New energy vehicle sales have "five consecutive declines." At the same time, the power battery industry is also quite turbulent, with news such as bankruptcy, liquidation, and arrears being revealed. At the 7th China Battery New Energy Industry International Summit held a few days ago, Yu Qingjiao, Secretary General of Zhongguancun New Battery Technology Innovation Alliance and Battery "Davos" said that there are currently about 80 manufacturers in China ’s power battery industry, but The supporting scale is only about half, and the top 10 companies occupy more than 80% of the market share. Yuan Chengyin, general manager of the National New Energy Vehicle Technology Innovation Center, predicts that the power battery industry is undergoing a reshuffle and that no more than 10 or 15 companies will survive in the future.
Power battery industry is still transforming
It is an indisputable fact that China has become the world's largest new energy vehicle market. However, in the face of such a huge market, the top three battery companies at home and abroad in the past three years are Ningde Times, Panasonic and BYD. Sun Huanli, director of the Battery Research Institute of the FAW Group's New Energy Development Institute, said: "It's enough to see how fierce the competition facing lower-ranked companies."
Regarding the "cold winter" of the auto market that is currently going through, He Xiangming, principal of the Tsinghua University's lithium-ion battery laboratory, said: "The power battery industry has developed too fast in the past, and its development quality has also been worse. Since the second half of this year, the entire industry is in recession, and industry insiders even predict that next year may not be very optimistic. Therefore, for power battery companies, how to improve product competitiveness, price competitiveness, and brand advantages has become an issue that needs urgent consideration.
Yu Qingjiao said that in order to survive, some domestic power battery companies have returned to the 3C battery business or turned to the energy storage industry. Listed companies that have crossed borders have contracted their investments or directly returned to their main businesses.
Bloomberg, Investment Director of Beijing Automotive Group Industrial Investment Co., Ltd., told reporters: "Whether it is Tesla, foreign car companies, or Japanese and Korean battery companies, they will fully enter China. After years of cultivation in the Chinese market, they are gradually becoming a mature The market. Because of this, it will be a battleground for soldiers. "
"The industry chain involved in the research and development of power batteries is relatively long, and there is cross-disciplinarity. In the future, the competition in the power battery industry will be the competition of the entire industry chain." In response to this competitive situation, BYD's lithium battery business group in Shenzhen R & D Jiang Wenfeng, deputy director of the center, suggested: "The entire power battery market is slowly subdivided, and small and medium-sized enterprises can choose a suitable main market."
It is understood that the current low-end passenger cars and mid-range passenger cars mostly use lithium iron phosphate batteries, high-end cars mostly use ternary batteries. In the field of commercial vehicles, most will use lithium iron phosphate batteries. Therefore, some people in the industry said that small and medium-sized enterprises can explore some niche markets with relatively little competition and make small U-turns. Sometimes small companies have advantages in this area.
Battery research and development should be based on needs and usage scenarios
"Regardless of how the power battery industry changes, battery companies are positioned to produce valuable products," said Liang Rui, vice president of Xinwanda Electronics Co., Ltd., which is difficult to understand and easy to implement. Difficult. "Some industry sources have revealed that because of the high battery requirements of operating vehicles such as taxis and Internet-based taxis, many power battery companies are reluctant to supply batteries for taxis and Internet-based taxis. Sun Huanli said that from the perspective of the needs of vehicle manufacturers, the demand for batteries in vehicles with different usage scenarios, such as private cars, shared cars, taxis, and operating cars, is also different. For power battery companies, a battery pack method will not work. Therefore, from the demand side to the supply side, power battery companies should develop products according to different needs and usage scenarios.
At present, some companies have developed batteries with different performances according to different models. The person in charge of Wanxiang One Two Three Co., Ltd. said that pure electric vehicles care more about the cycle performance and fast charge performance of the battery. Therefore, the company fully considered the customer experience when developing this battery, which could achieve 80% of the full charge of the mainstream fast charging pile in 30 minutes, and verified the cycle performance. This can make the battery performance more grounded, suitable for vehicle applications. "
Regarding how to make vehicle companies and battery companies more tacit, Sun Huanli suggested that car companies should work closely with battery companies to have a deeper understanding of battery cells and conduct a more comprehensive evaluation; battery companies should study the corresponding Market demand and user demand, refined development of battery performance.