Power battery surplus accelerates reshuffle, one third of companies are eliminated

The data shows that the capacity of China's power battery has exceeded 200GWh in 2017, but the overall capacity utilization rate is only 40%. The market polarization is very obvious, the supply of high-end high-quality capacity is insufficient, the low-end production capacity is insufficient, the production and operation are difficult, and the structure is presented. Sexual overcapacity.

At present, electric vehicles have become the strategic direction of the development of the global automotive industry. The progress of power batteries has made today's electric vehicles, and it also determines the pace of marketization of electric vehicles in the future. How to promote the coordination of power batteries and other links will directly affect the next development prospects of power batteries and even new energy vehicles. In order to promote the coordinated development of the industry, on June 27th, the “China (Qinghai) Lithium Industry and Power Battery International Summit Forum” hosted by the Qinghai Provincial People’s Government, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the China Electric Vehicle 100 People’s Association Heilongjiang City, Qinghai Province was held.

On behalf of the 100-member conference, Zhang Yongwei, Secretary-General and Chief Expert of China Electric Vehicles 100 People's Association, released the "Lithium Battery Industry Development White Paper (2018)". Chen Qingtai, chairman of the China Electric Vehicle Hundred People's Association, said at the meeting that the rapid progress of the power battery industry supports the overall performance and competitiveness of electric vehicles. Driven by the dual drive of policy and market, the new energy vehicle and power battery market are flying. At the same time, however, China's power battery market also has a phenomenon of tight supply and overcapacity. The data shows that the capacity of China's power battery has exceeded 200GWh in 2017, but the overall capacity utilization rate is only 40%. The market polarization is very obvious, the supply of high-end high-quality capacity is insufficient, the low-end production capacity is insufficient, the production and operation are difficult, and the structure is presented. Sexual overcapacity.

He pointed out that the global power battery market has been entrenched by several major companies. In 2017, the top ten companies accounted for 80% of the shipments. The market will further concentrate on the dominant enterprises. Small and low-level power battery companies will compete. Was eliminated. The data shows that China's power battery supporting enterprises have dropped from about 150 in 2015 to around 100 in 2017, and one-third of the companies have been eliminated.

In this regard, Huang Shilin, vice chairman of Ningde Times, also said: "The head effect of power battery companies has become very obvious. The market share of the top five power battery companies in 2017 is 61%, and by 2018 it has increased to 71%. From the previous two years, we and BYD's market share point of view, from 44% in 2017 to 63% in the first half of 2018, the situation in the second half is estimated to be much less than the first half, so the head effect is obvious ."

For the overcapacity of the power battery, he also pointed out that from 2013 to 2017, the overall planned production capacity reached 228GWh, but in 2017 only 37GWh was used, so on the whole, the power battery has already appeared as part of the structure at this stage. Sexual overcapacity, it is expected that overcapacity may continue until 2020.

In addition to excess power batteries, there is also a surplus of new energy vehicles.

Huang Shilin said that in the past few years, under the guidance of national policies and encouragement, China's new energy vehicles have achieved rapid development. From 22,000 in 2013 to 2017, the number of complete vehicles reached 818,000, of which the market is passenger cars. Mainly, it has increased by 58% compared with last year. The development is very fast. It is expected that the total vehicle loading in 2018 will exceed 1 million.

However, there have been many problems in this process. He also pointed out that the investment in the whole vehicle is still very hot. From the current point of view, the investment growth is also very fast, ranging from power batteries to complete vehicles. It is worth mentioning that the competition of power batteries has not only been limited to the domestic.

Chen Qingtai said that the global competition of power batteries is increasingly fierce, Chinese enterprises will gradually expand from the domestic market to the international market, and Japanese and Korean companies will further exert their efforts in the Chinese market. China will become the main battlefield for power battery competition, and European and American countries. Although enterprises have lost their position in this round of competition, they are already laying out the layout for the next stage of competition and are potential strong competitors.

Therefore, he stressed that battery technology is in the process of rapid development, and it has become a focus of the competitiveness of major countries. It is both full of opportunities and facing enormous challenges. The scale of production is only a shallow level of competition. The most important thing to continuously improve your competitive position is to master the core technology and have the ability to continuously create core technologies.