Lithium electricity new energy industry fully reshuffles

"China's explosive growth in 2016, from less than 100,000 in 2015 to less than 50,000 in 2016, has begun to slow again this year. Why? In this process, a huge influx of capital, and now a lot of industry surplus, how to consider these issues next ?" Beijing University professor, lithium electricity "Davos" academic committee chairman Qi Lu said.

In 2017, top-level policies such as "tighter regulation of new energy licenses "," imminent implementation of double-point policies" and "banning the sale of fuel vehicles on the agenda" showed the country's firm determination to develop new energy; at the same time ," erratic policies "," rising prices of raw materials "," intensified mergers and acquisitions "," structural overcapacity "," the emergence of the embryonic form of the giant war "and so on also forced us to face the multiple risks hidden in the industry. Where to go in the new energy industry of lithium electricity ," quality intelligence, reconstruction pattern "has become the most urgent thinking of the current industry, and lead the direction of industry development.

As the world's second-largest economy, under the background of insufficient global economic growth power, new energy, new momentum is undoubtedly the new hope of China's economy. For domestic and foreign enterprises, China's lithium electricity new energy industry market growth space and development opportunities are undoubtedly ranked first in the world.

China market globalization, global market Sinicization. The global focus on the Chinese market, this year, the lithium electricity new energy industry in policy, resources, routes, products, technology, quality, security, capital, trends and other aspects, have undergone a series of changes. It can be predicted that the new energy industry of lithium electricity will usher in a new era of Chinese consumer market.

November 23-25, with the theme of "quality intelligence, reconstruction pattern" as the theme of the 5th China (Guangdong Shantou) lithium electricity new energy industry international summit forum (ABEC 2017, lithium electricity "Davos ") held in Shantou, Guangdong grandly.

At the forum, Yu Qingjiao, secretary-general of the organizing committee of Li-electricity Davos and secretary-general of Zhongguancun New Battery Technology Innovation Alliance, said the new energy policy will be more stable and pragmatic after the adjustment in 2017; at the same time, the role of market mechanism in the development of new energy vehicles, energy storage and other industries will also become increasingly apparent. Under the "market and policy" two-wheel drive, the implementation of the double-integral policy, the ban on the sale of fuel vehicles on the agenda, charging piles and power resources allocation and other infrastructure, power battery energy density and cost decline, energy storage industry ushered in a growing period. will greatly enhance the market competitiveness of the battery industry chain.

Yu Puritan predicted that in 2018 in the power battery field, the competition between leading enterprises will be more intense. In the subdivisions, the upward trend in the prices of raw materials, such as lithium, cobalt, nickel, aluminum foil and copper foil, will intensify the competition for resources; cathode materials will develop towards higher nickel diversity while also facing greater cost pressures; negative material market will be competitive over time with price wars or will continue; changes in battery material technology will continue to lead to slower growth in electrolyte sales; diaphragm industry will continue to face severe overcapacity at the low end, dry diaphragm prices will decline significantly and wet diaphragm release will be slow; The reshuffle speed of the BMS industry will also be further accelerated, third-party BMS and battery PACK enterprises will continue to be challenged living space; equipment enterprises also need to get out of the market scale, equipment performance instability, long payback period and other difficulties. And in the downstream new energy vehicles, energy storage market, with the big reversal of joint venture policy, independent brands will face the test of life and death. In this context ," quality intelligence, reconstruction pattern "will be in the future for a long time, will become the main theme of the development of lithium electricity new energy industry.

Air vent

During the 19th CPC National Congress, Miao Wei, Minister of Industry and Information Technology, once said that the implementation of the "made in China 2025" strategy in the past two years has played an important role in stabilizing industrial growth and accelerating the transformation and upgrading of manufacturing industry. Cui dongshu, secretary-general of the national passenger car market information association, believes that with the trend of the future stop-sale schedule of traditional fuel vehicles, the new energy trend is an extremely rapid acceleration state, which has a significant effect on the development of new energy.

