Bus power battery industry may encounter crisis

According to research, it is expected that by 2016, China's total power lithium battery capacity will reach 30GWH, including Nanjing LG, Samsung SDI and other giants that have successively put into production. In sharp contrast, in 2016, China's production of new energy vehicles is expected to be 350000, with a corresponding demand for lithium batteries of only 15GWH. This means that after a large amount of new capacity is put into operation, the market supply and demand relationship will rapidly reverse in the second half of 2016, with a significant decline in capacity utilization, and the overall capacity utilization rate for the entire year will be only 50%.

Generally speaking, a capacity utilization rate of around 80% is considered as normal idleness of factory equipment, and a capacity utilization rate of 50% will mean increased competition in the industry. "The industry reshuffle caused by relative overcapacity is inevitable." Tong Ziqian, the chief consultant of Zuosi Information Consulting Co., Ltd., believes that in the future, the power battery industry will eliminate two types of enterprises, one is the enterprise with poor product quality. After the capacity expansion of * * * battery enterprises, the inferior battery industry will inevitably face market elimination; The second category is enterprises that are bankrupt due to capital breakage. With the slowing demand for capacity expansion and declining subsidies, a number of enterprises will have their capital chains broken, ultimately leading to bankruptcy.

It can be seen that the development of power batteries for passenger cars in the future is not optimistic, and this phenomenon has already emerged in the field of electric buses and electric passenger vehicles. This adjustment may reshuffle the power battery industry, but it can greatly enhance the technical level and market competitiveness of the industry, and will become a strong support force for the development of China's new energy vehicle industry.