"Internal" power lithium battery
The media coverage appears to be lagging behind the battery companies' production expansion. While we are still discussing whether the global power lithium-ion battery production will be excessive in 2025, battery companies have already started a new round of production expansion. On December 8th, on the second battery day of Honeycomb Energy, the company, which was established less than four years ago, raised its target for the Nth time - challenging 600GWh of production and 450GWh of shipments in 2025. At the first Battery Day in 2020, it aimed to reach 40GWh of shipments in 2025.
Kamēr Honeycomb Energy gada laikā palielināja savu mērķi 10 reizes, no otras puses, 8. decembrī CATL parakstīja sadarbības un investīciju līgumu ar Sudžou pašvaldības valdību; 7. decembrī LG, kas ieņēma otro vietu pasaulē, New Energy arī paziņoja, ka plāno piesaistīt desmitiem miljardu dolāru, lai to pārdotu... Pateicoties jauniem enerģijas transportlīdzekļiem, jaudas litija{3}}jonu akumulatori ir kļuvuši viena no dzīvīgākajām trasēm šogad. Un tāpat kā visas potenciālās un konkurētspējīgās dziesmas, involūcija šajā nozarē ir neizbēgama.
Production planning, another round of "go ahead"
There are two "famous" rumors in the battery industry: one is that Xiaopeng Motors CEO He Xiaopeng stayed in the Ningde era for a week in order to get the battery; the other is that there are at least seven "bosses" of OEMs in Ningde every day. The times stand guard. Although both He Xiaopeng and CATL denied the rumors in the end, the lack of battery supply is evident. So this year's power lithium-ion battery industry has a clear trend - expanding production has become one of the main themes.
No statistikas datiem nav grūti atrast, ka no pirmā-līmeņa CATL un BYD līdz otrajam-līmeņa Guoxuan Hi-Tech, Zhongxinhang (Ķīnas aviācijas litijs), Honeycomb Energy, Yiwei Lithium Energy un pēc tam uz trešo-līmeni Funeng Technology, Ruipu Energy, Xinwangda u.c., visi galvenie jaudas litija-jonu akumulatoru ražotāji šogad ir sākuši ražošanas paplašināšanu. Pat neatkarīgi no pašreizējā mēroga gandrīz visi šogad ir izvirzījuši sev ambiciozu ražošanas mērķi līdz 2025. gadam:
In addition to Honeycomb Energy's announcement that it will challenge 600GWh of production in 2025 and ship 450GWh, some institutions have previously predicted that its output in 2025 will also be about 600GWh according to the production plan of CATL;
BYD rīcībā ir ziņas, ka tā ražošana 2025. gadā var sasniegt 430 GWh;
Guoxuan Hi{0}}Tech savā pusgada-pārskatā norādīja, ka 2025. gadā centīsies sasniegt 300 GWh ražošanas apjomu;
Stratēģijas paziņošanas sanāksmē China Innovation Airlines skaidri norādīja, ka plānotā jauda 2025. gadā sasniegs 500GWh;
Liu Jincheng, Yiwei Lithium Energy priekšsēdētājs, rupji paziņoja, ka mērķis 2025. gadā ir saražot 200 GWh enerģijas uzglabāšanas akumulatorus;
Ruipu Energy ražošanas plāns 2025.gadam ir 200GWh;
Ar Mercedes-Benz svētību Funeng Technology arī paziņoja, ka paredzams, ka tās ražošanas mērķis 2025. gadā pārsniegs 120 GWh;
...
Tādā veidā tieši šiem uzņēmumiem ražošanas plāns 2025.gadā jau ir tuvu 3000GWh.
Lielākā daļa pētniecības iestāžu prognozē, ka pieprasījums pēc jaudas litija{0}}jonu akumulatoriem 2025. gadā būs aptuveni 1 TWh. Citiem vārdiem sakot, ja pašreizējais ražošanas plāns tiks uzlabots, visas jaudas litija{3}}jonu akumulatoru ražošanas nozares pārprodukcija kļūs neizbēgama. Tomēr, ņemot vērā pieaugošo pieprasījumu pēc pakārtotajiem akumulatoriem, katrs uzņēmums tajā vairāk vēlas ticēt, ka tas var izmantot vēja priekšrocības. Runājot par to, vai viņi saskarsies ar pārmērīgu ražošanu, viņi visi izrādīja absolūtu pārliecību.
