Power lithium battery is facing a turning point -Lithium - Ion Battery Equipment
The direct consequence of the surge in investment is the "Great Leap Forward" in the production of power lithium batteries in 2016. The balance between the supply and demand of lithium-ion power lithium batteries will be broken, and the industry is facing a key turning point.
In 2016, the production and sales of new energy vehicles in my country continued to increase rapidly. Electric vehicles from January to March [: Unless otherwise specified, the electric vehicles mentioned in this article include pure electric vehicles and plug-in hybrid vehicles. ] 62,663 units were produced and 58,125 units were sold, up 1.1 times and 1.0 times year-on-year respectively. According to the estimates of the Ministry of Industry and Information Technology, my country's electric vehicle production is expected to reach nearly 800,000 in 2016, doubling year-on-year.(Lithium - Ion Battery Equipment)
The popularity of the electric vehicle market has led to the same enthusiasm for investment in the lithium-ion battery industry as it was in 2015. Especially in the lithium-ion power lithium battery, the domestic planned investment in 2015 is nearly 100 billion yuan. Although the first quarter was the Spring Festival holiday, the new investment plan amounted to 7 billion yuan, and a large amount of power lithium battery investment is still in progress.
The direct consequence of this blowout investment is the "Great Leap Forward" in the production of power lithium batteries in 2016. The balance between the supply and demand of lithium-ion power lithium batteries will be broken, and the industry is facing a key turning point. .
Oversupply is a foregone conclusion
After years of investment and waiting, domestic power lithium battery companies finally ushered in the spring of industry development. With the strong rise in market demand and the influx of a large amount of social capital, the company's production planning began a "great leap forward".
There is no doubt that BYD is the double champion of the domestic power lithium battery industry and the new energy vehicle industry, and a well-deserved leader. In the field of power lithium batteries, BYD's production plan is the most aggressive, and will reach 10GWh by the end of 2015, and 6GWh may be added in 2016.
In addition to meeting its own needs, BYD has continuously released signals to external customers that when production is abundant, it will supply power lithium batteries to external customers. Another important information is that after years of "advocating" iron-lithium-ion batteries, BYD began to test the water ternary power lithium battery.
The second-ranked Times New Energy Technology Co., Ltd. (CATL), relying on the strong technical advantages and brand value accumulated by ATL in the field of 3C batteries, has also made remarkable achievements in the field of power lithium batteries in recent years.
In the field of commercial vehicles, CATL's power lithium battery has been highly recognized by Yutong, and has carried out extensive cooperation with BMW, BAIC, Geely and other companies. CATL will continue to make efforts in the field of ternary power lithium batteries, representing the high technical level of domestic ternary power lithium batteries. CATL's Ningde and Qinghai plants are expected to produce around 7GWh in 2016.
Guoxuan Hi-Tech is a power lithium battery company with rapid development in recent years, mainly lithium iron phosphate power lithium batteries for commercial vehicles. Important customers include Jianghuai, BAIC New Energy, SAIC, Ankai, King Long, Zhongtong, Sunwin and other companies.
From the perspective of its product types, after Guoxuan Hi-Tech's backdoor Dongyuan Electric was listed, it solved the source of development funds and made a large-scale layout in the upstream and downstream of the industrial chain, such as investing in the upstream cathode materials and electrolyte fields, investing in the establishment of factories, and establishing joint ventures with vehicle companies. and many more. It is estimated that the output of Guoxuan Hi-Tech Hefei, Kunshan, Nanjing, Qingdao and other factories will reach 6GWh in 2016.
In 2016, the production and sales of new energy vehicles in my country continued to increase rapidly. Electric vehicles from January to March [: Unless otherwise specified, the electric vehicles mentioned in this article include pure electric vehicles and plug-in hybrid vehicles. ] 62,663 units were produced and 58,125 units were sold, up 1.1 times and 1.0 times year-on-year respectively. According to the estimates of the Ministry of Industry and Information Technology, my country's electric vehicle production is expected to reach nearly 800,000 in 2016, doubling year-on-year.(Lithium - Ion Battery Equipment)
The popularity of the electric vehicle market has led to the same enthusiasm for investment in the lithium-ion battery industry as it was in 2015. Especially in the lithium-ion power lithium battery, the domestic planned investment in 2015 is nearly 100 billion yuan. Although the first quarter was the Spring Festival holiday, the new investment plan amounted to 7 billion yuan, and a large amount of power lithium battery investment is still in progress.
The direct consequence of this blowout investment is the "Great Leap Forward" in the production of power lithium batteries in 2016. The balance between the supply and demand of lithium-ion power lithium batteries will be broken, and the industry is facing a key turning point. .
Oversupply is a foregone conclusion
After years of investment and waiting, domestic power lithium battery companies finally ushered in the spring of industry development. With the strong rise in market demand and the influx of a large amount of social capital, the company's production planning began a "great leap forward".
There is no doubt that BYD is the double champion of the domestic power lithium battery industry and the new energy vehicle industry, and a well-deserved leader. In the field of power lithium batteries, BYD's production plan is the most aggressive, and will reach 10GWh by the end of 2015, and 6GWh may be added in 2016.
In addition to meeting its own needs, BYD has continuously released signals to external customers that when production is abundant, it will supply power lithium batteries to external customers. Another important information is that after years of "advocating" iron-lithium-ion batteries, BYD began to test the water ternary power lithium battery.
The second-ranked Times New Energy Technology Co., Ltd. (CATL), relying on the strong technical advantages and brand value accumulated by ATL in the field of 3C batteries, has also made remarkable achievements in the field of power lithium batteries in recent years.
In the field of commercial vehicles, CATL's power lithium battery has been highly recognized by Yutong, and has carried out extensive cooperation with BMW, BAIC, Geely and other companies. CATL will continue to make efforts in the field of ternary power lithium batteries, representing the high technical level of domestic ternary power lithium batteries. CATL's Ningde and Qinghai plants are expected to produce around 7GWh in 2016.
Guoxuan Hi-Tech is a power lithium battery company with rapid development in recent years, mainly lithium iron phosphate power lithium batteries for commercial vehicles. Important customers include Jianghuai, BAIC New Energy, SAIC, Ankai, King Long, Zhongtong, Sunwin and other companies.
From the perspective of its product types, after Guoxuan Hi-Tech's backdoor Dongyuan Electric was listed, it solved the source of development funds and made a large-scale layout in the upstream and downstream of the industrial chain, such as investing in the upstream cathode materials and electrolyte fields, investing in the establishment of factories, and establishing joint ventures with vehicle companies. and many more. It is estimated that the output of Guoxuan Hi-Tech Hefei, Kunshan, Nanjing, Qingdao and other factories will reach 6GWh in 2016.
