Under the electrification transformation of the global energy industry, the rapid development of the lithium battery industry has set off a global storm of lithium batteries. Statistics show that the global lithium battery market segments have maintained rapid growth. For example, the shipment of lithium batteries for light vehicles will reach 9.7GWh in 2020, a year-on-year increase of 78%; 124%. China's lithium battery companies have ushered in an opportunity for comprehensive development. But at the same time, the lithium battery industry is characterized by capital-intensive, talent-intensive, technology-intensive, and high-quality risks, which is an industry threshold that is difficult to cross. On the other side of opportunities are challenges and risks: investment encirclement and blind expansion lead to overcapacity structure; attack from all sides while ignoring business management and deep cultivation of market segments; blindly pursuing a single data indicator, ignoring comprehensive technical requirements; ignoring quality , quickly gain the market with low-price competition, and seek short-term benefits. All of these may become hidden reefs under the changing situation of the industry.
The commitment to achieve carbon peaking before 2030 and carbon neutrality before 2060 will reshape China's economic landscape. Realizing the "double carbon" goal will not only put forward higher requirements for green and low-carbon development at present and in the future, but will also promote the transformation and upgrading of economic structure, energy structure and industrial structure.
"Carbon peaking" and "carbon neutrality" are major national development strategies. Guided by the "3060" dual-carbon goals, China is reshaping its efficient energy supply system and accelerating the green transformation of its energy structure.
In the next few decades, the proportion of clean energy such as wind energy and solar energy will increase geometrically, and the industrial chain in the fields of electric vehicles and new energy batteries, photovoltaic and wind power equipment, smart energy, and hydrogen energy will also increase. showing a double-speed growth trend.
The "Double Carbon" strategy is a great opportunity given by the times, and it is also a major reshuffle of industries and enterprises.
Five years ago, the supply-side structural reform initiated by the state forced enterprises to optimize and adjust their product structure to meet the effective demand of the market.
Today's "dual carbon" strategy is an upgraded version of the supply-side reform, which will force enterprises to further change their development models, adopt more green, environmentally friendly, energy-saving and consumption-reducing production methods, and promote the realization of high-quality sustainable growth.
There is no doubt that under the background of "dual carbon", our industry has ushered in a new outlet. Therefore, since the beginning of this year, we have optimized and reorganized the Guanjia scientific research system, focusing on research and development in new industrial fields and cutting-edge technology fields, such as lithium-ion batteries, fuel cells, and process materials.
With capital surging into the market, the power and energy storage lithium battery industry must keep its original intention
On June 9, 2021, the Swedish battery company Northvolt announced that it had obtained a new round of US$2.75 billion in private equity financing. On the same day, LG New Energy (LG Energy Solution) applied to the Korean Exchange for a preliminary listing permit, planning to raise US$8.9 billion. The entry of many companies and the influx of billions of capital at every turn indicates that countless new variables will increase in the future of this industry. Of course, there are positive factors to promote the development of the lithium battery industry, because with the blessing of capital, lithium battery companies can increase R&D investment to achieve technological breakthroughs, and can further expand production capacity.
Carbon neutrality has changed from a global consensus to a global action: In 2021, although the new crown epidemic is still repeated, the determination of global green development has not weakened, but has been strengthened, and it has been implemented in the practice of various countries. change. China has established a high-level carbon peak carbon neutrality leading group, and is building a 1+N policy system; the EU has promised to reduce greenhouse gas emissions by 55% compared with 1990 by the end of 2030, and released a package plan involving energy, transportation , manufacturing, aviation, shipping, agriculture and many other industries, among which the carbon emissions of the automobile industry must be reduced by 100% by 2035, that is, zero emissions; .
From a global perspective, electricity and transportation are major contributors to carbon emissions, and the transformation of electricity and transportation requires large-capacity batteries as a guarantee and support. At the market level, with the gradual implementation of the dual-carbon policy, the penetration rate of global new energy vehicles and renewable energy is growing rapidly.
