"Internal" power lithium battery
The media coverage appears to be lagging behind the battery companies' production expansion. While we are still discussing whether the global power lithium-ion battery production will be excessive in 2025, battery companies have already started a new round of production expansion. On December 8th, on the second battery day of Honeycomb Energy, the company, which was established less than four years ago, raised its target for the Nth time - challenging 600GWh of production and 450GWh of shipments in 2025. At the first Battery Day in 2020, it aimed to reach 40GWh of shipments in 2025.
Pandan ke Honeycomb Enèji te ogmante sib li pa 10 fwa nan yon ane, nan lòt men an, sou Desanm 8, CATL te siyen yon akò koperasyon ak envestisman ak Gouvènman Minisipal Suzhou; nan dat 7 desanm, LG, ki te klase dezyèm nan mond lan, New Energy te anonse tou ke li planifye pou ranmase dè dizèn de milya dola pou ale piblik... Kondwi pa machin enèji nouvo, pil ityòm-ion yo te vin tounen. youn nan tracks ki pi vivan ane sa a. Ak tankou tout tren potansyèl ak konpetitif, envolusyon se inevitab nan endistri sa a.
Production planning, another round of "go ahead"
There are two "famous" rumors in the battery industry: one is that Xiaopeng Motors CEO He Xiaopeng stayed in the Ningde era for a week in order to get the battery; the other is that there are at least seven "bosses" of OEMs in Ningde every day. The times stand guard. Although both He Xiaopeng and CATL denied the rumors in the end, the lack of battery supply is evident. So this year's power lithium-ion battery industry has a clear trend - expanding production has become one of the main themes.
Soti nan estatistik yo, li pa difisil pou jwenn ke soti nan premye -niveau CATL ak BYD, nan dezyèm -niveau Guoxuan Hi-Tech, Zhongxinhang (Lachin Aviyasyon ityòm), Honeycomb. Enèji, Yiwei Lityòm Enèji, ak Lè sa a, nan twazyèm -niveau Teknoloji Funeng, Ruipu Enèji, Xinwangda, elatriye, tout endikap pouvwa ityòm-yon batri manifaktirè yo te kòmanse ekspansyon pwodiksyon ane sa a. Menm kèlkeswa echèl aktyèl la, yo prèske tout te fikse tèt yo yon objektif pwodiksyon anbisye 2025 ane sa a:
In addition to Honeycomb Energy's announcement that it will challenge 600GWh of production in 2025 and ship 450GWh, some institutions have previously predicted that its output in 2025 will also be about 600GWh according to the production plan of CATL;
BYD gen nouvèl ke pwodiksyon li an 2025 ka rive nan 430GWh;
Guoxuan Hi-Tech te deklare nan rapò semi-anyèl li ke li pral fè efò pou reyalize yon echèl pwodiksyon 300GWh an 2025;
Nan reyinyon anons estrateji, Lachin Innovation Airlines te deklare klèman ke pwodiksyon an te planifye nan 2025 pral rive nan 500GWh;
Liu Jincheng, ki se pwezidan Yiwei Lityòm Enèji, briskeman deklare ke objektif la nan 2025 se pwodwi 200GWh nan pil depo pouvwa;
Plan pwodiksyon Ruipu Enèji nan 2025 se 200GWh;
Avèk benediksyon Mercedes-Benz, Teknoloji Funeng te anonse tou ke sib pwodiksyon li an 2025 espere depase 120GWh;
...
Nan fason sa a, jis konpayi sa yo, plan pwodiksyon an nan 2025 se deja fèmen nan 3000GWh.
Nan prediksyon pifò enstitisyon rechèch yo, demann pou pil ityòm -ion pouvwa an 2025 pral anviwon 1TWh. Nan lòt mo, si plan pwodiksyon aktyèl la avanse, twòp pwodiksyon an nan endistri batri ityòm -ion pouvwa antye ap vin inevitab. Sepandan, nan yon kontèks demann k ap monte pou pil en, chak konpayi nan li se plis vle kwè ke li ka pran avantaj de van an. Kòm pou si yo pral fè fas a depase pwodiksyon, yo tout te montre konfyans absoli.