As a high-end subdivision manufacturing industry with long-term high-speed growth of industrial added value, the Ministry of Industry and Information Technology attaches great importance to intelligent battery manufacturing. On October 16,2017, the Ministry of Industry and Information Technology announced the list of pilot demonstration projects for intelligent manufacturing in 2017. Among them, the pilot demonstration projects of intelligent manufacturing such as new energy automobile power battery, digital workshop of lithium titanate battery, lithium titanate material and other seven lithium battery industry chain enterprises, such as northern titanium, Foo energy technology, Miaosheng power, Yiwei power, Yinlong new energy, Bike battery and Qinghai era new energy, were shortlisted.

The pilot demonstration project focuses on five intelligent manufacturing models to encourage innovative applications of new technologies. Among them, the conditions of intelligent manufacturing mode elements include discrete intelligent manufacturing, process intelligent manufacturing, network collaborative manufacturing, large-scale personalized customization, remote operation and maintenance services, and the conditions of new technology innovation and application elements are mainly industrial Internet and artificial intelligence.

With the improvement of the demand for high performance, high quality and high cost performance power battery in the consumer market, improving the intelligent manufacturing level of power battery has become the key task of the development of power battery in China. Driven by the policy and market, the leading enterprises of power battery set off the trend of intelligent manufacturing.

As an established battery start-up enterprise, BYD has long insisted on using Internet information technology, intelligent advanced management methods to improve the manufacturing level, and its highly automated and large-scale battery factory has been widely recognized. At present, BYD is speeding up the pace of the field of intelligent layout of cars. Recently, BYD Group set up a separate automotive ecological research institute, intended to enhance the strategic level of intelligent layout.

Ningde era has more than 100 doctors at home and abroad, more than 1000 masters, more than 5% of the total annual investment in scientific and technological research and development, covering materials research and development, product research and development, engineering design, test analysis, intelligent manufacturing, information systems, project management and other fields. Safety, outstanding performance, long life, low cost and clean manufacturing are the five golden rules of intellectual creation in Ningde era.

Watma wisdom factory officially put into production in November 2016, Watma's new  power battery automation pack workshop, also known as Watma wisdom factory, integrates automation, information, intelligence in one, through cloud data processing to achieve the automatic operation of the machine with people, forming a comprehensive system of data, information, service, and officially put into production in mid-November.

Yiwei Li Neng put into production in June Lithium-ion power battery automatic production line, and revealed that the company "will be the world's most advanced complete sets of equipment, management to make power batteries. Through the high-end automation equipment control system intelligent manufacturing, including MES system, SAP system, review system, to ensure product quality consistency ."

"Starting in 2015, Bike Battery has begun to promote the upgrading of intelligent manufacturing, the construction of intelligent manufacturing system for power batteries, the realization of production process control platform, service, intelligence, and achieved certain results ." At the 5th lithium electricity "Davos" forum, teng xin, vice president and general manager of the 3rd C battery division, revealed that the intelligent manufacturing system based on the internet and big data, bick battery promotes the intelligence of power battery manufacturing, realizes the construction of intelligent factory, greatly reduces the cost and improves the economic benefit of the enterprise. At present, Bike Battery Shenzhen and Zhengzhou bases can achieve a daily production of up to 1 million power batteries, an average of 130 batteries per minute per production line, and each production line in the production process only 30 people.

Reconstruction of Quality Intelligence

With the increasing technology of power tram system, the cost is decreasing year by year, the related infrastructure is improving day by day, and the global trend of electric vehicle is irreversible

Looking at the current pattern of lithium battery industry, the situation of China, Japan and South Korea's three-power hegemony will continue for a long time to come. With the rise of the new energy automobile industry and the market, the lithium electricity industry has entered a new era of power battery consumption and personal consumption. There are two obvious changes in the market pattern of China's lithium battery industry in 2017: one is the intensification of competition among leading enterprises under the upsurge of investment expansion and merger and reorganization; the other is the power battery field, the application of ternary lithium battery market has increased greatly.

