises has more than 278, but has certain core technology, few in number, the larger enterprise enterprises haven't in annual output value of more than 300 million yuan, while output value between 1 and 300 million yuan enterprise only 13, 265 lithium battery equipment enterprises in other revenue does not exceed 100 million yuan. Leading intelligent revenue to reach 300 million, 2014, 2014 won in science and technology of revenue in 225 million.

Lithium electricity equipment domestic enterprises more, pattern is more dispersed, but leading enterprises have emerged, with technical advantage, scale advantage, and capital advantage of leading enterprises will benefit from the industrial concentration of ascension, and in the future high speed development of grab more market share in the market

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