Sanyuan Lithium Battery Market Out Who Can Seize The Initiative?

- Feb 15, 2017-

With the introduction of new energy vehicles subsidy policy, ternary batteries or will usher in explosive growth. Therefore, the three yuan lithium battery enterprises to become an important position in the strategic layout, many domestic and foreign lithium enterprises to actively expand the construction of three yuan battery project to seize market share.

Ternary battery demand surge in market potential

In the policy-driven, the current new energy vehicle market structure changes, new energy passenger cars, new energy vehicles gradually increased the proportion of new energy passenger cars, new energy vehicles mainly to three yuan battery-based. It is foreseeable that the future demand for ternary batteries, will show a rapid growth trend. According to the above-mentioned passenger car and special vehicle production forecast, assuming EV and PHEV passenger cars need an average of 22KWh each battery, the average electric vehicle is 18KWh each, it is expected in 2018 will need three yuan battery will exceed 49GWh. From the 2015 power lithium battery production composition, lithium iron phosphate battery accounted for up to 69% or more. According to forecasts, although by 2018, ternary battery production will be more than the impact of iron, up to 36.50GWh, still difficult to meet the downstream demand.

2017 power battery system upgrade will be highlighted in the field of three yuan lithium battery, which high nickel ternary / silicon anode system will be 2017 years of business development and production focus. In fact, 2016 high nickel ternary battery research and development and production has been "a prairie fire trend." Compared with lithium iron phosphate and low nickel ternary materials, high nickel ternary materials due to the increase in the proportion of nickel, in the energy than the greater advantage. High nickel type NCA (nickel cobalt aluminum), NCM622 and NCM811 ternary power battery is the most important direction of development. Therefore, the starting point of research (SPIR) forecast, 2017 ternary material prices will rise significantly, the growth rate is expected to more than 20%.

Ternary battery lithium battery enterprises to become an important position in the strategic position

According to estimates, in 2020 ternary battery demand up to 55.4GWh (including passenger cars) or 50.5GWh (excluding passenger cars), compared to 2015 growth of 11.6 times or 10.5 times. At present, the three yuan battery has become an important position in the strategic layout of lithium enterprises. Although the first half of last year due to the "three yuan battery ban" policy, lithium enterprises have three yuan in the battery production to take a conservative attitude, slow down the ternary battery project pace. However, since the Ministry of Industry announced the "automotive power battery industry standard conditions" directory (the fourth batch) in 32 enterprises have 21 business main business for the three yuan battery, followed by "three yuan battery lifted" and new energy vehicle subsidy policy Double impact, domestic and foreign lithium enterprises have the layout of the three yuan battery market, to seize the three yuan battery market share.

BYD

BYD is the world's second largest and the largest power battery manufacturers, has been insisting on the technical route of lithium iron phosphate battery, is the world's lithium iron phosphate battery technology leader. Now BYD also began large-scale layout of three yuan lithium battery, according to BYD Deputy Secretary Li Qian said, BYD will expand the future of Sanyuan lithium battery layout, 2016 BYD expected battery capacity 10GWh, 2017 new three-cell battery 5-6GWh.

Ningde era

Ningde era has been committed to the introduction of faster, more secure, more efficient innovative products and technologies. In addition to fast rechargeable batteries, in the high-energy density of batteries, Ningde era of technical planning is 2020 before the battery energy density to do 300Wh / kg, 2025 years later, there is further to improve the energy density of the plan. Ningde era, a person in charge told the media, the company lithium iron phosphate and ternary capacity accounted for about 2: 1, the next two years will gradually tend to 1: 1.

Kwok Hin Hi-Tech

Guo Xuan Hi-Tech to achieve strategic transfer, force three yuan lithium battery, issued on November 15, 2016 announcement, the company intends to 31.18 yuan / share issue price, to eight specific non-public issuance of not more than 115 million shares, The total amount of funds to be raised not more than 3.6 billion, fund-raising will invest in a new generation of high-power lithium battery industrialization projects.

To raise funds to invest in the project are, Hefei Guoxuan annual output of 600 million Ah high-power lithium battery industrialization projects, Qingdao Guoxuan annual output of 300 million Ah high-power lithium battery industrialization projects, Nanjing Guoxin annual output of 3 Billion-high-power lithium battery industry projects, and an annual output of 10,000 tons of high-nickel ternary cathode materials and 5,000 tons of silicon-based anode material industrialization projects, with an annual output of 210,000 units (sets) of new energy vehicle charging facilities and key zero Parts project, with an annual output of 200,000 sets of electric vehicle powertrain control system construction projects, engineering research projects such as construction.

In this investment construction of Hefei, Qingdao, Nanjing, a total of 1.2 billion Ah high-power lithium battery industrialization projects, for the new energy passenger car Sanyuan lithium battery will occupy an important proportion, and an annual output of 10,000 tons High nickel ternary cathode material and 5,000 tons of silicon-based anode material industry and other projects will match 5Gwatt ternary lithium battery.

Subsequently, the state Xuan high-tech Qingdao company with an annual output of 1GWh three yuan lithium battery production line officially put into operation, the production of an annual output of 1GWh three yuan lithium battery production line produced by the three yuan high energy lithium battery will be designed for Beiqi new energy vehicles.

Cheng Fei integration

December 29, Chengfei integrated announcement that China Aviation Lithium (Jiangsu) Co., Ltd. intends to start the second phase of industrial park construction projects. The total investment scale of the project is 4373.4 million yuan, the construction of an annual output of 5 billion watts of ternary material lithium-ion battery production line.

Huayou Cobalt

Huayou Cobalt, a wholly-owned subsidiary of Quzhou Huayou Cobalt New Materials Co., Ltd. in September 2, 2016 and Zhejiang 1000 Mergers and Acquisitions Fund Management Co., Ltd. and other units to complete the Quzhou Huahai new energy technology industry equity investment partnership (limited partnership ) Partnership agreement and the signing of the supplementary agreement, to be jointly set up Quzhou Huahai new energy technology industry equity investment partnership (limited partnership), with a view to the implementation of the company's new energy development strategy. The establishment of the new energy industry fund Huahai, will be dedicated to invest in Quzhou Huahai New Energy Technology Co., Ltd. project, the project mainly to build ternary precursor production line.