One of the co-organizers of the 5th lithium electricity "Davos" forum —— China Battery Network (micro number: mybattery) from the public company announcement and public reports, statistics of the expansion of lithium batteries and their upstream materials investment and mergers and acquisitions from the beginning of 2016 to the first half of 2017,123 of the 143 investment projects, including statistics, announced investment, totaling more than 23.07 billion yuan; of the 63 restructuring projects ,60 announced the transaction amount, totaling 13.06 billion yuan.

In this context, power battery leading enterprises to accelerate the expansion of production, intensified competition ," strong Hengqiang "increasingly prominent. —— BYD, the leading company in the industry with a market value of more than 100 billion yuan, has also begun to adjust its strategy to dismantle battery panels, market its business, and accelerate the layout of the international market to build the largest electric bus factory in the United States under its sole proprietorship; A small number of state-owned enterprises in the power battery sector, Lishen Battery, also set a "double billion" target in 2017—— with production capacity exceeding 10 billion and sales exceeding 10 billion, especially on November 14, Qin Xingcai was promoted to party secretary and chairman of the company's party committee to open an era of market decision-making and implementation efficiency; Bike Battery also announced in early November that it will invest 14.3 billion yuan in the construction of Bike Industrial Park in Jining Economic District, Shandong Province.

According to the secretary-general of the academic council for lithium-ion "davos ", the total number of lithium-ion batteries installed in the first 10 months of this year was 18.1 GWh, an increase of 31.43 percent over the same period last year, A total of 76 battery manufacturers formed an effective supply, three more than in the previous nine months, and the number is expected to be around 80 for the whole year. "Last year there were 109, which means about 30 battery plants could close this year and the industry shuffle has been fully opened ."

In addition, the application of ternary lithium battery in power battery has become mainstream this year. Ningde era, BYD, Guoxuan Hi-tech and other large lithium iron phosphate battery enterprises have begun to increase ternary lithium battery capacity. BYD said publicly that all its PHEV passenger cars are now using ternary batteries, and in the future the company plans to gradually use ternary batteries in passenger cars, including PHEV and EV models. Of the total lithium electricity installed in 18.1 GWh in the first 10 months, ternary/manganese batteries accounted for 55.03 percent of the total lithium electricity installed GWh 9.96, up from 54.49 percent in the GWh the previous 9 months, with less than 0.9 GWh. for lithium manganese oxide batteries Lithium iron phosphate batteries accounted for 43.51 percent GWh 7.88, down from 44.27 percent in the previous nine months.

And in our country is vigorously developing new energy, the development of energy storage has become a concern of the industry.

Xie li, ph.d. in economics at Hunan University, believes that new energy has one of the biggest features, it is clean. But there are also disadvantages, mainly reflected in instability. Through the development of energy storage technology, it can deal with the instability of new energy generation, realize the allocation and complementarity between multiple energies, improve the coordination and utilization of energy, enhance the stability and reliability of energy systems, and reduce the environmental pollution caused by energy consumption.

Energy storage price formation mechanism is the key, price policy is the government development of new energy commonly used and the main means of protection, but absolutely not a single. We should adopt the coordination and collocation of various policies, such as finance, finance, taxation, land and so on, so as to promote the energy storage to form the self-generating ability. To formulate differentiated and phased protection policies according to local conditions and time and time. With the development of energy storage market to a certain extent, the government should pay more attention to the establishment and improvement of competition rules in the energy storage market.

It can be predicted that in the market into a new consumption era, lithium electricity's new energy industry will usher in a new round of deep reshuffle.

Yu Qingjiao believes that in 2018 in the power battery field, the competition between leading enterprises will be more intense. In the subdivision area, the rising trend of raw material prices such as lithium, cobalt, nickel, aluminum foil and copper foil will aggravate the competition for resources.