In the first half of 2016,Button lithium batteryThe industry has continued its previous momentum of rapid development. The continued rapid expansion of the new energy vehicle market has driven a surge in demand for lithium-ion power batteries, and power batteries have gradually become the dominant force in the growth of the button lithium battery industry. Looking forward to the second half of the year, the demand for lithium-ion power batteries will also continue Continuing the rapid growth momentum, my country's lithium-ion battery output is expected to reach 6.6 billion units throughout the year, but industry competition has further intensified.

Main situations and issues in the first half of the year:
1. The demand for button lithium batteries has surged. In the first half of the year, the output of mobile phones and electric vehicles, the two major application areas of lithium-ion batteries, showed rapid growth to varying degrees. According to data from the National Bureau of Statistics, in the first half of the year, my country’s mobile phone output reached 966 million units, a year-on-year increase of 23.3%, and the output of new energy vehicles was 285,000 units, a year-on-year increase of 88.7% Percentage. The rapid growth in the output of major downstream products has driven the demand for lithium-ion batteries to surge, reversing the trend of continued decline in lithium-ion battery output growth. In the first half of the year, my country's lithium-ion battery output reached 2.98 billion units, a year-on-year increase of 20.7%, an increase of This is a significant rebound from the 3.0% rate for the whole of 2015.
2. The effect of policy adjustments is outstanding. In the first half of the year, the Ministry of Industry and Information Technology released a total of 4 batches of enterprise catalogs that meet the specifications of the automotive power battery industry, including a total of 57 companies, including 56 power battery companies and 1 battery system company.
3. The price of precursor materials has soared. Since the second half of 2014, my country's electric vehicle production has begun to grow explosively, and the demand for lithium-ion batteries has increased rapidly. The demand for precursor materials such as lithium carbonate and lithium 6 fluorophosphate has also risen sharply. And before The market has been sluggish for several years, causing material companies to slow down their investment pace, and some companies have even canceled original investment projects. As a result, the market for precursor materials such as lithium carbonate and lithium hexafluorophosphate has been in short supply, and prices have been rising.
4. Backbone enterprises accelerate the pace of production expansion. In the first half of the year alone, 54 listed companies in the lithium-ion battery industry in my country have announced production expansion plans, with a total investment amount of approximately 116 billion yuan. BYD, Ningde New Energy, Guoxuan Hi-Tech, Tianjin Lishen The investment amount of leading domestic power battery companies is more than 3 billion yuan, among which BYD plans to increase its investment by 15 billion yuan and add an additional 6GWh of power battery production capacity.
5. Frequent mergers and acquisitions. In the first half of the year, the lithium-ion battery industry’s capital operation drama continued to unfold, with frequent mergers and acquisitions, and the amount of mergers and acquisitions exceeded 15 billion yuan. In terms of merger and acquisition types, it was mainly companies in other fields acquiring the lithium-ion battery industry chain. Related companies have thus entered the field of lithium-ion batteries. The most typical one is Jianrui Fire Protection’s 5.2 billion yuan acquisition of Waterma 100 Percent equity. In addition, Fulin Precision plans to acquire Hunan Shenghua for 2.1 billion yuan, Tianji Technology plans to acquire Xintai Materials for 2.7 billion yuan, Smart Energy plans to acquire Foster Group for 1.2 billion yuan, and Changxin Technology plans to invest 800 million yuan. BAK Dynamics, etc.
Main questions
1. The fraudulent subsidy incident triggered a subsidy controversy. On April 19, the website of the Industrial Department of the National Development and Reform Commission announced that the General Office of the State Council organized on-site inspections of the promotion and application of new energy vehicles in 15 provinces and cities. The fraudulent subsidy investigation has now ended , but fraudulent subsidies have triggered huge social controversy over new energy vehicle subsidies.
2. Safety issues cannot be underestimated. According to incomplete statistics, 11 new energy vehicle fire incidents have occurred at home and abroad since this year, involving flagship models of Tesla, BYD, Yinlong New Energy and other companies. Fire accidents continue, and in the industry It has had a negative impact on consumers' confidence in using new energy vehicles and is not conducive to the long-term healthy development of the new energy vehicle industry.
3. The oversupply of power batteries is almost a foregone conclusion. In 2016, the planned production capacity of my country's power battery enterprises reached 92.5102.5GWh. Calculated with a capacity utilization rate of 70%, the output in 2016 will reach 6572GWh. In 2015, China's new energy vehicle output was nearly 380,000 units , the power battery market demand is about 15.5GWh. Calculated based on the 800,000 electric vehicle production in 2016, the power battery market demand is about 32GWh. Together with lithium-ion bicycles, power tools and other fields, the lithium-ion power battery market demand is about 35GWh. .Market demand is significantly lower than expected production capacity. Therefore, my country's lithium-ion power battery market will form an oversupply situation in the second half of the year.

