-(8)Preliminary Determination of Power Lithium Battery: Who is the King of BYD CATL Guoxuan High Tech

(8)Preliminary Determination of Power Lithium Battery: Who is the King of BYD CATL Guoxuan High Tech
author:enerbyte source:本站 click236 Release date: 2023-09-26 11:24:32
abstract:
Price game intensifies Fang Jianhua regards 2017 as a year of policy digestion, price game, and industry reshuffle in the power lithium battery industry, which are three phases combined. Under the new subsidy policy, the subsidy for passenger cars and spec...

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Price game intensifies

Fang Jianhua regards 2017 as a year of policy digestion, price game, and industry reshuffle in the power lithium battery industry, which are three phases combined.

Under the new subsidy policy, the subsidy for passenger cars and special vehicles will be reduced by about 20%, while the subsidy for passenger cars will be reduced by 30-50%. The proportion of local supporting subsidies will be reduced from 1:1 to 1:0.5, with a huge margin.

The changes in the policy environment of the industrial chain are transmitted from the end to the front end, causing pressure on the main engine factory, reducing the price of cars, and sharing costs equally in each link of the industrial chain. However, raw material prices remain strong, resulting in thin profits in the middle of this year. And suppliers of core components such as batteries are directly affected.

In 2015, due to insufficient battery production and increased production, the battery industry instead presented a structural surplus after policy changes, further exacerbating the competitive situation.

The price reduction is an inevitable result, and the degree of price reduction varies for different batteries.

The main power lithium batteries in China are lithium iron phosphate batteries and ternary batteries, with lithium iron phosphate being an important supply for passenger cars and ternary batteries being an important supply for mid to high-end passenger cars. New energy buses have previously led the development of new energy vehicles in China, therefore, lithium iron batteries are the main force in the current domestic battery production. According to data from China's Automotive Technology Research Center, in 2016, the total supporting capacity of lithium iron phosphate batteries in China's production of new energy vehicles was 20.332 billion kWh, accounting for 72.26%, of which 72% were supplied to pure electric buses; The total supporting capacity of ternary batteries is 6.447 billion kWh, accounting for 22.91%, of which 73% is supplied to pure electric passenger vehicles.

Liu Yanlong, Secretary General of China's Chemical and Physical Power Supply Industry Association, told Caijing that in the first half of this year, due to the significant decrease in bus subsidies, the company had to absorb the cost reduction, so bus sales were very low. In terms of the total amount in the past six months, the proportion of ternary batteries has exceeded that of lithium iron phosphate batteries, and it is expected that the proportion of the two will be equivalent throughout the year.

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