Battery shortage affects new energy vehicle production will shuffle in the second half of 2016

According to the latest data released by the China Association of Automobile Manufacturers, China's new energy vehicle production reached 76,000 vehicles in the first six months of this year, and this output increased 2.5 times year-on-year. However, while the production of new energy vehicles is growing rapidly, there is a gap in the output of supporting power batteries. "Now, as long as power batteries are basically manufactured, there are few problems with sales." Cui Dongshu, general secretary of the passenger car market information association, said that this not only greatly restricted the release of new energy vehicle production capacity, but also affected the power battery technology. The progress, "Everyone is busy making, it's hard for someone to sink into research and development."

In fact, according to experts, the technical threshold for new energy vehicle batteries in production is not high, which directly leads to rapid expansion of power battery capacity. However, the production of high-volume, low-tech battery companies may shift domestic battery capacity from a shortage to an excess. Industry insiders expect that with the rapid realization of capacity, the battery industry may usher in the second half of 2016 to reshuffle.

There is a big gap between R&D and Japan and South Korea

“The domestic battery companies have a large gap between Japanese and Korean companies in terms of automation and research and development capabilities.” A person in charge of Huasheng Power Technology Co., Ltd. introduced that currently, both Japanese and Korean companies are generally ahead of domestic power in production costs and technology. Battery company.

A battery technology expert told reporters that at this stage, the domestic production cost of power battery companies is about 2 yuan per watt-hour, according to a capacity of 25 kilowatts of power batteries, the cost is about 5 million.

This cost is significantly higher than South Korea's power battery manufacturers such as LG and Samsung. According to reports, the cost of Korean enterprises has dropped to 1.8 yuan per watt-hour, which means that the same is a 25 kWh power battery, the cost will be less than 45,000 yuan.

In addition, the energy density of domestic battery companies is also lower than that of Japanese and Korean companies. According to the above battery technology experts, the energy density of better power battery modules in China is 130 watt-hours per kilogram, while the energy density of power battery modules produced by Japanese companies such as Panasonic can exceed 200 watt-hours per kilogram. Korean companies such as LG and Samsung The power battery produced can also reach about 180 watt-hours per kilogram.

This means that the battery capacity of a domestic battery company with a production capacity of 25 kWh will exceed 190 kg, while for a battery with the same capacity, the weight produced by a Korean company will be about 140 kg, and some Japanese companies will be able to reach 125 kg. This has a significant impact on the lightweighting of new energy vehicles.

"At present, in the field of power batteries, Panasonic leads LG and Samsung for 12 to 18 months, while LG and Samsung lead domestic companies for 12 to 18 months." The head of a domestic power battery company said frankly, "The automation of domestic battery companies The level is not high, and the level of R&D and manufacturing are not up to speed."

According to the data from the Federation, domestic new energy vehicle companies, in addition to BYD owning its own battery factory, most of them solved the battery problem through external mining.

The industry may face reshuffle at the end of next year

"Now the status of domestic battery companies is generally very impetuous." The person in charge of the above-mentioned battery company said that as the demand for complementary batteries from new energy vehicle companies continues to be strong, the enthusiasm for battery companies to invest in production capacity has exceeded the pursuit of research and development and technology.

With the rapid growth in the production and sales volume of new energy vehicles in recent years, the gap in the production of car batteries has gradually shown itself. This stimulated the enthusiasm for the production of supporting battery companies.

A person in charge of the power battery company introduced that only LG, Samsung, Lishen and CATL four power battery companies, will be put into production next year, the production capacity of up to 10 GWh, and the battery capacity per kWh can meet about 40,000 The need for new energy vehicles, that is to say, the production capacity of the above four power battery companies can meet the assembly needs of 400,000 new energy vehicles. "The technical threshold of power battery is not high." The person in charge of a charging facility told the reporter that the core technology of the power battery has been relatively mature, so it is not difficult for enterprises to put into production, which has caused many battery companies that are not powerful enough. Have on the project.

However, "the procurement of 12 mainstream new energy vehicle companies in China is basically from the five major power battery manufacturers." A battery company official told reporters that with the production of large battery companies with technological advantages Keeping up, small businesses that do not have the technical and cost advantages will be difficult to survive, so he predicts that "the battery companies will face reshuffle at the end of 2016."

According to the data from the association, the current battery company CATL mainly supplies new energy vehicles such as BAIC, Guangzhou Automobile, Changan and Yutong; Tianjin Lishen mainly supplies Jianghuai, Kangdi, Guangzhou Automobile and Yutong, etc.; Guoxuan Hi-Tech supplies Condi and JAC. , Jinlong, Ankai, Shenwo and other car companies; Wanxiang Yineng supplies SAIC, Chery, Guangzhou Automobile, youth and other car companies.

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