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Views: 1 Author: Site Editor Publish Time: 2020-08-08 Origin: Site
Recently, CATL (CATL) announced that it has become the leading supplier of Mercedes-Benz batteries. The two parties will jointly develop leading battery technology to support the large-scale electrification of Mercedes-Benz models. At the same time, CATL stated that with the advancement of the construction of the Thuringia plant in CATL, this will enable Mercedes-Benz to purchase batteries from the Thuringia plant of CATL and further increase its localized procurement rate in its supply chain.
The Thuringia plant of the Ningde era was established as early as July 2018 in Thuringia, Germany. It is a battery production base and an intelligent manufacturing technology research and development center. According to the plan at the time, the base will be constructed in two phases, mainly engaged in lithium-ion batteries. R&D and production are planned to be put into production in 2021. After reaching production in 2022, a production capacity of 14GWh will be formed, which is expected to provide about 600 local jobs. The products manufactured at the battery production base will be supplied to world-renowned car companies such as BMW, Volkswagen, Daimler, Jaguar Land Rover, and PSA. \"
In this regard, Zeng Yuqun, Chairman of CATL, once said that we chose Germany as the first investment in Europe. We hope to bring the world's most advanced power battery technology to Germany. By forming a localized power battery supply capacity in Europe, we can get closer to European customers, provide more timely and effective product solutions, and respond to customer needs better and faster.
In recent years, the European new energy vehicle market has developed rapidly. Due to the stringent vehicle emission standards currently implemented in Europe and the ban on the sale of fuel vehicles, major car companies have been punished with huge fines in order to avoid excessive carbon dioxide emissions. Control the sales of its traditional fuel vehicles and increase the proportion of new energy vehicles and pure electric vehicles. It is estimated that the sales of new energy vehicles in Europe in 2020 will increase by 50% year-on-year to more than 800,000 vehicles.
At the same time, the generous epidemic subsidies granted by European countries to car buyers have made car purchase enthusiasm soar. France, Germany, the United Kingdom, Norway, Portugal, Sweden, and Italy registered 73,000 new energy vehicles in June, a year-on-year increase of 103% and a month-on-month increase of 106 %. The popularity of the European new energy vehicle market has also spawned a large power battery market, which has become the focus of competition among major battery factories.
However, the performance of domestic battery plants in the first half of this year was not satisfactory. In the first half of 2020, the cumulative output of power batteries was 23.5GWh, a year-on-year decrease of 45.8%; the cumulative sales of power batteries reached 21.3GWh, a cumulative year-on-year decrease of 41.7%; the installed capacity of power batteries was about 17.5 GWh, a year-on-year decrease of 41.8%. However, the market share of the Ningde era, which is the largest power battery, has increased, basically accounting for half of the domestic market, and the gap with the second and third places has also been widening.
According to data from the China Automotive Power Battery Industry Innovation Alliance, Ningde Times, the top ten battery company in terms of installed capacity in the first half of 2020, still tops the list, with an installed capacity of 8.44GWh and a market share of approximately 48.31%; BYD’s installed capacity is 2.45GWh. Ranked second, with a market share of 14.01%, a decrease of 10% compared to last year; LG Chem ranked third, with an installed capacity of 1.67GWh and a market share of 9.53%; due to the increase in the number of vehicles such as GAC New Energy Aion S, AVIC The ranking of lithium battery installed capacity rose from outside 10 in the first half of 2019 to fifth, with a market share of 4.35%.
In the domestic power battery market, the strong takes all and the survival of the fittest has emerged. The market share of non-head companies has dropped sharply. Coupled with the sudden impact of the epidemic, the fate is at stake. However, even if you have become a domestic powerhouse, you still can't take it lightly. Competitors from foreign countries are eagerly eager to watch.
At present, the global power battery presents a three-pronged pattern of China, Japan, and South Korea. The competition is fierce. The total installed capacity of the three major power battery companies in South Korea, LG Chem, Samsung SDI, and SK Innovation, has grown against the trend to 14.8GWh, which is an increase of 7.7GWh in the same period last year. Nearly doubled, LG Chem’s installed capacity increased by approximately 84.2% year-on-year to 10.5GWh, and its global market share increased from 10.4% in the same period last year to 24.6%. It surpassed CATL for the first time and became the semi-annual global market share ranking first. Battery supplier.
Therefore, in the face of the large increase in the European market, it is not difficult to understand the importance of these fierce race track players. LG Chem’s revenue sources in the first half of the year came from Tesla Model 3 on the one hand, and Renault Zoe. , Audi e-tron and other models have strong growth in the European market. Samsung SDI has also deployed automotive power battery factories in Hungary and Austria. Funeng Technology, Honeycomb Energy, BYD, and GS Yuasa have all made clear plans to set up factories in Europe.
Driven by both policies and industries, the European new energy automobile industry is growing rapidly, and the demand for power batteries continues to rise. In the first quarter of 2020, several models of many automakers such as Mercedes-Benz, Jaguar Land Rover, Audi and other automakers were in suspension due to power battery shortage. The new blueprint is very good, but it is not easy to get into the game. Just as China, Japan and South Korea are fighting among the three parties, the power battery suppliers from Europe are not far behind. On July 16, BMW and the Swedish company Northvolt signed a value of 20 The billion ou yuan (approximately US$2.3 billion) contract will purchase batteries from the latter for use in electric vehicles.
According to statistics from Huachuang Securities, battery manufacturers Ningde Times, LG Chem, Samsung SDI, Northvolt, SK Innovation, and vehicle manufacturers Volkswagen, General Motors, and PSA-FCA in Europe. The 8 companies have put into production capacity of 11GWh, the projects under construction are 117.5GWh, and the projects under planning are 170GWh. If you consider the under construction and planned production capacity of Mercedes-Benz, BMW, Ford and other manufacturers, the new power lithium battery production capacity in Europe is expected to exceed 300GWH within a few years, and Europe will become the main market for global construction and planned power battery projects. It can be seen that the explosive growth of the European new energy vehicle market, on the one hand, brings unlimited possibilities, on the other hand, it will also become a new stage for the world's major battery manufacturers to fight.
