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Mobile WebSiteSamsung SDI factory in Xi'an idle production, LG chemical transfer Nanjing factory, SKI factory in China to stop production, once in the Chinese market "rampant" Korean battery, will this way out of the Chinese stage?
From the original flock to the present drift away, Han battery in China's glory is about to become history. Since November 11, 2015 the introduction of "automotive power battery industry standard conditions" business directory, has released five batches, a total of 57 battery companies finalists. Until now, but not a Korean battery companies to enter the list. This means that the domestic new energy vehicle brand models can not be equipped with Korean batteries. Affected by this factor, once equipped with Samsung SDI battery JAC iEV6S, Beiqi EV200 models have to face the embarrassment of the replacement of the battery, and even to adapt to the Chinese market, Hyundai Motor in China - Sonata 9 plug-in hybrid version will also be Using domestic power battery. Such a market situation more led to the Korean battery business operating conditions plummeted, and even to "make ends meet" situation.
Korean battery fleeing China
It is reported that, at present, Samsung SDI production line in Xi'an has been facing a few months of idle. According to the plan, Samsung SDI enterprises had planned to spend $ 600 million by 2020 to expand the production line of Xi'an battery factory. At this point, the company is deciding to reconsider the expansion plan of China's Xi'an battery factory. Coincidentally, according to media reports, LG Chemical in Nanjing, the establishment of a joint venture battery companies are basically in a state of idle, and LG Chemical is negotiating the package to sell SAIC. In addition, SKI company and Chinese enterprises to set up a joint venture of new energy car battery factory, to reduce the order to reduce the amount of battery production has stopped production. In addition, with the "Automotive Power Battery Industry Standard Conditions (2017)" draft for the release of the draft, the requirements of the "power battery industry standard conditions" More stringent, but also to the Korean battery business by no small blow.
And in order to make up for South Korean companies as soon as possible losses in China, at present, Samsung and LG will be the battlefield to Europe and other markets in North America. Samsung SDI has recently decided to build a new electric vehicle battery factory in Hungary, which is expected to begin production from 2018.
The rapid rise of domestic batteries
There is no Korean battery this strong competitor, domestic battery companies to lightning speed to seize the domestic power battery market quickly. According to the "2016 China Lithium Battery Research Report" statistics show that in 2016 China's domestic lithium battery business shipments totaled 30.5 Gwh, compared to 2015 17.0 Gwh growth of 79.4%. And, nearly 80% of the power battery business to achieve a substantial increase in profits. Among them, the largest increase in net profit forecast more than 100% of the enterprises more than 35, the net profit of more than 50 enterprises reported more than 50.
China North Vehicle Research Institute of power battery laboratory director, the national 863 electric vehicle major power battery test center director Wang Zedong said that the current power battery business expansion plan, the total production capacity of more than 170 Gwh / year, production capacity is already Demand more than 7 times. Not only that, the domestic strength of the strong power battery production enterprises, such as BYD (002594, shares it), Tianjin God, Ningde era of new energy and many other enterprises have plans to expand the new product line. According to statistics, BYD plans in 2017 capacity will reach 20 GWh, Ningde era plans to 2020 lithium battery production increased to 50 GWh, Guoxuan Hi-Tech in 2020 planning capacity of 6 billion AH ... ...
Vigilance "overcapacity" problem
However, this figure has caused a high degree of vigilance in the industry. Previously, Tsinghua University Professor Ouyang Mingao pointed out that if the electric bus and electric passenger cars 1:10 market sales ratio, 170 Gwh can meet an annual output of 500,000 electric buses and 5 million electric The total demand for passenger cars. Its production capacity is equivalent to meet our 2025 production goals. So, on the power battery overcapacity, need to be urgently resolved.
Once the power battery market there is a serious phenomenon of excess capacity, industry or face differentiation. Faced with this status quo, Minister of Industry and Trade Minister Miao Wei had in the electric car hundreds of forums, said: "At present, the new energy automotive market is on the rise," the power battery market will usher in the integration, and enterprises must enhance the power battery core technology. Subsidy policy on the power battery market has made more stringent requirements. To meet the needs of the market, companies must make adjustments to this. At the same time, the integration of the market is also imperative, no technology, smaller battery production plant is bound to be eliminated. By then, the domestic power market can usher in the "spring". At present, the production of power battery business has been as high as 150, and this figure is still growing. However, even if the number of enterprises continue to expand, capacity planning beyond market demand, but it is undeniable that the current development of the battery industry is still in a state of instability. In the "new energy car news" reporter's view, high-end production capacity, low-end excess capacity, power battery market is currently "small and scattered" state still did not improve. Ningde era marketing director Yang Qi told the "new energy automotive news" reporter, from a technical point of view, China's largest battery companies have launched the product can be comparable to the Korean battery, but there are still some small businesses in technology and product quality There is a serious failure.
