Influx of a large number of enterprises, but it is followed by a rapid decline in profit Laptop Battery margins, "the current profits are quite modest." According to a press access to the information shows that in the few short years, the industry's profits from before 100% of the profits dropped to 5% of the low-profit.
Foam is the beginning of
"In Shenzhen alone, there are hundreds of production enterprises, the whole country should be more than 1000 of the." Zhi-Ming Zeng told the "China's Sankei Shimbun" reporter, although the development of lithium power industry, just a few years, but the pace of development beyond the imagination.
Zhi-Ming Zeng worked in Beijing, Anwar Ibrahim on United Energy Technology Co., Ltd., has witnessed this emerging industry since its birth, then quickly dissolved into chaos after the development of the entire process.
Beijing Anwar United Energy Technology Co., Ltd. in the industry is also a relatively large enterprises, and claimed to be the best domestic technology iron phosphate ThinkPad T41 battery production factories, the main development, manufacturing and marketing of new power rechargeable lithium iron batteries, lithium-ion rechargeable battery and its affiliated products, are widely used in electric vehicles (EB / EV / HEV / PHEV), electric tools, solar, UPS, digital products, product export to Europe and North America.
Present, however, Beijing Hualian contract security industry, like the vast majority of businesses are in the common development of the industry feel the pain of confusion.
If Sony in 1992, the company will commercialize lithium batteries as a starting point for this industry date. Next, set up by thousands of enterprises, there are quite a large proportion of enterprises are only shoulder 50 million from funds, has incurred more than 10 employees, leasing an office space, and even some minimum level of production equipment has not yet completed its purchase of haste.
"These companies are not standardized ThinkPad T42 operations, directly led to a decline in product margins, at present only a small number of high-end enterprise customers due to stable and healthy development." ZENG Zhi-ming laments.
"2007 years ago, few people realize that promising lithium iron phosphate, but production of lithium iron phosphate more than 100 companies." Xu Gang, vice president of Tianjin power of God in the media about the fierce competition in the industry said. "The real business is doing quite well very few."
Technical highway
According to the industrial chain, lithium batteries into the battery product and battery materials, battery materials can be divided into cathode materials, anode materials, membranes and electrolytes. Lithium cobalt oxide, manganese oxide, lithium nickel cobalt manganese are of lithium and lithium iron phosphate cathode material for Li-ion battery technology, core; Zeyi graphite anode material, solid carbon particle-based; in positive and negative middle electrolyte and diaphragm.
The status quo is both a lithium battery manufacturers and battery materials manufacturer, has technical advantages of the enterprises ThinkPad T43 are very few.
"The main problem the industry is not competitive and disorder problems, the most critical issue is price and technology." Frost & Sullivan research institutions focused on the new energy sector analyst Linda told the "China's Sankei Shimbun" reporter with the United States, Japan and other countries, the Chinese Li-ion battery industry, the technology gap is obvious.
It is understood that companies around the world have also strengthened their research and application of lithium batteries, but lithium batteries and other high-current explosive issues remained unresolved, and the Chinese manufacturers in the level of the more backward in this regard.
BYD is a relatively fast development of industry and enterprises in technology also have the advantage compared to peers. BYD propaganda techniques, but in fact did not get all advantages of peer recognition, Zhi-Ming Zeng on BYD's lithium battery technology that is not new, and the United States similar to similar products.
Li-ion battery industry has been concerned about the development of wind investment ThinkPad R50 industry, Chen Qiudong also noted the technical level of the industry problem of the poor.
Chenqiu Dong pointed out that domestic lithium iron phosphate material is also no a benchmarking company, each doing half a dozen of material properties are necessary to make the general level is not difficult, but to do this material (in particular, is to look at processing performance, stable nature as well as high rate discharge of sexual characteristics) is no easy matter.
Statistics show that China has, Tianjin, Shandong, Zhejiang, China (Jiaxing, Huzhou, Jinhua) and other places several huge investment to do the battery maker Li-ion battery materials, the results will die a natural death, the main technical issues can not be resolved. Chenqiu Dong pointed out that with technology partners to find a great association. Many colleges and universities or research institutes, technology is only laboratory technology, a far cry from the industrial. Laboratories doing out of material properties are excellent, but in the pilot phase will encounter a lot of trouble, even if reluctantly passed the test pass, to the industrialized mass production stage, exposing the problem will be even greater. And, this is not an isolated phenomenon, but rather a common phenomenon.
Linda pointed out that, in addition to technology, power lithium battery high prices impede its rapid market is a key factor.
For example, a lithium-ion batteries for electric bicycle price of 1,500 yuan, while the current total price is also an electric bicycle, but about 2,000 yuan, so the current ThinkPad R51 electric cars are mostly lead-acid battery assembly.
"The main reason is the high price of output is small, there is no scale. If we can into the scale of production, sale, such costs would be quickly dropped."
Achieving the same high prices of the most deep-seated reason is still immature technology, resulting in the production and marketing limitations.
CITIC Guoan (15.44,0.25,1.65%) Mengguli Power Supply Technology Co., Ltd. in Beijing during the Olympic Games for the 50 pure electric buses in operation provides the necessary batteries, and its technology in the industry considered relatively mature, and even so, its Lu, general manager of its admitted, "synthesis of lithium battery technology is still a problem." In stability, production consistency and service life of lithium battery technology has yet to be FRU 08K8193 mature.
Warlords fight for the throne
Warlords fight for the throne, what kind of enterprises will win?
In short, technology is king.
On the most critical factor in the development of enterprises, Zhi-Ming Zeng said 08K8214 only two words: "innovation." He was referring to technological innovation.
Linda pointed out that the company will finally be, it must be to solve the problem of price and technical aspects of business.
Technology, Chen Qiudong to consider more comprehensive, he summed up the three elements: mature technology, a strong executive team and excellent resources.
Chenqiu Dong pointed out that the three are complementary, one can not do without. There is no mature technology, inevitably restrict the speed of development, if the stay in the laboratory techniques, or at least have to at least 2-3 years of exploration, technology and talent are inextricably linked Furthermore, after all, lithium iron phosphate material and battery technology has not yet fully mature, the industry has no uniform standard, equipment, raw materials, process, and so the real questions need to rely on people to resolve. Without a strong financial strength, even if the materials out of, the corresponding production or management can not keep up, they will lose opportunities for collaboration with large customers, the key technical personnel for the team motivation enough, will lead to the loss of human resources. Have no outstanding executive team, even the best technology does not produce value, here, includes the implementation of the so-called R & D, production management, quality 92P1060 management, marketing, and other links, for start-up companies which are very challenging.
However, the company won the healthy development of the whole industry can not be separated. As the 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."
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