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In August 2018, the Ningde era was a Japanese-made pure electric vehicle platform with a system energy density of 123.78wh/kg. All of them were ternary software packages. Previously, the Ningde era shipped only without square batteries.
Insiders pointed out that the Ningde era, which mainly focuses on square, began to supply soft-packed batteries, which actually opened the end of the market with soft-packed power batteries.
It is worth mentioning that there have been frequent hot spots about soft-packed batteries recently. On September 14, Jetwei Power, which focuses on three-yuan soft-packed chip batteries, received ROSCO Investment and plans to become one of the top three power battery companies in the country within five years; In early September, Funeng Technology, which focuses on ternary soft-package batteries, completed a C-wheel financing of more than 1 billion US dollars, and will be in the middle of European Shuli battery production; in early August, Yixin signed a “Supply Agreement” with Daimler to supply ternary soft-package battery to Daimler…
Of course, the continuous questioning of the software package is becoming the “21700Sugar After baby” and “811 three yuan”, the new “network” of the domestic power battery industry. According to data, among the top 20 domestic power battery installation power generation from January to July 2018, there were 7 battery companies with pure soft-pack battery products. Together with the companies that are developing, the number of soft-pack battery companies has increased to 12, accounting for 60%. The software technology network has gained more and more attention from battery companies. In fact, the software package battery will become popular without any expectation. Due to its specific packaging data and structure, the software package still has certain functional advantages compared to square and circular columns. It is now in safety, energy, circulation and flexibility. It is precisely because of the excellent functional capabilities of the software package technology route that LG Chemistry has become the most extensive battery company with customers around the world; and in China, companies such as Funeng, Jetwei Power, Kane, and Beijing National Energy Corporation are all software packages.A representative enterprise of technical routes.
But the same as “What should I do next?”, high-function often means high-speed. Although the software-packed battery has a raised function, it is less divergent, the cost is relatively high, and it is not difficult to leak liquid and air. It also requires additional shells during the assembly process. The PACK technology level is high, which is also biting cold and the snow in the community has not melted. It means that the demand for software packages is higher.
Why is the new “network” of soft-pack batteries? Some experts pointed out that the soft-pack batteries are now in China. On the one hand, with the maturity of technology and the improvement of capital, the software-pack batteries have excellent functions, especially in terms of energy density.
In previous years, the single-digit energy of the three-digit soft-pack battery companies were 180-210wh/kg in bulk, and the system energy density was 130-150wh/kg; the single-digit power supply of the three-digit soft-pack battery companies was 210wh/kg in bulk, and the core products with a single-digit energy of 260wh/kg in batches have reached the level of mass production, and the system energy density has been lightly looser than 140wh/kg, or even 160-180wh/kg.
On the other hand, due to the rise of the domestic passenger car market, especially the “green” of foreign car companies for the ternary power battery, the domestic soft-packing battery has greatly comforted the domestic soft-packing battery market.
This has led to the square-based power battery companies that have begun to accelerate the layout of soft-packed batteries. In addition to the Ningde era, a sluggish guy was found in the branches between China High-tech, Lishen Battery, and the slim branches. The top square power battery companies in China, such as Steel Energy, are accelerating research and development and even have produced ternary soft-pack batteries in volume. These products are important for the mid-to-high-end passenger car market, and further promote the increase in the application share of the software package battery market.
At the same time, the software package battery companies that previously focused on logistics vehicles have also begun to turn their attention to passenger cars. Software package battery companies such as Guoneng Sugar baby battery, Tianjia Co., Ltd., Mengguli Power, and Weihong Power have all adopted passenger cars as the focus of this year to expand the market from the commercial vehicle field to the passenger vehicle field.
ValueIt should be noted that in addition to passenger car owners who prefer packaged batteries, the capital market’s “attention” on packaged batteries can also reflect the popularity of packaged batteries from the side.
In July, Sugar daddy (00656) announced that Sugar daddy through its subsidiary Sugar Hi-Tech and Fund, investing in Tianjin Jetwei Electric Industrial Co., Ltd. to expand and expand its domestic market with its capacity to scale and expand its overseas market; on September 14, Jetwei Electric officially signed a strategic investment agreement with Sugar daddy.
In August, Far-Scenic Group announced that it would hold stake in AESC, an electric battery business and production base of Japanese Automobile, and at the same time acquire all the shares of NEC Power Components, a battery-electrode manufacturer under japan (Japan) Electric;
In September, Feneng Technology announced that it had completed a C-wheel financing, with a cumulative financing of more than US$1 billion. The funds obtained will be used to accelerate the expansion of its global automotive battery production infrastructure and officially launch the reduction of European production intermediate projects.
The frequent surge of funds indicates that the soft-packed batteries will further expand the market’s penetration rate in a step-by-step manner. Among them, battery companies that compete in product quality, technology, scale and funds will also gain more opportunities and even cultivate the second Ningde era.
Domestic soft-pack battery companies have been preserving recent
Live Automobile has clearly seen that many domestic battery companies have focused on the research, development and manufacturing of soft-pack batteries since their inception. From now on, these companies have been quite good overall. Among them, the top ones include Jetwei, Kane, Feneng, Guoneng, Tianxiang, and WanSugar daddyXiang A123, etc.
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Jewi babyThe company has the ability to fully develop single batteries, modules, battery management systems and battery systems.
Jiewei independently developed the energy density of the soft-pack electric core that has reached 245Wh/kg. It is expected that in 2020, the single energy density will reach 300Wh/kg and the system energy density will reach 220Wh/kg. The company’s important customers include Changan, Chery, Dongfeng, SAIC, Jixiang, Changcheng, Guangqi, JAC, etc.
In terms of production capacity, Jewewei has built 1.5GWh, and is expected to be 2018 At the end of the year, it will reach 2.5GWh. At the same time, JetVI will formulate future production capacity plans based on the industry development situation and market share targets. It is expected to add 38GWh of production capacity by 2023 and the cumulative production capacity will reach 39.5GWh.
It is worth mentioning that JetVI Power has just received revived strategic investment and plans to become one of the top three power battery companies in the country within five years.
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