Foreword Recent news and news reports on power battery companies such as Tesla, LG, CATL, Guoxuan Hi-Tech, Far East Foster, and Junfeng Lithium (Kaifeng Lithium Energy) revealed that these companies are in the technical route and industrial layout. The 5 big new signals. On January 30, the State Council Information Office held a press conference. For the issue of “new energy auto points system†mentioned by reporters, Xin Guobin, deputy director of the Ministry of Industry and Information Technology, stated that the integration scheme has been formally released on September 27, 2017 and will be implemented on April 1, 2018. According to the Ministry of Industry and Information Technology, some companies are still facing certain standards of pressure. Taking 2016 as an example, of the 123 auto companies, 42 companies did not meet the requirements for fuel consumption standards, among which there are also large-scale production and sales companies, and many companies have plans for the deployment of new energy vehicles from 2019 and 2020. There is still a certain gap between the annual points ratio requirements. Therefore, the Ministry of Industry and Information Technology has also used various methods to remind enterprises to pay attention. According to the average fuel consumption standard for the integral approach and the ratio of new energy vehicles, the product development and production layout should be implemented as soon as possible. The slow response will not only result in Economic losses will also miss the opportunity for development. Undoubtedly, the double stick policy "big stick" will promote the traditional car enterprises to accelerate the R & D and production of new energy vehicles, thereby bringing a new round of development opportunities to power battery companies. However, in the face of blessings and disasters, and huge development opportunities, power battery companies are faced with many challenges, such as increased market concentration, subsidy retreat, great price pressure drop, and accelerated technological upgrading. In the situation of the elimination of the knock-outs, enterprises with ambitions but lack of strength may not see the glory of victory and have already folded into front of their competitors. Comparing with the leading companies, researching competitors’ strategies and paths for breakthroughs can provide a reference for the decisive battlefield. Ligong lithium battery monitoring information found that the recent news reports and news reports on Tesla, LG, CATL, Guoxuan Hi-Tech, Far East Foster, and Sui Feng Lithium (Kaifeng Lithium) and other power battery companies revealed these companies Five new signals in terms of technology route and industrial layout, and see below: â¶, power battery technology line from single to multiple At present, there are three types of power batteries: cylindrical, soft, and square. Each battery type has its own advantages and disadvantages, and there is no perfect existence. In reality, due to differences in their technologies, customer resources, and production scale, some companies are focusing on cylindrical battery routes. Some companies focus on taking soft packets or square battery routes. Some companies choose a full-scale layout to balance risks or expand market share. . Among the top 20 companies in 2017, the implementation of a diversified strategy for a full range of product layouts typically represented Powercell Battery, Penghui Energy, and Yiwei Lithium Energy, but Yilv Lithium Energy's soft pack battery The other two types of batteries are less. Tianneng Energy also has cylindrical battery and flexible battery production capacity. Some recent news shows that some leading power battery companies are expanding their production capacity in addition to other routes that were originally good at technology routes. On January 17th, when the prismatic battery “Daxie†Guoxuan Hi-Tech received an investigation from institutional investors, the company’s 300 hm/kg high energy density major technology project under the Ministry of Science and Technology progressed smoothly. The company has developed a ternary 811 soft pack core. With an energy density of 302 wh/kg, the company has now begun to build a pilot line for related products and plans to start production of the production line in 2019. On January 19, Smart Energy received institutional investors and revealed that the company will build a total capacity of over 20 GWh including cylindrical batteries, soft pack batteries and square aluminum lithium batteries in Yichun, Jiangxi and Yixing, Jiangsu in the future. Battery industry. The main body of smart energy power battery strategy is the Far East Foster, the leading company of cylindrical batteries. In fact, in addition to Far East Foster, another cylindrical battery international giant Panasonic is also expanding the technical route - the card slot square battery. In April last year, Panasonic announced the start-up of its Dalian plant, the first power battery plant in China. The plant mainly produces square-shaped batteries for electric vehicles and plug-in hybrid vehicles. It is expected that the annual