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As a replacement for traditional fuel generators, the power battery can be said to be the focus and life of future cars. From a domestic perspective, after Tesla built a factory in China, it launched the supplier system of Ningde in the era, thus breaking Panasonic’s failure for many years. Not only this way, the technical route of the battery has rarely become a phosphate iron.
This article comes from: WeChat public number DeepTech DeepTech ID: deeptechchina Author: Wu Kong
The market value of the Ningde era exceeded RMB 45 billion, and it was the company with the highest global power battery installation volume in 2019. In the book, Ye Qiu-jin has rarely appeared since then. He is a very insignificant among the top ten installations in previous years. There are six Chinese companies, and the remaining four (LG Chemistry, Samsung, Panasonic, SKI) also have all of them in China.
From abroad, Europe has gathered various authorities, car companies, and research and development agencies to develop dynamic battery industries across the country; japan (Japan) and South Korea have always been runners in the battery industry, and are now actively expanding their production capacity and cooperating with car companies to advance Sugar daddy.
In just eight years, the global power battery installation volume has increased by more than a hundred times. Where is the ceiling of this industry?
Technology
As we all know, the biggest pain point of new power cars is mileage anxiety, and the key reason for determining the continuous mileage is the battery. When developing battery products, enterprises are essentially the result of balanced considerations on driving experience, driving mileage, and economics.
From the technical route, the mainstream routes are ternary and phosphate iron steel batteries for the purpose of opening small numbers such as pyroacid and phosphate steel batteries. Due to its advantages in energy density, ternary steel batteries have been widely used in the passenger car field in the past few years.
ButSince the beginning of the year, many battery companies and host manufacturers are releasing improved technical routes. For example, BiaDi has released blade batteries for iron steel circuits, Guangqi’s graphene circuits, and Changcheng has announced the development of long-lasting long-range ternary steel circuits, etc.
The reason is that the generality is related to the increase in the capital after the reduction. Since 2019, the new power car supplement has declined significantly, and the additional capital of this department finally fell on the host factory Sugar daddy. The latter has to technically seek to reduce the capital income of a single-degree consumption under the conditions of guaranteeing functions.
Picture | The 2020 pure electric vehicle supplement standard continues to recede compared with previous years. (Source: Ministry of Industry and Information Technology and other four ministries)
Looking at this point, these improvement plans have many problems, such as how to ensure the stability of unscalable batteries, the sustainability of blade batteries, whether graphene production can be profitable, etc. The above companies have not provided more technical details, but the host manufacturer itself has not developed a battery. To achieve the expected consequences, it needs to work with suppliers to achieve balanced functions, personal experience and economics after failing to fail to test errors.
On the other hand, the promotion process of new technical routes such as humidity and all-solid-static batteries is also gradually accelerating, which has become a potential threat to traditional steel ion batteries.
The japaEscort manilan (Japan) battery industry system, led by Fengta, has always been the skewer of the thermal combustion battery. From the characteristics and current perspective, the hydrogen fuel battery is only suitable for commercial vehicles with fixed routes and fixed scenes in the current stage. However, when the gasoline preparation and transportation cost landed, and the large scale of the gasoline station was opened, this route was extremely threatening to the steel batteries in the passenger car field.
The technical focus of hydrogen fuel batteries lies in the preparation of quality exchange membranes and catalysts, the technical level in China is still in small molding preparations and cannot be produced in large quantities. Even if the technology allows, the expensive single price of the damping fuel battery still cannot meet economic balance. However, since the hydrogen fuel batteries are non-toxic and harmless from raw materials to emissions, the environmental protection function is excellent, and in the long run, it will be suitable for global cleaning power.
Solid-static batteries are also the purpose of a widely recognized development standard in the industry today. According to the proportion of electrolytic solids, they are divided into semi-solid, class solid and total solid batteries. Compared with traditional liquid electrolysis, the solid plan has higher safety and energy density, and its effectiveness is more than twice that of traditional steel batteries.
In the academic world, the results of the research and development process of solid batteries are very high. Nobel prize winner John Goodenough and the team of Stanford professor Cui Yi have both published several research results, and the problems solved are based on slow charging of traditional liquid electrolysis, safe and high-level solid batteries.
In the industry, Ji Neng Technology and Qingtao Xin Dynamic Locks were selected by the lens. Because both women are young and attractive, manufacturers like her start to show their heads in this detailed area. But what demand is right is that the solid battery functions produced by manufacturers far do not meet the vehicle standard standards, and this target demand research and development agencies, battery companies, host manufacturers, and suppliers cooperate together.
From the summary, the technical routes of power batteries are still in the early stages, and there is no completed solution to meet all scenarios. The trend of cooling fuel is now a more fair way to use commercial vehicle scenes such as logistics, shipping, and park buses. The trend of steel battery and passenger vehicle is to solve the problem of demand. First, how can the cost of new technologies fall rapidly, and second, the production of key components is urgently needed.
Market
China’s Power BatterySugar daddy Industry PotentialManila escort Power and Sugar babyFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFarFar There is no way to analyze this problem from the perspective of the market.
If you simply measure the market size of the power battery, you can make progress from the vehicle ownership. According to the public data collected by CB Insights China, from 2011 to 2019, the total sales of all new power vehicles in China in nine years was 4.1959 million, which is consistent with the 4.17 million new power vehicles announced by the Ministry of Public Security.
Picture | 2011 – 2019 China New Power Car Sales. (Source: Public information, China cleaned up)
The Ministry of Public Security also showed that as of June this year, the total number of motor vehicles in China was 270 million yuan. In other words, there is still 265 million Sugar baby fuel car has room for replacement. Based on the average sales price of 200,000 RMB per car, the battery accounts for 40% of the total value of the electric vehicle, and the total market size of the power battery is 212,000 RMB.
Obviously, from the current market scale of thousands of markets and only 5% per year today, the ceiling of the power battery industry has not yet arrived. This article will use the Porter Five Forces model to analyze the market trends and distances of this industry.
Buyer’s price can be determined
The buyer of a battery company is the host factory. In terms of concentration, the global automobile industry is more concentrated. There are nine car groups internationally, including North China Guang, Chang’an, Dongfeng, FAW and other domestic brands, as well as Changcheng, Jixiang, Weilai and other independent braPinay escortnd. At this point, the purchase price is more powerful.
However, from the perspective of replacement products, since restricting fuel vehicles is the national will and the new technology is not very mature, it is a unique choice for today’s buyers to have no replacement products. TC:
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