Power battery frequently staged "finger belly" is what is exposed?

Recently, some media reported that the power battery production line of Zhengzhou BAK Battery has just been put into production. The 200 million Ah power battery that is expected to be produced in 2018 will be reserved by a car company. Nowadays, the car companies are madly robbing the power battery is not a case. The battery enterprise products have been booked out of the market yet, and there is a meaning of “referring to the belly”.

Jin Yong once designed the plot of Guo Xiaotian and Yang Tiexin's fingertips for marriage in the second episode of "The Legend of the Condor Heroes". "If it is the same sex, the knot is Jinlan; if it is the opposite sex, it is a couple", it will be in the chaos of Guo and Yang. The two heroes are full of enthusiasm. Nowadays, the battery companies and the whole vehicle companies have staged the "female belly", which is quite intriguing.

Battery China Network learned that BAK Battery was established in Shenzhen in 2001 and has been deeply involved in the field of lithium battery. It has more than 15 years of experience in lithium battery production and its production technology is relatively mature. As one of the earliest power battery companies in the field of new energy vehicles in China, BAK Battery is the same as Dongfeng Motor, Shanghai Shenlong, Nanjing Automobile Group, Haima Automobile, Zhengzhou Nissan, Hebei Yujie, Beiqi Futian, Xiamen Jinlv, Yunduxin. Energy, China FAW and many other car companies have formed a close cooperative relationship. At present, BAK battery can mass produce ternary batteries with high nickel 811 material system, the energy density has been increased to 232Wh/kg, and its new generation 21700 high energy density battery (using high nickel and silicon carbon material system) is also in layout. in. Li Dan, vice president of Becker Battery, said that BAK's battery products have been fully market-proven, with solid quality and excellent performance, which has enabled many automakers to lock in the power battery products produced by BAK.

According to the data provided by the Industry Research Department of the Power Battery Application Branch of the China Chemical and Physical Power Industry Association, from the perspective of the production of various enterprises, it is expected that by the end of 2017, China’s power battery capacity will reach 180Gwh, while domestic new from January to September. The cumulative installed capacity of energy vehicle power batteries is only 15.17GWh. Some insiders estimate that the installed capacity of power batteries in 2017 is expected to reach 27GWh, and the gap between domestic enterprises' planned production capacity and actual installed capacity is very wide.

Battery China Network believes that with the development of China's new energy vehicle industry, battery companies have a strong willingness to expand battery capacity, and the scale of expansion is huge. However, since the battery industry is a highly sophisticated manufacturing industry, the construction of a production line from equipment procurement to operation and commissioning to mass production often requires a long adjustment cycle, and the planned production capacity of the enterprise is converted into actual production. On the other hand, the current situation of domestic power battery companies is “more than strong and uneven”, which makes it more and more difficult for power battery products to meet the needs of car companies. The “high-end capacity is insufficient, low-end overcapacity” structural overcapacity The contradiction has already appeared.

This year, the pure electric bus market has seen a significant decline, and pure electric passenger cars have become the main battleground for power battery companies. Domestic pure electric passenger car companies use the ternary battery core to gradually clear the road, the domestic power battery companies are in the transition period of production. Some battery companies that focus on lithium iron phosphate batteries need to adjust their product structure. Some enterprises that have ternary batteries will also have a ramp-up period of capacity release. It is difficult for car companies to find high-quality supporting enterprises that can be matched. . It is not difficult to understand that Zhengzhou BAK battery products have just been put into production, and they have announced the reasons for the sale of products to be sold. With the improvement of the requirements of power battery technology for new energy vehicles, such contradictions will become more apparent.

The car battery snapped up power battery also exposed the current imperfect supply chain of new energy auto core components. Yun Xudong, the person in charge of Yundu Automobile, has publicly stated that a qualified supplier of complete vehicle enterprises must first ensure the stable supply of quality and quantity, and for the current power battery, the guarantee is a big problem. He admits that if there is a suitable battery supplier, Cloud will even adopt a cooperative mode of cash purchase. Battery China Network believes that the cause of this dilemma for car companies is due to the fact that the current domestic high-end power battery production is less, on the other hand, because the current car companies and battery companies have not established a close alliance.

At present, domestic car companies are accustomed to shifting cost pressures to battery companies. Under such circumstances, it is easy to cause “price wars” between battery companies. However, in the case of tight supply of power battery products, it is also very easy to appear. The power battery is "the price is high", and this supply chain that is maintained by interest is extremely fragile. Professor Chen Quanshi, director of the Automotive Research Institute of Tsinghua University, once pointed out that the industrial chain of new energy vehicles is very long. Only the parts and components enterprises and the whole vehicle enterprises are closely integrated, and the development and cooperation can be coordinated and coordinated to complete the car. Building a highly tight supply chain system is the top priority of the current development of new energy vehicles.

Battery China Network believes that the current new energy vehicle supporting enterprises, including power batteries, are subject to pressure from both upstream and downstream in the upstream and downstream combination of the industrial chain, which is very unfavorable for the overall development of the industry. The development of the domestic new energy automobile industry should implement the three spirits of “coordinating the whole industry chain, coordinating the overall planning of the industry, and coordinating development and security”, so that the power battery companies, new energy automobile enterprises and upstream materials enterprises form a close supply alliance. Beware of the staged overcapacity and structural overcapacity in the new energy vehicle industry. While adjusting the production structure of enterprises, it is essential to establish a sense of synergy and develop a strong industrial alliance.

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