2020, Which New Energy Bus Battery Companies Can Achieve 80 Billion Watts Of Capacity

- Feb 16, 2017-

From the "ten city ten thousand" so far, a full 8 years in the past, the Chinese bus industry for the national new energy vehicles to promote the use of a powerful pioneer to test the role of water. 8 years, the new energy bus companies, bus users and China's outstanding power battery companies to grow, forming a fish-like relationship. (Hereinafter referred to as the "Code") issued by the Ministry of Industry on November 22, 2016, issued the "Standard for Automotive Power Battery Industry Standard" (2017), especially on the 8GWh production capacity, which caused the new energy bus companies and bus users. (8GWh = 8 billion Watt = 8000MWh), which can be used to enter the market,

2020, which new energy bus battery companies can achieve 80 billion watts of capacity


According to "2016 China Lithium Battery Research Report" (the following data source the same) shows that in 2016 BYD battery sales reached 8229.76MWh, ranked first in the country. According to the reporter, BYD in the global power battery sales in the second, with a slight difference with Panasonic.

As a leader in the new energy automotive industry, BYD was originally established in 1995 to do the battery started, has now become a relatively complete domestic industrial chain of new energy vehicles business, BYD battery company headquartered in Shenzhen, Guangdong pitzi, respectively, in Shenzhen, Xi'an, Changsha set up a passenger car production plant, at the same time in Shenzhen, Changsha, Wuhan, Nanjing, Hangzhou, Chengde, Dalian, Tianjin and other domestic cities in nearly ten set up a bus production plant. Bus battery mainly use lithium iron phosphate.

Currently BYD in Huizhou, Kengzi has two power battery production base, a total of 10GWh production capacity, while the pit is now the base of the expansion of 6GWh production capacity is expected to be produced in 2017. In addition, January 30, 2017, Qinghai Salt Lake BYD Resources Development Co., Ltd. was formally established, the main power battery with lithium carbonate.

BYD company announced at the end of 2016: the company meets the standard conditions in the annual capacity of not less than 8GWh requirements.

Ningde era (CATL)

2016 years Ningde era battery sales of 6261.81MWh, ranked second in the country. According to the reporter to understand, Ningde era in the global power battery business sales ranked third, far more than the fourth Walter and fifth South Korea LG.

Ningde era company set up in 2011, headquartered in Fujian Ningde, the product covers lithium iron phosphate and ternary system batteries, passenger batteries mainly use lithium iron phosphate. The company has been selected for the national "thirteen five" power battery innovation project.

The company's main customers are Yutong, FAW, Xiamen Jinlong, Xiamen Golden Brigade, Beiqi, Changan, Dongfeng, Geely, in addition to Europe and the United States and the top international car manufacturers to establish a deep cooperation. During the Spring Festival in 2017, the company acquired a 22% stake in Vermeer, a Finnish car supplier, and the two companies will work together to build engineering electric vehicle powertrain solutions and provide battery packs for leading European car manufacturers and suppliers.

The company has completed and put into production in Fujian Ningde and Qinghai Xining two production bases, in September 2016 a total investment of 10 billion yuan of lithium-ion battery Yangtze River Delta production base in Jiangsu Liyang started construction, the project completed and put into production, will form an annual output of 10GWh Power and storage capacity of lithium-ion battery production capacity.

In mid-December 2016, Huang De-lin, president of Ningde era, said in an interview: By the end of 2016, the company's effective production capacity of about 8GWh, by 2020 can be formed before 50G hours of effective production capacity.

Shenzhen Walter Ma

2016 annual Walter sales of 2533.64MWh, ranked third in the country. According to the reporter learned that Waters in the global power battery sales in the fourth, more than the fifth South Korea LG.

Waters company was established in 2002, headquartered in Shenzhen, Guangdong, early to research and development of lithium iron phosphate power battery, and FAW Group, Dongfeng Motor, Shanxi Dayun, Shanghai Shenlong, Xiamen Golden Brigade, China Heavy Truck Haowo , Kowloon Motor and other domestic car prices to start cooperation.

