"Internal" power lithium battery
The media coverage appears to be lagging behind the battery companies' production expansion. While we are still discussing whether the global power lithium-ion battery production will be excessive in 2025, battery companies have already started a new round of production expansion. On December 8th, on the second battery day of Honeycomb Energy, the company, which was established less than four years ago, raised its target for the Nth time - challenging 600GWh of production and 450GWh of shipments in 2025. At the first Battery Day in 2020, it aimed to reach 40GWh of shipments in 2025.
Filwaqt li Honeycomb Energy żiedet il-mira tagħha b'10 darbiet fi żmien sena, min-naħa l-oħra, fit-8 ta 'Diċembru, CATL iffirmat ftehim ta' kooperazzjoni u investiment mal-Gvern Muniċipali ta 'Suzhou; fis-7 ta 'Diċembru, LG, li kklassifikati fit-tieni post fid-dinja, Enerġija Ġdida ħabbret ukoll li qed tippjana li tiġbor għexieren ta' biljuni ta 'dollari biex issir pubblika... Misjuqa minn vetturi tal-enerġija ġodda, il-batteriji tal-litju-jone tal-enerġija saru saru waħda mill-aktar binarji vivaċi din is-sena. U bħall-binarji potenzjali u kompetittivi kollha, l-involuzzjoni hija inevitabbli f'din l-industrija.
Production planning, another round of "go ahead"
There are two "famous" rumors in the battery industry: one is that Xiaopeng Motors CEO He Xiaopeng stayed in the Ningde era for a week in order to get the battery; the other is that there are at least seven "bosses" of OEMs in Ningde every day. The times stand guard. Although both He Xiaopeng and CATL denied the rumors in the end, the lack of battery supply is evident. So this year's power lithium-ion battery industry has a clear trend - expanding production has become one of the main themes.
Mill-istatistika, mhuwiex diffiċli li ssib li mill-ewwel-saff CATL u BYD, għat-tieni-saff Guoxuan Hi-Tech, Zhongxinhang (China Aviation Lithium), Honeycomb Enerġija, Yiwei Lithium Energy, u mbagħad għat-tielet-saff Funeng Technology, Ruipu Energy, Xinwangda, eċċ., Il-manifatturi kollha tal-batteriji tal-litju tal-enerġija mainstream-jone bdew jespandu l-produzzjoni din is-sena. Anki irrispettivament mill-iskala attwali, kważi kollha stabbilixxew lilhom infushom mira ta' produzzjoni 2025 ambizzjuża din is-sena:
In addition to Honeycomb Energy's announcement that it will challenge 600GWh of production in 2025 and ship 450GWh, some institutions have previously predicted that its output in 2025 will also be about 600GWh according to the production plan of CATL;
BYD għandha aħbar li l-produzzjoni tagħha fl-2025 tista 'tilħaq 430GWh;
Guoxuan Hi-Tech iddikjarat fir-rapport semi-annwali tagħha li se tistinka biex tikseb skala ta' produzzjoni ta' 300GWh fl-2025;
Fil-laqgħa tat-tħabbir tal-istrateġija, China Innovation Airlines iddikjarat b'mod ċar li l-produzzjoni ppjanata fl-2025 se tilħaq 500GWh;
Liu Jincheng, president ta 'Yiwei Lithium Energy, iddikjara bla tlaqliq li l-għan fl-2025 huwa li jipproduċi 200GWh ta' batteriji tal-ħażna tal-enerġija;
Il-pjan ta 'produzzjoni ta' Ruipu Energy fl-2025 huwa 200GWh;
Bil-barka tal-Mercedes-Benz, Funeng Technology ħabbret ukoll li l-mira tal-produzzjoni tagħha fl-2025 hija mistennija li taqbeż il-120GWh;
...
B'dan il-mod, biss dawn il-kumpaniji, il-pjan ta 'produzzjoni fl-2025 huwa diġà qrib 3000GWh.
Fit-tbassir tal-biċċa l-kbira tal-istituzzjonijiet tar-riċerka, id-domanda għall-batteriji tal-litju-poter fl-2025 se tkun madwar 1TWh. Fi kliem ieħor, jekk il-pjan ta 'produzzjoni attwali huwa avvanzat, il-produzzjoni żejda tal-industrija kollha tal-batterija tal-litju -jone se ssir inevitabbli. Madankollu, fil-kuntest tad-domanda dejjem tikber għal batteriji downstream, kull kumpanija fiha hija aktar lesta li temmen li tista 'tieħu vantaġġ mir-riħ. Rigward jekk humiex se jiffaċċjaw produzzjoni żejda, kollha wrew fiduċja assoluta.
