Opportunities and challenges of future lithium battery technology -Lithium - Ion Battery Equipment
Opportunity 1: Low-carbon and environmental protection, the global wave of vehicle electrification is irreversible
Driven by factors such as low-carbon environmental protection, power safety, and industrial support, the global electric vehicle market has developed rapidly. As of the end of 2017, the market share exceeded 3.4 million vehicles, with a market share exceeding 1%, and the annual compound addition rate reached 58%. The electrification trend of automobiles is irreversible, and industrial forms are accelerating. By 2025, global sales of new powered vehicles are expected to exceed 18 million. Sales of new electric cars in my country will top 7 million.(Lithium - Ion Battery Equipment)
Opportunity 2: The policy continues to be clear, and the development of new energy vehicles is the only way for my country to transform from a big car country to a car power
The new electric car has been promoted as a national strategy; the dual integration of industrial policies will replace subsidies as the basis for occupational long-term executive management; by 2025, the proportion of new energy reserves will reach 20%.
Opportunity 3: Industry and value reorganization will give birth to new auto formats and large companies
Reconstruction of skills: key core skills will gradually expand from complete vehicles to key systems and components.
Service Reconstruction: From a product supplier to a product + service + travel plan provider, the user interface becomes crucial.
Value reconstruction: The core value point will be transferred from the whole vehicle to key systems, components, upstream and downstream.
Competition Reconstruction: Industry competition will evolve from product competition to industry channel competition. As of the end of 2017, there were 314 new energy vehicle companies nationwide, more than 200.
Response 1: Confidence in the use of new energy vehicles has affected the new energy vehicle mall
Concerns about battery technology, charging inconvenience, price and range remain important factors in choosing a new car for most consumers.
Response 2: The charging system cannot meet customer needs and the distribution is unbalanced
The construction of the fast charging system is not perfect, and its popularization is uneven; most of the urban residents in my country are apartments, and the ratio of parking space equipment in the community is lower than 1:1, and the old community lacks parking space equipment. The charging pile equipment has to be processed by the urban construction, electric power, property and other departments, and it is difficult to install it by yourself.
Battle 3: Business model innovation is emerging, but not yet mature
The new business model is still in the exploratory stage, and it will take a long time to practice. After all, it is necessary to find a sustainable profit model. It will cause certain interference to the company's operation in a short period of time; for example, the loss of online car rental category exceeds 3 years, and the loss of time-sharing leasing category exceeds 4 years.