Power lithium battery cuts solar photovoltaic, LED

Power lithium battery cuts solar photovoltaic, LED

The direct consequences of blowout, the direct consequence is the “big leap forward” of the production of lithium battery production in 2016. The situation of lithium-ion power lithium battery supply and demand will be broken, and the industry faces the key node of turning. Time enters 2016, my country’s new energy automotive production and sales continues to rise, 1-March electric vehicle [: Except for special instructions, electric vehicles mentioned in this article include pure electric vehicles and plug-in hybrid vehicles.

] 62,663 production, sales of 5,8125, up 1.1 times and 1.0 times respectively.

According to the estimated Ministry of Industry and Information Technology, my country’s electric vehicle production is expected to reach nearly 800,000 units in 2016, a year-on-year increase.. The hot car market is hot, leading to the lithium-ion battery industry investment enthusiasm is not $ 2015.

Especially the lithium ion power lithium battery link, 2015 domestic planned investment is nearly 100 billion yuan. Despite the holiday in the Spring Festival in the first quarter, the amount of new investment plan reached 7 billion yuan, and a large amount of power lithium battery investment continued to progress..

This well-evolved investment, the direct consequence is the “big leap forward” of the production of lithium battery in 2016, the situation of lithium-ion dynamic lithium battery supply and demand will be broken, the industry faces the key node of turning. It is finally welcoming the spring of the industry after the investment and waiting for many years of investment and waiting..

With the strong rise in market demand, and the influx of social capital, the company’s production plan begins “big leap forward”. There is no doubt that BYD is a double champion in the domestic power lithium battery industry and the new energy vehicle industry, and the well-deserved leader. In the field of power lithium battery, BYD’s production plan is the most radical, and will reach 10GWH at the end of 2015, and 2016 may add 6GWH production.

. In addition to meeting its own needs, BYD will release signals to external customers when Yield is rich in production..

Another information worth paying is that after many years “advocating” iron lithium-ion battery, BYD starts test water three-yuan power lithium battery.. Rank Second Era New Energy Technology Co.

, Ltd. (CATL), relying on the powerful technical advantages and brand value accumulated by ATL in the 3C battery sector, in the past few years, it has also achieved remarkable achievements in the field of dynamic lithium batteries..

In the commercial vehicle field, CATL’s power lithium battery has been highly recognized by Yutong, and has launched a broad cooperation with BMW, Beiqi, Geely and other companies.. CATL will continue to force in the field of three-dimensional lithium battery, representing higher technical levels of domestic ternary dynamic lithium batteries.

. It is expected that CATL Ningde and Qinghai Plant will reach 7GWH in 2016..

Guoxuan’s high-tech is a rapidly developing dynamic lithium battery company in recent years. It is mainly based on the lithium iron battery of commercial vehicles. It is important customer to have Jianghuai, Beiqi new energy, SAIC, Ankai, Jinlong, Zhongtong, Shenwo Other companies.

From the type of product type, Kuixuan High-Tech is listed in Dongyuan Electric, solves the source of development funds, the upper and lower reaches of the industrial chain, such as entering the upstream positive material and electrolyte field investment construction plant, and the company joint venture etc. It is expected that Guoxuan Gaoke Hefei, Kunshan, Nanjing, Qingdao and other plants will reach 6GWH in 2016..

As the old-name lithium-ion battery company, Tianjin Lifan’s development pace is a bit unable to keep the rhythm of the market.. An important customer of Li Shen is Jianghuai, Geely, FAW, Dongfeng Auto, Nanjing Jinlong, Xiamen Jinlong, Zhongtong Bus, Tianjin Qingyuan, etc.

. Its product line is also relatively abundant, lithium iron phosphate and three yuan have layout, and the product has three types of hard shells, soft bags and cylinders..

It is expected that the four plants of Tianjin, Wuhan, Qingdao, and Suzhou will reach 5.5GWH in 2016..

After the acquisition of A123, there is no effectively integrated A123 technology, products and teams, and the development of the dynamic lithium battery is not warm.. Its products include lithium iron phosphate and three yuan.

Important customers have the SAIC Group, Chery Automobile, Guangqi Group, Nanjing Jinlong, Xiamen Jinlong, Yutong Bus, Shanghai Shenwo, South Cart Age, etc.. It is expected that the merger production of the 2016 and the A123 is around 4GWH.

