Soft pack power battery market or usher in the development of spring?

The longer the new energy automobile market is concerned, the more it is accustomed to the high system energy density required by the vehicle technology. Because no matter what the situation, the new energy vehicle subsidy policy will always reveal the power battery system with an energy density of no less than wh/kg. The requirement, and this value is higher year after year, can always lead to several bloody discussions.

However, in the past 2017, people who had already developed stronger resistance to high system energy density had inadvertently discovered such a strange thing that their “chicken blood” was not enough. In 2017, the installed capacity of soft pack battery was 4657.31Mwh, an increase of 32.05% over the same period of last year, and the market share was accelerating.

The key to the problem is not that your "blood" is insufficient, but that in the past year, the range of soft pack battery power applications has greatly surpassed previous years' records and entered a period of market pursuit. In the future, it is also the market penetration rate. A huge kind of power battery applies the most common description in a circle of friends: "Poverty limits my imagination."

Then, why are soft pack power batteries more and more important, and why is it so obvious in 2017?

Power battery application branch research department statistics show that in 2017 new energy vehicles soft pack battery power capacity of 4657.31Mwh, an increase of 32.05%. From the segmentation perspective, the installed capacity of soft-battery-powered batteries for new energy passenger vehicles increased by 33.97% as compared with the same period of last year, and the installed capacity of soft-battery-powered batteries for new energy vehicles increased by 74.12% year-on-year. The new energy buses are soft Power battery installed capacity decreased by 1.06% year-on-year.

Figure 1: Analysis of soft pack power battery installed capacity for 2016-2017: Mwh

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Source: Power Battery Application Branch Research Department

From the above figure, it is not difficult to find that the installed capacity of soft pack batteries in new energy passenger vehicles and special vehicles has increased significantly year-on-year, while the installed capacity of new energy passenger vehicles has been declining. The main factors are twofold:

On the one hand: As the new energy vehicle subsidy policy requires the energy density of new energy vehicles to increase, the energy density of lithium iron phosphate batteries is currently in bottleneck period, many businesses have to look to the system of higher energy density ternary batteries On the contrary, the safety is worse than that of lithium iron phosphate battery. Therefore, in terms of security, three different types of single-cell packaging, the safety of the soft-packed cell core is higher than that of the square-type single-cell cell and the cylindrical-type cell cell, even if the explosion occurs at most It will blow open, rather than exploding as steel shell aluminum shells will cause greater harm.

On the other hand, compared to new energy passenger cars, the energy battery density requirements of new energy passenger vehicles are relatively low, and lithium iron phosphate batteries can meet the needs, and safety is guaranteed. Therefore, the use of soft battery power batteries is also relatively less.

So, who is the best-selling soft pack battery company in 2017?

Gorgeous achievement is important, but in the specific market behavior, we have to deal with each specific business, and even each specific single cell. According to data compiled by the Research Department of the Power Battery Application Branch, the top five companies in terms of installed capacity of soft pack battery power in 2017 included Beijing Guoneng, Fuengeng Technology, Guangdong Tianjin, Weihong Power and Tianjin Jiewei. The total installed capacity is 2622.02Mwh, accounting for 56.3% of the total installed capacity of soft-pack batteries in 2017. Among them, Beijing Guoneng soft pack power battery capacity accounted for 17.39%, followed by Fu energy technology, soft pack power battery capacity accounted for 14.39%, Guangdong Tianjin soft pack power battery capacity accounted for 10.31 %, is the 3 power battery companies that accounted for the double-digit number of soft pack power battery installed capacity in 2017, and also the 3 best-selling 3 soft pack power battery companies in 2017.

Figure 2: Statistical ranking of installed capacity of soft battery packs for 2017 pure electric vehicles

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Source: Power Battery Application Branch Research Department

In general, soft pack battery power is mostly used in new energy passenger vehicles, followed by special-purpose vehicles, and passenger buses are the least. In 2017, when the installed capacity of pure electric passenger cars exceeds the installed capacity of new energy passenger vehicles and becomes the largest market segment, it can be predicted that in the future, soft pack battery power companies that have demonstrated their talents in the pure electric passenger car market will have an impact on the probability of ranking. Will increase; At the same time, with the acceleration of the localization process of aluminum plastic film, the competitive advantage of soft pack battery will be more obvious. It is believed that the spring of the soft pack power battery market is coming.

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