Previously, Liu Jincheng, chairman of Yiwei Lithium Energy, once said that in the face of this risk, the company must continuously improve the quality and performance of its products. And Liu Jingyu, chairman of China Innovation Airlines, said bluntly, "As long as the company's technology passes the test, there will be no excess production." When the entire industry is in a frenzy, the competitors in the industry will inevitably fall into a strategic position of either advancing or retreating. In the head company to expand production, others can only be coerced forward. Otherwise, there will only be an outcome of being eliminated.
The competition for raw materials is as "crazy" as the land
At the end of October this year, Australian miner Cattlin released a set of data. The average price of lithium concentrate, an important raw material for power lithium-ion batteries, reached 1,650/ton in the fourth quarter, up 112 percent from 779/ton in the third quarter. This has never been the case before. Along with the expansion of production, the "mine grabbing war" in the upstream of the power lithium-ion battery industry is also in full swing.
Take lithium ore as an example. Since this raw material is highly dependent on imports, domestic battery manufacturers have gone overseas to buy lithium mines overseas with banknotes. Among them, I have to mention the "Ning Lithium War" between the Ningde era and Ganfeng Lithium Industry. When it initially planned to acquire Canadian lithium company Millennium Lithium, Ganfeng Lithium expected the transaction to be worth no more than C353 million.
But who knows that in September, the Ningde era crossed the bar and raised the price to 376.8 million Canadian dollars. In the end, Ganfeng Lithium, which was unwilling to give up, had to raise the price again to about 500 million Canadian dollars. In this regard, some people in the industry once sighed, "Now grabbing upstream lithium resources is just as fierce and crazy as the previous soil auction market."
Chanjman pri matyè premyè kabonat ityòm nan 2019-2021
Yo nan lòd yo jwenn plis resous en, manifaktirè batri sa yo ki orijinèlman konsantre sou fabrikasyon yo te oblije kòmanse aprann operasyon kapital yo epi sèvi ak kapital pou envesti nan chèn endistriyèl la pou elaji vwa yo nan endistri a. Nan mwa avril ane sa a, Honeycomb Energy te etabli ofisyèlman Honeycomb Capital, depanse 2 milya dola Yuan pou mete kanpe de fon pou kwasans ak inovasyon, epi patisipe ak kontwole kèk founisè.
Azar, nan mwa septanm nan, AVIC Lityòm tou envesti nan yon konpayi kapital, Kaibo (Hainan) Private Equity Fund Management Co, Ltd Lidè a, Ningde Times, envesti ak patisipe nan etablisman an nan 8 fon envestisman ekite prive ane sa a, ak plis pase 40 envestisman etranje. Li ka di ke konpetisyon an nan pouvwa ityòm -yon batri manifaktirè yo pa limite a teknoloji ak pwodiksyon ankò. Menm konpayi dominan yo dwe konpetan nan tout uit kalite Arts masyal nan domèn biznis la tout antye.
Soti nan nonmen nan tan pwodiksyon an mas, wout teknik, envolusyon konplè
Menm lè li rive nonmen pil yo, yo dwe konnen egzakteman fason ki dwat.
Before the emergence of BYD's blade battery, people's cognition of the category of power lithium-ion batteries mostly stayed on ternary lithium-ion batteries and lithium iron phosphate batteries. After BYD's blade battery became well-known with its technical strength and simple image, the naming of power lithium-ion batteries even began to be rolled out.
From the sodium-ion batteries of the Ningde era to the short-knife batteries of Honeycomb Energy, even car companies have come to join in the fun. GAC's magazine battery, Great Wall's Dayu battery, Lantu's amber battery, Zhiji's silicon-doped lithium-ion battery... Some of these are new names brought by new technologies, and some are trying to use simple and easy-to-remember names. To package and summarize your selling point, so that people can quickly remember.
