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Difficulties and opportunities for change encountered by the power battery industry in the first half of 2020
Release time:
2023-10-17
Time came in July, the first half of 2020 has quietly gone away. If we look back at the past six months, it is not difficult to find that the development of the power battery industry is like doing sit-ups. On the one hand, due to the impact of winter in the automobile market and epidemic factors, the entire industry market has shown a serious downward trend; But on the other hand, with the self-rescue of enterprises, as well as the joint help of the government, capital, etc., it has broken out strong potential. In this context, the development of the power battery industry is undoubtedly both worrying and expected!
Time came in July, the first half of 2020 has quietly gone away. If we look back at the past six months, it is not difficult to find that the development of the power battery industry is like doing sit-ups. On the one hand, due to the impact of winter in the automobile market and epidemic factors, the entire industry market has shown a serious downward trend; But on the other hand, with the self-rescue of enterprises, as well as the joint help of the government, capital, etc., it has broken out strong potential. In this context, the development of the power battery industry is undoubtedly both worrying and expected!
Frustration under the epidemic:
As we all know, as a supporting part of the automotive industry, especially new energy vehicles, the power battery industry chain has been mainly affected by the car market. During the Spring Festival every year, due to problems such as insufficient production capacity of workers returning home, the car market is generally depressed, which brings pressure to the development of the power battery industry. Since the beginning of this year, with the strong impact of the new coronavirus epidemic, the already depressed car market has been worse. In the case of the production capacity of a number of car companies and cold sales, the supporting power battery industry has also been affected.
According to relevant data, affected by the epidemic, the production of new energy vehicles in China in the first half of the year was less than 360,000 units, down nearly 40% from the same period last year. Under the impact of the epidemic, China's car enterprises are not only facing the great pressure of shutdown and production, but also facing the difficulty of recruiting, retaining and employing workers; Difficult access to raw materials; A series of problems such as difficult production and sales of products. Under the constraints of production capacity, talent and cost, many car companies have fallen into the whirlpool of layoffs and survival, and the development has shown a precipitous decline.
And this impact also spread to the supporting power battery industry. In the first five months of new energy vehicle sales did not meet expectations, the first half of China's power battery installed capacity is only 17.5GWh, down 42%, shrinkage is very serious. During the period, although there was a brief growth driven by the end of the Spring Festival holiday and the resumption of work and production, the ideal rebound momentum was not strengthened with the re-sequential decline in the installed capacity in May. It can be said that the first half of the year under the shadow of the epidemic was frustrating.
Change under disappointment
In the face of frustration, there are no other options than two: either accept to sink, or firmly refuse to change to survive. Undoubtedly, the players in the power battery industry choose the latter more! In order to break the situation and survive, many power battery companies have chosen a strong joint development route, and are committed to solving the problems of insufficient battery life, lack of safety, high cost and other problems that have always existed in the product, hoping to promote the transformation and upgrading of the development of industry enterprises through the comprehensive change of the enterprise route, product price, technology and so on.
Among them, in the change of enterprise routes, the situation of huddling during the epidemic began to appear frequently. For example, in April, Ningde Times built a joint venture with Costa energy storage battery and equipment manufacturing base, and the head power battery company is speeding up cooperation with domestic and foreign Oemakers. At the same time, in the context of more and more car companies to open diversified supply exploration, the cooperation between battery manufacturers and car companies is also further accelerating. Recently, Ningde Times announced that it has reached a strategic cooperation with Toyota, and the number of cooperative car companies is again high.
In terms of technological changes, during the epidemic, a hundred schools of thought contended and a hundred flowers blossomed. At the beginning of the year, Tesla held high the banner of self-research and cobalt-free, and then around March, BYD introduced blade batteries to re-" turn red "lithium iron phosphate batteries. At present, although the industry market is still occupied by ternary batteries (accounting for nearly 70%), it is clear that lithium iron phosphate, cobalt-free and hydrogen energy are ushering in a continuous rise, especially the continuous warming of lithium iron phosphate, which is expected to impact the mainstream in the next few years.
In addition, in the change of product prices, the epidemic period also ushered in a wave of price cuts. According to the news, the recent domestic ternary battery system price in 0.9-0.95 yuan /Wh, LFP battery system price in 0.75-0.8 yuan /Wh, individual offers have been lower than 0.7 yuan /Wh, the price of these power batteries compared with the mainstream price has decreased significantly. According to domestic experts, this is not the limit, under the continuous role of new technologies and new processes, the price is expected to fall by about 10%-20% at the end of the year.
Opportunities for change
The so-called "self-rescue people will always save", it is because the power battery companies do not give up during the epidemic, through the indomitable means of self-change to seek to break through, and now more and more development opportunities are also accelerated, injecting strong impetus for its development in the second half of the year.
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