Analysis of Power Battery Conflict: Who Will Be the Largest Winner?

Faced with the more serious environmental pollution and energy issues, the development of new energy vehicles have shown an overwhelming trend. For long-term consideration, governments have taken action, on the one hand, strong support for new energy vehicle prices, on the one hand the fuel vehicle prices to develop more stringent standards, forcing the traditional fuel vehicle companies have to transition to new energy vehicles. And some countries clearly show that the full ban on the time of fuel trucks, is undoubtedly the traditional car prices issued an ultimatum.

Policy drive, the transformation of traditional car prices, the popularity of new energy vehicles, making the traditional fuel vehicles have been embattled, fear no future. And the popularity of new energy vehicles is bound to drive the rapid rise of the battery industry, and in the country "ban order" after the formal implementation of its power battery market will be carved up in this "sub-cake" competition, who will Will be the biggest winner?

Drunk: strangled in the cradle

Policy is the first driving force for the development of new energy vehicles, some countries in the forefront of the development of new energy has planned to kill the fuel tank in the cradle. At present, including Britain, France, Germany, the Netherlands, Norway, and Asia, India and other countries have initially said they will stop the production and sale of fuel vehicles, and gives a general time:

In these six countries, the German car ownership of 47.65 million, 38.4 million French cars, the United Kingdom 36.7 million, India 28 million, the Netherlands 8 million, Norway, 312 million. As of the end of 2016, global car ownership is expected to have 1.4 billion, if these countries have achieved the full popularity of electric vehicles will occupy one-tenth of the global car ownership.

And the face of such a large electric car scale, but also to the power battery has a larger market. Germany's Terra E, a joint company of 16 German companies, is planning to build a lithium-ion battery plant with a planned capacity of 34GWh, which will challenge Tesla's position. Britain and France have strengthened investment in the power battery industry, intended to achieve the full use of local power batteries, rather than a large number of imports.

But not local enterprises have long smell the smell of the market, BYD in France, the French region of Bolivia investment 10 million euros to build Aloni factory, which is BYD following the United States, Brazil, Hungary and other places after the construction of the fourth overseas factories.

LG announced in Poland to build the largest electric car battery factory in Europe, by the end of 2018 to invest about 360 million US dollars, the establishment of the plant will be the company in the global electric vehicle battery industry giants lay a foothold.

Samsung's subsidiary Samsung SDI plans to invest in Europe to build factories, but also want to share a share of the European market.

And some power battery production is low, but resolutely develop new energy vehicles such as India, Norway, etc., can only rely on power batteries and electric car imports. This gives BYD, Samsung, LG, Panasonic and other veteran power battery business has brought unlimited (participating, pictures, inquiry) opportunities, who will eat big foreign market, who is likely to sit in the field of power battery first The top spot.

Abandoned dark cast: the traditional car prices have the layout of the electric car industry chain

In 2016, the global new energy vehicle market growth, pure electric and plug-in hybrid passenger cars total sales reached 770,000, an increase of 42%. Whether it is from the front or long-term consideration, the new energy vehicles will be a "meat and potatoes", and each car prices are smell its fragrance.

Regardless of the policy of high pressure or market trends, have made the traditional fuel vehicle enterprises have to new energy car prices, increase investment in new energy automotive market, and even some car prices to give up fuel trucks, all the net worth of energy vehicles, To a "gamble". Not only small brand car firm focus on the development of some old car prices are seen opportunities to participate in them.

2016 global sales of light vehicles more than 90 million, an increase of 2%, while the new energy vehicle sales of 770,000, an increase of 42% year on year, plug-in hybrid and pure electric vehicle growth rate than the overall vehicle Growth rate of 21 times higher, it accounted for only 0.86% of the proportion. But now the car prices have stepped up the layout of the new energy vehicles, making the electric car market is broader, by 2020 the car prices of electric vehicles are officially put into the market, sales are expected to reach 3 million, or even higher. And some veteran car prices in the promotion of new energy vehicles at the same time also stepped up the layout of the power battery industry, intended to achieve self-sufficiency in power batteries, forming a complete industrial chain.

Trend: 2020 lithium-ion battery market is expected to reach 450 billion yuan

As of the end of last year, the global electric car market has more than 2 million, of which 61% for pure electric vehicles, 39% for plug-in hybrid models. And in 2015 the global electric car ownership of 1 million, an increase of 50%. By 2040, with the full implementation of the ban on countries, and the transformation of the major car prices completed, is expected to occupy about 30% of new energy vehicles.

And the rapid rise of new energy vehicles also led the global lithium-ion battery market steadily rising. In 2016, the global lithium-ion battery market size of 215.8 billion yuan, by 2020 the global lithium-ion battery market is expected to reach 450 billion yuan, of which China's lithium-ion battery market is expected to reach 300 billion yuan, accounting for about 66.6%.

The current environmental problems become increasingly serious, energy conservation and sustainable development has become the primary goal, and to achieve this goal is a fuel tank around the past, which makes the electric car has become its best substitute. And the lack of new energy vehicles as a new industry has become the reason for restricting its development, once the electric car in the life, charging speed, charging form, battery life and other core areas to catch up with the performance of fuel trucks, the price is low, easy to maintain, Charging low cost, low-carbon environmental characteristics will have an absolute advantage, then the fuel car fear no longer the day, and the electric car will also make the power battery to win more benefits, and the traditional power battery business who Get more share, who will be the final winner.