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Scramble for new energy automotive batteries at the global automotive companies

Scramble for new energy automotive batteries at the global automotive companies

Not long ago, Toyota’s China chief representative Etsuo Hattori and general manager of Toyota in China with a brigade troops Isogai Kuangzhi BYD quietly came to visit. “This is quite normal call, because I heard the last two years developing very fast BYD.” A Toyota insiders said the matter very easily.

However, the news from BYD, in the talks, both sides talked about the battery project. As the world of the few able and Sanyo, Panasonic and other companies competing battery company BYD has recently received particular attention.

“A lot of multinational and domestic enterprises have approached us about co-operation of vehicles, but also IT. Most recently affected by gasoline prices, car companies some more, and have a strong desire.” BYD sales company told reporters, general manager of the ice in summer.

But in summer the ice, said talks with Toyota BYD has not reached any agreement. BYD’s strategy is to meet its own electric vehicle batteries, the car can also be used to develop the battery supplier. As planned, BYD will launch later this year double-film hybrid, and declared that 2009 will realize the industrialization of electric vehicles.

Great Wall Securities auto industry analyst Lu Lei believes that the development of electric cars and hybrid vehicles in the automotive industry in the world of energy shortages and the context of lifestyle changes necessary to find a way out move. The future focus of competition is not just models, is the decisive leader of automotive batteries.

In fact, a new scramble for energy automotive batteries in the global automotive companies have been spread.

In particular, since the beginning of this year in June, international automobile companies jointly conducted a large-scale e-business alliance car battery development, more like a fun-eign competition.

First, a joint venture of Toyota and Panasonic EV Energy Company to increase new investment in the construction of two hybrid battery manufacturing plant, production will start in 2009 a small amount of lithium ion batteries and fully operational in 2010. Toyota Division also plans in late June the new “battery research department” dedicated to R & D in terms of performance beyond the epoch-making lithium-ion battery new battery.

Then, general and South Korea’s LG Chemical Company’s CompactPower companies and Continental Automotive Systems signed a contract two lithium batteries. Nissan and NEC, Bosch and Samsung, the world’s lithium production in the champions Sanyo lithium battery is hot, and Volkswagen, Ford and Honda are to cooperate.

See also long to see this trend is China’s “Spare Parts King” Lu Guanqiu Vientiane group, 9 years ago, he began to gamble on electric vehicles. Since 2002, Universal started the project of polymer lithium ion battery, and the acquisition of the Jiaxing Ai Taike company, introduced at the world’s advanced manufacturing process. Lu Guanqiu now just one paper Zhunsheng Zheng.

This, in summer ice that BYD has natural advantages in the battery, put back in the car battery has been developed to a high degree, and original iron battery technology. In the lithium battery, the charge and discharge times of times to reach the forefront of the industry’s 3000-5000 times Mileage up to 350 km.

“If oil prices rise, does not rule out the possibility that one day replace traditional film cameras such as digital cameras, the traditional internal combustion engine technology in overnight to be replaced by battery power, do not do, can be eliminated. So the new energy battery technologies in China battle only just started. “automotive analyst Jia Xinguang think.

Experts predict that from now to 2015, the global market for hybrid electric vehicle battery demand will triple, total value reached 2.3 billion in 2009, will for the first time Yingyong in HEV lithium-ion batteries may occupy half of the battery market. Japan, U.S., European auto makers are expected around 2010, will officially carry the passenger on a lithium ion battery.

 

Via: Scramble for new energy automotive batteries at the global automotive companies

 

 

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Operating characteristics of China's battery industry

Operating characteristics of China's battery industry

A quarter of the overall operating characteristics of the battery industry: the domestic market, and the international market slump, business costs rise, profits fall, trade deficit, further expansion of business difficulties.