Previously, Liu Jincheng, chairman of Yiwei Lithium Energy, once said that in the face of this risk, the company must continuously improve the quality and performance of its products. And Liu Jingyu, chairman of China Innovation Airlines, said bluntly, "As long as the company's technology passes the test, there will be no excess production." When the entire industry is in a frenzy, the competitors in the industry will inevitably fall into a strategic position of either advancing or retreating. In the head company to expand production, others can only be coerced forward. Otherwise, there will only be an outcome of being eliminated.
The competition for raw materials is as "crazy" as the land
At the end of October this year, Australian miner Cattlin released a set of data. The average price of lithium concentrate, an important raw material for power lithium-ion batteries, reached 1,650/ton in the fourth quarter, up 112 percent from 779/ton in the third quarter. This has never been the case before. Along with the expansion of production, the "mine grabbing war" in the upstream of the power lithium-ion battery industry is also in full swing.
Take lithium ore as an example. Since this raw material is highly dependent on imports, domestic battery manufacturers have gone overseas to buy lithium mines overseas with banknotes. Among them, I have to mention the "Ning Lithium War" between the Ningde era and Ganfeng Lithium Industry. When it initially planned to acquire Canadian lithium company Millennium Lithium, Ganfeng Lithium expected the transaction to be worth no more than C353 million.
But who knows that in September, the Ningde era crossed the bar and raised the price to 376.8 million Canadian dollars. In the end, Ganfeng Lithium, which was unwilling to give up, had to raise the price again to about 500 million Canadian dollars. In this regard, some people in the industry once sighed, "Now grabbing upstream lithium resources is just as fierce and crazy as the previous soil auction market."
Litija karbonāta izejvielu cenu izmaiņas 2019.-2021
Lai iegūtu vairāk augšupējo resursu, šiem akumulatoru ražotājiem, kuri sākotnēji koncentrējās uz ražošanu, arī bija jāsāk apgūt kapitāla operācijas un jāizmanto kapitāls, lai ieguldītu rūpnieciskajā ķēdē, lai paplašinātu savu ietekmi šajā nozarē. Šī gada aprīlī Honeycomb Energy oficiāli nodibināja Honeycomb Capital, iztērējot 2 miljardus juaņu, lai izveidotu divus izaugsmes un inovācijas fondus, kā arī lai piedalītos un kontrolētu dažus piegādātājus.
Nejauši septembrī AVIC Lithium ieguldīja arī kapitālsabiedrībā Kaibo (Hainan) Private Equity Fund Management Co., Ltd. Līderis Ningde Times šogad ieguldīja un piedalījās 8 privātā kapitāla ieguldījumu fondu izveidē, ar vairāk vairāk nekā 40 ārvalstu investīcijas. Var teikt, ka jaudas litija-jonu akumulatoru ražotāju konkurence vairs neaprobežojas tikai ar tehnoloģijām un jaudu. Pat dominējošajiem uzņēmumiem ir jābūt lietpratējiem visos astoņos cīņas mākslas veidos visā uzņēmējdarbības jomā.
No nosaukumu piešķiršanas līdz masveida ražošanas laikam, tehniskajam maršrutam, visaptverošai involūcijai
Pat ja runa ir par akumulatoru nosaukumu nosaukšanu, tiem ir precīzi jāzina pareizais veids.
Before the emergence of BYD's blade battery, people's cognition of the category of power lithium-ion batteries mostly stayed on ternary lithium-ion batteries and lithium iron phosphate batteries. After BYD's blade battery became well-known with its technical strength and simple image, the naming of power lithium-ion batteries even began to be rolled out.
From the sodium-ion batteries of the Ningde era to the short-knife batteries of Honeycomb Energy, even car companies have come to join in the fun. GAC's magazine battery, Great Wall's Dayu battery, Lantu's amber battery, Zhiji's silicon-doped lithium-ion battery... Some of these are new names brought by new technologies, and some are trying to use simple and easy-to-remember names. To package and summarize your selling point, so that people can quickly remember.
