Global battery list: 10 seats in my country, 6 seats in China, orders are accelerating to the top companies
A few days ago, SNEResearch, a South Korean market research institution, announced the ranking list of global power lithium-ion battery installed capacity in October. According to the data, the global installed capacity of power lithium-ion batteries in October was 26.2GWh, a significant decrease of 20.4 percent compared with September. From January to October, the global installed capacity of power lithium-ion batteries was 216.2GWh, a month-on-month increase of 10.6 percent .
The top 10 companies in the list are CATL, LG, Panasonic, BYD, SKI, Samsung SDI, Guoxuan Hi-Tech, AVIC Lithium, Honeycomb Energy, and Yiwei Lithium. Chinese companies account for 6 seats, and CATL is the only one. The installed capacity is more than one-third of the total installed capacity.
Back in China, the installed capacity of power lithium-ion batteries in my country reached 15.4GWh in October, a year-on-year increase of 162.8 percent and a month-on-month decrease of 1.8 percent . The top ten companies are CATL, BYD, Guoxuan Hi-Tech, AVIC Lithium, Tafel, Yiwei Lithium, Honeycomb Energy, Sunwangda, Ruipu Energy, and Funeng Technology. The domestic installed capacity in October accounted for 92.9 percent of the share.
Orders are concentrated to the head company
Whether it is a domestic list or an international list, the most obvious phenomenon is the huge gap between the Ningde era, BYD and the companies behind them. It is not difficult to find that the "Matthew effect" has emerged. Resources and orders are being concentrated in the leading companies in this field, leaving less and less time and space for other battery companies. How not to be eliminated by the market gradually becomes their first priority. questions to think about.
The top two companies on the list do so in very different ways. It is understood that Ningde era has reached battery supply cooperation with a number of domestic and foreign car companies, including Ford, Mercedes-Benz, BMW and other traditional automotive industry giants. The new energy transformation of the automotive industry has brought greater opportunities to Ningde era. This also means that it will be the leader of the power lithium-ion battery company for a long time.
BYD is more inclined to internal digestion. In the just-ended November, BYD's entire passenger car series sold 97,242 units, of which new energy models sold 90,121 units. This figure alone has surpassed the combined sales of new energy products of car companies such as "Weixiaoli" and "North and South Volkswagen", and there is still an upward trend, which has brought enough demand to BYD's own battery business. , so that it can accelerate the pursuit of the Ningde era.
In addition to being self-sufficient, BYD is also actively exploring cooperation with other car companies. For example, in cooperation with Toyota to establish "BYD Toyota Electric Vehicle Technology Co., Ltd.", it is not difficult to imagine that new energy vehicles launched by Toyota will also use BYD-made batteries in the future.
However, it should be pointed out that if you do not compete with the giants, it does not mean that you are safe, and the competition among the lower-ranking companies is equally fierce. Compared with September, the ranking of the last few in the October list has undergone major changes, especially Honeycomb Energy has squeezed out Lishen Battery on the list. In such a complex market environment, why "squeeze it hard"?
Honeycomb Energy firmly chooses an innovative development route, and launches cobalt-free batteries for the pain points of the industry; applies high-speed lamination technology to square hard-shell batteries to improve battery space utilization; opens up the market by continuously improving the technological content and quality of products, and installs in October The volume increased by 234.9 percent year-on-year.
Catch up with innovation ambition
For the latecomers, struggling to catch up has its own "ambition". Recently, Honeycomb Energy announced the leader's "600" strategy for 2025 on the second battery day, and announced that the global production planning target in 2025 will be increased to 600GWh.
Yang Hongxin, chairman and CEO of Honeycomb Energy, said: "In the next 5 to 10 years, those who have an electrified supply chain will be in the world, and in the three-electric system with power lithium-ion batteries as the core, my country has already taken the lead and gained a starting advantage. In the new cycle, Chinese companies must continue to maintain their leading edge, technology must continue to innovate, and production must increase rapidly."
According to the forecast of industry bodies, by 2025, the total demand for lithium-ion batteries for electrification in the global transportation sector and energy storage in the power sector will exceed 1.8TWh. Honeycomb Energy's goal is to occupy 25 percent of the global market share, and to challenge the global output target of 600GWh based on a 75 percent production utilization rate.
For Honeycomb Energy, a new force in lithium batteries, this figure is not without ambition, but they are also fully prepared to achieve this goal. In order to ensure the realization of the goal, Honeycomb Energy has simultaneously proposed four supporting strategies including category innovation, AI intelligent manufacturing, bee-chain ecological partnership, and capital co-creation, respectively supporting the leading bee "600" in the four dimensions of product, intelligent manufacturing, supply chain and capital. "Strategic goals have been implemented.
In terms of products, through technological innovation, we will create the most competitive products and deploy the new energy application market globally; in terms of intelligent manufacturing, we will support rapid production with faster production efficiency, more advanced production technology, and lower manufacturing costs. Rising demand for delivery; in terms of supply chain, an innovative procurement and supply collaboration model will be used to create a secure supply chain ecosystem partner system to ensure production and supply demand.
Yang Hongxin revealed that the orders received for power lithium-ion batteries for passenger vehicles in 2025 have reached nearly 400GWh, and to achieve the production target, it will take more than 200 billion yuan of investment and 80,000 team support. Up to now, the output of Honeycomb Energy under construction has reached 297GWh, including my country's Yangtze River Delta region, central China region, southwest region and four major production bases in Europe and Germany.
Facing the future, Honeycomb Energy will expand its average annual output by 100GWh from 2023 to 2025. In addition to the 30GWh planned in Germany in the early stage, it also plans to build 20GWh in India, South America and ASEAN, and then build 50GWh of overseas batteries. Yield layout.
Today, my country is in a leading position in terms of technical reserves and product reserves in the field of electric vehicles. Therefore, in terms of electrification development, an opportunity has come to be dominated by Chinese companies and occupy the minds of users. This is a good opportunity for the development of my country's new energy vehicle industry. The next two to three years will be an important window period for us to achieve continuous leadership.
