日韩精品久久一区二区三区_亚洲色图p_亚洲综合在线最大成人_国产中出在线观看_日韩免费_亚洲综合在线一区

Global EditionASIA 中文雙語Fran?ais
Business
Home / Business / Motoring

China power battery makers face saturated market within two years

By HAO YAN | China Daily | Updated: 2017-07-31 08:21
Share
Share - WeChat

Workers check new energy car batteries at the Shenzhen-based OptimumNano Energy Co. HE MAOFENG / FOR CHINA DAILY

After years of rapid growth, Chinese power battery makers are looking at a saturated market within the next two years, despite a continuing shortage of high-end domestic products.

There's been a production capacity race among Chinese power battery manufacturers, thanks to the authorities' continuous encouragement since the market boom in 2015.

"The Chinese power battery sector entered overcapacity status in 2016, and will be more excessive in 2018 or 2019," said Zhang Junyi, partner of Nio Capital, a Wuhan-based investment firm co-established by electric vehicle company NextEV, Sequoia Capital and Hillhouse Capital.

"The battery makers decided to build more plants when they saw the e-car market leapfrog in 2015, and hoped to seize the opportunity," he said.

China's Vehicle Traction Battery Industrial Development Action Plan, issued in March, set out an industrywide target of 100 gWh (gigawatt-hours) annual battery production capacity by 2020.

But industrial data shows the nation's total production capacity exceeded 100 gWh as of 2016, and may exceed 170 gWh by 2020.

Currently, the big five domestic power battery makers that contribute about 50 GWh capacity, half of the nation's total, will see their production expanded to more than 124 GWh in the next three years.

Zhang noted: "It may not be accurate to simply put all the battery makers' production capacity together, because the realization depends on many factors."

Ye Liang, a Shanghai-based principal of German consulting firm Roland Berger Consultants said there would be deductions in the planned capacity when put into practice, and the reality could be complicated, as the plug-in hybrid and blade electric technologies are different, while the commercial vehicles have battery packs different than those used in passenger cars.

Ye said "the predicted 170 gWh may finally turn into 120 gWh in reality, but is still sufficient for 2 million electric cars with 60 kilowatt-hours batteries in a simplified situation."

John Zeng, managing director of LMC Automotive Consulting (Shanghai) Co, predicted China's e-car volume will reach about 2 million units by 2020, with the overwhelming majority employing low-end solutions carrying limited battery packs.

"About 96 percent of the new-energy market goes to sub-compact and mini-size models at a price range below 100,000 yuan ($14,925). They use low-power batteries that won't consume a lot (of) capacity like the high-performance electric sports car."

The full-electric models, at 100,000 yuan after government subsidies, usually carry battery packs of about 25 kWh. For example, the BAIC EV160 has a battery pack of 25.6 kWh.

Based on their published expectations, the big five power battery manufacturers' 124 gWh planned capacity in 2020 will be sufficient for about 5 million 25 kWh full-electric cars.

A Tesla electric vehicle carries batteries with 75 kWh or 100 kWh capacity, and Denza and BYD E6 are powered by a 62 kWh battery pack, but they are not the mainstream in the Chinese market.

"The premium electric cars, like Tesla, contribute only 1 to 2 percent market share," Zeng said.

"The remaining 2 to 3 percent goes to mid-level ones at 200,000 to 300,000 price range, including Denza and BYD E6."

Another factor triggering the speeded-up capacity expansion is the domestic regulation threshold of 8 gWh annual capacity, which was set by the Ministry of Industry and Information Technology in November 2016, according to sources who declined to be named.

However, only BYD Co and Contemporary Amperex Technology, or CATL, have registered sales of more than 6 GWh worth of products in 2016.

As a result, many of the battery makers started their capacity expansion in an expectation of reaching the threshold and surviving.

Both Zhang at Nio Capital and Ye at Roland Berger share the opinion that though low-end capacity is excessive, production of the high-power batteries for premium electric cars is still short.

Ye said: "Only some leading domestic manufacturers are capable of making high-quality batteries, which is and will be short of the market demands.

"Without meeting the auto makers' standards, the obsolete low-end battery plants will be dismissed by the market, or acquired by stronger companies." The international power battery makers have entered the world's largest market.

Panasonic Energy's Chinese venture now produces the AAsize 18650 cells for electric cars with an annual capacity of 100 million this year. Samsung and LG are both building massive production facilities in China with local partners.

Top
BACK TO THE TOP
English
Copyright 1995 - . All rights reserved. The content (including but not limited to text, photo, multimedia information, etc) published in this site belongs to China Daily Information Co (CDIC). Without written authorization from CDIC, such content shall not be republished or used in any form. Note: Browsers with 1024*768 or higher resolution are suggested for this site.
License for publishing multimedia online 0108263

Registration Number: 130349
FOLLOW US
CLOSE
 
主站蜘蛛池模板: 亚州老熟女A片AV色欲小说 | A片扒开双腿猛进入免费观看 | 中国人免费的片 | 亚洲美女精品 | 成片免费观看视频大全 | 亚洲精品三级 | 免费无遮挡很爽很污很黄 | 亚洲国产欧美在线 | 艹逼网站| 色婷婷国产精品欧美毛片 | 9191在线| 亚洲精品综合一区二区三 | 日本一区免费在线观看 | 日韩欧美国产偷亚洲清高 | 伊人亚洲 | 亚洲国产品综合人成综合网站 | 91免费精品国偷自产在线在线 | 国产一区二区三区免费 | 欧美一区2区三区4区公司二百 | 久久精品二区 | 观看av| 国产中文字幕在线播放 | 久久99热成人精品国产 | 日韩午夜影院 | 久久久久久久蜜桃 | 美剧三体| 欧美成人一级 | 一级毛片丰满 出奶水 | 49pao强力免费打造在线高清 | 久久激情五月丁香伊人 | 久久69精品久久久久久久电影好 | 欧美vide | 亚洲一区中文字幕在线观看 | 国产精品尤物在线观看一区 | 激情综合婷婷久久 | A片好大好紧好爽视频 | 麻豆污视频 | 五月婷婷社区 | 色拍拍视频 | 亚洲精品av在线 | 一区二区三区日本在线观看 |