May 16, 2019 Pageview：9
The industry is growing rapidly, but there is structural overcapacity
In recent years, China's power lithium battery industry has experienced a process of development from scratch, from small to large, from weak to strong. At present, with the key support of National science and technology projects, China has made great progress in research on key technologies, materials, and products of power lithium batteries, although the technology and products of low-capacity power lithium batteries are still somewhat different from those of other countries. However, the development of large-capacity lithium battery industry is already at the leading international level. The characteristics of the monomer power cell have already obtained the conditions for extension and application. The power lithium battery industry has entered the key stage of industrialization construction and popularization. The process of power lithium battery industrialization is already in the leading position in the world.
The global market for new energy vehicles has rapidly warmed up. All major lithium-ion battery manufacturers have increased their capacity layout for automotive power batteries, and shipments have increased significantly. Driven by the rapid warming of the new energy vehicle market, domestic demand for power batteries will grow rapidly. In 2017, China's shipment of power lithium batteries was about 37.6 WH, a year-on-year increase of 21.51 WH, with the volume increasing. The increase was lower than in the previous year.
In terms of enterprises, the installed capacity of Ningde era, BYD, Wotema, Guoxian Gaoke, Bic, and Funeng Technology in 2017 exceeded 1GWh, and the market accounted for a relatively high share.
However, from the perspective of China's power battery production capacity, the nominal power battery capacity at the end of 2017 has exceeded 170 GWh, while in 2017, China's power battery shipments were only 37,06GWh, showing that there is a structural excess of power battery production capacity.
New energy vehicle will become the growth pole of lithium battery development
The scale of the lithium battery industry has continued to expand, largely relying on the vigorous development of new energy vehicles. Judging from the production of new energy vehicles in China in recent years, the trend of rapid annual growth has been maintained. In 2017, it was 782,000 vehicles, a year-on-year increase of 51.26. From January to March 2018, China produced 150,000 new energy vehicles. The forward-looking industry research institute analyzed that 2018 is a transition year in which the growth of new energy vehicles is driven by restrictions on purchase and subsidies, and it is expected that the year will continue to be relatively fast growth.
According to the "Medium-and Long-term Development Plan for the Automobile Industry" issued by many ministries and commissions, China has determined the overall goal of "striving to enter the ranks of the world's automobile powers after ten years of continuous efforts". By 2025, new energy vehicles will account for more than 20 cars. According to a number of authoritative reports in the industry, the competitiveness of China's new energy automotive industry has made progress. It is mainly due to the continuous policy support of new energy vehicles and the rapid growth of production and sales. If this trend is followed, the production and sales of 2 million vehicles by 2020 will be achieved. The goal is very promising.
In view of this, the forward-looking industry research institute believes that it will also drive the rapid growth of demand for powered lithium batteries.
Market prospects are good, the power lithium battery industry combined reorganization accelerated
On the one hand, it is structural overcapacity and on the other hand, it is a good market demand prospect. Under these circumstances, in recent years, China's power lithium battery industry has accelerated the pace of capital operation and investment mergers and acquisitions have increased significantly. Excluding the investment in the field of battery materials, only the investment in power batteries is counted. According to statistics, in 2016, the amount of investment exceeded 2 billion yuan in 10 projects, and the total investment exceeded 37.4 billion yuan. In 2017, there were at least 30 large and small mergers and acquisitions in the lithium industry. Among them, there are 5 major projects with more than 1.5 billion since 2016
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