2012-04-03

battery price why worry

China 's lithium ion battery price why worry?
Lithium battery is a high growth industry, production line need to often change, no fixed capital, dimensions and actual strength of science and technology company is not based on the. The short term without national tilt give aid to, cannot cultivate internationally competitive enterprises," HTPC Keyboardturn overtaking" ideal may become the" dream".
Lithium ion battery electric vehicles is the core components, its price largely determines the popularity of new energy vehicles. Recently, new energy and Industrial Technology Development Organization ( NEDO ) issued a forecast,2015vehicle lithium battery costs will drop to 30000 yen (about 2502 yuan / kWh / kWh ), only1/ 3of the current price.
According to the Chinese Academy of Sciences Institute of physics researcher Huang Xuejie in an industry forum said, at present our country lithium battery cost nearly5000 yuan / kWh, in 2015 goal is to reach 3000yuan / kWh, and Japan also has certain disparity.
According to insiders, the cost of lithium-ion battery has a mysterious" veil", not known to the outside world. Its high price, to the development prospect of new energy vehicles also cast a shadow "".
Battery cost is a bottleneck
According to industry sources, the battery is a new energy automobile industry chain of the most important one annulus. At present, the battery cost accounts for vehicle price ratio is generally25% ~ 30%, some models even reached 50%. Battery cost determines the basic vehicle in the market price competitiveness.
China battery industry association public data query shows, at present the production of lithium batteries can be split into five parts, respectively is the part of the diaphragm, electrolyte, cathode material, anode part part part and copper foil, aluminum foil material, adding liquid battery manufacturing and packaging accessories components.
The diaphragm, electrolyte, cathode material, anode materials part four of this total cost of lithium batteries to85%, were approximately 25%,15%,30%,15%. Lithium ion battery price" high", is to a large extent the industry has not formed industrialization, batch is little, lack of equipment production line, low content of science and technology, the low-end products to repeat construction, restricting its development.
In addition, accessories, cathode material at present domestic enterprise production has been achieved, with independent intellectual property rights. But for the battery cost about 70% of the electrolyte and separator, and the anode material still rely on imports, especially in the high-end market especially.
The diaphragm is lithium material of the highest technical content of high additional value material, diaphragm performance, directly affects the capacity of the battery, circulation and safety performance characteristics. The only three companies, Jinhui star science and technology Gaoke, grain, like BYD, power of God and other well-known enterprises still rely on imports of the product. The diaphragm material market prospect looks good, but in the world have the right to speak basically only Japanese Asahi ( Asahi Chemical Industry Co., Tonen ( TCC ), South Korea SK company, WIDE company, Finepol company, Celgard company of American and British N-Tech company and other international giants, these enterprises monopoly of the global market. At present a large number of domestic use of lithium iron phosphate battery field, its material of three big core technology patent firmly in the Canadian Phostech company and the United States of America Vaillant company hand.
Old scars: do not master the core technology
The lithium solar module cellion battery core technology to basically be in Seller's market, the core of things can't be bought.
Lithium battery electrolyte is known as the "blood", while six of lithium hexafluorophosphate production is the main raw material of the electrolyte, the electrolyte cost about 50%.
The scope of the current global only China, Japan realized six lithium hexafluorophosphate industrialization. But our country mainly depends on import, due to the difficulty of production technology is very high, in the world main by Kanto electrochemical industry, Morita chemical company of a few Japan monopoly. The only golden Gaoke limited company, Tianjin Chemical Industry Design and Research Institute of Tianjin, Taurus and a few enterprises can produce, but less capacity, quality and abroad also has the very big disparity.
At present, domestic isolation membrane compared to foreign excellent isolation film is the main difference in the domestic poor consistency, the use of domestic isolation membrane causes the battery quality is not stable. Although a few enterprises that patent is no problem, but there are many complex problems to be solved. The United States of America Vaillant company has begun in domestic position, is now in Suzhou set up two companies, only the production of battery products, the industry has technical output program, and its products are basically used for foreign high-end customers in the export, it is difficult to bring greater level of domestic technology promotion.
Since the beginning of 2009countries will be the development of new energy vehicle positioning industrial development, the domestic lithium battery factory in the country" blossom everywhere like bamboo shoots after a spring rain". At present domestic lithium battery manufacturers on the surface there are hundreds of, can really have the complete power battery production capacity of only 20~ 30.
According to the sea states securities" lithium battery materials industry report" disclosed analysis data shows, current lithium battery materials industry bottleneck is higher, currently the anode, cathode in the balance of supply and demand status, electrolyte and separator, as the highest technical content of link, the product demands exceeds supply.
Need policy guidance
There is new energy automobile subsidies for car companies, battery suppliers were excluded from state subsidies. In effect on consumer demand factor, lithium ion batteries with high cost has become the new energy automotive universal ' bottleneck '. The current national financial subsidy funds with the face is too wide, while training a new energy automobile market, but as a result of capital investment is dispersive, new energy vehicle lithium-ion battery manufacturers situation more difficult. Due to difficult to enjoy the national policy allowance, to master core technology still" heteronomy". While the domestic large number of lithium-ion battery manufacturers, it is difficult to trace in the international arena.
A securities industry analysts pointed out that, in the domestic lithium battery company by the year before last year150increase to more than 600, real investment value of the enterprise is not much. Lithium battery is a high growth industry, production line need to often change, no fixed capital, dimensions and actual strength of science and technology company is not based on the. The short term without national tilt give aid to, cannot cultivate internationally competitive enterprises," turn overtaking" ideal may become the" dream".

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