As a result, today's power lithium-ion battery industry has become like the automotive industry. "A good name is not everything, but no good name is absolutely impossible." Even the involution of this marketing continues to who can mass-produce solid-state batteries first. In recent years, solid-state batteries have gradually been recognized as the next-generation battery technology solution that could disrupt the entire automotive industry. Therefore, in order to attract the attention of consumers, battery companies and car companies have recently begun to announce the mass production time of solid-state batteries to the outside world. And the first of them is Weilai.
Nan fen ane pase a, Weilai te anonse yon batri solid-eta 150kWh nan NIODay, li di ke batri solid-eta a ka reyalize yon ultra-dansite enèji nan 360Wh/kg. Sedan NIO ET7 ki ekipe ak pake batri sa a pral gen yon distans plis pase 1,000 kilomèt, epi li gen pwograme pou l delivre pwodwi a nan katriyèm trimès 2022. Men, apre nouvèl sa a te anonse, li te atire yon anpil dout. Anpil pratik te di ke daprè teknoloji aktyèl la, batri solid-yo pa ka pwodui an mas-pou machin elektrik yo.
Zeng Yuqun, prezidan Ningde Times, te menm admèt ke nan 3 a 5 ane, tout batri solid-eta ki ka itilize nan machin yo se pa tout-pil solid-eta. Si Wei Lai pral kalòt nan figi a oswa yo pral pwouve tèt li, epi bay li nan tan. Sepandan, yo nan lòd yo amelyore compétitivité nan nouvo modèl enèji yo, kèk konpayi machin domestik ak etranje pa sèlman kolabore ak founisè batri nan antrepriz jwenti, men tou, pèsonèlman devlope pwòp teknoloji batri yo ak bati pwòp faktori batri yo, ki se yon tandans solid. .
Earlier, Zeng Qinghong, chairman of GAC Group, once mentioned, "The global auto industry has already started the battle for battery talent, and GAC poached some core talents from LG, Samsung, and Japan's Yuasa five years ago. ". Through independent research and development in the past few years, GAC has indeed made good progress in super-speed batteries and sponge silicon anode sheet batteries.
Sepandan, pandan y ap toujou ap defi teknoloji batri likid ityòm-ion difisil, yo nan lòd yo ogmante bato negosyasyon nan lavni, anpil konpayi machin yo ap adopte tou chemen divèsifye batri. Pran GAC Group kòm yon egzanp, dapre Zeng Qinghong, yo pral akselere devlopman nan idwojèn gaz -pili ityòm pil ak solid-pil eta.
ekri nan fen an
Not long ago, SNEResearch, a South Korean market research institution, announced the global power lithium-ion battery installed capacity rankings for October and January-October 2021. The data shows that in the ranking TOP10, Chinese companies occupy 6 seats. At the same time, CATL has a market share of 34.2 percent , which is far ahead of the three Korean giants LG New Energy, SK Innovation, Samsung SDI, and Japan's Panasonic.
However, in recent days, Ouyang Minggao, academician of the Chinese Academy of Sciences and vice chairman of the my country Electric Vehicle Hundred People's Association, said in an interview that although my country is currently in an absolute leading position in the supply of automotive power lithium-ion batteries, it is still in solid-state batteries. In the field, it will take at least five years for my country to catch up with Japan. For domestic battery companies, while competing with each other, don't forget to look up and look further ahead.
Kèk enfòmasyon referans:
Voting China.com "Really The Most Inward Rolling Track in History, 350 Billion in Half a Year, 7 Bosses Are Rumored to "Squat and Take Goods""
Die Zeit "Fairy Fights! The Ningde era and Ganfeng Lithium rushed to buy lithium mines overseas, as crazy as the previous local auctions"
autocarweekly "The hardest part of making a battery is naming it"
Yicai "Car companies get together to bet on solid-state batteries, what are the chances of winning this technical route? express