On the other hand, such high prosperity has made the new energy sector one of the most dynamic and attractive investment sectors. According to the forecast of the International Renewable Energy Agency, facing the 1.5-degree temperature control target, the global investment in the energy field and transportation field will increase from an average of 500 to 600 billion U.S. dollars per year to about 2 trillion U.S. dollars per year in the next 30 years. Therefore, the deterministic opportunity of the new energy industry has arrived.
In 2021, the electrification rate of the world's three major markets will accelerate across the board. As the penetration rate continues to increase, new energy vehicles have entered thousands of households, and users' anxiety and complaints about various shortcomings of new energy vehicles have also increased, including mileage anxiety, safety anxiety, charging anxiety, and power failure in winter. Anxiety, low residual value anxiety, etc. It is the common responsibility of the entire industry chain to solve these core pain points of users, and battery companies are even more duty bound.
However, in the process, the industry has also become impetuous. The breakthrough of lithium battery technology is not achieved overnight, but requires long-term technology accumulation and precipitation. Blind expansion of production capacity has also exacerbated the situation of overcapacity in the industry. The rapid expansion and the intervention of capital have caused some lithium battery companies to deviate from their original intentions in the development process, and have lost prudent judgment on the development of the industry and enterprises. In the past few years, a large number of lithium battery companies have become heavily indebted and eliminated by the market from their initial ambitions and positive market conditions. Among them, it also includes the leading lithium battery companies that once occupied the top three in the market. Industry insiders pointed out that the decline of these lithium battery companies has a common feature: they do not pay attention to core technology and experience accumulation, blindly pursue to win temporary orders, ignore the quality of the products themselves, and fail to keep up with the pace of industrial development in time.
The data shows that in 2017, there were 155 power battery companies in my country; in 2018, this number dropped to 105; in 2019, there were only less than 70 power battery manufacturers left, of which only 40 could actually realize the installed capacity. about. In 2020, the domestic power battery market has undergone major changes. There are a total of 51 power battery companies involved in installed capacity, of which 31 companies have experienced negative growth in power battery installed capacity compared with the same period last year.
At present, the main application direction of power batteries in the market is electric vehicles, and lithium iron phosphate batteries are one of the leading power batteries; in the current market environment with many uncertain factors, the cost advantage of lithium iron phosphate batteries is gradually highlighted And in 2021, it will go up against the wind and reach the first place in the market share of installed capacity. In the application of energy storage cells, lithium iron phosphate has obvious advantages in terms of service life, safety, fast charging and discharging, and cost. In 2019, lithium iron phosphate batteries accounted for 95.5% of my country's power system energy storage lithium battery shipments In the future, with the development of technological innovation, energy storage cells will further expand the application scope of the energy storage market based on the current industry background.
The new energy industry is developing rapidly around the world. In the face of opportunities, Chinese lithium battery companies must keep their original intentions and stay awake at all times. Lithium battery companies should always adhere to the core goal of providing quality lithium batteries to the market, focusing on market demands and user pain points. Adhere to technological innovation, continuously iteratively upgrade products, improve product quality, enhance user experience, improve service system, accelerate the development of lithium battery industry, help China's lithium battery industry to overtake in curves in the global market, and shape the national brand of Chinese lithium battery enterprises.
Concentrating on deep cultivation, determined to become a leader in the energy storage and power battery industry
The first is to insist on quality first, and to create the best comprehensive performance and the most suitable power and energy storage lithium batteries for users. Relying on the technical precipitation and accumulation of the company's internal team for many years in the industry, Guanjia has formed obvious competitive advantages in system group structure, energy density, safety performance, service life, consistency, product cost, etc., with product safety and reliability as the core The core is to carry out comprehensive and systematic management of the whole process from the basic research and development of batteries, electrode design and manufacturing, battery structure, manufacturing process, equipment engineering capabilities, quality control, etc., to create high-quality high-quality products. Guided by theory and combined with production equipment capabilities, the realization of battery cell design functions is guaranteed. Guanjia cylindrical lithium iron phosphate single cell has four series of power, energy storage, high rate, and low temperature, which meet most of the application requirements of new energy batteries in the market. It has high safety, high environmental adaptability, high cost performance, Features of high flexibility, high heat dissipation and long cycle life.