Watersa's earliest production base in Shenzhen, Guangdong, in 2012 in Chengdu, Sichuan Province set up the first holding subsidiary, the establishment of Guizhou production base in 2015, a project put into operation in 2016.

December 20, 2016 Waters Group President Li Jinlin said that in 2016, Waters in Anhui Tongling, Shiyan, Jingzhou, Tangshan, Weinan and other production bases have been put into operation, the current capacity has reached 12GWh.

Hefei Guoxuan

2016 annual Hefei Guoxuan battery sales of 1928.12MWh, ranked fourth in the country. According to the reporter to understand, Hefei Guoxuan in the global power battery business sales ranked sixth, slightly lower than the fifth South Korea LG.

Guoxuan was established in 2006, headquartered in Hefei, Anhui, the main customers, including the bus, Nanjing Jinlong, Suzhou Jinlong, Ankai bus, Xiamen Jinlong, Xiamen Golden Brigade, Shenwo bus, Beiqi, SAIC, JAC, Ocean, Chery and so on. Bus battery mainly use lithium iron phosphate. In March 2016, Hefei Guoxuan shares Beiqi new energy, and the construction of Qingdao Lacey power battery factory, with Beijing Automotive in Qingdao Lacey 150,000 vehicle project.

In addition to the original Hefei Yaohai headquarters production base, in 2015 to lithium iron phosphate-based Hefei Lujiang and Jiangsu Nanjing two production base has been put into production, 2016, to three yuan-based Hefei three and Qingdao factories started. Which Qingdao Lacey power battery factory, mainly Guo Xuan shares of new energy, with Beijing Automotive in Qingdao, 150,000 vehicle project.

2016 at the end of the country Xuan Xuan said that the company in the second half of 2017 Nanjing second plant and Tangshan a plant production and the original production line of technology upgrades, the company will have more than 80 billion hours in 2017 hours of production capacity.

Tianjin God of God

2016 annual Tianjin Shenxue battery sales of 1742.73MWh, ranked fifth in the country. According to the reporter to understand, Tianjin God in the global power battery business sales ranked seventh.

Tianjin Power God was founded in 1997, the six major shareholders are basically state-owned enterprises, including China Electronic Technology Group, CNOOC new energy investment, SDIC Hi-Tech, China Putian and so are the famous central enterprises.

According to the information released by God, the company to achieve the FAW, Dongfeng, Changan, Guangzhou Automobile, JAC, time and space, Huatai, Kangdi and other passenger car manufacturers, and Yutong, Zhongtong, Suzhou Jinlong, Xiamen Jinlong, Shenwo, Ankai, youth and other commercial vehicle manufacturers of the project cooperation or bulk supply.

The existing production base for Tianjin, Shandong, Qingdao, Wuhan, Wuhan, Jiangsu, Suzhou, Mianyang, Sichuan and other places, including Tianjin headquarters base power battery expansion project, Suzhou power battery project construction plan in 20Q2 put into operation; Qingdao power battery project will 2017 early start construction.

At the end of 2016, the force of God said: By the end of 2017, the company's overall battery capacity will reach 10 billion watts or so. And strive to 2020, the total power battery capacity will reach 20 billion watts. China Aviation lithium

According to "2016 China lithium battery research report" 2016 annual sales of lithium batteries in China reached 828.77MWh, ranked sixth in the country. According to the reporter learned that China Aviation Lithium, Shenzhen Baker and South Korea Samsung three companies in the global power battery sales rankings were listed in the first 8-10.

China Aviation Lithium was established in 2007 by the China Aviation Industry Corporation and other seven aviation background initiated the establishment of enterprises, headquartered in Luoyang City, Henan Province, is to assume the national 863 major special "large-capacity lithium iron phosphate battery power and power module technology Development "of the unit.

The main customers are Dongfeng Motor, Suzhou Jinlong, in the bus, Beiqi, Chongqing Ruichi, and so on more than 10 automotive industry advantages of enterprises, the existing production base for Luoyang and Jiangsu Changzhou Jintan District.

