In the first half of this year, China's new energy vehicle sales rose 126.9 percent to reach 170,000, the Automobile Association is expected to achieve 700,000 sales target this year there will be no change. One side is the new energy vehicle sales fire was a mess, while the other side is the new energy vehicles can not be ignored safety issues. July 10, lithium listed companies Gan Feng Li industry's Shenzhen City, United States and worship Electronics Co., aging plant accident caught fire and exploded, exactly two months ago this company warehouse fire accident; July 7, Nanjing chassis by two rain-soaked electric bus has suddenly caught fire, the suspect is the cause of the fire led to short-circuit the battery pack water and thus lead to burning. Then push forward on the new energy automotive safety incidents news never stopped.
"According to the research report, China has 760 lithium battery factory, known as do power lithium battery nearly 150, when the industry from consumer electronics to power battery quantitative to qualitative change happened," Ningde Times New Energy Technology Co. Shares company (hereinafter referred to as the era of Ningde) Yang Qi, director of marketing to the "Securities Daily" reporters, said car battery several times more than a thousand times on the phone's battery power, since the number of superimposed also caused a qualitative change, very technical security requirements high.
So many battery manufacturers, how to ensure safe and reliable power battery to the market? Last October 12, the Ministry announced the first "vehicle battery industry standard conditions" corporate and product catalog (hereinafter referred to as battery directory), began to regulate the management of mixed motive power battery market, has already announced four batches catalog.
"National engage battery Directory Security is the most important consideration, including the suspension of three yuan a battery used in the bus, which should be from the perspective of security," President of Ningde era Huang Shilin said that some manufacturers vicious, especially It is lower than the cost of dumping the battery will lose business survival and development, but also affect the further expansion of high capacity, is not conducive to the development of our national power batteries.
By 2015, Samsung SDI Annual Report shows that operating income grew 38.3%, but operating profit into a loss of 332 million yuan; LG Chemical field of lithium business revenue grew 10%, while operating profit was down more than 90%. Huang Shilin reference to "less than the cost of dumping" in the two Korea-based corporate earnings were revealed beyond doubt. As of 2015, domestic shipments of bus companies out of the top fifteen, six are Samsung SDI and LG reached a preliminary supply agreement, accounting for one third of China's passenger car market.
Huang Shilin told reporters that some countries have developed policies or improve the technical requirements for this industry is healthy and steady development, domestic enterprises also hope to have a relatively good soil development. Even in the last year so fierce market environment, Ningde era still surpass Samsung and LG in 2015 became the world's third-ranked car lithium battery production of energy companies, even as early as 2012 Ningde era became BMW suppliers.
"Comparable technology at home and abroad, and even some of our better special," Huang Shilin said that in 2016 our sales in the global ranking will further, so it needs to continue to invest, we hope to enter the capital market as soon as possible.
Battery overcapacity
2015 Chinese new energy vehicle production was 379,000, an increase of 4 times. Lithium batteries used in electric vehicle power output 15.9GWH, an increase of 356.7 percent, accounting for 44% of China's total output of lithium batteries, lithium batteries become China's largest mobile phone over the terminal demand. According to incomplete statistics, only the first half of this year, there are 54 on the downstream battery listed companies to publish investment expansion plan, a total investment of nearly 116 billion yuan.
"Now look at each peer newspaper out of production the total number, it will certainly be excessive," Huang Shilin to the "Securities Daily" correspondent said that with the expansion of industry capacity, and soon you will recognize the need for enough quality batteries to assemble buses or passenger cars, future technology capacity is not enough production capacity to some excess, because not reach the requirements of the industry, "but the technology can meet the requirements of the products will be in short supply, so there will be a process of elimination, so I think overcapacity is relative, it is expected fast Hengqiang state "will appear.
In fact, when the lower quality, but off the battery problem has emerged. 2015 electric car accident occurred nine this year, only six months had occurred eight. Cause of the accident, mostly battery systems, related components and charging system defect. In recent Nanjing electric water buses on fire, for example, it is an accident caused by the low water level.
"It is reported that peer car design is designed in accordance with IP54 waterproof rating, its water level lower than IP67," Dr. Su special education Ningde age verification test center manager told reporters that, generally speaking, we will not consider the car in the water, If it occurs, usually IP54 enough, but if you encounter special circumstances, IP67 will be a little better, we are now in accordance with IP67 design, the key is how well prepared IP67 waterproof rating, waterproof rating is a long-term thing, not when the factory is IP67, running for some time to reduce the level, the reliability of the design is still very important.
Foreign brand batteries dumping
It is also because of domestic battery production chaos, the Ministry of Industry from October 12, 2015 in a row issued four batches of battery directory, from May 1, 2016 start, did not use the shortlisted companies battery of new energy vehicles will be Unable to get subsidies.
That time was questioned directory promulgated by the state power batteries to protect its own producers, in fact, our battery technology still lags behind Japan and South Korea. Huang Shilin told the "Securities Daily" reporters, a dozen years ago, when China first introduced lithium ion battery, lithium battery company was the overall level of Chinese and international, the gap in recent years, domestic and international levels "Today 'Thirteen Five' period parallel forward, our excellent battery companies have been among the highest in the world. "
"Battery power is now gradually formed such a situation, if you can not have more follow-up research and development into the future, there may be a disadvantage in the competition for any company concerned, to increase investment means there must be sufficient business amount, "Huang Shilin said, and now some brands battery industry to China has been dumping and causing injury, the state promulgated battery directory security is the most important consideration.
"Some manufacturers vicious, especially less than the cost of dumping of the battery will lose business survival and development, but also affect the further expansion of high-quality production capacity, there can be no battery safety." Huang Shilin representation.
There was a car companies responsible to the "Securities Daily" reporters complained, domestic power battery cell is good, but not good product consistency. Yang Qi believes this view somewhat one-sided, "We made the first products from BMW partner, we get from them is a full specification German 700 pages, there is no domestic manufacturers propose a different specification Tell me, if others are not so picky requirements, it will not do so well. "
Yang Qi said that the era of Ningde established in 2011 was a nameless company, was developed in three directions: the first direction is to do electric bus, it is easier to grasp the needs of customers, and the second direction is to do the storage market, the starting point is to do mobile base stations, and the third direction is the Ningde era must get well-known international car company.
It is also because there is an internationally renowned clients started, Ningde era batteries produced premium is higher than South Korea's Samsung and LG. "We never do is copy other people's things, when there are many new mobile phone market, we are the first to be certified, at least at that time began to sell more expensive than others, until the opponent into the supplier system certification, we passed the certification of new products, continued to rely on to do R & D investment. "Yang Qi told reporters.
According to reports, the 2015 A-share listed companies, China Xuan Tech lithium battery shipments 1100MWh, while it reached 2450MWh Ningde age is more than double the former, "With the second half of the several main models listed, we the battery to the end of the year as a whole production capacity will go to 7-8GWh. "Yang said Qi.
Huang Shilin said that in 2016 our sales in the global ranking will further, so it needs to continue to invest, we hope to enter the capital market as soon as possible.
At present, the total market capitalization of the country Hin Tech 35.52 billion yuan, and the price for Ningde Times battery sales are greater than the country's Tower Tech, the market capitalization worth the wait.