. Micro-macro’s power is the sword, the typical is typical, and the lithium-based lithium battery technology has successfully opened the market..

Micro-macro’s power is a company that is less in the industry chain of positive and negative electrode materials, electrolytes, diaphragms, and power lithium batteries. It is important customer to have Beiqi Futian, Nanyi Age, Luzhou, Nanjing Jinlong, Xiamen Jinlong , Zhongtong Bus, Chongqing Hengtong, etc..

It is expected that its Huzhou plant is about 5GWH in 2016.. Back to the AVA Group’s China Aviation Lithium Lithium is a background and strong state-owned enterprise, specializing in the research and development and production of lithium-ion dynamic lithium batteries and BMS.

. Its important customers include Dongfeng Automobile, Henan Shaolin, Luzhou, Nanjing Jinlong, Sichuan Mustang, Zhongtong Bus, Chongqing Rui, etc..

It is expected that its Luoyang and Changzhou factory have yielded about 4GWH in 2016.. There are also Harbin Guangyu, Shenzhen Bick, Shandong Weiliang, Watma, Wulong Electric Motor (Medium Battar), Boston Battery and other large-scale power lithium battery companies, 2016 is not less than 15GWH Yield.

With Samsung SDI and LG Chemical in my country’s factory, its production will also be reflected in 2016.. Samsung SDI’s Xi’an Factory is available for 40,000 new energy vehicles.

LG chemistry can support 100,000 new energy-lithium battery requirements of 100,000 new energy vehicles. It is expected that the two companies have a total of power lithium battery production in 2016. Can reach 5GWH.

Based on the above data, the total output of the power lithium battery company in 2016 totaled about 61GWH, and also considers the production of multifluoro, Yawei lithium energy, and a large number of small and medium-sized lithium-ion battery companies and from other New production invested by companies entering from the industry, my country’s total production of lithium-ion power lithium battery will reach 90-100GWH in 2016. Calculated with 70% yield utilization, 2016 production will reach 63-70GWH. In 2015, my country’s electric vehicle production was nearly 380,000, and the demand for power lithium battery market was about 25GWH.

In 2016, the electric vehicle production was calculated according to 800,000, and the dynamic lithium battery market demand is around 50GWH.. Therefore, the 2016 movement lithium battery market has been made to become a foregone.

The big jump forward in the output of the front car, the power of the solar photovoltaic and LED industry is very likely to cause serious harm to the healthy and orderly development of my country’s lithium-ion battery industry. This is worth lithium-ion battery practitioners from my country’s solar photovoltaic industry and LED industry learn lessons. Since 2009, my country puts forward seven strategic emerging industries, and issued a “State Council for accelerating the decision of the strategic emerging industry”.

. Since then, my country’s solar photovoltaic industry and LED industry have begun all the way, and finally, due to different reasons, the market is not as expected, and the overcapacity crisis is highlighted..

In strict, my country’s solar photovoltaic industry’s production expansion should begin in 2008.. On the one hand, the international photovoltaic application market continues to expand.

Europe and the United States has risen to the demand for photovoltaic components; on the other hand, the production technology of photovoltaic products is increasingly maturing, high automation, and internationally do not implement equipment embargo on my country.. At the same time, my country’s export of photovoltaic components is given 17% of export tax rebates, and the result is that my country’s photovoltaic component company began to force.

In 2009, my country’s photovoltaic component production reached 4.4GW, first ranking first in the world; my country’s output exceeded 10GW, 50% of global accounts; 2011 my country’s component output reached 21GW, global accounting for 60%. Behind the high-speed rise of high-speed production is output.

According to statistics, in 2009, my country’s photovoltaic component production was approximately 8GW. By 2011, it exceeded 40GW, with an average annual increase of more than 120%..

However, after 2012, due to the implementation of “counter-subsidy and anti-dumping” survey on my country’s photovoltaic components (commonly known as “double anti-investigation”), my country’s photovoltaic assembly is important to the European and American markets (2011 European and American markets account for 90% of my country’s photovoltaic exports In 2011, 90% of my country’s photovoltaic production realized exports), plus the sharp decline in prices, making my country’s photovoltaic industry in an unprecedented dilemma: the industry has lost money, the leading company is bankrupt, the triangle debts are serious. Under the company’s appeal, in order to protect the healthy development of my country’s photovoltaic industry, the State Council introduced “Several Opinions on Promoting the Healthy Development of PV Industries in 2013” (Guofa [2013] No. 24), my country’s photovoltaic industry has got a breath Machine.