As a result, today's power lithium-ion battery industry has become like the automotive industry. "A good name is not everything, but no good name is absolutely impossible." Even the involution of this marketing continues to who can mass-produce solid-state batteries first. In recent years, solid-state batteries have gradually been recognized as the next-generation battery technology solution that could disrupt the entire automotive industry. Therefore, in order to attract the attention of consumers, battery companies and car companies have recently begun to announce the mass production time of solid-state batteries to the outside world. And the first of them is Weilai.
Pagājušā gada beigās Weilai pasākumā NIODay paziņoja par 150 kWh cietvielu{1}}akumulatoru, norādot, ka ar cietvielu{2}}akumulatoru var sasniegt īpaši augstu enerģijas blīvumu — 360 Wh/kg. NIO ET7 sedans, kas aprīkots ar šo akumulatoru komplektu, spēs nobraukt vairāk nekā 1,000 kilometru, un produktu ir paredzēts piegādāt 2022. gada ceturtajā ceturksnī. Taču pēc šo ziņu izziņošanas tas piesaistīja daudz šaubu. Daudzi praktiķi teica, ka saskaņā ar pašreizējām tehnoloģijām cietvielu akumulatorus nevar{10}}ražot masveidā elektriskajiem transportlīdzekļiem.
Zeng Yuqun, Ningde Times priekšsēdētājs, pat atzina, ka 3–5 gadu laikā visi cietvielu{2}}akumulatori, ko var izmantot automašīnās, nebūs tikai -cietvielu-akumulatori. Vai Vejs Lai dabūs pļauku vai pierādīs sevi, un dod to laikam. Tomēr, lai uzlabotu savu jauno enerģijas modeļu konkurētspēju, daži vietējie un ārvalstu automašīnu uzņēmumi ne tikai sadarbojas ar akumulatoru piegādātājiem kopuzņēmumos, bet arī personīgi izstrādā savu akumulatoru tehnoloģiju un būvē savas akumulatoru rūpnīcas, kas ir stabila tendence. .
Earlier, Zeng Qinghong, chairman of GAC Group, once mentioned, "The global auto industry has already started the battle for battery talent, and GAC poached some core talents from LG, Samsung, and Japan's Yuasa five years ago. ". Through independent research and development in the past few years, GAC has indeed made good progress in super-speed batteries and sponge silicon anode sheet batteries.
Tomēr, lai arī daudzi automobiļu uzņēmumi pastāvīgi izaicina sarežģīto šķidro litija{0}}jonu akumulatoru tehnoloģiju, lai palielinātu darījumus nākotnē, daudzi automašīnu uzņēmumi arī izmanto dažādus akumulatoru ceļus. Ņemot par piemēru GAC Group, saskaņā ar Zeng Qinghong teikto, tie paātrinās ar ūdeņradi darbināmu litija akumulatoru{1}}un cietvielu{2}akumulatoru izstrādi.
rakstīt beigās
Not long ago, SNEResearch, a South Korean market research institution, announced the global power lithium-ion battery installed capacity rankings for October and January-October 2021. The data shows that in the ranking TOP10, Chinese companies occupy 6 seats. At the same time, CATL has a market share of 34.2 percent , which is far ahead of the three Korean giants LG New Energy, SK Innovation, Samsung SDI, and Japan's Panasonic.
However, in recent days, Ouyang Minggao, academician of the Chinese Academy of Sciences and vice chairman of the my country Electric Vehicle Hundred People's Association, said in an interview that although my country is currently in an absolute leading position in the supply of automotive power lithium-ion batteries, it is still in solid-state batteries. In the field, it will take at least five years for my country to catch up with Japan. For domestic battery companies, while competing with each other, don't forget to look up and look further ahead.
Dažas informācijas atsauces:
Voting China.com "Really The Most Inward Rolling Track in History, 350 Billion in Half a Year, 7 Bosses Are Rumored to "Squat and Take Goods""
Die Zeit "Fairy Fights! The Ningde era and Ganfeng Lithium rushed to buy lithium mines overseas, as crazy as the previous local auctions"
autocarweekly "The hardest part of making a battery is naming it"
Yicai "Car companies get together to bet on solid-state batteries, what are the chances of winning this technical route? express
