In the past two years, nearly 100 countries around the world have proposed carbon neutrality goals, taking carbon neutrality as the future goal, and cars as human transportation, new energy vehicles must be an important goal for the future development of car companies in various countries. If various car companies want to develop new energy vehicles, they must grasp the lifeblood of new energy vehicles - power batteries.
Upstream: One big
In November this year, the domestic power battery production totaled 28.2GWh, an increase of 121.8% year-on-year and a month-on-month increase of 12.4%. Among them, the output of ternary batteries was 10.4GWh, accounting for 36.8% of the total output, an increase of 42.6% year-on-year, an increase of 12.9% month-on-month; the output of lithium iron phosphate batteries was 17.8GWh, accounting for 63.0% of the total output, an increase of 229.2% year-on-year, and an increase of 12.0% month-on-month.
Under the trillion blue ocean, car companies urgently need to break the situation!
From January to November 2021, the domestic power battery production accumulated 188.1GWh, an increase of 175.5% year-on-year. Among them, the production of ternary batteries accumulated 82.4GWh, accounting for 43.8% of the total output, an increase of 106.1% year-on-year; the output of lithium iron phosphate batteries accumulated 105.3GWh, accounting for 56.0% of the total output, an increase of 275.7% year-on-year.
In terms of loading volume, from January to November, the domestic power battery loading volume accumulated 128.3GWh, an increase of 153.1% year-on-year. Among them, the cumulative loading volume of ternary batteries was 63.3GWh, accounting for 49.3% of the total installed vehicles, an increase of 92.5% year-on-year; the cumulative loading of lithium iron phosphate batteries was 64.8GWh, accounting for 50.5% of the total installed vehicles, an increase of 270.3% year-on-year.
In November 2021, the domestic power battery load was 20.8GWh, up 96.2% year-on-year and 35.1% month-on-month. Among them, the ternary battery loaded a total of 9.2GWh, up 57.7% year-on-year, up 32.5% month-on-month; lithium iron phosphate batteries loaded a total of 11.6GWh, up 145.3% year-on-year, up 37.2% month-on-month.
From the above data, it can be seen that since the cumulative output of lithium iron phosphate batteries exceeded that of ternary lithium batteries in August this year, the cumulative loading capacity of the power battery has comprehensively exceeded the ternary lithium battery, which means that the power battery is slowly improving, and the safety performance is getting better and better.
It is worth mentioning that in November this year, the power battery enterprises loaded or those few, ranking first is undoubtedly the power battery giant Ningde era, its loading volume this month is 11.45GWh, accounting for 55.0% of the total installed vehicles, the second place is BYD, its loading volume is 3.46GWh, accounting for 16.6% of the total installed vehicles, the third place is China New China (AVIC Lithium Battery), its installed volume is 1.09GWh, accounting for 5.2% of the total installed vehicles.
The total loading volume of these three battery suppliers is 16GWh, accounting for 76.8% of the total installed vehicles, and then combined with the next seven power batteries, then the total loading volume of these 10 power battery suppliers is 19.4GWh, accounting for 93.4% of the total installed vehicles. From these data, it is not difficult to see that the Ningde era occupies half of the market share of the power battery market, while the remaining nine battery companies can only be divided into a small amount of market share.
Downstream: To be broken
For the remaining nine battery companies, the future car companies all drive into the electrification track, they can also get more market share, but for the car companies, this is a terrible signal, because after the transformation of electrification, their products no longer need the engine, energy suppliers from state-owned to private, equivalent to battery companies grasped their lifeblood, so they in the transformation of electrification at the same time, not only to develop automotive intelligent technology, but also to develop power batteries, the lifeblood in their own hands.
Last year, Tesla demonstrated its battery technology at Battery Day, bringing 4680 large cylindrical batteries, and the brand also said that the battery will be installed on the car in the near future. This is Tesla's foresight, as the world's largest sales of pure electric vehicles to build new forces, it knows the importance of power batteries, can hold the battery technology in hand the best, so that not only can save costs, but also may become a power battery supplier.
The domestic enterprises that can play the power battery technology clearly are not BYD, after all, BYD is a battery background, and only then entered the automobile manufacturing industry. With the experience accumulated in the field of batteries, BYD has developed highly safe lithium iron phosphate batteries and high energy density ternary batteries, which are applied to electric commercial vehicles and electric passenger cars, solving global problems in terms of safety, cycle life and cruising range of electric vehicle batteries. It can be said that BYD is a brand that domestic car companies look at, not only can develop their own power batteries, but also become a power battery supplier, to achieve the blossoming of two fields, to earn a lot of money, really envious.
In addition to BYD, there is also Great Wall Motors involved in the power battery industry, with its original power battery division of the original team of the establishment of hive energy, its products have ternary square and ternary soft pack, of which the ternary square battery uses laminated sheets instead of the traditional winding process, the battery energy density, cycle life have been improved. In addition, Hive Energy is developing NMX cobalt-free batteries, laying the foundation for future electrification development.
In addition to the above car companies, the rest of the car companies and new car-making forces are preparing for the future power battery battle, such as GAC Aian's magazine battery, Lantu Automobile's amber battery, etc., they strive to take the power energy lifeline in their own hands. So the question is, all car companies are thinking about how to develop power battery technology, so what should suppliers like the Ningde era do in the future? Perhaps battery companies have long thought of this problem, on the one hand, they are committed to developing denser, safer power batteries, on the other hand, they seek cooperation with car companies, just like General Motors and LG New Energy, they provide technology, and car companies provide resources such as factories, so as to achieve a win-win situation.
The people evaluate the car
From the current situation, in the future, after the global car companies have driven into the new energy track, the power battery market is a trillion blue ocean, and now the behemoth in the Ningde era occupies half of the market share, and the rest of the market share is only divided by several battery companies, and they still have a lot of room for development in the future.
For car companies, the car from the previous three major pieces into today's motors, intelligent systems and power batteries, before they can also control the technology of the three major pieces in their own hands, and now after the transformation of electrification, they can only buy power batteries from suppliers, it is necessary to break this situation passive into active, the lifeblood of the power battery in their own hands. In the future, the competition in the power battery market will become extremely fierce, so let's wait and see!