production capacity will reach 200,000 electric vehicles after the project reaches capacity. Battery requirements. Soon thereafter, Panasonic announced that it would invest 100 billion yen to increase production at the same time in Japan, China, and the United States, which have a lithium-ion battery production base for pure electric cars. Among them, Panasonic clearly stated that in the Chinese market, the second plant will be planned and constructed on the basis of the original factory in Dalian. The investment for the expansion project will be approximately tens of billions of yen. It is expected that after the completion of the second plant, the entire Dalian plant will be completed. Capacity will double. â·, more power battery companies controlling lithium carbonate upstream The importance of lithium ore resources to power battery companies is like gasoline being used in fuel vehicles. This has become the most important reason for battery companies reaching out to them. In order to fully guarantee and stabilize its own supply chain, not constrained by raw materials, to seize the market opportunities in the future, battery companies have two ways out: First, to achieve cooperation alliance with lithium carbonate enterprises to strengthen the deep bond; Second, across the lithium carbonate company, Directly control the lithium mine and find someone to meet their own needs. The typical battery companies that previously laid out lithium resources include CITIC Guoan (Gongguli), BYD, Xingneng Group (Jianxing Lithium), Suifeng Lithium (Shaofeng Lithium), and Gailovo Energy (Waterma). Since January 2018, Tesla, Smart Energy (Far East Foster), and New Haiyi have been involved in lithium battery news. January 30 news, Tesla is negotiating with Chile's lithium giant SQM, the two sides are negotiating on lithium battery raw material investment. Eduardo Bitran, executive vice president of Chile’s industrial development agency, said that Tesla is expected to agree to build a lithium battery raw material plant in Chile to provide high-quality lithium raw materials for its electric vehicle lithium battery components. If this deal is reached, it will mark Tesla's first entry into the lithium battery market. On January 12, Smart Energy announced that the company’s wholly-owned subsidiary, Far East Smart Energy Investment Co., Ltd., plans to invest 200 million yuan in cash to increase Jiangxi Jiangxi Nanshi Lithium New Materials Co., Ltd. (hereinafter referred to as “Nanshi Lithiumâ€) and the transaction is completed. Post-Far East Zhitou holds a 10% stake in Nanshi Lithium. Nanshi Industrial Investment Group Co., Ltd. plans to invest 200 million yuan in capital to increase Far East Foster. After the completion of the transaction, Nanshi Industrial will hold 10% equity in Far East Foster. Smart Energy revealed that the company has entered into a strategic share agreement with Nanshi, a lithium carbonate production company established in Yichun, which has the largest lithium reserve of mica in China. Nanshi plans to produce 40,000 tons of lithium carbonate, and Nanshi will participate in the shareholding of Far East Foster. Effectively ensure the supply of raw materials upstream of the battery. In early January, Xinhai advised that the company had signed a partnership agreement and investment agreement with the Shenzhen Guomao Mining Investment Partnership (Limited Partnership) and all former partners of the National Australia Fund. The company intends to invest 30 million yuan of its own funds to invest in the National Australia Fund as a limited partner, accounting for 5.6040% of the share of investment. The main investment of the National Australia Fund is to acquire 60%-100% of the lithium mine in Molblan, Quebec, Canada, and to build a spodumene mining plant in Canada and a lithium carbonate plant in the country. As of the announcement disclosure date, the National Australia Fund has completed 60% equity interest in Molblan Lithium Mine. ⸠"Another way" layout solid state battery / fuel cell Lithium batteries currently occupy the mainstream position in the power battery market. The competition in the field of power lithium batteries is in a white-hot state, and some companies that have relatively poor performance in the field of power lithium batteries have chosen solid-state batteries, fuel cells, and other routes in an attempt to “carry overâ€. To seize the market opportunities ahead. In the international comparison, Toyota is the most typical. It initially chose nickel-metal hydride batteries. In recent years, it has only selected lithium batteries on the necessary models. At the end of 2014, it launched the Mirai Future Hydrogen Fuel Cell Vehicle and announced significant progress in solid-state battery R&D. It was jointly developed with Matsushita's solid-state battery in December 2016 and eventually used on Toyota's electric vehicle on a large scale. Subsequently, Toyota announced that by 2030, sales of pure electric vehicles and fuel cell vehicles will exceed 1 million, and investment in battery-related fields will exceed US$13 billion. In addition, 10 electric vehicles will be launched by 