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Under the new situation, how will the research and development direction of lithium battery equipment evolve, and how will the market competition pattern change?
With the high threshold and centralization of the power battery industry, the benefit logic of the lithium battery equipment industry is also evolving.
As the new round of power battery capacity expansion shows the characteristics of urgent high-end capacity and top cost reduction, more stringent requirements have been put forward for lithium battery equipment. Specifically, first, more stringent requirements on equipment performance; The second is the extreme "squeezing" of costs; Third, the delivery cycle is short. This has brought new influence on the pattern and development of lithium battery equipment industry.
The trend of low profit margin and high concentration is gradually emerging. Gaogong Lithium has learned that since this year, the bidding of power battery enterprises has more strict requirements on the technical process, performance parameters, operation stability and other aspects of equipment. At the same time, in terms of price, the decline of subsidies has led to a sharp increase in the pressure on battery enterprises to reduce costs, and the pressure on the price of bidding equipment has become more severe.
"The concentration of the domestic power battery industry is increasing, and this trend has also spread to the supply chain. In order to win large customer orders and lock market share, low profit margins and high technology content will gradually become the development trend of domestic lithium battery equipment enterprises." said a person in the lithium battery equipment industry.
Different from the market dividend of the previous round of "Great Leap Forward" capacity expansion, under the Matthew Effect, the benefit logic of domestic equipment enterprises has really upgraded to high-level all-round competition in technology, cost, scale, delivery cycle, capital, customer resources, etc.
It can be predicted that the domestic lithium battery equipment industry will form a low profit trend in the future. Only enterprises that focus on research and development, control the key to reduce costs and improve efficiency can probably win; There will be fewer new entrants, and industry leaders will gradually emerge from various subdivisions.
Cost squeezing leads to "benchmarking" chaos. Recently, senior executives of equipment enterprises complained to Gaogong Lithium roast that many battery enterprises always invite bids for many times in order to lower prices, and a large number of uneven equipment suppliers gather, leading to a very chaotic market price. There are even cases where battery enterprises steal the solutions of high-end brand suppliers through bidding in order to reduce costs.
In this context, many lithium battery equipment enterprises still focus on the payment collection. The pressure on the accounts receivable in the later period is not small, and they have to self digest a new wave of equipment research and development costs, which is hard to say.
"From 2015 to 2017, the spread of power battery enterprises can be described as" sprouting everywhere ". Now it is the first wave of reshuffle. Suddenly, there is a hail, and the equipment enterprises that can support and not be hit survived. The ones that can not support and not be hit are basically in shortage, in a state of production halt and industrial and commercial settlement." The leader of Radium Yu Technology said so figuratively.
"Shuffle", "Live", "Pick customers"... have also become the mantra of many equipment enterprises this year.
Integrated equipment was put on the ground faster. Due to the strict control of product process and cost, the market demand is also evolving. Compared with traditional stand-alone equipment, lithium battery integrated equipment has significantly improved in production efficiency, space saving, energy saving efficiency, production cost, etc. Such as: laser cutting and winding machine, coating roll slitting machine, roll rolling slitting machine, coating and rolling machine, cutting and stacking machine and film making and winding machine.
Gaogong Lithium has learned that lithium battery equipment enterprises, including Yinghe Technology, Pioneer Intelligence, Haimu Star, Han's Laser, Haoneng Technology, Golden Galaxy, Nakonor, Zhuangling Automation, North Huachuang, Haiyubaite and others, have made active efforts in the front equipment integration.
The industry agrees that, on the premise of good stand-alone technology, equipment integration is an important direction for the industry. However, the current lithium battery equipment is faced with the situation that the size is different and the standardization is not realized, so the cost of integrated development is large. At the same time, integrated equipment has higher requirements for technology R&D strength in terms of process simplification, accuracy maintenance, consistency, stability, etc., and there is also a higher threshold for equipment enterprises.
New market space is derived under the new situation. In 2018, there were significant changes in the market pattern and capacity layout of domestic soft battery. On the one hand, with the advantage of energy density bundled, the application of ternary soft pack battery in domestic new energy passenger vehicles has accelerated; On the other hand, the preference of international automobile enterprises for soft package technology route also affects the choice of domestic battery enterprises' technology route.
It is roughly estimated that in the whole battery production line, the value of special equipment of soft battery is about 168 million/GWh. According to the capacity layout of battery manufacturers of about 80GWh, from 2018 to 2020, the demand for new special equipment of soft package power battery will be about 80 * 1.68=134.4, that is, by 2020, there will be a demand for new special production equipment of soft package of more than 13.4 billion.
At the same time, under the trend of high nickel application, on the one hand, the core equipment process of high nickel cathode materials involves replacement and adjustment; On the other hand, the production process control of high nickel positive electrode is more strict than that of conventional positive electrode materials, so the market of special high nickel equipment also arises as the times require.
As a supporting anode material with high nickel content, silicon carbon has become a key technology for power battery manufacturers with leading technical strength, abundant funds and large scale to solve the problem of low initial efficiency of silicon carbon anode. However, there are still a few enterprises that can provide lithium supplement equipment, and battery enterprises are also actively exploring and making breakthroughs in lithium supplement process.
In addition, Japanese and Korean battery enterprises are stepping back to the Chinese market. In order to maintain supply chain stability and reduce manufacturing costs, they will certainly explore and cultivate some local suppliers with core technology potential, strengthen cooperation and integration with the local industrial chain, which will also open a new round of opportunities for domestic lithium battery enterprises to introduce into the international supply chain.
On December 19-21, 2018 Gaogong Lithium&Electric Vehicle Annual Conference will be held in Shenzhen Venus Royal Hotel (Bao'an Shajing). The theme of this annual conference is "The wind blows the withered leaves, and the ice flows through the spring". An annual thought feast has begun to be fully prepared, with 60+blockbuster speeches, 200+Chinese and foreign brand exposure, 1000+industrial chain enterprises participating, and 100000+online and offline enterprises participating.
This year's annual meeting will set up "Opening Ceremony Special Session" (internal and external competition and cooperation of automobile enterprises and battery enterprises), "Passenger Cars and Three Electricity Special Session", "Commercial Vehicles and Three Electricity Special Session", "Power Battery Special Session", "Materials Special Session", "Equipment Special Session", "PACK Special Session", "New Applications and Recycling Special Session", and "Closing Ceremony Special Session" (focusing on market pattern changes and the next outlet), and invite famous enterprises in the industry chain to share, Jointly discuss the great changes in the industry that technological innovation will bring.
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