Competition in the power battery industry tends to be hot and supporting companies will have fewer than 50 companies next year

At present, under the two-wheel drive of the market and policies, the industry competitiveness of the power battery industry chain has been greatly improved. Under the impetus of innovation requirements, relevant leading enterprises set off an upsurge of intelligence and market competition became even fiercer. According to industry estimates, by 2018, there will be less than 50 power battery manufacturers. In this context, the lithium industry structure will be restructured and the industry reshuffle is fully starting.

Power battery supporting companies will be less than 50? Industry competition is heating up

On November 23rd, at the 5th China Lithium Battery New Energy Industry International Summit Forum (ABEC2017, Lithium "Davos") held in Shantou, Guangdong, the secretary general of Lithium "Davos" Organizing Committee and the new battery technology innovation in Zhongguancun Secretary-General of the Union Yu Qingjiao stated: "In the dual drive of the market and policies, the implementation of the double-integration policy, the ban on the sale of fuel trucks on the agenda, the continuous improvement of infrastructure such as charging piles and power resource allocation, and the increase in power battery energy density With the drop in costs, the energy storage industry has ushered in a long period of time. He believes that in this context, the market competitiveness of the battery industry chain will be greatly enhanced.

Leading companies set off a trend of intelligence

On October 16th, in the list of 2017 smart manufacturing pilot demonstration projects announced by the Ministry of Industry and Information Technology, Northern Ao Titanium, Fuenergy Technology, Miaosheng Power, Yiwei Lithium, Yinlong New Energy, BAK Battery and Qinghai Times New Energy, etc. Seven lithium-ion battery industry chain companies such as new energy vehicle power batteries, lithium titanate battery digital workshop, lithium titanate materials, and other smart manufacturing pilot demonstration projects were nominated.

The pilot demonstration project focuses on five smart manufacturing models and encourages the innovative application of new technologies. Among them, the intelligent manufacturing mode factor conditions include discrete intelligent manufacturing, process-based intelligent manufacturing, network collaborative manufacturing, large-scale personalized customization, remote operation and maintenance services; new technological innovation and application factors are mainly industrial Internet and artificial intelligence.

With the increase in the demand for high-performance, high-quality, and cost-effective power batteries in the consumer market, improving the intelligent manufacturing level of power batteries has become a key task for the development of China's power batteries. Under the impetus of policies and markets, leading companies in power batteries have become intelligent. Manufacturing trend.

As a veteran company that started with batteries, BYD has long been adhering to the use of Internet information technology, intelligent advanced management methods, etc. to enhance its manufacturing capabilities. Its highly automated battery plant has been widely recognized. At present, BYD is speeding up the pace of deploying automotive intelligence. Recently, BYD Group set up a separate automotive ecology research institute, intending to enhance its intelligent layout from a strategic perspective.

In the Ningde era, over 5% of the total sales are spent each year for R&D of science and technology, covering materials R&D, product R&D, engineering design, test analysis, intelligent manufacturing, information systems, and project management. Safety, superior performance, long life, low cost and clean manufacturing are the five golden rules of wisdom in Ningde.

Watmar Smart Factory was officially put into production in November 2016. The brand new power battery automation pack shop created by Watermar, also known as Waterma Smart Factory, integrates automation, information, and intelligence into one, through cloud data processing. It has realized the automated operation of the robots and formed a comprehensive system that integrates data, information, and services. It was officially put into operation in mid-November.

"Beginning in 2015, BAK Batteries has started to promote intelligent manufacturing upgrades, building a power battery smart manufacturing system, realizing the platformization, service, and intelligence of production process control, and achieved certain results." Vice President of BAK Battery Teng Xin, general manager of 3C Division, disclosed at the 5th Lithium "Davos" forum that based on the intelligent manufacturing system of Internet + and big data, BAK Battery promoted the intelligentization of power battery manufacturing and realized the construction of a smart factory. Greatly reduce costs and improve the economic efficiency of the company. At present, BAK batteries Shenzhen and Zhengzhou bases can achieve a daily production of 1 million power batteries, each production line can produce 130 batteries per minute, and each production line in the production process only 30 people.

