Power battery strategy, fast and slow charge technology and drive together?

With the disclosure of the company's annual report on lithium batteries and related industry chains in 2016, the results of the companies have been outstanding last year. China is already the world's largest consumer of new energy vehicles. In the future, will lithium battery technology prefer fast charging or slow charging? Will there be safety hazards and short lifespan in fast charging? This has been controversial in the market. With the advancement of technology and in-depth research on lithium battery materials, the problems that have been encountered in fast charge technology may be solved one by one.

Last year's performance increased

According to media reports, lithium battery materials listed companies have good profits in the Tianqi Lithium Industry, Luoyang Molybdenum Industry, Zhangzhou Pearl, Polyfluoride, Shanshan shares. In addition, the revenue and growth of Hong Kong stock battery companies are also remarkable. For example, Tianneng Power's electric vehicle battery business achieved revenue of 1.928 billion yuan, up 10.17% year-on-year, accounting for 8.98% of sales.

According to the finishing of the high-tech lithium battery and Founder Securities Research Institute, the major companies of China's power battery also show the pattern of large companies and medium-sized enterprises going hand in hand.

BYD, CATL, Waterma, Guoxuan Hi-Tech, Lishen, Weihong Power, Coslight Group and other companies are constantly expanding their sales and market share. The 2016 data has not yet been fully calculated, and the 2015 data shows that CATL is close to BYD (23.2% market share), with shipments of 2.43Gwh and a market share of 15.3%. The other major companies are also getting orders quickly.

However, one problem that cannot be ignored is that new energy subsidies are “regressing”. Song Han, vice president of Weihong Power Market, said in an interview with the First Financial News that the reduction of subsidies has indeed brought some pressure on enterprises in the entire industrial chain when the new energy vehicle industry has not fully realized marketization. We should also see that the state's support for the new energy automobile industry has not changed. In addition, when the policy-driven transition to the market-driven transition is also beneficial, it will also help to eliminate local protection and avoid the emergence of bad money to drive out good money."

With the reduction of subsidies, the pressure from the market level will be transmitted to the power battery companies accordingly. The market is more sensitive to the price of power batteries, and there is a clear downward adjustment demand. “In order to better adapt to the requirements of the market, we control product costs through product technology upgrades, optimized production management, optimized supply chain, and expansion of large-scale production to provide customers with more competitive products. Recently we have also launched The third phase of the construction project." Song Han said.

Xu Heyi, chairman of Beijing Automotive Group Co., Ltd., also told the media that although the industry is worried that new energy subsidies will have an impact on the market, such concerns are not necessary because of the cost of batteries as the domestic battery technology advances and the scale of production expands. And prices are also falling rapidly.

“Only when the cost of the battery crosses the threshold of US$200 per kWh, the electric car can usher in rapid development. At present, this goal is gradually becoming a reality in China.” He told the media that the annual cost of China’s battery is reduced by 15%. ~20%, when the domestic electric car just started, the battery price is more than 4,000 yuan per kWh, but now it is 1,500 yuan to 2,000 yuan. He predicted that it is very likely to break through the 1,000 yuan mark. In the future, the competitiveness of China's pure electric vehicles will increase substantially.

Fast charge and slow charge, who is better?

In 2016, the built capacity of China's power lithium battery has exceeded 100GWh, of which the ternary capacity is about 39%. Huatai Securities predicts that in the next 2020, the total demand for lithium batteries in China will reach 84GWh, and the demand for ternary energy may be 65GWh.

From the end of 2016 to March 2017, this round of expansion continues.

Last December, the day to power in Changxing, Zhejiang new 3GWh new energy vehicle power (energy storage) lithium battery factory started production in the future will have 5.5GWh capacity. On February 13, 2017, Hunan Waterma New Energy Co., Ltd. also said that the product of 55,000 square meters of factory buildings and 600,000 Nissan power battery cells will soon be off the assembly line. On March 9, the first phase production line of the 6GWh project of the ternary power lithium-ion battery of the lion technology was also announced.

The surge in sales of new energy vehicles is also the driving force behind the increase in production capacity and revenue.

According to statistics from the China Automobile Association, in 2014, the sales volume of new energy vehicles in China was 74,800 units, a year-on-year increase of 324%. In 2015, the sales volume of this product was 331,100 units, a year-on-year increase of 343%. In 2016, the annual sales of new energy vehicles exceeded 500,000 units, a year-on-year increase of 53%. It also surpassed the United States and became the world's largest consumer of new energy vehicles. Such a big step forward naturally promoted the expansion of lithium batteries.

In this industry, although there are many technical routes, they can be roughly divided into fast charging and slow charging. The representative company of fast charge is Weihong Power, and the slow charge is mainly BYD, CATL, etc. (of course, BYD and CATL also have their own fast charge products). The penetration of fast charging technology is mainly due to the increased demand of domestic bus customers.

"To truly realize the market-oriented promotion of new energy vehicles, and to make consumers more comfortable and convenient to use new energy vehicles, it is an inevitable trend to develop battery technology with high safety, fast charge and long life. First of all, safety is something we need to consider. Secondly, the battery needs to have fast charging capability to meet the mobility needs of consumers. The long life (ie, the synchronous life of the car) is the basic principle of car design, which also ensures the flow of used vehicles becomes possible. Said.

While Weihong Power has adhered to the above ideas, it has developed several generations of battery products. As the first company to realize the industrialization of lithium titanate technology in China, the company is in the forefront of the world of lithium titanate battery technology, and has also launched a series of fast-charge battery products.

In fact, the future technical route of new energy lithium batteries depends on the requirements of automotive customers. From the layout of existing new energy vehicles, passenger car sales are undoubtedly the largest, accounting for more than 50%. Secondly, the passenger car has a proportion of more than 30%, while the special car is only 13%. Although passenger cars are complicated in terms of driving distance, charging and replacing, and can be adapted to fast and slow charging, it is likely to be later than the public transportation system in terms of speed and quantity of replacement, so the fast charging market is not lagging behind. Charge. It is conceivable that the development of both fast charging and slow charging technologies will go hand in hand.

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