El mercado de las baterías de litio ha entrado gradualmente en un período de rápida reorganización
Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, said that my country's power battery industry has entered a period of rapid reshuffle. From 2015 to 2017, the number of power battery supporting enterprises has dropped from 150 to about 100, and this process will be further accelerated in the future. .
En los últimos años, a medida que el desarrollo de la industria de vehículos de nueva energía ha entrado en la vía rápida, la industria de las baterías eléctricas como su componente central también ha dado paso a un período de rápido desarrollo. Según los últimos datos publicados por la Asociación China de Fabricantes de Automóviles, en 2017, la producción y las ventas de vehículos de nuevas energías en mi país superaron los objetivos esperados, completando 794,000 y 777,000 vehículos respectivamente, un aumento del 53,8 por ciento y del 53,3 por ciento año-a-año respectivamente. Según los datos del Instituto de Investigación Económica Ivey, la disminución de los costes de las baterías y el aumento de los requisitos de autonomía conducirán a un aumento anual medio de más del 10 % en la capacidad instalada de las baterías-de un solo vehículo.
According to relevant estimates, the total installed capacity of power batteries in my country in 2017 was about 36 GWh, an increase of more than 20 percent , and it is expected to exceed the 50 GWh mark in 2018. By 2022, my country's demand for power batteries will reach 210.3 GWh. Among them, passenger cars will become the absolute main application market for power batteries. By 2022, the demand for passenger car batteries will reach 68.3 percent .
Liu Yanlong introduced that in 2017, my country was still the world's largest battery application market, with a total battery output of 100 billion watt-hours, of which power batteries were 78 billion watt-hours. As far as the vehicle battery supporting situation in 2017 is concerned, the supporting capacity of passenger car batteries is about 3.98 billion watt-hours, accounting for 33.7 percent ; the supporting capacity of special-purpose vehicle batteries is 8.51 billion watt-hours, accounting for 22.95 percent ; the supporting capacity of passenger car batteries is 22.95 percent ; The volume accounted for 39 percent . The application of the entire power battery industry is still dominated by lithium batteries, accounting for 99.56 percent . The application volume of ternary batteries is 16.56 billion watt-hours, accounting for 44.87 percent of the entire lithium battery supporting volume. The application volume of lithium iron phosphate reaches 180.7 percent GWh. , accounting for 4948.96 percent .
Según datos relevantes, en 2017, las 5 principales empresas de baterías eléctricas en mi país fueron: Ningde era 10 568 mil millones de vatios-horas, BYD 5660 millones de vatios-horas, Waterma 2412 mil millones de vatios{{10} }horas, Guoxuan Hi-Tech 2048 mil millones de vatios-horas, BAK 1655 mil millones de vatios-horas. Entre ellos, la cuota de mercado de CATL saltó para superar la de BYD, del 20,6 % en 2016 al 29,2 % en 2017.
This year, the double-point management method has been implemented, which has brought new opportunities for my country's new energy vehicle and power battery industry. In this regard, Song Xianzhu, Secretary of the Party Committee and Vice President of CCID Research Institute of the Ministry of Industry and Information Technology, believes that this requires the joint efforts of the industry to further enhance the technological innovation capability and market competitiveness of the power battery industry.
"Intense competition in the power battery industry has prompted industry integration to continue, and the market will be further concentrated on advantageous companies." Liu Yanlong believes that we should accelerate the realization of automation, automation, and sharing of my country's battery industry with the development concepts of openness, innovation, coordination, green, openness, and sharing. Intelligent, accelerate the realization of my country's transformation from a battery power to a battery power. In the future, only battery companies with strong technical accumulation, sufficient financial support, rational market positioning and rapid market reflection ability will be able to take the lead and win the market.