China Aviation Lithium current capacity of 900 million watts. Luoyang Phase III and Jiangsu Phase I construction projects are expected to be completed and put into operation by the end of 2016 to the beginning of 2017. After production, the production capacity will be 1.5 billion watts and 2.5 billion watts respectively. December 20, 2016, one of the lithium battery company in Chengdu into the fly integration announcement that the first phase of the project has been completed, plans to start the second phase of the industrial park project, the construction of an annual output of 5 billion t-mei ternary materials lithium Power battery production line. After the completion of Jiangsu three, China Aviation lithium will form a capacity of 12 billion watts.

Shenzhen BAK

2016 annual Shenzhen BAK battery sales of 698.24MWh, ranked seventh in the country. According to the reporter to understand, BAK, China Southern Airlines and Samsung Samsung three companies in the global power battery sales rankings were listed in the first 8-10.

BAK battery was founded in 2001, the early main is 3C consumer batteries, May 31, 2010 listed on the US Nasdaq. At present, the new energy vehicle power battery customers mainly FAW, hippocampus, Taiwan Yulong, Zhongtai, Yu Jie, Yutong, Anyuan and other OEMs.

BAK is headquartered in Shenzhen, Guangdong Province, 2013 began planning Zhengzhou City in Henan Province Zhongmu County BAK new energy new material industrial park, which is currently the company two major production bases. In addition, the end of 2013, Shenzhen Bick and Jiangxi Anyuan Bus Factory to set up Anyuan Bike new energy bus company. November 2016, long letter Technology announced that it will acquire the Shenzhen Beicou Battery Co., Ltd. and other shareholders held by the Shenzhen than grams of Power Battery Co., Ltd. 91% stake.

January 5, 2017, Shenzhen BAK Power Battery Co., Ltd. held its 15th anniversary celebration held in Zhengzhou, Bicker battery strategic planning vice president Liao Zhenbo released BAK five years of strategic planning report, said by 2020, BAK battery Production capacity will reach 15GWh, to achieve the total sales revenue of 18 billion yuan, power battery market share accounted for more than 12%.

Micro-macro power

2016 annual micro-macro power sales of 442MWh, the domestic ranking has declined, according to the reporter learned that this is mainly affected by the 2016 power battery technology policy changes, but the micro-macro power as the first proposed and has been sticking to the bus application fast Charge the power of the battery business, praised by users. In 2017, micro-macro will be released for electric buses with higher energy density of the third generation fast rechargeable batteries.

Micro-macro power was established in 2006, the current customers mainly for the bus, Xiamen Jinlong, CSR Times, Nanjing Jinlong, Beiqi Futian, Chongqing Hengtong, etc., ranked the top ten bus companies, seven are micro-strategic partner , And Europe and the United States important passenger car companies have long-term cooperation.

The main production base of micro-macro power for the Huzhou City, Zhejiang Province, the product is mainly composed of lithium and lithium titanate composite, according to micro-Hong market vice president Song Han 2017 January to reporters: 2016 micro-production capacity of 2GWh, the main For the future development of the company, micro-macro will, as always, maintain the leading edge technology, and will gradually from the bus to the taxi, passenger cars, and energy storage direction of diversified development.

Concluding remarks

2016, with the new energy policy changes in ups and downs, the mood of the entire bus industry chain is ups and downs, especially the vehicle business and core components of power battery business, first ternary, lithium iron phosphate technology line dispute, after the battery capacity The dispute, the middle there are a variety of industry norms and subsidies, these changes on the impact of business development is nothing.

2017, in the country to help the strong direction of the strong, the Chinese power battery companies will usher in the upsurge of mergers and acquisitions tide, the survival of the fittest, Ebb Tide, we want to stay are gold and steel. At the same time we have to be sober to see, by the policy side and funding side effects, the industry must face the technical threshold to upgrade and account period to extend the operational risk. China's bus industry can not produce a good answer, need to keep calm, good technology, can only see the future, build industry international competitive strength.