The 2020 Global Battery Annual Compound Growth Rate Of 67.9%

- Aug 07, 2017-

The development of new energy electric vehicle drive electric vehicle demand, after is given priority to with tesla's electric cars rise led to the international traditional car companies have come to join in the field of new energy vehicles, according to each vendor planning, global new energy automobile production in 2020 will reach 12 million, corresponding to dynamic global demand for 360 GWH batteries, compound annual growth rate of 67.9%.Under this background,Power batteryEnterprise expansion speed, structural overcapacity problem gradually revealed.In car companies for ratio can, under the condition of high consistency demand preference of the batteries, battery enterprises with technology, scale and capital advantages will be popular.In 2016, the sum of the TOP5 power battery enterprises in our country city share more than 68%, and 9% more than in 2015.

High energy density technical route to industry consensus, ternary lithium iron phosphate battery relay: high-speed development in recent years, the requirements of the range increase prompted companies from transformation ternary lithium iron phosphate batteries.According to calculation, three yuan battery future annual compound growth rate will reach 80%, and its usage in 2018 full beyond the lithium iron phosphate batteries.Compared with domestic leading enterprises, earlier CATL ternary layout, technology and market is a market leader.Byd HeGuoXuan tech center layout slightly behind, but at present have corresponding models to realize mass production.Panasonic, as the representative of the Japanese and Korean companies ternary 4-5 years, technology leading domestic enterprises are already in the NCA ternary material have more mature application.In the future, companies are in the direction of high nickel ternary make positive planning, and in the aspect of carbon anode, solid-state batteries to make the layout, in order to improve the energy density.

Layout of upstream and downstream industry chain extension, play a synergistic effect to increase competitiveness, current, power battery market competition is intense, close to the layout of a single battery business has not advantage.Integration of upstream and downstream resources, strengthen play a synergistic effect, has become the main direction of domestic power battery enterprises.But there are differences between different enterprises.Among them, the CATL focus on battery business itself, but by supporting domestic enterprises, and downstream automakers joint venture way binding interest,Byd's longest chain layout, from upstream of the lithium to car are in the middle of materials, layout, closed-loop supply system, closed fast development;Hin high-tech middle material layout in active, and has set up a business chain extends to auto after market, at the same time combining baic open car companies supply more.Different from domestic companies, panasonic binding tesla this big customer, at present the main focus on batteries, large-scale production to reduce costs.