Trend analysis in the second half of the year
Market-driven effects are further evident
Since subsidies for new energy vehicles will be reduced next year, with a drop of 20%, some new energy vehicle companies will increase their promotion efforts in the second half of the year to continue to increase the growth rate of new energy vehicle production and sales. New energy vehicles and mobile phones will also continue to increase in the second half of the year. The rapid development momentum in the first half of the year has driven the continued expansion of the lithium-ion battery market. It is expected that my country's lithium-ion battery output will reach 6.6 billion units throughout the year, a year-on-year increase of 17.8% percentage. The lithium-ion power battery market size is expected to reach 35GWh, accounting for approximately 60% of the total lithium-ion battery market size.
Power battery prices will plummet
From the second half of 2014 to the first half of this year, despite the rapid increase in lithium-ion power battery production, the market was basically in a balance between supply and demand, and product prices remained basically stable. Looking to the second half of the year, on the one hand, the balance of market supply and demand has been broken, and the supply of power batteries Capacity is significantly greater than market demand, and market competition has begun to intensify; on the other hand, the new subsidy policy for new energy vehicles has made it difficult for power battery manufacturers that have not entered the automotive power battery industry and have regulatory conditions greater than those in the announced catalog to obtain orders.
Supply and demand for supporting materials will remain tight
Judging from the situation in the first half of the year, supporting material manufacturers including cathode materials, anode materials, separators, electrolytes, etc. are basically operating at full capacity. Looking forward to the second half of the year, lithium-ion battery production will maintain a rapid growth trend, and The supply capacity of supporting materials has limited growth, market supply and demand will remain tight, and prices of related products may rise.

Countermeasures and suggestions
(1) Accelerate the implementation of industry standard conditions and ensure the healthy and orderly development of the industry
Comprehensively strengthen the management of the lithium-ion battery industry, accelerate the implementation of the lithium-ion battery industry access conditions and the automotive power battery industry standard conditions, timely publish the list of announced companies, and focus on establishing the industry in terms of technical level, production scale, resource utilization, safety requirements, etc. Entry threshold.
(2) Adhere to supporting the excellent and the strong, and promote the intensive development of industries
Adhere to the strategy of supporting the excellent and the strong, and combine the construction of industry standard systems to guide fiscal, industrial, financial, land and other resources to focus on key enterprises, and accelerate the formation of industry core competitiveness. Encourage key enterprises to expand production and operations through mergers and reorganizations, strong alliances, etc. scale, and guide enterprises to gather in industrial parks such as new industrialization industry demonstration bases.
(3) Pay attention to safety issues and establish and improve long-term safety mechanisms
Improve the level of awareness of the safety of lithium-ion batteries, pay close attention to the safety issues of lithium-ion batteries used in new energy vehicles and other emerging fields, and strengthen production specifications through the implementation of lithium-ion industry standard conditions and mandatory national standards for lithium-ion battery safety Management and technology research and development innovation to reduce product risk factors from the source.
(The above news information comes from the Internet, Baidu search for primary button battery,Button battery model,3v button batteryPlease wait to learn about the battery products produced by Dongguan Dongzan Lithium Energy Technology Co., Ltd.)