New energy vehicle explosive growth: power battery will win
The new energy vehicles standing at the “window” are experiencing “two-days of ice and fire”: on the one hand, the entire industry continues to accelerate its sales expansion, but on the other hand, the supply of power batteries as the “heart” of new energy vehicles is insufficient, affecting new energy. Vehicle production.
"Almost all the batteries that can be installed on the body are used, but they are still in short supply." Fang Jianhua, president of Guoxuan Hi-Tech Power Energy Co., Ltd. revealed in an interview with reporters in the fourth quarter of last year that he learned about some commercial vehicles. Brands did not dare to pick up orders for new energy vehicles in August, September and October because of insufficient battery supply.
The same is true of the fact that BAW New Energy, Jianghuai, SAIC passenger cars and other vehicle companies have told the media that due to insufficient supply of power batteries, they have begun to affect the production of their new energy vehicles.
In terms of quantity, the demand for power batteries brought by the production and sales of 700,000 new energy this year will continue to increase. However, under the dual pressure of the rising prices of raw materials in the downstream and the pressure on the prices of upstream automakers, what kind of power battery companies can break through?
Industry insiders expect that after a brief period of turmoil, cost and technology orientation will make the power battery industry enter the shuffling period this year.
Hidden worry under the fast lane
China's new energy vehicles are entering the fast lane under the encouragement of the policy.
The latest report from survey agencies such as HSBC shows that in 2015, China's electric vehicle (EVPHEV standard) sales increased by more than 240% compared with 2014, and a total of 330,000 units were sold. In addition, China's share of global electric vehicle sales has soared from 27% in 2014 to 47%. It is now the world's largest electric vehicle market.
According to the data of the consolidation meeting, the sales volume of domestic new energy passenger vehicles reached 46,138 in the first quarter of 2016, which was up 141.8% compared with 19,085 vehicles in the same period of 2015, but compared with the sales of more than 80,000 vehicles in the fourth quarter of 2015. Compared with the big drop, Cui Dongshu said: "The main reason is that the new and old subsidy catalogues are replaced by the nodes that are in the policy transition in the opening year."
Many power battery manufacturers look at business opportunities and seize time to expand production capacity.
Previously, Tianneng Power, a power battery manufacturer, expects to add at least four new production lines in 2016 with a total capacity of 1GWH, which will meet the battery supply needs of 150,000-200,000 electric vehicles. Guoxuan Hi-Tech is also expected to start production in 2016. 2.4 billion ampere power battery production line. Not long ago, Penghui Energy decided to increase its investment in the lithium battery project by over 900 million yuan.
However, while the investment in the field of power batteries is enthusiasm, companies are faced with problems such as dispersion and uneven levels of technology and development.
Especially since this year, the state has asked new energy producers to provide a warranty period of 8 years and 120,000 kilometers for key components including power batteries, which has become a new "tightening" in power battery manufacturers.
At the previous New Energy Vehicle Conference, the reporter learned from insiders of many battery manufacturers including Lishen and Boston that almost no company can “take the chest” to ensure that the products can meet the above warranty requirements.
Court Literature, vice president of battery engineering and strategic planning in Boston, said that even a battery with a leading cycle life in Boston, although the battery data can achieve 60% of the power in 3000 cycles, but In the module, after using the battery pack in the car, it will not change, can you run for 8 years, and still do not know.
Not only that, but for many small and medium-sized enterprises that produce power batteries, it is difficult to form scale and face more pressure on costs.
Producers who are under pressure have already emerged as "counterattacks." Shanshan Co., Ltd. (600884.SH), an indirect holding subsidiary and a leading company in lithium-ion positive materials, Shanshan Science and Technology Co., Ltd. has issued a “Open Book of Lithium and Downstream Licensing Customers”, condemning the continuous abnormality and irrationality of individual raw materials in the upstream of lithium battery. The “insulting” mode has intensified the tight supply and demand in the market, and directly increased the cost of partner products. It is believed that it not only adds to the already small profits, but also pushes it to the edge of the cliff. In this regard, Shanshan appealed to similar enterprises to boycott in the form of production reduction or production suspension.
But there are not many respondents to this appeal. Because in the case that production capacity has been launched and front-end demand is still strong, scale seems to be the only export, otherwise the excess pressure may be even greater for enterprises.
What did Samsung do right?
Although there are hundreds of large and small battery manufacturers in China, OEMs, especially passenger car manufacturers, tend to prefer foreign companies including Samsung SDI and LG, and then Guoxuan. Large domestic production enterprises, small and medium enterprises are difficult to form a scale.
Take Samsung as an example. Samsung SDI is a subsidiary of Samsung Group in the electronics field. Its main business is the production of lithium battery packs. The products include battery cores, modules and battery packs of 48V low voltage systems, and have a complete set of solution technologies.
According to data from Japan's secondary battery special investigation agency B3, Samsung SDI ranked first in the global market for small secondary batteries in 2013. Today, Samsung SDI has signed supply contracts with global automakers such as German BMW, Chrysler of the United States and Ma Hengda of India.
