Recently, Huatai Automobile Group's annual output of 5Gwh lithium ion battery and new energy vehicle base construction project has started construction in Nanchuan Industrial Park, Xining (national) Economic and Technological Development Zone.
It is understood that Huatai Group will adopt international advanced technology and automatic production lines to ensure the production of high performance, high quality, high safety of high battery products. At the same time, the battery factory set up a battery recycling workshop, the battery in the production, use and recycling of the whole life cycle can be green and environmental protection.
Similarly, foreign media recently reported that Mercedes has started building a battery factory in Germany, as it is betting on its new EQ sub-brand.
Mercedes-benz's German battery plant in Kamenz, near Dresden, will open in 2018, becoming its second battery plant in the region, with production and logistics areas quadrupled to 80,000 square meters. The new plant, which will be operated by Accumotive, a subsidiary of Daimler, will supply lithium-ion batteries for Mercedes and Smart electric vehicles, as well as Mercedes' energy reserve division and 48-V systems.
One is a domestic new energy vehicle enterprise, and the other is a well-known foreign automobile group. Both of them have started to build a lithium ion battery factory. This seems to indicate that the new energy vehicle companies layout of the core components of power lithium ion battery is increasingly prominent.
Following this, the question to consider is, what are the advantages and disadvantages of new energy vehicle companies involved in power lithium ion batteries? If more companies do this, will it eat into the market share of existing power-based lithium-ion battery companies?
In fact, after gaIGONG Lithium grid combing, it is found that in addition to Huatai Automobile and Mercedes Benz, Tesla, BYD, Yinlong New Energy, Duofudo, Western Resources and other companies are involved in both vehicle and power lithium ion batteries.
However, these companies have different ways of arranging the industrial chain. Hawtai Automobile, Mercedes-benz and Tesla belong to the positive integration. Byd, Yinlong new Energy itself do battery origin, belong to the parts company to the integration of the extension into the vehicle company; Duofudo, Western resources through mergers and acquisitions, from materials to layout power lithium ion batteries, vehicle fields.
Tesla and Panasonic started operating a $5 billion lithium-ion battery plant for all-electric vehicles in Nevada this year. It is expected to start operating at full capacity in 2020, with annual production reaching 35 gigawatt hours, enough to power half a million pure electric vehicles.
In the latest news, Tesla CEO Elon Musk revealed in a press conference that Tesla will make a large investment in Germany, and plans to build a second gigafactory in Europe.
Relying on a strong R&D system, BYD has built a complete industrial chain from materials, battery manufacturing, PACK, battery management system to vehicles. Yinlong New Energy has also realized the new energy closed cycle industrial chain layout from battery materials, batteries, PACK, motor control, vehicle manufacturing, charging equipment, smart grid energy storage system research and development, production and sales.
Wasn't content to upstream supply li-ion battery raw materials more than six more fluoride phosphate lithium fluoride, this year to be frequent, subsidiary hongxing auto expansion has invested 620 million yuan at the beginning of this year 1.5 gw production project, in the first half of this year and more fluoride in 200 million yuan of its own funds to capital increase of red star automobile, and construction of the annual output of 300000 sets of new energy automotive powertrain projects.
However, on July 21 this year, The company announced that it decided to terminate the acquisition of Shanxi Huangcheng Xiangfu Yuhang Automobile Manufacturing Co., Ltd. and Shanxi Huangcheng Xiangfu Zhongdao Energy Co., LTD.
"Making cars is very different from making batteries and materials. It's a different industry. "Due to policy and other reasons, the progress of car production has been temporarily slowed down, but now it is important to push ahead with the lithium-ion battery project." In an interview with the media, Li Yunfeng, chairman of the new energy company, admitted to the difficulties faced by the company.
Western Resources began to transfer into the new energy vehicle industry in 2014. It has acquired 85% of the shares of Loneng Technology, established yuang Battery as a joint venture with Suzhou Leneng and held 80% of the shares, acquired 40% of the shares of Weiwa Energy Saving and increased the capital to hold 51% of the shares. Western Resources' new energy vehicle business covers the research and development of lithium-ion battery materials, lithium-ion battery cells, switched reluctance motors and control systems.
However, due to the "suspension of buses using ternary lithium-ion batteries", Yuang Battery did not sign any new orders in the first half of 2016, and only relied on orders signed in 2015 to achieve sales revenue of 62.93331 million yuan. And hengtong bus vigorously promoted the new energy bus models are also important with yuang battery production of three lithium ion batteries, affected by this, new energy bus sales declined significantly.
Western resources announced in September this year, the company respectively with constant sichuan kang development co., LTD. (hereinafter referred to as "John Hancock" of sichuan), yu battery sign "suzhou yu quantity battery co., LTD., equity transfer agreement, agreed to transfer yu battery 66% of the shares held to sichuan John Hancock, 14% equity transfer to suzhou can force, price of 43.56 million yuan and 9.24 million yuan respectively. After the completion of the transaction, Western resources will no longer hold yuang battery equity.
Hu Linlin, senior analyst of GGII, believes that lithium ion battery as the core parts of new energy vehicles, and electric motor control as the power assembly, the same as the engine technology of traditional cars, is the key to determine the technological gap between various car companies. However, the advantages and disadvantages of auto companies controlling their own lithium-ion batteries and core components such as PACK are also obvious.
Advantages are: 1, reduce costs; 2. The manufacturing process of PACK is basically similar to the manufacturing process of automobile enterprises, and can be used as a part of the vehicle production and manufacturing. The integration of PACK is led by the car company, which is easy to control the quality. 3, facilitate the successive use of batteries by car enterprises. Disadvantages are as follows: 1. There is a big gap between electrochemical field and automobile manufacturing field when it comes to the cell process, and the r&d investment is too large; 2. The industrial chain is too long and the risk is large.
"Professional people do professional things, and car companies and lithium-ion battery companies have their own expertise. They are co-existing rather than competing with each other. In the future, battery companies will focus on electric cells and car companies will focus on PACK construction. Hu linlin said.
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