Backed by new energy, the lithium battery industry has developed rapidly in recent years, and all the gods are actively rushing into this industry to prepare for a big job. In the summer of 2018, the performance of the industry is surprising, and the enterprises in the industrial chain are constantly emerging. Some products are almost at the price, which is a far cry from the 'wind industry'.
Industry growth is fast
The state's subsidy for new energy vehicles is the root cause of the rapid development of the industry. According to the plan, by 2020, the production and sales of new energy vehicles will reach 2 million, and by 2025, new energy vehicles will account for more than 20% of automobile production and sales. This means that the production and sales of new energy vehicles should be more than 5.5 million in 2025.
Correspondingly, it is expected that the demand for power batteries will reach 300Gwh by 2025, while the installed capacity of power batteries in 2017 is less than 40Gwh, which means that the annual growth rate of power battery demand will reach 30% in the next 8 years.
Insufficient confidence in the industry
Although the prospects seem to be very bright, as the industry develops, there are more and more problems in front of us. For the practitioners, everyone's confidence in the future is not as good as the growth data shows. On the contrary, the industry The problems exposed are also endless.
Pursuit of quick money, shortsightedness
In 2016, the new energy vehicle fraud incidents were full of enthusiasm. Many companies such as Jim Jimi in Suzhou defrauded state subsidies through false materials. The industry believes that the occurrence of fraudulent behavior shows that some entrepreneurs only pursue the eyes. Benefits, regardless of the short-sighted mentality of the company's long-term development, and this mentality is still widespread in the industry, and it also extends many problems, such as:
Enterprise capacity planning is outrageous
According to the statistics of China Chemical and Physical Power Industry Association, as of the end of 2017, the domestic power battery capacity has reached 228Gwh, while the domestic power battery installed capacity is less than 40Gwh, the capacity utilization rate is less than 20%. No technical reserves, no blind market investment in the absence of market share, crazy expansion of production capacity, the results found that after the plant was built, the products could not be matched, and the orders could not be vacant. The same problem also appeared in the diaphragm, the positive pole, Among various raw materials industries such as lithium carbonate.
Foreign capital is about to open, battery companies are about to face global competition
According to the plan of each car enterprise, the joint venture new energy vehicles will be put into the market in 2018. In fact, plug-in hybrid new energy vehicles including BMW, Audi, Ford and Buick have been officially sold in the first half of the year, and enjoy the green Brand policy and sales are quite good. At the same time, such as Ford Mondeo, Buick VELITE 5 and so on even use Panasonic, LG and other foreign companies battery, it is foreseeable that domestic battery manufacturers and Japanese and Korean battery companies stand on the same starting line competition The days are not far, the pressure is quite large.
There is still a gap in the OEM base
Although it is not willing to admit, but in terms of the manufacturing level of the OEM, the quality gap between domestically produced vehicles and joint-venture vehicles (imported vehicles) is still not small. Although it is hoped to overtake the new energy corners, it is a point of relying on lithium batteries. Obviously not enough, chassis technology, vehicle tuning, manufacturing process, quality control and other aspects can not be less, the progress of these technologies is far from a day's work, the need for sustained and long-term investment.
Not impetuous, not rushing, making products with the heart is the right way
There are many industry problems and many challenges. However, fortunately, there are still many companies who are striving for progress in the footsteps. Whether it is a battery factory or an OEM, the progress in these years has been very obvious. We believe that there is nothing wrong with the development direction of the whole industry, and there are no problems with the prospects of the industry. As long as the company calms down, one step at a time, the rainbow will come after the rain.
