Power battery competes for BYD ATL to take the lead in material enterprises
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New energy vehicles, especially the sales of civilian vehicles, have brought infinite vitality to the boring power battery industry for many years. In the face of the arrival of new energy vehicles in the first year, the power battery industry has begun a new round of expansion.
Sales blowout brings expansion
According to the latest data from the China Association of Automobile Manufacturers on the 25th, from January to July, automobile production and sales increased by 9.48% and 8.15% respectively. However, new energy vehicles are a unique show. In July, 5,799 new energy vehicles were produced, a ten-fold increase over the same period last year. From January to July, the production of new energy vehicles increased by 280% year-on-year. Among them, the output of pure electric passenger vehicles increased nearly 7 times year-on-year, and the output of plug-in hybrid passenger vehicles increased nearly 10 times.
Since the beginning of 2010, the development of new energy vehicles has been heard, but the market, especially the private car market, has not started. The power battery companies that have expanded their production in the early stage have suffered from the pressure of falling prices and operating rates of only 30%.
The situation suddenly reversed this year. Since 2014, the development of China's new energy vehicles has ushered in many positives. The proportion of purchase subsidies has risen, tax exemption for purchases, and procurement of official vehicles. In May and June, sales of new energy vehicles have emerged. "2014 will become the first year of China's new energy vehicle consumption", which has become the consensus within the industry.
Suddenly, the recovery of the new energy automobile industry chain has rapidly increased. For example, the output of power batteries for electric vehicles has increased significantly. The output in the first half of 2014 was 804 million watt-hours, exceeding the 360-watt-hour in 2013.
At the same time, car companies and power battery companies quickly became involved in the expansion of production. Equipment companies are most sensitive to this. International Battery Industry Exhibition Exhibitor Wei Wei Trading Shanghai Co., Ltd. mainly supplies supporting parts for lithium battery equipment manufacturers. The company's manager Liu Hao told reporters that the company had already filled orders for the third quarter in the second quarter.
High-tech lithium battery is expected to meet the demand for lithium-ion equipment in the second half of this year, which is nearly 2 billion yuan, an increase of 70.5% from July to December 2013.
A few companies take the lead
At present, in the lithium battery industry, the proportion of lithium batteries in the fields of consumer electronics, power batteries and energy storage batteries is 87%, 10% and 3% respectively. The consumer blowout is only a power battery. Competitive power batteries are only a few companies such as BYD, ATL and Lishen.
In addition, this round of new energy vehicle business opportunities is only controlled by a few leading car companies in the segment. According to industry insiders, the sales of new energy vehicles are mainly concentrated in BYD, BAIC, Chery and Jianghuai, among which BYD is particularly prominent.
According to Wang Chuanfu, chairman of BYD, BYD's new energy vehicles accounted for 37% of the domestic market in the first half of the year, with the plug-in hybrid vehicle market accounting for more than 60%. “The sales in the first half of the year have exceeded last year.â€
According to industry insiders, power battery companies entering BYD's new energy vehicle supply chain benefited, including Zhangzhou Pearl, Barrett, and Songzhi.
More power battery companies are still having a hard time. According to the data, due to large production capacity, fierce competition, and accelerated technological progress, the average price of lithium battery cathode materials showed a slight decline in the first half of this year; the price of anode materials decreased by about 10% year-on-year; the price of separators decreased by 20%;
Li Huanta, a lithium battery analyst, believes that the power battery industry will be seriously divided in the future, and small and medium-sized materials companies will feel very painful. In the first half of 2014, some companies have closed down.
Interpretation of Tesla Technology and Value: Lithium Battery
The author will interpret Tesla's technology and business from the perspectives of the history of electric vehicles, Tesla's story, Tesla's valuation, lithium battery and charging infrastructure issues, the environment and the future. value. The length is a little longer, and the chapters are divided into two parts.
introduction
This is a company with a unique business, which is another company that produces the most widely used products. The company was born 10 years ago, burned more than 1 billion dollars, has been a huge loss in history, until the last quarter began to make a slight profit, but the company's market value has exceeded 10 billion dollars. This is not an Internet company. It is a Tesla Motor Company that produces electric vehicles.
History of electric vehicles
Little known is that electric vehicles are not a new thing. Accurately, electric cars are born much earlier than internal combustion vehicles. The first recognized internal combustion vehicle in history was developed by German engineer Carl Benz in 1885. Heim invented. The electric car was born between 1832 and 1839, when the Scottish man Robert Anderson invented a car that used a disposable battery. In 1888, the two entered the commercialization process almost simultaneously, and the first war of electric and internal combustion vehicles began.
During the period of the late 1890s and early 20th century, although the highest speed was slower, the electric vehicle had a lot of congenital advantages, such as no shifting, direct start, and so on. The New York Times in 1911 wrote: "Electric vehicles are undoubtedly more ideal vehicles than fuel-fired internal combustion vehicles. They are clean and quiet, and the key is to save a lot of money."
In 1912, electric cars sold for $1750 (roughly equivalent to the current $42,000), while internal combustion vehicles cost less than half of the $650 (about $15,000 today), but at the time gasoline was quite expensive and the total cost of ownership was not much different. Therefore, despite the relatively high price of electric vehicles, the sales of electric vehicles reached its peak in 1912. In the United States, the number of electric vehicles in the United States and Europe was about 50,000, accounting for 40% of the total number of cars, while the number of internal combustion vehicles was less than 22. % market share. (The rest is a steam-driven vehicle). In the 1920s, with the discovery of oil all over the world, the price of gasoline quickly fell to affordable levels, and new roads, gas stations and other infrastructures have sprung up. The advantages of the internal combustion engine running faster and further have attracted the attention of the public. The invention of the spark plug and silencer also makes the internal combustion vehicle driving easier and more comfortable. The heyday of electric vehicles has passed, and after another decade, the electric vehicle industry in the world has virtually disappeared.
After a long period of nearly a century, due to the oil crisis and pollution problems, some electric vehicles were born, but the new practical electric car products are still the morning star. The only products worth mentioning are the lunar rover used for the moon. The remaining commercial electric vehicles have no way to deal with the insufficiency of endurance and high price. No one has the ability to challenge the status of internal combustion vehicles. This situation continued until the 1990s.
After a century of development, the electric motor has a greater comparative advantage than the internal combustion engine. The electric motor-driven car has more powerful power output and higher energy efficiency under the same power. It can be said that it is very suitable for frequent city start and stop. Working condition. In addition, the electric vehicle has a simple structure, and does not require a gearbox, a transmission system, a clutch, or an oil in the conventional sense, so that the failure rate is low and the cost of maintenance and repair is greatly reduced. However, the revival process from 1990 to the present, although almost every car manufacturer has introduced some electric car models, but from the GM EV1 to the Nissan Leaf, so far no car has been recognized by the mainstream mass market, the reason is that there are two One factor dragged the hind legs of electric car development: battery and charging infrastructure.
Battery and charging infrastructure issues
In 1912, the electric vehicles that used lead-acid batteries were only able to drive for 30-50 kilometers. The shortcomings of insufficient endurance now have a very specific term called mileage anxiety. In fact, internal combustion vehicles cannot completely avoid mileage anxiety. When the oil lamp in your car lights up and you can't find a gas station near 60 kilometers, you can feel this state of mind. But after a hundred years of development, the fueling infrastructure has been perfected in most areas.
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