بازار باتری های لیتیومی قدرت به تدریج وارد دوره ای از تغییر سریع شده است
Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, said that my country's power battery industry has entered a period of rapid reshuffle. From 2015 to 2017, the number of power battery supporting enterprises has dropped from 150 to about 100, and this process will be further accelerated in the future. .
در سالهای اخیر، از آنجایی که توسعه صنعت خودروهای انرژی جدید وارد خط سریع شده است، صنعت باتریهای نیرو به عنوان جزء اصلی آن نیز دورهای از توسعه سریع را آغاز کرده است. طبق آخرین اطلاعات منتشر شده توسط انجمن خودروسازان چین، در سال 2017، تولید و فروش خودروهای انرژی نو در کشور من از اهداف مورد انتظار فراتر رفت و 794،{2}} و 777،000 خودرو تکمیل شد. به ترتیب، افزایش 53.8 درصدی و 53.3 درصدی-در{10}}سال نسبت به سال قبل. طبق دادههای موسسه تحقیقات اقتصادی Ivey، کاهش هزینههای باتری و افزایش مورد نیاز محدوده کروز منجر به افزایش میانگین سالانه بیش از 10 درصد در ظرفیت نصب شده باتریهای تک خودرو میشود.
According to relevant estimates, the total installed capacity of power batteries in my country in 2017 was about 36 GWh, an increase of more than 20 percent , and it is expected to exceed the 50 GWh mark in 2018. By 2022, my country's demand for power batteries will reach 210.3 GWh. Among them, passenger cars will become the absolute main application market for power batteries. By 2022, the demand for passenger car batteries will reach 68.3 percent .
Liu Yanlong introduced that in 2017, my country was still the world's largest battery application market, with a total battery output of 100 billion watt-hours, of which power batteries were 78 billion watt-hours. As far as the vehicle battery supporting situation in 2017 is concerned, the supporting capacity of passenger car batteries is about 3.98 billion watt-hours, accounting for 33.7 percent ; the supporting capacity of special-purpose vehicle batteries is 8.51 billion watt-hours, accounting for 22.95 percent ; the supporting capacity of passenger car batteries is 22.95 percent ; The volume accounted for 39 percent . The application of the entire power battery industry is still dominated by lithium batteries, accounting for 99.56 percent . The application volume of ternary batteries is 16.56 billion watt-hours, accounting for 44.87 percent of the entire lithium battery supporting volume. The application volume of lithium iron phosphate reaches 180.7 percent GWh. , accounting for 4948.96 percent .
بر اساس دادههای مربوطه، در سال 2017، 5 شرکت برتر باتری برق در کشور من عبارتند از: Ningde era 10.568 میلیارد وات-ساعت، BYD 5.66 میلیارد وات-ساعت، Waterma 2.412 میلیارد وات{10} }ساعت، Guoxuan Hi-Tech 2.048 میلیارد وات-ساعت، BAK 1.655 میلیارد وات-ساعت. در این میان، سهم بازار CATL از BYD از 20.6 درصد در سال 2016 به 29.2 درصد در سال 2017 پیشی گرفت.
This year, the double-point management method has been implemented, which has brought new opportunities for my country's new energy vehicle and power battery industry. In this regard, Song Xianzhu, Secretary of the Party Committee and Vice President of CCID Research Institute of the Ministry of Industry and Information Technology, believes that this requires the joint efforts of the industry to further enhance the technological innovation capability and market competitiveness of the power battery industry.
"Intense competition in the power battery industry has prompted industry integration to continue, and the market will be further concentrated on advantageous companies." Liu Yanlong believes that we should accelerate the realization of automation, automation, and sharing of my country's battery industry with the development concepts of openness, innovation, coordination, green, openness, and sharing. Intelligent, accelerate the realization of my country's transformation from a battery power to a battery power. In the future, only battery companies with strong technical accumulation, sufficient financial support, rational market positioning and rapid market reflection ability will be able to take the lead and win the market.
