Global electric vehicle development -Lithium - Ion Battery Equipment

China leads the global electric vehicle development -Lithium - Ion Battery Equipment

Recently, Roland Berger shared the latest Research Report on 2018 Global Electric Vehicle Development Index released in August with the auto headline APP. The report points out that China is still in the leading position in the 2018 global electric vehicle development index.

The production of electric vehicles and batteries in China is growing rapidly and expected to be high, and continues to maintain a leading position in the "industry dimension". In the next few years, China is expected to maintain its overall leading position, which is mainly based on a number of laws and regulations issued in the past 18 months, which will further standardize the benign and sustainable development of China's electric vehicle industry.(Lithium - Ion Battery Equipment)

As far as the "market dimension" is concerned, the sales of batteries and plug-in hybrid vehicles in various countries are very impressive, but China is particularly outstanding. Compared with the previous year, the growth rate was as high as 70%. In 2017, China's pure electric and plug-in hybrid vehicles accounted for more than 2% of newly registered vehicles, becoming the first country to exceed this proportion.

"Fast and good" development becomes China's new goal

"Fast" in production and marketing, "good" in technology. In terms of "technical dimension", the first echelon, led by France and Germany, has obvious advantages in such technical indicators as battery energy density, range, and electric top speed. French vehicle manufacturers have increased the output of plug-in hybrid vehicles and expanded the relatively narrow product line in the past, mainly focusing on small pure electric vehicles. The product portfolio of German vehicle manufacturers is more abundant, focusing on plug-in hybrid vehicles and pure electric SUVs.

China should not only take advantage of the production and sales of electric vehicles and maintain rapid growth, but also pay more attention on the technical level to catch up and achieve "fast and good" all-round development.

From the perspective of subsidies for new energy vehicles in various countries, France has the highest amount of subsidies, while China has a lower amount of subsidies than other countries, and the declining trend of subsidies is particularly obvious. This has effectively prevented China's electric vehicles from growing too fast and developing too fast. The additional step subsidy policy based on the mileage level is also an important means to curb the blind development of the electric vehicle industry at a low level, thus promoting the "fast and good" all-round development of China's electric vehicle industry.

Huge development space means more fierce competition

With the growth of the number of global passenger cars, the "immersion" of shared cars in the market, and the gradual transformation of the kinetic energy mode to electrification, it is estimated that the demand for automotive batteries will expand 20 times to nearly 1600GWh by 2030.

And it is this "double" market demand that makes the price of battery raw materials cobalt and lithium soar as high as 300%. Due to the huge fluctuations in the price of raw materials, battery manufacturers have a high difficulty in cost control, and battery suppliers with relatively mature technologies have gradually lost their advantages in price. A large number of start-up battery suppliers have sprung up, including Unicorn enterprises such as Ningde Times, which further intensified the market competition in the battery industry.

In order to cope with the trend that the price of expensive raw materials continues to rise, battery suppliers, in order to cope with the increasingly fierce market competition, have continued to make efforts in three directions: de precious metallization, introduction of advanced manufacturing processes, and large-scale investment in the upstream supply of raw materials.

Roland Berger believes that "in order to reduce dependence on battery manufacturers, OEMs will also consider investing in independent battery production or actively developing a highly competitive supplier environment". Martin, the business development director of Northvolt, also said, "We believe that most of them, at least the largest OEMs, will pay attention to battery manufacturing.". Indeed, taking Volkswagen as an example, the older and more car enterprises have plans to establish battery manufacturers, which will further intensify the competition in the battery market.



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