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| The leading enterprises in the power battery market entered the "decisive r |
| Release time:2023-03-06 09:34:30| Viewed： |
Since this year, the pace of investment and expansion of power battery enterprises has never stopped. The invisible driving force behind this comes from the unexpected development of the new energy vehicle market.
However, as the global market for new energy vehicles is getting bigger and bigger, the global competition pattern of the power battery industry is also quietly reshaping. Some industry insiders said that the development of global power battery enterprises is inseparable from the complete supply chain in the Chinese market. In the future, cost advantage will become a major competitiveness of China's power battery enterprises.
Continuously expand production Leading enterprises enter the "decisive race track"
When it comes to the expansion of power battery enterprises, we have to mention the Ningde era. As an industry leader, Ningde Times has made constant efforts in expanding production. This year, Ningde Times released a number of expansion projects, including Zhaoqing Project Phase I with a total investment of no more than 12 billion yuan, Yibin Phase V and Phase VI with a total investment of no more than 12 billion yuan, Shidai FAW expansion project with a total investment of no more than 5 billion yuan, Shidai SAIC expansion project with a total investment of no more than 10.5 billion yuan, etc. In addition, Ningde Times has established nine production bases in the world, including Ningde in Fujian, Liyang in Jiangsu, Xining in Qinghai, Yibin in Sichuan, Zhaoqing in Guangdong, Lingang in Shanghai, Xiamen in Fujian, Yichun in Jiangxi, and German bases.
The giants move frequently, and other enterprises are not idle. According to incomplete statistics, in the past month, many power battery enterprises are expanding their production projects. For example, on October 23, the Changxing new energy battery production base project with a total investment of about 6.7 billion yuan was launched by Javert Power; On October 27, Yiwei Lithium Energy 50GWh power storage battery project was settled in Chengdu; On October 29, the 22GWh power battery project invested by Honeycomb Energy with an investment of 10 billion yuan was settled in Yancheng... In addition, many battery production projects were also settled by AVIC Lithium Battery, Lishen Battery and other enterprises.
"Whether these power battery enterprises can successfully expand their production depends on two main factors: first, whether the market has demand, and second, whether the enterprises have funds." Wu Hui, general manager of the research department of Ivy Economic Research Institute, said in an interview with China Auto News.
Yu Qingjiao, secretary-general of the Zhongguancun New Battery Technology Innovation Alliance and chairman of the Battery Hundred People's Association, pointed out in an interview with the reporter of China Auto News that this round of expansion is the decisive battle for the leading enterprises, and most of them are listed companies. "The financing environment of these listed companies is relatively good, and the support of banks is also relatively strong".
Driven by the market
Development still needs to focus on the Chinese market
The reasons behind the expansion of power battery enterprises mainly include two aspects. First, the industry is optimistic about the growth trend of the electric vehicle market in the next 10 years. Volkswagen, Benz, BMW, Toyota, Hyundai and other mainstream traditional car companies are actively transforming, bringing a huge market to the power battery industry. Meanwhile, domestic independent brands, both traditional car companies and new forces of car manufacturing, are also actively promoting electrification. Wu Hui pointed out that since 2021, the monthly sales data of new energy vehicles have exceeded the market expectations. By 2025 or 2030, the penetration rate of electric vehicles in the whole new energy market will greatly exceed the expectations. Second, this year, the effective capacity of the entire power battery market is in short supply.
From the perspective of data, the market of new energy vehicles has indeed warmed up a lot this year. In September this year, the global installed capacity of electric vehicle batteries was about 32.9 GWh, up 94% year on year. In the Top 10 list, six Chinese battery companies, including Ningde Times, BYD, AVIC Lithium, Guoxuan Hi-Tech, Lishen and Vision Power, were listed, accounting for 48% of the total market share, with Ningde Times ranking first. The three major battery companies listed in South Korea - LG Energy, SK Innovation and Samsung SDI account for 32% of the total market share. Panasonic's market share fell to 13% from 25% in the same period last year. From January to September this year, the installed capacity of global power batteries reached 197GWh, up 128% year on year. The top ten enterprises are Ningde Times, LG New Energy, Panasonic, BYD, SKI, Samsung SDI, AVIC Lithium, Guoxuan Hi-Tech, AESC and PEVE. The total market share of the 10 enterprises has reached 93.6%. The market concentration has further improved, and the market share of Chinese enterprises has also adjusted.
"At present, the global power battery market is dominated by China, Japan and South Korea. Although Japanese and South Korean enterprises have advantages in technology and fine management, their industrial chain is not complete, and it is difficult to break away from the complete industrial chain in the Chinese market. Yu Qingjiao believes that the development of LG Chemical, Samsung and other power battery enterprises depends on the trend of the Chinese market in the next step."
The market pattern is being reshaped
Future cost advantage will be a major competitiveness
It is foreseeable that the power battery industry in 2022 will continue to rise and fall.
In the view of Puritans, 2022 will be an important time node in the power battery industry as the epidemic eases. The epidemic in the past two years has delayed the expansion of the global industrial chain, especially affecting Chinese power battery enterprises to go global, such as building factories in Europe, the United States and other places. In the next 8-10 years, the expansion of power battery capacity will continue.
With regard to the current global power battery market competition pattern, Wu Hui said: "It is not yet completely settled. From a global perspective, the five enterprises of Ningde Times, BYD, Panasonic, Samsung and LG can be determined to be in the top ten, but from the sixth place, there are still many uncertainties about the enterprises on the list. It is difficult to predict which enterprise can" stabilize the supply market "." However, Yu Puritan mentioned that if power battery enterprises can work intensively in their respective fields and have certain ability to integrate the industrial chain, they will have opportunities.
In addition, in Wu Hui's view, Chinese power battery enterprises have great competitive advantages. He pointed out that to participate in global competition, cost must be a very important competitiveness in the future. Compared with Japan and South Korea, Chinese power battery enterprises have a very obvious advantage in cost control. After 10 years of development, Chinese enterprises have also made great progress in technology and product strength, and have begun to supply products to European, American and other markets.
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