Power battery supporting companies will have fewer than 50 companies next year

Qingchao Education predicts that in the field of power batteries in 2018, the competition among leading companies will become more intense. In the subdivided areas, rising prices of raw materials such as lithium, cobalt, nickel, aluminum foil, and copper foil will intensify the battle for resources; cathode materials will be developed towards high-nickel diversification and will also face greater cost pressures; negative materials market The long-term oligopoly competition and price war competition may still continue; and changes in battery material technology plans will also continue to slow down the growth of electrolyte sales; the diaphragm industry will still face severe low-end overcapacity, and the price of dry diaphragms will increase dramatically. The decline in wet diaphragm production capacity is still relatively slow; the shuffling speed of the BMS industry will also be further accelerated, and the survival space of third-party BMS and battery PACK companies will continue to be challenged; equipment companies also need to get out of the market with small scale and unstable equipment performance. Long payback period and other difficulties. In the downstream new energy vehicles and energy storage markets, with the reversal of the joint venture policy, independent brands will face the test of life and death.

Prince Dong of Power Battery Laboratory of China North Vehicle Research Institute analyzed in the speech report of the forum: “In 2015, there were 450 power battery supporting companies, and in 2016, it dropped to 240 and this year it continued to drop to 96. There will be a drop of half next year.” In view of this, by 2018, there will be less than 50 power battery manufacturers.

Lithium industry structure will be reconstructed

With the rise of new energy automobile industry and market, the lithium battery industry has entered a new era of power battery consumption and personal consumption. In 2017, the market structure of China's lithium battery industry has two distinct changes: First, investment expansion, mergers and acquisitions, restructuring boom, The competition among leading enterprises has intensified; the second is the field of power batteries, and the application of ternary lithium batteries has greatly increased.

According to the statistics of China Battery Network from listed company announcements and public reports, from the beginning of 2016 to the first half of 2017, the lithium-ion battery and its upstream materials investment expansion and mergers and acquisitions reorganization, in its statistical 143 investment projects, 123 projects announced investment, totaling 230.7 billion yuan; of the 63 restructuring projects, including statistics, 60 projects announced transaction amounts totaling 130.6 billion yuan.

Under such a background, the leading enterprises of power batteries have accelerated their expansion and competition has intensified, and the “strong and strong” has become increasingly prominent. It is understood that in the fifth session of lithium "Davos" participants, Ningde era has launched the IPO listing, and SAIC, Dongfeng, Changan and other car companies Baotuan development, half-year valuation of the wild rose 100 billion yuan; market value of over a thousand Billion's leading company in the industry, BYD, has also begun to adjust its strategy, intends to split the battery segment, marketize its business, and accelerate the deployment of the international market. It is building the largest electric bus factory in the United States; a few state-owned enterprises in the field of power batteries. Li Shen Battery also formulated the “Double Billion” target in 2017—the production capacity exceeded RMB 10 billion and the sales volume exceeded RMB 10 billion. BAK Battery also announced in early November that it will invest RMB 14.3 billion to build BAK in Shandong Jining Economic Development Zone. Industrial Park……

The fierce market competition will cause some companies to be eliminated. Li Keke, Secretary-General of Lithium "Davos" Academic Committee, said that in the first 10 months of this year, the cumulative installed capacity of lithium batteries was 18.1 GWh, an increase of 31.43% over the same period of the previous year. A total of 76 battery manufacturers formed an effective installed capacity, more than the previous 9 months. There are 3 homes, and the number is expected to be around 80 throughout the year. "It was 109 last year, which means that there will be about 30 battery factories going bankrupt this year, and the industry reshuffle is fully open."

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