First, the domestic market to pick up:

1, a rebound in industrial output value of the battery: one quarter of total output value of large-scale battery manufacturers 9.87% over last year, in March 2009 industrial output value increased by 16.80%.
2, the basic balance between cell production and marketing: the first quarter of 2009, 98.81% cumulative rate of cell production and sales, an increase of 1.20%, the proportion of the basic balance between production and sales.
3, lead-acid battery production to grow significantly: in the first quarter rose as the auto industry, automotive battery production to rise. Lead-acid battery production increased by 22.02%.

Second, the international market slump:

Exports first quarter of 2009 compared with last year the battery down 31.86%.

1, by exports of toys button alkaline manganese batteries for a quarter of exports continued to decline
In the first quarter of button alkaline manganese batteries exports fell 50.25%; in the first quarter fell 31.72% in exports, exports continues to decline.
2, a cylindrical alkaline manganese batteries quarter export volume decreased slightly, exports began to rise
First quarter of 2009 of cylindrical alkaline manganese batteries exports fell 3.13%; the first quarter, an increase of 1.69% of total exports, exports began to rise. March 2009 of cylindrical alkaline battery exports increased by 12.3% year on year; alkaline manganese battery exports increased by 15.2% year on year, the rebound in exports was a single month.
3, a quarter of exports of other alkaline manganese batteries to accelerate the decline

Other alkaline manganese batteries for a quarter of exports accelerated decline in first quarter of 2009 our exports of other alkaline manganese batteries fell 77.33%; a quarter of total exports dropped by 74.67%. The trend to accelerate the decline in exports.

Third, business costs rise, profits fall, trade deficit further expanded

1, accounts receivable increased finished goods inventory to expand
2009 1-2 months, the battery industry total above-scale enterprises accounts receivable, net increase of 9.36% year on year. Finished goods inventory business grew 12.42%, finished goods inventory expanded.
2, greatly reduced the total profit margin and sales
2009 January-February, the battery industry, above-scale enterprises total profit fell 68.78%; scale enterprises battery sales margin of only 1.75%, 5.78% over the same period last year, has dropped significantly, down 69.78 percent.
3, the loss-making enterprises increased losses increase

2009 1-2 months, the battery industry the number of enterprises above designated size reached 397 losses, the loss of up to 31.19%. Total loss of 785 million yuan over last year, up 215.78 percent loss.

Fourth, enterprises are struggling

1, the export tax rebate policy adjustment effect is not obvious
November 2008 recovery of mercury-free button cell batteries and mercury-free alkaline manganese export tax rebate, although the rapid decline in exports to the role of containment, but the effect of the first quarter data point is not obvious.
2, the foreign green barriers on China's battery industry to continue to
According to the European Union, "Official Gazette" batteries and accumulators directive issued for the battery lead, cadmium, and mercury targets made more stringent requirements, and the recovery of the exorbitant costs involved. RoSH REACH regulations and directives based on improved battery registration fees and testing fees, substantially increased the cost of battery production and export marketing costs.
EU and other developed countries frequently set the "green barrier", has made a substantial increase in the export cost of the battery, some enterprises have to because of economic reasons and technical reasons to give up the overseas market.
3 foreign anti-dumping and technical barriers to the shadow of China battery industry that lingers
American investigate the case of alkaline manganese batteries 337, 337 lead-acid battery investigation the case of the United States, U.S. companies charge NiMH battery patent fees in China, the United States and Japan, the case of lithium-ion battery patents and other intellectual property cases. South Korea alkaline sunset review of anti-dumping, anti-dumping sunset review of India such as batteries. Has gone through the lead-acid batteries and other products for more than a dozen anti-dumping, export trade was severely affected cells.
4, the RMB appreciation impact on the battery industry
RMB exchange rate from 1:8.3 in 2005, adjusted to the current 1:6.8 or so. China's battery production in the export of about 80%, the RMB appreciation, and difficult to raise the export price of the battery to enable enterprises to economic decline.
5, investment in environmental management in the continuous improvement
Today in advocating for green GDP, growing environmental awareness in the people's awakening and environmental growing louder and louder when the toxic effects of several major categories of batteries by the government with broad and deep public concern. In order to improve the battery business, environmental management, environmental protection enterprises to increase investment and improve the operating costs.

