With the rise of the power car industry in the past two years, the demand for power lithium batteries in the market is getting bigger and bigger. While the scale of power battery market as well as the demand is expanding, the demand for precision structural parts for lithium batteries also shows a trend of multiplication. What changes have power battery structural parts experienced?
On the market scale, the power battery structural parts have undergone great changes. The precision structural parts of lithium battery are mainly the top cover of the battery cell shell, steel/aluminum shell, positive and negative soft connection, battery soft connection row, etc., which have a direct impact on the safety, tightness and energy use efficiency of lithium battery. Power battery as one of the main constituent materials of lithium battery and battery module, the rapid growth of its market, to promote the lithium battery structure parts industry market size and output value of a rapid increase.
Such changes undoubtedly provide good development opportunities for structural parts manufacturing enterprises, but it is not easy to stand out in such fierce competition. It is understood that, due to the structural parts enterprises and lithium battery customers bound deeper downstream power battery market concentration has led to a high degree of concentration in the structural parts market, the development of polarization of the industry is becoming increasingly obvious. At the same time, in the power battery energy density improvement and battery pack does not focus on the urgent requirements of quantification, many lithium battery companies on the lithium battery structure parts in product performance and remember to put forward higher requirements, the pressure on the structure parts manufacturing industry is increasing.
GGII data show that in 2016, China's new energy vehicle power battery sales of 30.8GWh, is expected in 2017 China's electric vehicle production reached 780,000 units, power battery production reached 40GWh. this will bring great development opportunities to the lithium upstream industry chain enterprises, with technology and strength of lithium battery structure parts manufacturing enterprises will occupy more market share.
Industry insiders believe that under the guarantee of continuous growth of new energy vehicle market and large-scale expansion of power battery production capacity, the field of lithium battery precision structural parts will usher in a new round of market explosion in the next two years.
Battery structural parts are technically demanding. Although the market scale of lithium battery precision structural parts shows a rapid growth trend, and the number of new structural parts manufacturing enterprises entering the market is gradually increasing, the market competition is very fierce, and the development trend of industry polarization is becoming more and more obvious. As a hard firewall to ensure the safety performance of power batteries, the yield and quality of precision structural parts are the focus of domestic and foreign power battery enterprises, and it is very difficult for lithium battery precision structural parts manufacturing enterprises to enter the supply chain system of battery enterprises and power battery enterprise products into the supply chain of vehicle enterprises.
It is found that the threshold for precision structural parts manufacturing enterprises to establish stable supply relationships with large downstream customers is very high, and power battery enterprises often go through a strict, complex and long-term certification process when selecting suppliers, and will conduct a lot of field visits, sampling, trial production, inspection and other procedures to gradually form a long-term and stable strategic partnership.
As an automotive industry part, power battery structural parts require ppm-level quality control, thus posing an extremely demanding challenge for manufacturers. Indeed, lithium battery structural parts manufacturers must master the core technology, have strong R & D and manufacturing capabilities as well as rapid response capabilities in order to stand out in the market competition. Technology requirements are not only manifested in years of accumulation and precipitation to master the core technology, with a high degree of automation and precision production equipment and strict production control system, is also a necessary condition for the success of lithium battery precision structural parts manufacturing enterprises.
Power battery structural parts product production process is generally guaranteed by precision production equipment and a high level of production environment, the need to use flexible manufacturing equipment, CNC machine tools, industrial robots and other high-end manufacturing equipment with a high degree of automation and refinement, and manufacturing environment on the temperature, dust content in the air, the degree of insulation on the surface of the equipment have high requirements.
Despite the high technical requirements of lithium battery precision structural parts, the difficulty of entering the supply chain of battery companies, but domestic structural parts manufacturing enterprises still expressed optimism, and have opened the expansion mode to seize the market. According to industry sources, this industry is very competitive, there are many new entrants but basically the volume is not large, the current Kodaly accounted for the largest market share. Although the lithium battery precision structural parts industry has not formed a clear competitive echelon, but in fact, the market has shown the development trend of polarization.
The polarization of the power lithium battery structural parts market shows that some people have already seized the first opportunity, and I believe that in the next few years, the power battery structural parts industry is becoming more and more demanded, more demanding and more competitive.
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