looking back to 2022, the new energy vehicle and power battery industry maintained a resilient and strong growth.
at the market end, domestic new energy vehicles rose against the trend, with sales exceeding 6.7 million and market penetration accelerating to 30%.
on the supply side, the domestic power battery is expected to ship more than 480gwh in 2022. at the same time, the head power battery enterprises have tight production capacity, and the continuous expansion of production capacity shows the market voice.
according to incomplete statistics, in 2022, 45 power and energy storage battery projects will be started, with a total capacity of more than 1.2 twh and a planned investment of more than 440 billion yuan; the number of power battery projects completed and put into operation also reached 16.
behind the accelerated expansion and release of production capacity, it mainly comes from the large orders delivered by the downstream automobile enterprises and the broad market prospect. according to the public information, gaogong lithium battery co., ltd. has publicly obtained 20 orders from vehicle companies in 2022, involving domestic and overseas passenger and commercial vehicle markets, and the product supply types cover bev, phev, hev, etc.
through the review of 2022 power battery orders, we can also get a glimpse of the evolution trend of the new cycle power battery market.
1、 the head power battery enterprise "scrambled to sign" the international long order, and the supply quantity and order amount increased significantly.
in the new round of competition for international battery orders, many chinese battery companies have obtained long orders from international car companies. the supply cycle is 5-10 years, and the supply quantity is tens of gwh or even hundreds of gwh. the order amount continues to increase, up to tens of billions of yuan.
among them, ningde times won the order of honda 123gwh battery, became one of the suppliers of bmw's 10 billion euro large cylindrical battery orders, and signed cooperation agreements with ford, japan dafa, etc; yiwei power also received a fixed-point letter from bmw's large cylindrical battery; china innovation airlines reached strategic cooperation with bmz group; vision power also won orders from mercedes-benz, bmw and mazda.
from the perspective of market trend, the domestic new energy vehicle industry has developed at a high speed in the past two years, with the production and sales standing at a higher starting point, and under the influence of a series of factors such as the decline of subsidies, the consumption desire and ability in the post-epidemic era, the growth rate of domestic new energy vehicle sales will slow down compared with the previous two years. on the other hand, the accelerated transformation of energy, driven by the dividend of subsidy policy, will promote a larger power battery consumption market.
signing the international long order first will help power battery enterprises to lock in market share in advance, and lay a solid foundation for the internationalization of chinese power battery enterprises' product specifications, localization of production capacity and globalization of service system.
2、 power battery enterprises have opened the deep binding of diversified customers and accelerated the release of innovative product capacity.
with the signing and implementation of the order, the innovative products frequently released by many power battery companies will also be applied to new models in succession, enabling the quality and performance upgrading of new energy vehicles.
take china innovation airlines as an example, its new generation of os product line will be put into production in january 2023. the first os production line in hefei has now completed equipment manufacturing, and the jiangmen production line has completed the capping of the plant, which is expected to be offline in april. in april next year, multiple models with os products from multiple customers will be launched in succession.
honeycomb energy also announced that its short blade battery has fully cooperated with brand customers such as oula lightning cat, jidu automobile, freehouse, xiaopeng automobile, and beam automobile.
3、 the new power of battery has risen strongly, and the ability to win large orders from automobile enterprises has been enhanced.
from the perspective of a series of automobile enterprises' orders, the huge orders are not only concentrated in the hands of the head battery enterprises, but also obtained orders from many automobile enterprises.
among them, ruipu lanjun energy was notified by saic that the designated product is lithium iron phosphate battery, which is mainly applicable to the phev field. xinwanda auto battery has successively received orders from saic group, saic maxus, volvo and other auto companies; dazhi technology has continuously received orders from automobile enterprises such as hengtian lingrui, beijing automobile manufacturing factory, jinpaike and keyi new power.
it can be seen that, on the one hand, automobile enterprises are more urgent to maintain the supply of power batteries. by signing a diversified battery supplier, while locking in high-quality supply capacity in advance, they increase the price negotiation chips with the first supplier.
on the other hand, the new power of power batteries is rising strongly. the battery enterprises represented by honeycomb energy and ripland jun have ranked among the top 10 in the installed capacity of power batteries in china. these enterprises have found development paths suitable for their own characteristics in terms of market positioning, customer binding, product technology routes and other dimensions.
4、 2023-2025 will be the key year for overseas delivery of chinese power battery enterprises.
in 2023-2025, europe will enter the rapid development stage of new energy industry upgrading, which also means that this stage will become a key year for power battery enterprises to deliver, laying a good foundation for the continuous supply of long orders.
the implementation of the ira act, which is of great concern to the industry, is expected to further stimulate the sales and penetration of new energy vehicles in the united states, which is expected to enter the stage of rapid growth, and drive the growth of demand for lithium batteries and materials. considering the demand boost and weak local supply, it is still dependent on the import of chinese enterprises in the short term.
for power battery enterprises, ensuring the stability and priority of material supply and obtaining more initiative in the ecological layout of the industrial chain will help power battery enterprises to gain greater advantages in the market delivery process.
source: gaogong lithium power grid
