Lithium industry: a sunrise problematic industry
Influx of a large number of companies, but it is followed by a rapid decline in profit margins, current earnings are relatively modest. “According to one press access to information shows that in a few years, the profits of the sector before 100% of profits fell to 5% of profits are low.
Moss is the beginning of
“In Shenzhen alone, there are hundreds of production companies, all countries should be more than 1000 of the”. Zhi-Ming Zeng said “China’s Sankei Shimbun reporter, although the development of the industry supply lithium just a few years, but the pace of development beyond imagination.
Zhi-Ming Zeng worked in Beijing, Anwar Ibrahim on United Energy Technology Co., Ltd., has been witness to this emerging industry since its Laptop battery birth, then quickly dissolved into chaos after the development of the whole process.
Beijing Anwar United Energy Technology Co., Ltd in the industry is also a relatively big businesses and claimed to be the best technology for domestic iron phosphate factories producing batteries, the main development, manufacture and marketing of new batteries power rechargeable lithium iron, lithium-ion rechargeable battery and its subsidiary products are widely used in electric vehicles (EB / EV / HEV / PHEV), electric tools, solar, UPS, digital products, products of export to Europe and North America.
Currently, however, Beijing Hualian contract security industry, like the vast majority of companies is in the common development of the industry to feel the pain of confusion.
If Sony in 1992, the company will sell lithium batteries as a starting point for the dates industry. Then, set up by thousands of businesses, there is a sizeable proportion of companies are neck and only 50 million fund has committed more than 10 employees, renting office space, and even BTP-43D1 some minimum level of production equipment has not yet completed its acquisition of haste.
“These companies are not standardized operations, directly leads to lower margins on products, currently only a small number of large enterprise customers end because of stability and healthy development.” Zeng Zhi-Ming laments.
“2007 years ago, few people realize that the lithium iron phosphate promising, but production of lithium iron phosphate over 100 companies.” Xu Gang, vice-president of Tianjin power of God in the media about the fierce competition in the sector said. “The real business is doing quite well very soon.”
Technology Highway
According to the industrial chain, the lithium in batteries and produces batteries, Dell Latitude X1 battery materials can be divided into cathode materials, anode materials, membranes and electrolytes. Lithium cobalt oxide, manganese oxide, lithium nickel cobalt manganese-lithium and lithium iron phosphate cathode material for Li-Ion battery technology, the basic material Zeyi graphite anode, solid particles of carbon-based; in positive and negative electrolyte East and diaphragm.
The status quo is both manufacturers of lithium battery materials and battery manufacturer, has technical advantages of firms are very small.
“The main problem the industry is not competitive and disorder problems, the most critical issue is the price and technology.” Institutional research Frost & Sullivan focused on energy sector analyst Linda again told ” China’s Sankei Shimbun “Report to the United States, Japan and other countries, the Chinese Li-ion hp Pavilion dv4 battery industry, the technology gap is evident.
It is understood that companies worldwide have also strengthened their research and application of lithium batteries, but lithium batteries and other current high explosive which remain outstanding and Chinese manufacturers in the most backward in this regard.
BYD is a relatively rapid development of industry and enterprises in technology also have the advantage over their peers. BYD propaganda techniques, but actually did not get all the benefits of peer recognition, Zhi-Ming Zeng on BYD lithium battery that is not new, and the United States similar to products similar.
Li-ion battery industry has been concerned about the development of wind investment industry, Chen Qiudong also noted the technical level of the industry problem of the poor.
Chenqiu Dong said the domestic iron phosphate lithium material is not a company analysis, each doing a half-dozen properties of materials are needed for the overall level is not difficult, but to do this material (in particular, is to watch the processing performance, stability, and discharge broadband sexual characteristics) is not easy.
Statistics show that China, Tianjin, Shandong, Zhejiang, China (Jiaxing, Huzhou, Jinhua) and other places enormous investment of many to the sony VGP-BPS2 battery manufacturer Li-ion batteries, the results will die of ‘a natural death, the main technical issues can be resolved. Chenqiu Dong said that with technology partners to find a great association. Many colleges and universities or research institutes, technology is just technology laboratory, far from industrial. Laboratories doing material properties are excellent, but the pilot will encounter great difficulty, even if reluctantly passed the test pass, the stage of mass production industrial, exposing the problem will be even greater . And this is not an isolated phenomenon, but rather a common phenomenon.
Linda noted that in addition to technology, the price of lithium high power hamper its rapid implementation is a key factor.
For example, a lithium-ion battery electric bike for the price of 1,500 yuan, while the current total price is also an electric bike, but about 2,000 yuan, if electric cars are being lead to the most-assembly acid batteries.
“The main reason is the high cost of production is low, there is no scale. If we can balance the production, sale, these costs should be quickly abandoned.”
Achieve the same high prices of the deepest reason is still an immature technology, resulting in the production and marketing limits.
CITIC Guoan (15.44, 0.25, 1.65%) Mengguli Power Supply Technology Co., Ltd. in Beijing during the Olympics for the 50 pure electric buses in operation provides the necessary batteries, and its technology in the industry considered relatively mature, and even well, its Lu, general manager of its admitted, “synthesis technology of lithium is still a problem.” The stability, consistency of production and life of the technology of lithium batteries is not yet mature.
Warlords battle for the throne
Warlords battle for the throne, such companies will win?
In short, technology is king.
On the most critical factor in business development, Zhi-Ming Zeng said the two words “innovation”. He was referring to technological innovation.
Linda noted that the company will finally, it must be to solve the problem of toshiba PA3191U-4BRS battery price and technical aspects of the business.
Technology, Chen Qiudong consider more comprehensive, he summarized the following three elements: mature technology, a strong management team and excellent resources.
Chenqiu Dong said that the three are complementary, we can not do without. There are no mature technology inevitably limit the speed of development, so stay in laboratory techniques, or at least have been at least 2-3 years of exploration, technology and talent are also inseparable After all, the lithium iron phosphate material technology and is not fully mature, the industry has no uniform standard, equipment, materials, processes, and so the real questions should be able to count on people to solve. Without a strong financial strength, even if the materials out of, the corresponding production or management can not keep, they lose opportunities for collaboration with key customers, key technical staff for motivating the team enough, lead loss of human resources. Have no outstanding management team, even the best technology does not produce value here includes the implementation of the said R & D, production management, quality management, marketing and other links for startup companies that are very difficult.
However, the company won the healthy development of the apple A1061 battery industry as a whole can not be separated. As CITIC Guoan Mengguli Power Supply Technology Co., Ltd., General Manager of the Lu said: “I am most concerned about is when they can regulate this industry together.”