2020, and it is possible to use solid-state vehicles. Battery model. Some analysts believe that Toyota's efforts to develop solid-state batteries and spare no effort to promote fuel cells, in order not to let Toyota become a laggard in the new field of electric vehicles, two different routes is to choose the balance of risk. Domestic performance in the field of solid-state batteries and fuel cells is relatively positive for Nissan Lithium, and Hyundai. In 2017, Yifeng Lithium entered the solid-state battery plate formally through the introduction of Dr. Xu's team from Ningbo Material Institute. The laboratory technology has achieved a breakthrough. It plans to invest RMB 250 million in a pilot production line with a scale of over 100 million watt-hours. In a recent survey conducted by institutional investors, Junfeng Li said that the company’s 600 MWh power battery is currently doing customer testing and certification, and there are a few orders for 2017. This line is mainly used to meet the needs of downstream customers, training exercise management team, and gain experience. The future is focused on the next step in the solid-state battery production line. In September-December 2017, Xiongbu Investment Co., Ltd. has invested more than 10 billion yuan to establish a number of wholly-owned subsidiaries that mainly engage in R&D production of hydrogen fuel cells, and to build the first hydrogen fuel cell industrial park in Wuhan, and will cooperate with Nanjing Jinlong, Dongfeng special steam and other cooperative development and production of hydrogen fuel cell buses. , LG Chem / Panasonic and other international giants hit local companies As mentioned earlier, Panasonic started production in Dalian and announced that it will expand its square battery production capacity. Recently at the just-concluded CES show, Matsushita President Jinhe Ichihiro stated publicly that Matsushita is planning to build a new factory in China. The purpose is to produce supporting batteries for Tesla. The cooperation will be with both Super Battery factories in Nevada. similar. In addition, Panasonic’s base in Wuxi is also planning to extend its tentacles into low-speed vehicles and mini-vehicle batteries. At the end of 2017, it announced that it will produce large-scale production of on-board batteries for electric motorcycles and low-speed electric vehicles in Wuxi’s former digital cylinder base, and plans for 2018. At the beginning, it was supplied to Chinese companies through local battery manufacturers. Some analysts believe that Matsushita’s efforts in China are more aggressive than those of South Korean companies such as Samsung SDI and LG Chemical. According to statistics, LG Chemicals had 5,648 sets of power battery installed capacity in 2017, ranking 19th in the 2017 new energy passenger car battery installed capacity. The supporting car companies include SAIC GM, Zhejiang Haoqing Automobile, FAW-Volkswagen and Shanghai Automotive. Wait. According to industry analysts, Panasonic and LG Chemical are still able to open up a breakthrough in the current unfavorable environment for foreign companies. With the substantial retreat of subsidies until all cancellations, Japanese and South Korean battery giants, including Samsung SDI, LG Chemicals, Panasonic, etc., will acquire a large number of power battery orders in the future, which will have a huge impact on Chinese battery companies, thanks to their quality, cost, and technological advantages. . ⺠Accelerating the application of lithium-ion energy storage market In recent years, the development of lithium-ion energy storage has gradually increased. Leading power battery companies have regarded storage energy as a potentially huge application market that has to be expanded, and have begun to deploy in the early stages. From an objective point of view, the main factors that restrict the marketization of lithium-electric energy storage are cost, longevity, reliability, and safety. Fortunately, with the advancement of power battery demand and technology development, lithium battery energy storage technology and cost reduction will also be rapid. Huang Shilin, vice chairman of Ningde Times, said at the 2017 Senior Engineers Lithium & Electric Vehicles Annual Meeting that the development direction of the lithium battery energy storage market is: 1) Upgrade and replacement of existing applications, according to the performance and cost of the lithium battery energy storage system, the traditional use in some fields The energy storage system will be replaced by a cost-effective lithium-electric energy storage system; 2) The pioneering development of new applications, in the aforementioned application areas, the innovative operating model will promote the explosive development of the lithium-electric energy storage market. According to Huang Shilin, 2018 is a suitable time to start demonstration and promotion of the necessary technologies and operating models for lithium storage. "Professional people do professional things. We must dig out people who have ideas and are interested in doing a good job in this field." 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