Previously, Liu Jincheng, chairman of Yiwei Lithium Energy, once said that in the face of this risk, the company must continuously improve the quality and performance of its products. And Liu Jingyu, chairman of China Innovation Airlines, said bluntly, "As long as the company's technology passes the test, there will be no excess production." When the entire industry is in a frenzy, the competitors in the industry will inevitably fall into a strategic position of either advancing or retreating. In the head company to expand production, others can only be coerced forward. Otherwise, there will only be an outcome of being eliminated.
The competition for raw materials is as "crazy" as the land
At the end of October this year, Australian miner Cattlin released a set of data. The average price of lithium concentrate, an important raw material for power lithium-ion batteries, reached 1,650/ton in the fourth quarter, up 112 percent from 779/ton in the third quarter. This has never been the case before. Along with the expansion of production, the "mine grabbing war" in the upstream of the power lithium-ion battery industry is also in full swing.
Take lithium ore as an example. Since this raw material is highly dependent on imports, domestic battery manufacturers have gone overseas to buy lithium mines overseas with banknotes. Among them, I have to mention the "Ning Lithium War" between the Ningde era and Ganfeng Lithium Industry. When it initially planned to acquire Canadian lithium company Millennium Lithium, Ganfeng Lithium expected the transaction to be worth no more than C353 million.
But who knows that in September, the Ningde era crossed the bar and raised the price to 376.8 million Canadian dollars. In the end, Ganfeng Lithium, which was unwilling to give up, had to raise the price again to about 500 million Canadian dollars. In this regard, some people in the industry once sighed, "Now grabbing upstream lithium resources is just as fierce and crazy as the previous soil auction market."
Bidliet fil-prezz tal-materja prima tal-karbonat tal-litju fl-2019-2021
Sabiex jiksbu aktar riżorsi upstream, dawn il-manifatturi tal-batteriji li oriġinarjament iffukaw fuq il-manifattura kellhom ukoll jibdew jitgħallmu operazzjonijiet kapitali u jużaw kapital biex jinvestu fil-katina industrijali biex jespandu l-vuċi tagħhom fl-industrija. F'April ta 'din is-sena, Honeycomb Energy stabbilixxiet uffiċjalment Honeycomb Capital, infiq 2 biljun wan biex twaqqaf żewġ fondi għat-tkabbir u l-innovazzjoni, u biex tipparteċipa fi u tikkontrolla xi fornituri.
B'kumbinazzjoni, f'Settembru, AVIC Lithium investa wkoll f'kumpanija ta 'kapital, Kaibo (Hainan) Private Equity Fund Management Co., Ltd Il-mexxej, Ningde Times, investa u pparteċipa fl-istabbiliment ta' 8 fondi ta 'investiment ta' ekwità privata din is-sena, b'aktar minn 40 investiment barrani. Jista 'jingħad li l-kompetizzjoni tal-manifatturi tal-batteriji tal-litju tal-qawwa-jone m'għadhiex limitata għat-teknoloġija u l-output. Anki l-kumpaniji dominanti għandhom ikunu profiċjenti fit-tmien tipi kollha ta 'arti marzjali fil-qasam tan-negozju kollu.
Mill-ismijiet għall-ħin tal-produzzjoni tal-massa, rotta teknika, involuzzjoni komprensiva
Anke meta jiġu biex jissemmew il-batteriji, iridu jkunu jafu eżattament il-mod it-tajjeb.
Before the emergence of BYD's blade battery, people's cognition of the category of power lithium-ion batteries mostly stayed on ternary lithium-ion batteries and lithium iron phosphate batteries. After BYD's blade battery became well-known with its technical strength and simple image, the naming of power lithium-ion batteries even began to be rolled out.
From the sodium-ion batteries of the Ningde era to the short-knife batteries of Honeycomb Energy, even car companies have come to join in the fun. GAC's magazine battery, Great Wall's Dayu battery, Lantu's amber battery, Zhiji's silicon-doped lithium-ion battery... Some of these are new names brought by new technologies, and some are trying to use simple and easy-to-remember names. To package and summarize your selling point, so that people can quickly remember.
