2020 is about to pass, and the power battery industry wars will reach the midfield

After the sharp decline in production and sales caused by the epidemic at the beginning of the year, my country's automobile sales have achieved a V-shaped flip, especially the steady increase in new energy vehicle sales.

The pattern of foreign investment entering the market has changed, and independent brands are recognized

In 2020, my country's power battery industry, the most intuitive change is reflected in the installed capacity rankings, foreign investment has become an absolute factor that cannot be ignored.

Foreign capital is coming fiercely, industry reshuffle is accelerating, and market competition is further intensifying.

It is worth noting that behind the gradual acceleration of the pace of electrification by multinational car companies is the increasing recognition of power battery suppliers in my country: Tesla signed a cooperation agreement with CATL, Yiwei Lithium Energy has been designated by BMW, Wanxiang One, two and three won 10 billion yuan orders from Volkswagen.

Plan ahead for the busy layout of OEMs　

Prior to this, the power battery companies headed by CATL were rapidly advancing the power battery cooperation projects with major auto companies, including many companies such as Times FAW, Times SAIC, and Dongfeng Times.

For BYD, when to split the battery business and supply externally has always been the focus of attention from the outside world.

In addition, in 2020, Volkswagen will formally acquire a stake in Guoxuan Hi-Tech, gaining 26% of its shares and become the largest shareholder.

　　Car companies that are at the forefront of the electrification transformation are also actively deploying the next-generation power battery technology.
It is reported that BAIC New Energy has successfully rolled off a pure electric prototype car equipped with a solid-state battery system, becoming the first public driving solid-state battery prototype in China.
GAC Group said that the company's graphene battery research and development work is continuing, and it is expected that this technology will be tested in real vehicles by the end of this year.

　　Enhance core competitiveness, power battery technology is one step forward

　　In 2020, in the face of fierce competition in the industry, various power battery companies are committed to improving their core competitiveness, and the industry "Matthew Effect" becomes more and more obvious.
As the leader in the industry, CATL has accelerated the pace of industrial chain integration, investing in high-quality listed companies on the upstream and downstream of the industrial chain at home and abroad in the form of securities investment, with a total amount of not more than 19.
06 billion yuan, of which the total amount of overseas investment does not exceed 2.
5 billion yuan US dollars.

　　In terms of improving power battery technology, power battery companies "seeking upwards" have become a consensus.
Taking battery packs as an example, it has become a development trend to improve the efficiency of battery packs by designing without modules or large modules.
In 2020, CATL launched CTP technology based on high nickel ternary lithium battery technology design, BYD launched a new generation of self-developed lithium iron phosphate batteries-"blade batteries", which greatly improved the production efficiency of battery modules and Overall performance, thereby promoting the improvement of product safety performance.

　　From Tesla’s “cobalt-free, not necessarily lithium iron phosphate battery” to the CATL’s claim that “there is always a cobalt-free battery technology reserve”, the “decobalt” ternary lithium battery cathode material has also become the focus of attention of the industry.
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"No cobalt" has become a hot word in the power battery industry in 2020.
At present, Honeycomb Energy has introduced a cobalt-free material cell and square lamination process, which significantly reduces the cost of ternary materials and improves production efficiency.
The reporter learned that Xu Xingwu, senior vice president of Guoxuan Hi-Tech Power, also mentioned a new technology of Guoxuan Hi-Tech-JTM, which is directly placed in the module with a roll core, and the process is very simple.
, Low cost, simple manufacturing process, easy to form standardization.

　　It is worth noting that in order to strengthen the safety management of electric vehicles, the Ministry of Industry and Information Technology issued three mandatory standards in a row, especially the increase in the thermal diffusion test of the battery system, requiring the battery system to stop fire and not explode within 5 minutes after thermal runaway of battery cells occurs.
The occupants reserve a safe escape time.
The new standard will be formally implemented in 2021.
In 2020, various power battery companies attach great importance to safety issues.
CATL announced that it has developed a non-fire 811 battery; Xinwangda also recently announced its "only smoke, no fire" battery system related solutions; Funeng Science and Technology announces joint GAC New Energy mass production of "Never Fire" batteries.
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　　In 2020, the "New Energy Automobile Industry Development Plan (2021-2035)" issued by the State Council has pointed out the direction for the development of my country's new energy automobile industry in the next 15 years.
The "Plan" proposes to increase key technology research and encourage the development and innovation of vehicle operating systems and power batteries.
It is foreseeable that, in the face of the broad market prospects in the future, the development of the power battery industry will continue to move forward.
The pattern of changes in the market, technology, capital, and overseas layout, let us look at 2021.

Transfer from: China Economic Net