The development of new energy electric vehicles to promote the demand for electric vehicles in the Tesla-based electric car after the rise of the international traditional car prices have joined the new energy vehicles in the field, according to the manufacturers planning, the global new energy vehicles in 2020 Production will reach 12 million, corresponding to the global demand for power 360GWh, the annual compound growth rate of 67.9%. In this context, the power battery business expansion speed, structural oversupply problems gradually appear. In the car for high specific energy, high consistency of the battery demand preferences, with technology, size and financial advantages of the battery business will be favorable. In 2016, China’s TOP5 power battery business market share of more than 68%, compared with 2015 increased by 9%.
High-energy density technology line into the industry consensus, ternary battery relay lithium iron phosphate high-speed development: In recent years, lifecycle requirements to enhance the enterprises have to change from the lithium phosphate lithium battery. It is estimated that the future growth rate of three yuan battery will reach 80% in the next year, and in 2018 its overall use beyond the lithium iron phosphate battery. Comparison of domestic leading enterprises, CATL ternary layout earlier, technology and market share are in the market leading position. BYD and Guoxuan high-tech layout is slightly behind, but now have matching the corresponding models to achieve mass production. Panasonic as a representative of Japan and South Korea enterprises, ternary technology leading domestic enterprises 4-5 years, has been in the NCA ternary material has a more mature application. In the future, various enterprises are making positive planning in the direction of high ternary ternary, and make research layout in carbon and silicon negative, solid-state batteries, with a view to continuously improve the energy density.
Upstream and downstream industry chain extension layout, play synergies to increase competitiveness: At present, the power battery market is highly competitive, close to a single layout of the battery business has been unable to play advantage. Integration of upstream and downstream resources, to strengthen synergies, has become the main driving force for domestic power companies. But there are differences between different enterprises. Among them, CATL itself focused on the battery business, but by supporting the upstream domestic enterprises, and downstream car prices to achieve joint venture to achieve the interests of binding; BYD’s industrial chain layout of the longest from the upper reaches of the mine to the middle of the material, the downstream The car has a layout, closed-loop closed supply system rapid development and growth; Guoxuan Hi-Tech middle of the material layout of the positive, and has extended the business chain to the automotive market, while the joint Beijing auto and other car prices to open the supply channels. Different from the domestic enterprises, Panasonic bundled Tesla this big customer, the current focus on the large-scale production of batteries to reduce costs.