Who can win the "Battle for Hegemony" of power lithium batteries?
Ers dechrau'r flwyddyn hon, mae wedi dod yn gonsensws y diwydiant ceir newydd bod y rhai sydd wedi cael batris wedi ennill y byd. Fel un o gydrannau craidd cerbydau ynni newydd, mae batris ïon lithiwm pŵer yn dod yn dir uchel yn y gadwyn diwydiant ynni newydd.
At present, the global battery suppliers are concentrated in three countries: China, Japan and South Korea. my country's Ningde era, South Korea's LG, Samsung SDI, SK and Japan's Panasonic occupy a dominant position.
Cystadleuaeth marchnad drydan
Ar gyfer cerbydau ynni newydd, y batri yw'r galon. Heddiw, mae datblygu'r diwydiant cerbydau ynni newydd yn egnïol wedi dod yn gonsensws byd-eang. Mae cyfradd treiddiad cerbydau ynni newydd yn Tsieina, Japan a De Korea yn adlewyrchu patrwm y farchnad defnydd batri yn Tsieina, Japan a De Korea i raddau.
Yn ôl data, yn 2015, y gyfradd dreiddio o gerbydau ynni newydd yn fy ngwlad oedd 0.7 y cant , sef yn Ne Korea oedd 0.2 y cant , a hynny yn Roedd Japan yn 0.5 y cant . 0.9 y cant , safle diwethaf.
The latest data from the China Automobile Association shows that in October, the penetration rate of my country's new energy vehicle market continued to maintain a historical high of 16.4 percent , and the penetration rate of the new energy passenger vehicle market reached 18.2 percent , gradually turning to market-driven.
Ar Dachwedd 17, dywedodd Zheng Yun, uwch bartner Roland Berger ac is-lywydd Greater China, yn Uwchgynhadledd Arloesedd Modurol fy ngwlad yn 2021, gyda chyflymder datblygu'r farchnad gyfredol, y bydd fy ngwlad yn cyrraedd cyfradd treiddiad cerbydau ynni newydd yn 2024. Dylai'r targed o 20 y cant allu cyrraedd 45 y cant -50 y cant yn 2030 - gan ragori ar lefel arweiniad cynlluniau diwydiant blaenorol.
According to the consumer survey of Roland Berger's "Disruptive Data Detection in the Automotive Industry", the acceptance of new energy vehicles by consumers around the world continues to increase. Zheng Yun introduced that in addition to the Chinese market, there are also a large number of second-tier and third-tier national markets where the penetration rate of new energy vehicles is rising rapidly. Taking South Korea as an example, in January last year, consumers' willingness to purchase was about 55 percent . This year Climbed to 70 percent .
Dechreuodd cerbydau trydan yn Japan yn gynnar, ond mae eu momentwm datblygu yn gymharol wastad, ac wedi'i atal yn ddifrifol gan gerbydau trydan hybrid (HEVs). Fodd bynnag, mae cost uchel cwmnïau batri ïon lithiwm Japan yn rheswm pwysig dros y dirywiad yng nghystadleurwydd a chyfran y farchnad o gwmnïau Japaneaidd, ond mae sianeli'r farchnad yn amlwg yn llawer uwch na rhai cwmnïau Tsieineaidd.
Fel Japan, mae De Korea yn wlad fawr yn y diwydiant ceir. Ar hyn o bryd, er bod gan Hyundai a Toyota eu llwyfannau cerbydau trydan pur eu hunain, nid cerbydau trydan pur yw'r gwerthwyr mwyaf yn eu gwledydd priodol. Mae cyfradd treiddiad cerbydau trydan pur yn fy ngwlad hefyd wedi cynyddu'n gyflym yn ystod y ddwy flynedd ddiwethaf, ond oherwydd bod y farchnad yn fy ngwlad yn rhy fawr mewn gwirionedd, nid yw'r cyflymder dyrchafiad yn arbennig o gyflym.
Ffin technoleg
Mae batri ïon lithiwm pŵer yn ddiwydiant sy'n cael ei yrru gan dechnoleg, ac mae cyflymder diweddaru technolegol ac iteriad yn gyflym iawn, a chryfder RD yw ffynhonnell cystadleurwydd craidd.
In my country, in terms of structural innovation of power lithium-ion batteries, BYD invented the blade battery, and the Ningde era has CTP technology. The degree of advancement of these technologies will determine the cost of power lithium-ion batteries, thereby affecting the process of parity between electric vehicles and fuel vehicles. Now CATL is studying CTP's next-generation technology CTC, trying to integrate power lithium-ion battery cells, related components and chassis.
Globally, in addition to my country's Ningde era, the heavyweight "players" in the field of power lithium-ion batteries include South Korea's LG New Energy and Japan's Panasonic. Japan still has obvious advantages over my country and South Korea in core technology. In addition, Japan's lithium-ion batteries are also similar to South Korea's, and they are basically subsidiaries of Japanese electronics giants.
LG New Energy's power lithium-ion batteries are mainly soft packs, and Panasonic's are mainly cylindrical, and the early days are bound to Tesla. According to SNEResearch data, the world's top ten power lithium-ion battery companies account for more than 90 percent of the market share. In the past, these modules were separated and had to be produced and assembled separately. If this technology can be mass-produced, integrated products will further reduce the cost of batteries, and the industrial chain pattern of car manufacturing may also be restructured.
Brwydr maes cyfalaf
The rapid rise of the Ningde era, known as my country's "King of Ning", is not only due to its leading technology and clear strategic direction, but also an important reason is that it began to invest in the upstream and downstream of the industrial chain very early. This makes its role in the industry not only a factory selling batteries, but also an important player in the automotive industry chain that cannot be avoided.
O -gynhyrchu cysylltiedig â batri, i OEMs i lawr yr afon, i sglodion modurol, siasi, gyrru ymreolaethol, a thechnoleg laser, i ddeunyddiau crai i fyny'r afon ar gyfer batris, i'r mwynglawdd lithiwm mwyaf i fyny'r afon, mae gan CATL a gosodiad. Y ffordd bwysicaf yw buddsoddi.
In June of this year, South Korea's LG New Energy, the biggest competitor of the CATL, started the listing process and planned to raise more than 10 trillion won (about 57.3 billion yuan) in IPO, which is expected to set the record for the largest IPO in South Korea.
In July, the South Korean government announced an ambitious plan to spend 35 billion by 2030 on developing the country's electric vehicle battery industry to compete with already dominant Chinese and Japanese firms. In line with this strategy, South Korean battery giants LG New Energy, SK Innovation, and Samsung SDI announced plans to invest a total of 40 trillion won (about 224.7 billion yuan) by 2030.
Japan has been cultivating for many years in terms of electric-based hybrid technology and hydrogen fuel-powered lithium battery technology. Japan has also clearly put forward an electrification strategy - to achieve the popularization of electric vehicles by 2030, in fact, the market is still far from "real realization of the popularization of electric vehicles". If you want to achieve the goal, you have to "break the boat". However, the Japanese market is too small.
Yn fyr, mae'r cewri batri mewn gwahanol wledydd yn cystadlu i gyflymu ariannu ac ehangu cynhyrchiad, ac y tu ôl iddo mae cystadleuaeth gynhwysfawr ar gyfer y diwydiant ynni newydd.