In terms of adhering to technological leadership, we attach importance to comprehensive technical performance improvement and put technological innovation in the first place. Guanjia believes that the development of lithium batteries is not achieved overnight. Concentration, pragmatism and persistence are the characteristics of Guanjia as a lithium battery enterprise. The company and the Advanced Technology Research Institute of the Chinese Academy of Sciences have jointly established a new energy materials and technology laboratory to carry out in-depth cooperation in new energy research and development and achievement transformation, and promote the company's technological innovation from three directions: the first is based on the company's existing cylindrical phosphoric acid Iron-lithium battery products, through material optimization and structural improvement, meet the application needs of low-temperature, high-rate, long-life and other market segments; the second is to carry out research on the development and industrialization of new structures and new processes for lithium-ion batteries; the third is to Make technical reserves for new energy frontier technologies such as all-solid-state batteries and hydrogen fuel cells.
In terms of long-term continuous operation, always think about problems based on the essence of enterprise business, and define real good lithium batteries around user application scenarios. At present, Guanjia has optimized and laid out all aspects of material selection, production line planning, process design, and technical standards for cylindrical lithium iron phosphate batteries, and continues to upgrade products according to market demand. The products have been sold to various energy storage and power markets at home and abroad, and have been recognized by customers and praised by the market.
"There are many temptations in the lithium battery industry. Guanjia has determination. The first thing I want is to make a good product. When capital is needed, I also embrace capital." Liu Xibiao, chairman of Guanjia, said, "Capital helps companies improve production lines and expand production capacity. , but the core of the enterprise is to solve the product and technology, and always focus on the user and the market, and respect the law of market development.”
Guanjia: To be a good lithium battery that ordinary people can afford and use with confidence
Electric two-wheelers, tricycles, and the automotive lithium battery industry were labeled as "expensive, delicate, and not durable" in the early stages of development. Behind "affordable" is not cutting corners and sacrificing quality, nor is it using poor materials or squeezing suppliers. Instead, use industry experience and technological innovation to achieve cost performance. Taking market positioning and product demand as the starting point, accurately control the selection of positive and negative electrode materials, optimize the slurry formula, and produce the most suitable products at the lowest cost.
On the point of "safe to use", Guanjia always puts safety and quality first. Guanjia battery is a cylindrical lithium iron phosphate battery, which uses high-safety positive and negative materials, high-temperature resistant diaphragm, flame retardant Electrolyte; The battery has a built-in vent tube and a safety valve to enhance its safety protection function. The "double protection" effectively solves the safety problems caused by the high temperature of the battery cell under extreme conditions such as overcharge, short circuit, and collision. At the level of after-sales service, Guanjia is actively taking action, promising to pay for the faulty battery on the spot and to guarantee nationwide. And equipped with professional technical service personnel, through technical training, face-to-face communication and feedback with consumers, improve the service level of the entire lithium battery industry, and solve users' worries about using lithium batteries.
The company adheres to the business philosophy of "customer first, quality-oriented, technological innovation, and win-win cooperation", takes market demand as the driving force, explores market segments, continuously improves its own technical level and technical reserves, keeps up with cutting-edge research and development trends, and promotes scientific and technological development. Achievement transformation, actively carry out new technology research and development, new achievement transformation, new product development and new market development in the field of new energy, and accelerate the promotion and application of new energy and the optimization and upgrading of energy structure.
Postscript:
The influx of more capital and the exit of unscrupulous companies have created the current pattern of competition among masters, and the competition in the lithium battery industry has entered a more brutal knockout round.
From the development of Guanjia New Energy, it is not difficult to see that what can really determine how far an enterprise can go is its core competitiveness, technological foundation and market expansion ability. Really doing a good job in product and technology research and development and subdividing industries is the ultimate password to achieve everlasting success.