 

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Batteries and components businesses face a reshuffle

Batteries and components businesses face a reshuffle

In the solar photovoltaic industry chain, solar cells and modules at the core.

In recent years, a large number of the introduction of foreign advanced equipment in the high-end, in addition to the single crystal silicon, polycrystalline silicon, amorphous silicon cells and modules and other species, solar photovoltaic cells and modules production is year after year. In 2007, China's solar photovoltaic module production more than 1000MW, has leapt to the world's first production, surpassing Japan, the United States and other countries.

However, as part of the solar energy industry chain downstream components of enterprise in an awkward position: the minimum profit margin, the greatest risk. According to an anonymous corporate vice president of solar energy components, the current net rate of solar PV modules, about 5%. While the international financial crisis, the polysilicon prices began to sharply decline, corporate profits began to rise gradually, but the lower reaches of the solar system, shrinking demand, leading to the decline in production, corporate profits began to fall.

The plight of the other components of its business risk. Industry there is a hidden rule, that is, the quality of solar modules in 20 years to 25 years, but we know that not only used in silicon solar modules, but also used in a variety of chemical materials, the durability of each material period is different, how to ensure that all materials can reach 20 to 25-year shelf life, this is a big problem.

Enterprises relative to the solar modules, solar battery business is the better of the situation points. First, the relative profitability of enterprises of solar cells is higher, it is understood up to 15%. Second, the solar cells is crystalline silicon material, and thus the risk is relatively small. Technical content of the component cells are relatively lower, so the domestic solar cell companies will only basic production of solar cells, and production of components, for improving corporate profits, reduce risk will undoubtedly have a great role in promoting.

The current international financial crisis is only the beginning, 2009 will be the situation is most severe year. We see the face of the international financial crisis, most countries to concentrate on building infrastructure, stimulating domestic demand, the solar PV industry is not too positive. Although the solar photovoltaic industry in recent years has maintained rapid growth, from 2001 to 2007, compound annual growth rate of solar cell production reached 150%, but in 2009 the market will enter a difficult period.

Solar cells and modules businesses how to deal with the current international financial crisis?

One effort to improve solar cell conversion efficiency. We see solar photovoltaic cells and modules of the technology and equipment has been great development and progress, photoelectric conversion efficiency of 10% from the original 12% to 17% to 18%. It is reported that Nanjing has successfully developed a power conversion efficiency up to an average of 17.5% and 19% of SE cells N-type batteries.

Second, extend the industrial chain, reduce business risk and improve profits. The basic business of solar cells are produced components, and gradually began to penetrate the production of crystalline silicon, the most upstream to the penetration of the industrial chain. Suntech is the first production of crystalline silicon solar cells and modules, has now penetrated into high-purity polycrystalline silicon, silicon thin film solar cells and solar photovoltaic power generation systems. Solarfun Power from solar cells and modules is also extended to the silicon material, solar photovoltaic power generation systems in areas such as ultra-day Shanghai began its solar energy industry chain from upstream penetration.

However, because the solar cells and photovoltaic modules to export-oriented, and thus the current penetration of components of the industry than travel industry chain mainly face to the downstream market penetration can not open a temporary problem. But with the national emphasis on energy conservation, the future of China's PV market will open, so many companies have to penetrate to the lower reaches as a technical reserve, ready to go.

With photovoltaic technology continues to mature and the growing problem of energy shortage, the application of photovoltaic technology will have a bright future. Although the international financial crisis to feel the chill of solar photovoltaic companies, but for the entire industry is concerned, but also a reshuffle is conducive to the market gradually moving towards a rational norms. After 2009 the "winter", next year will usher in solar photovoltaic industry might be sunny.

 

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