Who can win the "Battle for Hegemony" of power lithium batteries?
Od početka ove godine došlo je do konsenzusa u industriji novih automobila da su oni koji su nabavili akumulatore osvojili svijet. Kao jedna od ključnih komponenti novih energetskih vozila, energetske litijum{0}}ionske baterije postaju visoko mjesto u lancu nove energetske industrije.
At present, the global battery suppliers are concentrated in three countries: China, Japan and South Korea. my country's Ningde era, South Korea's LG, Samsung SDI, SK and Japan's Panasonic occupy a dominant position.
Konkurencija na tržištu električne energije
Za nova energetska vozila, baterija je srce. Danas je snažan razvoj industrije novih energetskih vozila postao globalni konsenzus. Stopa prodora novih energetskih vozila u Kini, Japanu i Južnoj Koreji u određenoj mjeri odražava obrazac potrošnje baterija u Kini, Japanu i Južnoj Koreji.
Prema podacima, u 2015, stopa prodora novih energetskih vozila u mojoj zemlji bila je 0,7 posto, u Južnoj Koreji 0,2 posto, a u Japan je bio 0,5 posto. 0,9 posto, na posljednjem mjestu.
The latest data from the China Automobile Association shows that in October, the penetration rate of my country's new energy vehicle market continued to maintain a historical high of 16.4 percent , and the penetration rate of the new energy passenger vehicle market reached 18.2 percent , gradually turning to market-driven.
Dana 17. novembra, Zheng Yun, stariji partner Rolanda Bergera i potpredsjednik Velike Kine, rekao je na Samitu automobilskih inovacija u mojoj zemlji 2021. da će sa trenutnom brzinom razvoja tržišta moja zemlja dostići stopu prodora novih energetskih vozila 2024. godine. Cilj od 20 posto trebao bi biti u stanju da dostigne 45 posto -50 posto u 2030. godini - premašujući nivo smjernica iz prethodnih industrijskih planova.
According to the consumer survey of Roland Berger's "Disruptive Data Detection in the Automotive Industry", the acceptance of new energy vehicles by consumers around the world continues to increase. Zheng Yun introduced that in addition to the Chinese market, there are also a large number of second-tier and third-tier national markets where the penetration rate of new energy vehicles is rising rapidly. Taking South Korea as an example, in January last year, consumers' willingness to purchase was about 55 percent . This year Climbed to 70 percent .
Električna vozila u Japanu su počela rano, ali njihov razvojni zamah je relativno ravan, a ozbiljno su ga potisnula hibridna električna vozila (HEV). Međutim, visoka cijena japanskih kompanija za litijum{0}}ionske baterije važan je razlog za pad konkurentnosti i tržišnog udjela japanskih kompanija, ali su tržišni kanali očigledno mnogo veći od onih u kineskim kompanijama.
Poput Japana, Južna Koreja je velika zemlja u automobilskoj industriji. Trenutno, iako Hyundai i Toyota imaju svoje platforme čisto električnih vozila, čisto električna vozila nisu najveći prodavači u svojim zemljama. Stopa penetracije čisto električnih vozila u mojoj zemlji također se brzo povećala u posljednje dvije godine, ali budući da je tržište u mojoj zemlji zaista preveliko, brzina promocije nije posebno brza.
Granica tehnologije
Snažna litijum{0}}jonska baterija je industrija{1}}vođena tehnologijom, a brzina tehnološkog ažuriranja i iteracije je vrlo velika, a snaga RD je izvor osnovne konkurentnosti.
In my country, in terms of structural innovation of power lithium-ion batteries, BYD invented the blade battery, and the Ningde era has CTP technology. The degree of advancement of these technologies will determine the cost of power lithium-ion batteries, thereby affecting the process of parity between electric vehicles and fuel vehicles. Now CATL is studying CTP's next-generation technology CTC, trying to integrate power lithium-ion battery cells, related components and chassis.
Globally, in addition to my country's Ningde era, the heavyweight "players" in the field of power lithium-ion batteries include South Korea's LG New Energy and Japan's Panasonic. Japan still has obvious advantages over my country and South Korea in core technology. In addition, Japan's lithium-ion batteries are also similar to South Korea's, and they are basically subsidiaries of Japanese electronics giants.
LG New Energy's power lithium-ion batteries are mainly soft packs, and Panasonic's are mainly cylindrical, and the early days are bound to Tesla. According to SNEResearch data, the world's top ten power lithium-ion battery companies account for more than 90 percent of the market share. In the past, these modules were separated and had to be produced and assembled separately. If this technology can be mass-produced, integrated products will further reduce the cost of batteries, and the industrial chain pattern of car manufacturing may also be restructured.
Bitka za kapitalno polje
The rapid rise of the Ningde era, known as my country's "King of Ning", is not only due to its leading technology and clear strategic direction, but also an important reason is that it began to invest in the upstream and downstream of the industrial chain very early. This makes its role in the industry not only a factory selling batteries, but also an important player in the automotive industry chain that cannot be avoided.
Od{0}}proizvodnje povezane s baterijama, preko OEM-a, do automobilskih{1}}čipova, šasija, autonomne vožnje i laserske tehnologije, do uzvodnih sirovina za baterije, do najuzvodnijeg rudnika litijuma, CATL ima raspored. Najvažniji način je investiranje.
In June of this year, South Korea's LG New Energy, the biggest competitor of the CATL, started the listing process and planned to raise more than 10 trillion won (about 57.3 billion yuan) in IPO, which is expected to set the record for the largest IPO in South Korea.
In July, the South Korean government announced an ambitious plan to spend 35 billion by 2030 on developing the country's electric vehicle battery industry to compete with already dominant Chinese and Japanese firms. In line with this strategy, South Korean battery giants LG New Energy, SK Innovation, and Samsung SDI announced plans to invest a total of 40 trillion won (about 224.7 billion yuan) by 2030.
Japan has been cultivating for many years in terms of electric-based hybrid technology and hydrogen fuel-powered lithium battery technology. Japan has also clearly put forward an electrification strategy - to achieve the popularization of electric vehicles by 2030, in fact, the market is still far from "real realization of the popularization of electric vehicles". If you want to achieve the goal, you have to "break the boat". However, the Japanese market is too small.
Ukratko, giganti baterija u raznim zemljama se takmiče u ubrzanju finansiranja i proširenju proizvodnje, a iza toga je sveobuhvatna konkurencija za novu energetsku industriju.