As a result, today's power lithium-ion battery industry has become like the automotive industry. "A good name is not everything, but no good name is absolutely impossible." Even the involution of this marketing continues to who can mass-produce solid-state batteries first. In recent years, solid-state batteries have gradually been recognized as the next-generation battery technology solution that could disrupt the entire automotive industry. Therefore, in order to attract the attention of consumers, battery companies and car companies have recently begun to announce the mass production time of solid-state batteries to the outside world. And the first of them is Weilai.
Fl-aħħar tas-sena li għaddiet, Weilai ħabbar batterija ta' stat solidu-150kWh f'NIODay, u qalet li l-batterija tal-istat solidu-tista' tikseb densità ta' enerġija ultra-għolja ta' 360Wh/kg. Is-sedan NIO ET7 mgħammar b'dan il-pakkett ta' batteriji se jkollu medda ta' aktar minn 1,000 kilometru, u l-prodott huwa skedat li jitwassal fir-raba' kwart tal-2022. Iżda wara li tħabbret din l-aħbar, ġibed ħafna dubji. Ħafna prattikanti qalu li skont it-teknoloġija attwali, il-batteriji tal-istat solidu-ma jistgħux jiġu prodotti-massa għall-vetturi elettriċi.
Zeng Yuqun, chairman ta' Ningde Times, saħansitra ammetta li fi żmien 3 sa 5 snin, il-batteriji kollha ta' stat solidu-li jistgħu jintużaw fil-karozzi mhumiex batteriji ta' stat-solidu-kollha. Jekk Wei Lai se jiġi slapped fil-wiċċ jew se jipprova lilu nnifsu, u jagħtiha fil-ħin. Madankollu, sabiex tissaħħaħ il-kompetittività tal-mudelli tal-enerġija l-ġodda tagħhom, xi kumpaniji tal-karozzi domestiċi u barranin mhux biss jikkooperaw mal-fornituri tal-batteriji f'impriżi konġunti, iżda wkoll jiżviluppaw personalment it-teknoloġija tal-batteriji tagħhom stess u jibnu l-fabbriki tal-batteriji tagħhom stess, li hija tendenza soda. .
Earlier, Zeng Qinghong, chairman of GAC Group, once mentioned, "The global auto industry has already started the battle for battery talent, and GAC poached some core talents from LG, Samsung, and Japan's Yuasa five years ago. ". Through independent research and development in the past few years, GAC has indeed made good progress in super-speed batteries and sponge silicon anode sheet batteries.
Madankollu, filwaqt li kontinwament tisfida t-teknoloġija diffiċli tal-batteriji tal-litju likwidu-jone, sabiex jiżdiedu ċ-ċipep tan-negozjar futuri, ħafna kumpaniji tal-karozzi qed jadottaw ukoll mogħdijiet diversifikati tal-batteriji. Meta tieħu GAC Group bħala eżempju, skont Zeng Qinghong, se jaċċelleraw l-iżvilupp ta 'batteriji tal-litju li jaħdmu bl-idroġenu-u batteriji tal-istat solidu-.
ikteb fl-aħħar
Not long ago, SNEResearch, a South Korean market research institution, announced the global power lithium-ion battery installed capacity rankings for October and January-October 2021. The data shows that in the ranking TOP10, Chinese companies occupy 6 seats. At the same time, CATL has a market share of 34.2 percent , which is far ahead of the three Korean giants LG New Energy, SK Innovation, Samsung SDI, and Japan's Panasonic.
However, in recent days, Ouyang Minggao, academician of the Chinese Academy of Sciences and vice chairman of the my country Electric Vehicle Hundred People's Association, said in an interview that although my country is currently in an absolute leading position in the supply of automotive power lithium-ion batteries, it is still in solid-state batteries. In the field, it will take at least five years for my country to catch up with Japan. For domestic battery companies, while competing with each other, don't forget to look up and look further ahead.
Xi referenza ta' informazzjoni:
Voting China.com "Really The Most Inward Rolling Track in History, 350 Billion in Half a Year, 7 Bosses Are Rumored to "Squat and Take Goods""
Die Zeit "Fairy Fights! The Ningde era and Ganfeng Lithium rushed to buy lithium mines overseas, as crazy as the previous local auctions"
autocarweekly "The hardest part of making a battery is naming it"
Yicai "Car companies get together to bet on solid-state batteries, what are the chances of winning this technical route? express
