'From a global perspective, the monopoly power battery market in China, Japan and South Korea has taken shape. European and American competitors have lost their position in this round of power battery competitions. Due to the developed automotive industry and chemical industry in Europe and America, innovative R&D capability is strong and the next round of power In the battery competition, it is highly possible to compete with Chinese, Japanese and Korean companies by developing new generation batteries.
At the China (Qinghai) lithium industry and power battery international summit held in Xining, Qinghai, on the 27th, Zhang Yongwei, secretary general and chief expert of the China Electric Vehicles Hundred People’s Association, released the “Lithium battery industry development report”.
"Lithium battery industry development report" data show that in 2017 the global lithium-ion battery shipments reached 62.35GWh, while the top ten companies are from China, Japan and South Korea three countries, a total of 49.88GWh, accounting for 80%.
'For China, under the strong stimulation of subsidy policies and the accurate protection of the power battery catalog, the development of the power battery industry has achieved a certain foundation, and it has the strength of industry and technology that competes with Japanese and South Korean companies. ' Zhang Yongwei said, ' With the subsidy for new energy vehicles retreating, Japanese and South Korean companies will further develop and seize market share in the Chinese market, and China will become the main battlefield for the power battery market.
It is understood that currently the world's top ten power battery companies mainly include Ningde, Panasonic, BYD, Wal-Mart, LG Chemical, Guoxuan Hi-Tech, Samsung SDI, Beijing Guoneng, BAK, Fuengeeng Technology, etc.
From the perspective of enterprises, the global power battery market has been entrenched in several large companies for a long period of time. The market will further concentrate on advantageous enterprises, and the company's production capacity will also be further expanded. Battery capacity has become an important basis for the market competition of enterprises. The situation will continue to be maintained. ' Zhang Yongwei said.
Liu Yanlong, secretary-general of China Chemical and Physical Power Industry Association, previously stated that from 2015 to 2017, China's power battery related supporting enterprises have been reduced from 150 to about 100, which means that one-third of the companies have already been eliminated and the future industry competition pattern Will be more intense.
'In the aftermarket, new energy vehicle power batteries have begun to enter the retirement period, recycling and use of ladders will also become a focus of competition. 'Zhang Yongwei said that electric vehicles and renewable energy will constitute the best match, vehicle power battery will Play a vital role, this combination of energy-saving emission reduction in the transportation sector and the adoption of renewable energy is of great significance.