Samsung SDI, which started to enter the lithium-ion battery business two years later than the competition, why can it be post-production?
In the view of Samsung's relevant people, the success of Samsung SDI has benefited from two points: The first is that quality is never compromised, and the research and development of products is continuously strengthened, which has strong manufacturing competitiveness. For the past 21 years, Samsung SDI has been the only lithium-ion battery manufacturer that has not been recalled for security reasons. Compared to competitors, the batteries of Samsung SDI products are equipped with more safety devices.
The second is to respond to the market faster than the competition, the first to push the product into the market. “Samsung SDI usually puts the best products on the market first, often launching new products in the same industry, taking the lead in the market and ensuring the consistency of product quality.”
In order to expand market share, Samsung SDI continues to develop new application solutions, actively explore the replacement market of traditional lead-acid batteries, introduce differentiated products and create new markets and demands, so that the distance from the second is constantly widening. .
In the face of the Chinese market, Samsung SDI plans to use the Xi'an plant and the MAGNA battery pack production base acquired last year to build a localized “one-stop” production system from batteries, modules to battery packs, providing a total solution for Chinese auto companies.
In October last year, the Samsung SDI automotive power battery factory was completed. This is also the field of automotive power lithium batteries. The production line of the first foreign company in China was completed and put into production. The plant has a state-of-the-art production line with an annual output of 40,000 high-performance automotive power (pure electric EV standard) batteries. The production line covers the entire process of producing automotive power battery cells and modules.
For the Chinese market, Samsung SDI is very valued. Zhao Nancheng, chairman of Samsung SDI, once said: "China is growing into the world's largest electric vehicle market at a speed beyond imagination. Samsung SDI will become an electric car through the diversification of customized products and the construction of a localized one-stop production system. A leading company in the market."
At the 2016 Beijing Auto Show, Samsung showed a variety of new products such as high-power batteries, standard modules, and cylindrical modules that can be quickly charged.
Among them, the high-power battery exhibited by Samsung SDI can complete 80% charging in 30 minutes. This product is aimed at most commercial vehicles in China and can be recharged in as little as one hour. Compared with other batteries introduced in the Chinese market, the charging speed is more than twice as high.
Shortening the charging time not only increases the mileage, but also the most competitive field in the battery industry. The electric vehicle industry has repeatedly requested high-power batteries from battery companies. To this end, the launch of this Samsung SDI high-power battery is expected to obtain more orders for Chinese electric vehicles.
In addition to the existing square batteries, Samsung SDI also exhibited cylindrical batteries that are recognized by the world's first technological competitiveness in the field of small IT. Including the laptop battery - "18650 battery", Samsung SDI plans to capture the segmented market by adding 35% of the energy of the "21700 battery", namely the Chinese electric vehicle cylindrical battery market.
In addition, Samsung SDI also exhibited the "LVS (LowVoltageSystem) solution that can use lithium-ion batteries instead of ordinary car lead batteries or in parallel." China is deeply troubled by environmental problems caused by automobile exhaust. When it comes to “LVS”, it can reduce fuel consumption by at least 3% to 20%.
Emerging industry layout signal
How to use the battery innovation technology to develop and even lead the new market, Samsung has also begun to lay out.
Previously, Samsung showed two new batteries for wearable devices at the Battery Show InterBattery: the Stripe battery and the Band battery.
The Stripe battery has a flexible and innovative energy density that is free to bend like a fiber. Stripe batteries can be found in the form of necklaces, headwear, and T-shirt accessories, which will greatly facilitate the market for a variety of battery applications, including wearable devices.
It is understood that the Samsung SDI battery can still start normally after performing a bending test of about 50,000 times in the range of the wrist's circumference curvature.
The Band battery is a next-generation product developed for smart watches. The use of Band batteries on smart watch straps can increase battery capacity by more than 50%.
At the European Bicycle Show earlier, Samsung SDI exhibited a battery pack for 500Wh high-capacity electric bicycles, which can travel 100km on a single charge.
Not only in the battery sector, but in more emerging areas, Samsung also revealed signals to be placed in the emerging industry chain.
Taking medical health as an example, not long ago, Samsung Seoul Hospital and Sunshine Fusion Hospital reached an agreement, and the two sides will cooperate in health management, multidisciplinary consultation, intensive care and personnel training.
Behind this, from the release of the 23 trillion won energy environmental protection and medical health investment plan in 2010, Samsung Group has transformed into a more promising medical and health industry with the three-pronged model of “medical services biopharmaceutical digital medical care”, and initially established the future. A medical health map that rivals electronics.
According to industry analysis, the three major sectors are aimed at the most cutting-edge market segments in the medical and health industry. It seems to be scattered, but in fact constitutes a medical and health industry chain that supports and echoes each other. It is worth learning that Samsung will be the original electronics industry. The construction and operation experience, ingeniously transplanted to medical health, has the potential to create the world's highest competitiveness in a short period of time in terms of investment efficiency, production capacity and manufacturing cost, and has formed a unique “Samsung Transformation Logic”.