"Blowout type growth in the domestic market of car of new energy resources, is a direct result of the lead to many domestic battery business redoubling its efforts to expand production capacity, from the point of view of the current situation, power battery may with the traditional car facing the same problem of excess production capacity," in the recently held China new energy automobile east battery materials forum, China Automotive Technology and research center chief engineer and stunned.
The current situation, eight months before China's new energy car compared to the same period growth was up to 4 times, car prices around competing battery resources, and whether such an alarmist?? "Securities Daily" survey, the current mainstream new energy automotive production enterprises are required to purchase a single battery of foreign enterprises or foreign joint ventures. China electric vehicle hundred members, Changan Chongqing New Energy Automobile Co., Ltd., general manager Ren Yong told reporters that the domestic enterprises and foreign enterprises are taking a single battery to do testing, may be a better quality of domestic enterprises single battery. But, "we have to use the car companies, foreign good. Why? The consistency of the foreign battery is better, this is the key".
First electric network CEO Pang Yicheng in an interview with the Securities Daily reporters, said China's new energy automotive market continued to rise, Japan and South Korea battery companies have to lock the Chinese market sales. Once Japan and South Korea began to force, China's power battery business is really the market test, I am afraid that only two or three companies".
As a result, some technical strength is not strong, the production of battery level is not high battery companies will be out, but the future of China's power battery is not absolute surplus, but relatively surplus.
The scarcity of dynamic power control of new energy vehicles
According to the Ministry of industry data statistics, the annual output of new energy vehicles in 2014 amounted to 83900, with the corresponding power battery shipments of about 3.7Gwh; the first 8 months of this year, China's new energy vehicle output reached 123400, an increase of 4 times. According to this development, the annual vehicle production is likely to jump up to 25 million, if last year, according to the power battery matching ratio, a conservative forecast of 25 million cars this year vehicle production of power battery demand will reach 12Gwh.
At present, 60% of the new energy commercial vehicles use the power of our country's production, demand can be imagined.
Fang Jianhua, general manager of Hefei state Xuan GAOKE power energy shares, said in an interview with the Securities Daily reporters, from the perspective of power battery, it should be at least 2 Gwh above the gap. Specific to the number of vehicles, the equivalent of 100000 cars or more than 30000 commercial vehicles supply gap.
Fang Jianhua also said that the power battery in this year became a scarce resource, due to the mainstream brand battery capacity is limited, some car prices, especially commercial vehicle enterprises from August began to dare not continue to take orders, if the capacity is enough, this year's overall new energy car sales will be better. At the same time, he believes that with the gradual development of policy and battery business capacity gradually released, is expected to October 2016, the basic balance of supply and demand state.
It is understood that the construction of Lujiang County, Jiangxi Province, province, 50000 tons of investment in the construction of the project is under construction. The project invested 5000000000 yuan for the construction of power battery cathode material. According to the budget, the project is completed, is expected to achieve annual output of 50000 tons of new energy electric vehicle lithium battery cathode material.
Power battery industry or comprehensive reshuffle
As early as September 6, the Ministry of industry and information technology on the development of and released the lithium ion battery industry standard conditions "(hereinafter referred to as the specification). Among them, of lithium battery enterprises made a total of battery capacity of not less than 100 million kwh; cathode material with an annual capacity of not less than 2000 tons; annual production capacity of anode material of not less than 2000 tons; the diaphragm has an annual production capacity of not less than 20 million square meters; annual production capacity of the electrolyte of not less than 2000 tons, electrolyte capacity of not less than 500 tons and 14.
When a reporter asked for lithium battery enterprises with an annual output of not less than 100000000 watts is what the concept, Fang Jianhua stunned.
"To reach 100000000 kwh, said that the truth is a very easy thing, this is not called the threshold, or even order are not." Fang Jianhua said that next year at least 50% or more battery enterprises get power, at the beginning of the industrial development, everyone would herd, but in the end it can withstand the test of the market must be sustainable development the core competitiveness of enterprises.
China Automotive Technology and Research Center Chief Engineer Huang believes that spurt of growth in the domestic market of car of new energy resources, direct result is a result of the full swing in many domestic battery enterprises to expand production capacity, from the point of view of the current situation, power battery may with the traditional car facing the problem of excess production capacity, "although it is known that this cake is most like a, but we do not know off the cake is big."
"There is no doubt that the power battery industry is also faced with excess. What should I do? From the industry, heating, integration of industry resources, to enter the international competition, is the way out". Shenzhen new energy material Limited by Share Ltd chairman Chen key to express their views. "In the new energy vehicles they provided overtaking, but overtaking is easy to roll, which requires your technology is very good, racer wouldn't have to flip, so it needs to our enterprise practicing skills."
欢迎电池发展的“黄金时代”