New energy vehicles are too hot, and a battle has started quietly!
In recent years, with the deepening of the concept of green development, the competition around the new energy industry is also intensifying. As the heart of new energy vehicles, the importance of power batteries is self-evident. Recently, the share price of the power battery company CATL has risen continuously, and the total market value has exceeded 1.3 trillion yuan in one fell swoop. Behind the enthusiastic capital market performance, it highlights the "battery shortage" problem of the new energy vehicle industry. 1 "Battery shortage" hits the CEO of a car company to "snatch" goods. The following video is from CCTV Finance, with a duration of 03:20 △ CCTV Finance's "Economic Information Network" column video Not long ago, media reported that Xiaopeng Motors CEO He Xiaopeng wanted to The battery was successfully obtained from the Ningde era and stayed for one week in the Ningde era. Zeng Yuqun, chairman of Ningde Times, said at the recent shareholders meeting that the customer's recent urging of goods made him unbearable. Behind this, a "battery shortage" is coming quietly. In order to meet the needs of car companies, major power battery companies have also driven full horsepower. Ganfeng Lithium is a lithium battery manufacturer in Xinyu City, Jiangxi Province, supplying Tesla Model 3, BYD Han and other new energy vehicles. Huang Jingping, director of the quality department of a lithium battery power plant in Jiangxi: We have basically not stopped production since the beginning of the year, and we basically produce at full capacity 28 days a month. Not only Ganfeng Lithium, but many domestic power battery manufacturers are also facing a similar situation. Recently, Yiwei Lithium Energy disclosed in the announcement that the company's existing sites and production lines are operating at full capacity, but the supply will still be in short supply in the past year; Ningde Times released the investor survey minutes and pointed out that the shortage of supply chain resources is one of the problems that the company urgently needs to solve . In the face of battery shortages, car companies did not dare to neglect, and they all hugged the "thighs" of power battery manufacturers in advance. Great Wall Motor and CATL signed a ten-year strategic cooperation framework agreement on power batteries in early June this year. Tesla CEO Elon Musk has repeatedly expressed concern about the shortage of battery supply, saying that Tesla will buy as much as the supplier gives. Tesla CEO Elon • Musk: The supply of power batteries restricts the development of the current new energy vehicle industry from the root. Tesla has made it very clear to the major battery suppliers that we will do our best to purchase the batteries produced by them, whether it is CATL, Panasonic or LG Chem. On the evening of June 28, CATL announced that the company has signed an agreement with Tesla to supply lithium-ion power battery products to Tesla in the next four years. Zhang Xiang, researcher at the Automotive Industry Innovation Research Center of North China University of Technology: The shortage of batteries has always existed in the new energy vehicle industry. Like Volkswagen and Audi, they were forced to stop the production of some models due to lack of batteries. For the global new energy vehicle industry, the issue of battery supply is like a "sword of Damocles" hanging over the head. SNE Research, a global emerging energy market research organization, predicts that by 2023, the global demand for power batteries for electric vehicles will reach 406 gigawatt hours (GWH), while the supply of power batteries is expected to be 335 gigawatt hours (GWH), with a gap of about 18 gigawatt hours (GWH). %. By 2025, the gap will widen to about 40%. 2 The power battery company "running" has invested 350 billion yuan in six months to expand production. Since this year, the growth of domestic new energy vehicles has been a bit unexpected. However, power batteries have not kept up. In order to alleviate the "battery shortage", the power Battery companies dare not slack off, and have started the "running" mode of production expansion. The following video comes from CCTV Finance, duration 03:05 △ CCTV Finance "Economic Information Network" column video Lithium products are one of the important raw materials for power batteries. In order to meet market demand, lithium mining companies are increasing their production capacity. In addition to upstream companies, power battery companies themselves are also actively investing in building factories and trying to extend upstream to reduce the impact of raw material price fluctuations. In addition, Yiwei Lithium Energy joined hands with Huayou Cobalt to go to Indonesia to carry out a smelting project; Honeycomb Energy invested in the construction of a 14.6 gigawatt-hour (GWH) power battery production base in Lishui, Nanjing. Data shows that in the first half of this year, many domestic power battery companies have announced to expand and optimize production capacity, with a total of 57 related investment projects, with a total investment plan exceeding 350 billion yuan. Recently, Zeng Yuqun, the founder of CATL, revealed at the shareholders' meeting that a solid-state battery named "sodium ion" will be released in July this year. As early as January this year, NIO took the lead in releasing a self-developed solid-state battery pack, which is expected to be commercialized in the fourth quarter of 2022. From frequent spontaneous combustion to greatly reduced battery life in low temperature environments, the use of liquid lithium batteries has been controversial. Zhang Weixin, a professor at the School of Chemistry and Chemical Engineering, Hefei University of Technology: The difference between solid-state batteries and mainstream power batteries in the market is that solid-state electrolytes are used to replace electrolytes and separators in power batteries. Compared with liquid lithium-ion batteries, its safety performance will be greatly improved, and it has a chemical system with higher energy density. Domestic companies began to develop solid-state batteries as early as more than ten years ago. According to data, there are nearly 300 solid-state battery-related companies in my country. 48% of the related enterprises were established within 5 years, and 20% of the related enterprises were established for more than 15 years. International giants are not far behind, and have accelerated the layout of solid-state batteries. LG Chem said it will commercialize all-solid-state batteries between 2025 and 2027. Panasonic plans to launch an electric vehicle using solid-state batteries in 2025. The Volkswagen Group has announced that it will start using solid-state batteries in 2025. Not far behind, BMW Group also announced that it plans to launch a prototype car equipped with solid-state batteries by 2025. Zhang Xiang, researcher at the Automotive Industry Innovation Research Center of North China University of Technology: There are many battery suppliers at home and abroad, all of which are deploying and accelerating the research and development of solid-state batteries, but large-scale applications are not expected to be seen until 2030. In the short term, due to cost and technical constraints, solid-state batteries are currently only used in some specific consumer electronics scenarios. Source: CCTV Finance (ID: cctvyscj), the copyright belongs to the original author, the purpose of reprinting is to share more information, and does not represent the position of this account