New energy vehicles battery explosion caused power shortages kept hidden expansion

Posted on 12/10/2015 5:01:18 PM

Statistics National Passenger Car Market Information Co Dec. 8 showed, in November this year, the domestic new energy vehicle sales surge 2.4 times year on year. But the outbreak of new energy vehicles for the domestic car prices overjoyed but surprise, Beiqi new energy, SAIC Motor, JAC and other manufacturers are to the "Daily Economic News" reporters, has been the emergence of new energy automobile production capacity of the phenomenon, mainly They are key components - insufficient battery power supply.
In this context, domestic battery manufacturers have started large-scale expansion. However, in the case of centralized investment, the future of domestic battery enterprises are likely to face overcapacity and other issues.
Battery demand to lift business performance
Recently, power battery production enterprises Tianneng announcement that is expected next year will add at least four production lines, the total capacity of 1 GWh, will be required to meet the battery supply 150,000 to 200,000 electric vehicles.
It is understood that China Xuan Tech mainstream power battery supplier, has recently announced the expansion of one of the next year is expected to be put into 240 million power battery production line safety when. Great Power Energy recently released bulletin said that the future new capacity will be mainly on battery power.
According to statistics by the Federation last month, sales of new energy passenger 24664, an increase of 2.4 times. However, the rise in new car sales, while energy, power batteries, but a state of shortage.
"At present, our new energy vehicles production capacity." Marketing Director Beiqi new energy marketing company Wang CONSERVANCY to the "Daily Economic News" reporter said that with the further growth of new energy automotive demand, Beiqi new energy had annual production capacity of 20,000 can not meet the demand, "Since the beginning of September, Beijing began the traditional fuel vehicles will be part of the capacity to deploy new energy vehicles." This, however, had to face another problem, "battery power supply can not keep up."
JAC of new energy responsible person also told reporters that the key factor limiting the JAC of new energy automobile production capacity, is the shortage of battery power supply.
In the short supply situation, power battery manufacturer's substantial increase in performance. State Tower Tech third quarter net profit rose 384.29%, in the first half-day to power the lithium battery sales surge 1.2 times to 189 million yuan. Wind data show that three quarters, net profit participation over 40 only statistical power battery concept stocks rose 93.74 percent.
Power battery production capacity next year blowout
However, the overall expansion of the power battery enterprises are also faced with worry.
"Currently, most domestic enterprises to expand production capacity batteries are lithium iron phosphate batteries." A battery of technical experts to the "Daily Economic News" reporter, said, "but now the general direction of the passenger car battery is ternary material battery."
It is understood that, in accordance with the "national key research and development program focused on new energy vehicles special implementation plan (draft)", made it clear when "car battery monomer ratio of energy by the end of 2015 up to 200 W / kg at the beginning of this year, announced the Ministry of Science, more than 2010 double; 2020 reached 300 Wh / kg. "
"Such energy standard lithium iron phosphate can not reach." The battery technology experts told reporters, better domestic energy density power battery module 130 Wh / kg. In his view, the domestic battery enterprises in the ternary cell technology in a backward state.
"Technical threshold is not high power battery." A charging infrastructure business person in charge told reporters that this result is not difficult to achieve production enterprises, while resulting in a lot of battery power is not strong competition for market enterprise blind expansion, battery enterprise technology research and development situation prevailing neglect.
In late October this year, Samsung SDI and LG Chem have been completed in China's battery production bases, including Samsung SDI annual quantity sufficient battery assembly 40,000 new energy vehicles, LG Chemical stage capacity is enough to meet the 50,000 new energy vehicles The battery supply and demand.
"We have and Samsung SDI signed a purchase agreement." A person in charge told reporters JAC of new energy, such enterprises battery technology advantages.
A battery company responsible person briefed reporters, LG, Samsung, the power of God and CATL, this four power battery business next year will be put into the total production capacity of 10 GWh more than 400,000 new energy vehicles to meet assembly required .
In some industry view, this will lead to next year blowout battery capacity is likely to result from the shortage to surplus power batteries, and technical strength is relatively backward power battery business will be struggling to survive.

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