What's more, the 23rd Echelon has dozens of power battery companies are ambitious to expand new projects! Undoubtedly, these new capacity will not only aggravate the risk of future power battery over

Up to now, BYD's existing, under construction and contracted Power Battery project capacity has accumulated up to 100GWh. September 9, BYD Xi ' an Yun-track demonstration line project started, also held in the same time BYD 30GWh Power Battery Project signing ceremony. According to the Battery China network statistics, up to now, BYD's existing, under construction and contracted power Battery project capacity accumulated has reached 100GWh.

Among them, the new production and planning in the construction of the project will reach 84GWh, BYD Power battery capacity expansion speed is some amazing!

BYD runs, under construction and contracted to plan capacity According to the Battery China network, until the end of 2017, BYD Power battery capacity is 16GWh, of which 6GWh is ternary battery, 10GWh is lithium iron phosphate battery; June 27, 2018, BYD planning capacity 24GWh Qinghai Power Battery factory officially offline, 2019, BYD and Changan Automobile signed a strategic cooperation agreement, the establishment of the Power battery joint venture, planning capacity 10gwh;8 23rd, BYD and Chongqing Bishan District government on the Power Battery annual output of 20GWH industrial projects signed investment cooperation Agreement; September 9, BYD 30GWh Power Battery Project signing ceremony was held in XI ' an high-tech zone. At this point, BYD Power battery planning capacity has reached 100GWh.

Power Battery Application Branch statistics show that in 2017 the national power Battery shipments only 44.66GWh, and BYD only one of its contract capacity is more than twice times the number, not to mention the power battery shipments in the Ningde ERA above BYD! Since this year, BYD Power battery capacity expansion speed is almost ' crazy '. In this ' madness ' behind, both can see BYD want to regain the battery champion Throne of determination, can also see in the technical route gradually clear and market prospects are optimistic, large enterprises to speed up the rodeo, power battery Market competition has entered the white-hot stage,

Large enterprises are squeezing SME market share by expanding production scale.

BYD's ' ambition ' to regain hegemony? BYD, which started with batteries, has a history of more than 23 years, and in 2003 years it grew into the world's second-largest manufacturer of rechargeable batteries, and in the same year it formed BYD cars. Accumulated strong, technologically advanced, but was founded only 7 years, and before 2014 has been the obscurity of the Ningde era in 2017 beyond.

Data show that 2017 BYD Power Battery Installed capacity of 5.43GWh, and Ningde ERA to 10.4GWh installed capacity easily beyond. It can be said that BYD was given the opportunity to be overtaken by the Ningde era.

BYD has been insisting on the high flag of lithium iron phosphate, but the new energy vehicle subsidy policy adjustment, so that the three-dimensional material battery from the 2014 onwards, lithium iron phosphate + ternary materials Two legs the Ningde era to find a rapid development and leap opportunities. Not only that, the "vertical integration model" BYD in the 2018 before the opening of the Power Battery supply, which also gives the Ningde era ample space for development. By the time BYD returned to God in early 2017, the Ningde era had been unstoppable, and the volume of sales and the number of co-operative cars had been vastly surpassed and left far behind.

Data show that 2017 BYD Power battery supporting models for 78, for the number of truck companies only 2, and the Ningde era Power battery supporting models and the number of supply vehicles to reach 390 and 64. BYD's slow half-shot in battery technology and foreign co-operation has made it miss out on a lot of opportunities. After waking woke up, BYD began to fully activate the ternary material battery in passenger cars, and began to exert power ternary material battery capacity. Data show that before 2018, BYD Shenzhen and Huizhou battery plant capacity of 16GWh, of which lithium iron phosphate 10GWh, ternary material 6GWh. In June this year, production capacity of 24GWh Qinghai Power Battery plant, the basic production is three-dimensional battery.

BYD's subsequent contracts are expected to be based on ternary batteries. In addition, BYD has also made a positive attempt in foreign cooperation, even to reduce the concern of the whole vehicle company, BYD has begun to split the battery business, to seek the battery business independent listing. BYD Lithium Battery Division deputy general manager Shen Yu recently said that BYD is doing power batteries business stripping work is expected to end 2018 or early 2019 will be split.

BYD's Power Battery company will be listed separately in 2022-2023.

Capacity expansion of leading enterprises accelerates

Industry overcapacity worries intensify Since entering this year, a large expansion of power battery capacity of enterprises, such as the South Korean LG Chemical annual output of 32GWh Power battery project settled in Nanjing, Jiangsu, Fu Energy Technology annual output of 20GWH Power Battery project in Zhenjiang, Jiangsu contract, South Korea ski annual output 7.5GWh Power Battery project in Jiangsu Jintan Investment Construction, Thornton New Energy Annual output 5GWh high energy density power battery production.

According to the data published in the Ningde era, its 2018 production capacity will also reach 31.1GWh, 2020 is expected to reach 54GWh; In addition, the Ningde ERA and Changan, Dongfeng, GAC and SAIC have signed an agreement to set up joint ventures to jointly produce power batteries, this part of the production capacity has not been released. Although the prospects for new energy vehicles are promising, the production and sales of new energy vehicles will be a steady growth process, and the demand for power batteries is hard to reproduce. The Power Battery Application branch predicts that if China's new energy vehicle sales reach the target of 2 million vehicles by 2020, the market demand for power batteries is only 119GWh. From the current public data, only the Ningde era and BYD's two giant capacity have been far beyond this figure.

What's more, the 23rd Echelon has dozens of power battery companies are ambitious to expand new projects! Undoubtedly, these new capacity will not only aggravate the risk of future power battery overcapacity, but also more intense competition, the days of small and medium-sized power battery companies will be even more difficult. Ambitious | BYD Power Battery planning capacity has broken 100GWh