subject: Competition In Battery Market [print this page] Resource constraints and the reduction in the double pressure driven, clean electric cars alternative fuel vehicle is the gradual development trend of automobile. States have introduced the current subsidy policy and long-term planning to support industry growth, industry growth, is expected to average 50%. New energy vehicles are still new in China, is currently in the embryonic stage from scratch, is expected to help accelerate Chinas policy in industry development and maturity.
New energy vehicles: a number of obstacles need to cross
Start the commercialization of electric vehicles, not only the product itself to overcome the technical and cost issues, also face constraints in many applications. As the electric car is a systematic project, involving the whole community and transport the energy re-optimization, including clean electricity, charging station construction, power grid construction, transportation mode changed, the use habits and many other factors. Therefore, the promotion of new energy vehicles, explosive growth is difficult to occur, but only may be rising in tandem with the gradual popularization of new energy power generation which is stimulated by the rapid expansion of subsidies is somewhat different. Subsidies for new energy car that is the attitude of the Governments support, but can not say conditions are ripe for industrialization.
Power battery: Domestic infancy
Battery electric vehicles as the core technology, currently can not meet the life, security and other goals of the requirements, which significantly limits the electric vehicle applications. Potential of the iron lithium battery so there is still a consistent, low temperature performance, high power and other issues, the actual performance from the theoretical value quite different. The development of domestic battery is in its infancy. Now have new energy vehicles involved in the field of research and development and supporting businesses are testing the waters phase, technical and technological capabilities in different ways, so the overall investment risk seems greater still.
Lithium battery materials will show a third of the world pattern, modified lithium manganese battery as the more mature material, will be a more promising ternary lithium iron phosphate material and three-legged race. China keen on lithium iron phosphate line, but the accumulation of patents and technology still lag behind America, and Japan, and Shi Ji yield not high, high-end power requirements Nenggoumanzu Tie Li Cai Liao still imported from abroad.
Cathode material: the value chain point
For the lithium-ion batteries(Compaq Laptop Battery) such as Compaq Armada M700 Battery, Compaq EVO N400c Battery, Compaq EVO N410c Battery, Compaq EVO N600C Battery, Compaq EVO N610C Battery, Compaq EVO N620C Battery, Compaq Presario 1200 Battery and Compaq Presario 1800 Battery, cathode materials are sharply higher, the cost of the high proportion (33%) of the core link. The lithium iron phosphate power battery and the other part of the same conventional lithium-ion batteries, cathode materials, technical barriers to higher gross profit margin so high-quality products more than 50%, much higher than 15% of lithium cobalt oxide and lithium manganese by 25%. Other motive power industrial chain links, the diaphragm can only produce a single layer of low-end domestic product, while the three membrane production technology and equipment to China in a lockdown; electrolyte lithium hexafluorophosphate of raw materials have not yet achieved large-scale localization, gross margins higher; single cells did not realize the scale of production, the current gross margin is also higher, but due to technical barriers are not high, is expected to be a gradual decline.
Overall, power battery industry chain link now to enjoy more high-margin, but can be the only long-term maintenance lithium iron phosphate cathode material, which determines the production difficulties in short supply situation will last 3 to 5 years. The consistency of the requirements for the next cell manufacturers and automobile manufacturers will tend to choose a large supplier of lithium iron materials market will show strong stronger situation. Technology or process is not dominant in the enterprise, will be squeezed to the outside of the low-end electric car market, and therefore can not share the industrys high growth.
Domestic manufacture of lithium iron phosphate involved in many enterprises, most of the lithium iron phosphate has not understanding, not enough technical accumulation and production experience. Currently has years of experience in the field of battery power far Jinrui scientific technology and Shanshangufen other companies on lithium iron phosphate taken a more cautious approach to R & D-based industrial projects without haste, and this implies the phosphate Lithium iron on the technical and technological difficulties and immaturity.
Multiple factors determine the power battery and electric car development is not just the cost of bottlenecks exist. Government subsidies and the promotion of accelerating industrial development will, where appropriate, but could not lead to explosive growth market, because this Fangmian of Shi Chang Mu Qian is rather small, could accommodate the company is limited, Competition will be exceedingly fierce Results Growing uncertainty great.
