Who can win the "Battle for Hegemony" of power lithium batteries?
Sinds het begin van dit jaar is het de consensus van de nieuwe auto-industrie geworden dat degenen die batterijen hebben gekocht de wereld hebben gewonnen. Als een van de kerncomponenten van voertuigen met nieuwe energie, worden lithiumbatterijen-ion-batterijen steeds populairder in de keten van de nieuwe energie-industrie.
At present, the global battery suppliers are concentrated in three countries: China, Japan and South Korea. my country's Ningde era, South Korea's LG, Samsung SDI, SK and Japan's Panasonic occupy a dominant position.
Concurrentie op de elektrische markt
Voor voertuigen met nieuwe energie is de batterij het hart. Tegenwoordig is het krachtig ontwikkelen van de auto-industrie voor nieuwe energie een wereldwijde consensus geworden. De penetratiegraad van nieuwe energievoertuigen in China, Japan en Zuid-Korea weerspiegelt tot op zekere hoogte het marktpatroon voor batterijverbruik in China, Japan en Zuid-Korea.
Volgens gegevens was in 2015 de penetratiegraad van nieuwe energievoertuigen in mijn land 0,7 procent, die in Zuid-Korea 0,2 procent en dat in Japan was 0,5 procent. 0,9 procent, ranking laatste.
The latest data from the China Automobile Association shows that in October, the penetration rate of my country's new energy vehicle market continued to maintain a historical high of 16.4 percent , and the penetration rate of the new energy passenger vehicle market reached 18.2 percent , gradually turning to market-driven.
Op 17 november zei Zheng Yun, senior partner van Roland Berger en vice-president van Groot-China, tijdens de Automotive Innovation Summit in mijn land 2021 dat mijn land met de huidige snelheid van marktontwikkeling de penetratiegraad van nieuwe energievoertuigen in 2024 zal bereiken. De doelstelling van 20 procent zou in 2030 45 tot 50 procent moeten kunnen bereiken, wat het richtsnoer van eerdere industrieplannen overtreft.
According to the consumer survey of Roland Berger's "Disruptive Data Detection in the Automotive Industry", the acceptance of new energy vehicles by consumers around the world continues to increase. Zheng Yun introduced that in addition to the Chinese market, there are also a large number of second-tier and third-tier national markets where the penetration rate of new energy vehicles is rising rapidly. Taking South Korea as an example, in January last year, consumers' willingness to purchase was about 55 percent . This year Climbed to 70 percent .
Elektrische voertuigen in Japan zijn vroeg begonnen, maar hun ontwikkelingsmomentum is relatief vlak en is ernstig onderdrukt door hybride elektrische voertuigen (HEV's). De hoge kosten van Japanse lithium-ion-batterijbedrijven zijn echter een belangrijke reden voor de daling van het concurrentievermogen en het marktaandeel van Japanse bedrijven, maar de marktkanalen zijn duidelijk veel hoger dan die van Chinese bedrijven.
Net als Japan is Zuid-Korea een groot land in de auto-industrie. Hoewel Hyundai en Toyota momenteel hun eigen platformen voor puur elektrische voertuigen hebben, zijn puur elektrische voertuigen niet de grootste verkopers in hun respectievelijke landen. De penetratiegraad van puur elektrische voertuigen in mijn land is de afgelopen twee jaar ook snel gestegen, maar omdat de markt in mijn land echt te groot is, is de promotiesnelheid niet bijzonder hoog.
De grens van technologie
Krachtige lithium--ionbatterijen zijn een technologie-gedreven industrie, en de snelheid van technologische updates en iteratie is erg snel, en de kracht van RD is de bron van kernconcurrentievermogen.
In my country, in terms of structural innovation of power lithium-ion batteries, BYD invented the blade battery, and the Ningde era has CTP technology. The degree of advancement of these technologies will determine the cost of power lithium-ion batteries, thereby affecting the process of parity between electric vehicles and fuel vehicles. Now CATL is studying CTP's next-generation technology CTC, trying to integrate power lithium-ion battery cells, related components and chassis.
Globally, in addition to my country's Ningde era, the heavyweight "players" in the field of power lithium-ion batteries include South Korea's LG New Energy and Japan's Panasonic. Japan still has obvious advantages over my country and South Korea in core technology. In addition, Japan's lithium-ion batteries are also similar to South Korea's, and they are basically subsidiaries of Japanese electronics giants.
LG New Energy's power lithium-ion batteries are mainly soft packs, and Panasonic's are mainly cylindrical, and the early days are bound to Tesla. According to SNEResearch data, the world's top ten power lithium-ion battery companies account for more than 90 percent of the market share. In the past, these modules were separated and had to be produced and assembled separately. If this technology can be mass-produced, integrated products will further reduce the cost of batteries, and the industrial chain pattern of car manufacturing may also be restructured.
Kapitaal veldslag
The rapid rise of the Ningde era, known as my country's "King of Ning", is not only due to its leading technology and clear strategic direction, but also an important reason is that it began to invest in the upstream and downstream of the industrial chain very early. This makes its role in the industry not only a factory selling batteries, but also an important player in the automotive industry chain that cannot be avoided.
CATL heeft een indeling. De belangrijkste manier is om te investeren.
In June of this year, South Korea's LG New Energy, the biggest competitor of the CATL, started the listing process and planned to raise more than 10 trillion won (about 57.3 billion yuan) in IPO, which is expected to set the record for the largest IPO in South Korea.
In July, the South Korean government announced an ambitious plan to spend 35 billion by 2030 on developing the country's electric vehicle battery industry to compete with already dominant Chinese and Japanese firms. In line with this strategy, South Korean battery giants LG New Energy, SK Innovation, and Samsung SDI announced plans to invest a total of 40 trillion won (about 224.7 billion yuan) by 2030.
Japan has been cultivating for many years in terms of electric-based hybrid technology and hydrogen fuel-powered lithium battery technology. Japan has also clearly put forward an electrification strategy - to achieve the popularization of electric vehicles by 2030, in fact, the market is still far from "real realization of the popularization of electric vehicles". If you want to achieve the goal, you have to "break the boat". However, the Japanese market is too small.
Kortom, de batterijgiganten in verschillende landen concurreren om de financiering te versnellen en de productie uit te breiden, en daarachter is een uitgebreide concurrentie voor de nieuwe energie-industrie.