Under the driving of the rapid rise in the domestic photovoltaic application market, my country’s photovoltaic industry presents a warm situation. The situation in the LED industry is different from the photovoltaic industry..

With the support of national policy, from 2009, my country’s LED industry, especially sapphire substrates, LED packages and LED lighting products have begun to rise rapidly, which is of great benefit to the continuous maturity of production technology.. But in 2012, although my country’s LED lighting market is constantly rising, due to price reasons, the market about LED lighting products is still not high, far less than previous expectations, making my country’s LED industry in a trough, industry company universal loss.

However, with the decline in the price of LED products, the market share of LED products is constantly improving.. After entering 2013, the state has introduced the “State Council’s opinions on accelerating the development of energy-saving and environmental protection industries” (Guofa [2013] No.

30), speeding up the trace of traditional incandescent lamps, my country’s LED industry has begun to step into the rise stage. Learning lessons, lithium-electric monocramed locked the solar photovoltaic and the LED industry has the same reason, but similar places are: national support, market prospects are optimistic; low technology threshold, production equipment is easy to purchase; investment density Not high, the return period is short, etc..

Of course, there is different reasons why the solar photovoltaic and LED industry is different. Photovoltaic is a blockade of my country’s product to China, and the domestic market has not started; while LED is due to the fact that domestic market expansion is lower than expected..

Comparing the dynamic lithium battery and solar photovoltaic, the development track of the LED industry can find that the lithium-ion power lithium battery also has similar conditions, low technology threshold, not large investment density, and 5 million new energy vehicles in 2020 according to the country The target, the dynamic lithium battery market has clear space and visible, but also inspiring the enthusiasm of many companies, the official so-called “space is more and more enthusiastic.”. In fact, the national management department has realized that the lithium-ion power lithium battery industry is about to face, and it has introduced the “Normative Conditions of Lithium Ion Battery Industry”, attempting to eliminate some companies through scale, technology, etc.

, control new The company’s scale, promoting the continued healthy development of the industry. However, this means only by industry management and “normative conditions for lithium-ion battery industry” is far from enough, but also need the joint efforts of the whole society, the company’s family, absorb the solar photovoltaic and LED industry, reduce investment enthusiasm, control investment Size, so in order to prevent lithium ion power lithium batteries. First, to control the power of electric vehicles.

One flawing through the policy development application market is not solving a good party, the better the prospect, the higher the enthusiasm, but will make the excess trend intensify. In the past two years, my country’s photovoltaic application market continues to expand, while making the photovoltaic industry, the size of the investment has once again rapidly rising, and the structural output is not optimistic..

Therefore, the new energy vehicle promotes the rhythm to moderately, and the number of pursuit of pursuit will bring serious hidden dangers to the entire industry. It can be adjusted for 2020 new energy vehicle promotion objectives, and take more flexible and changeable subsidies, steadily promote the development of electric vehicle industry..

Second, increase the promotion efforts, improve the correct understanding of electric vehicles and power lithium-ion batteries, prevent the formation of a “power lithium battery future outlook unlimited” to reduce the probability of follow-up. The industry management department should promptly publish industry warning according to the development of industrial development, reducing investment enthusiasm, and suppress investment scale to a certain extent. Again, the local industry authorities should increase project review efforts.

In particular, in the situation of the dynamic lithium battery project, it is necessary to organize experts to comprehensively assess the risks of the power lithium-electric project, and some technical universities, the foundation is not solid, and the basic project is not particularly preliminary, canceled, and gradually control. Add production. Finally, the industry authorities should accelerate the implementation of lithium-ion battery standards and increase the development of the industry, from product quality, production scale, production utilization, production volume consumption, etc.

, gradually eliminate those backward production. , Effectively protect the healthy and orderly development of the dynamic lithium battery market. Only in this way, the lithium-ion battery will not take the back of the LED and the LED industry, and the reproduction of the overcapacity!.

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