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The six core parts industries of new energy vehicles are ready to start
Latest company news about The six core parts industries of new energy vehicles are ready to start

 

In 2021, the landing speed of new energy models of foreign investment, joint venture and independent brands will be accelerated, high-quality new products will bloom in the second place, and the choice will be increased, which is good for consumers. In 2021, the domestic production and sales of new energy vehicles are expected to hit 2 million, and the installed capacity of power batteries is expected to be about 120gwh.

 

After the market downturn caused by the outbreak of the epidemic in early 2020, the steady growth of the production and sales of new energy vehicles in the later period is particularly remarkable. Behind this, with the power battery industry further competition, survival of the fittest, market concentration has reached an unprecedented height.

 

In 2020, Panasonic, LG Chem and other foreign-funded enterprises will strengthen the offensive and begin to enter the top 10 domestic power battery installed capacity. In the new market situation, domestic suppliers with advantages have enhanced their core competitiveness in order to consolidate their position and achieve breakthroughs. For example, CATL invests in high-quality listed enterprises in the upstream and downstream of domestic and foreign industrial chains by means of securities investment; cooperates with CHANGAN AUTO and SAIC MOTOR respectively to create high-end automobile brands; on December 30, 2020, it also announced that it plans to invest no more than 39 billion RMB to build three power battery manufacturing bases.

 

In 2020, multinational automobile enterprises will gradually speed up the pace of electrification, and China's power battery suppliers will be more and more recognized: Tesla and CATL sign a cooperation agreement, EVE lithium can get fixed-point supply from BMW, and A123 SYSTEMS will win 10 billion RMB orders from Volkswagen It is worth mentioning that Volkswagen officially took a stake in GOTION HIGH-TECH, obtained 26% of its shares, became the largest shareholder, and became the first foreign-funded automobile company to directly invest in China's battery production enterprises. Daimler also directly participated in the IPO project of FARASIS technology innovation board. In addition, in the face of the outbreak of new energy vehicle market in Europe, Chinese power battery enterprises are speeding up the pace of "going out". While obtaining orders from Europe, they are also building factories abroad, in order to fully participate in the global operation in the market, technology, capital, brand and other fields.

 

In 2020, BYD announced the establishment of Fudi Company to launch "blade battery". The design of no module or large module has become the development trend to improve the efficiency of battery pack. Honeycomb energy released a cobalt free material cell and a square lamination process. GOTION HIGH-TECH is also developing a new technology – JTM that is, directly put the core in the module to complete the production at one time.

 

In 2020, electric vehicle spontaneous combustion accident still affects the industry's attention to safety issues. The 811 battery in CATL is not on fire, and the battery system related scheme of "only smoke, no fire" of Sunwoda. The "never on fire" battery of FARASIS technology and GAC new energy came into being.

 

Outlook for 2021:

The landing speed of new energy vehicles (especially electric passenger vehicles) of foreign investment, joint venture and independent brands will be accelerated, and high-quality new products will bloom in the second place, with more choices, which is good for consumers. Due to the increasing uncertainty of overseas epidemic situation, multinational automobile enterprises will incline more to the Chinese market in terms of electrification strategy. In 2021, the domestic production and sales of new energy vehicles are expected to hit 2 million, and the installed capacity of power batteries is expected to be about 120gwh.

 

Driven by the marketization of new energy vehicles, while the demand for power batteries and their key materials is increasing, more and more enterprises will accelerate their entry into the supply chain of multinational automobile enterprises. The competitiveness of the leading enterprises of independent brands will be significantly improved in the product, technology, manufacturing, scale, service, brand, capital and other dimensions. A new round of capacity expansion of the industry has started, the position of the head enterprises has become more stable, the competition between the second tier enterprises has become more intense, and the integration of the upstream and downstream of the industrial chain will be accelerated.

Pub Time : 2021-01-08 11:42:15 >> News list
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