In 2017, the overall market performance of new energy vehicles was optimistic, and the field of pure electric passenger car and special car became the bright spot of production and marketing. Before the November new energy vehicle sales of 609 thousand vehicles, an increase of 50%, including pure electric passenger vehicles, special vehicles sales increase by 68.5% and 138.3%; consider the end of new energy automobile sales growth stage, is expected in December new energy passenger cars, buses, special vehicles have a certain level of impulse, annual new energy automobile total is expected to exceed 750 thousand car, belonging to the optimistic expectations.
We think the 2018-2020 year is the initial stage of the competition between the new energy vehicles and the representative models. The "double integral" policy landing, pure electric vehicles determine the direction of development, car prices began to enter the models of the actual competition stage, a variety of price models listed, the new energy passenger cars between the various models of competition accelerated, but have yet to meet the basic needs of consumers comprehensive, and traditional fuel vehicles are far away.
In 2018, the power consumption of 100 kilometers, the distance and the energy density of the supporting battery of the pure electric vehicle will be further improved. Whether it is "two points" subsidy, structural reduction, or the car will accelerate layout, enhance the new energy passenger car performance index, and these factors are driving at the beginning of 18 years, 17 years, 16 for additional fuel consumption integral accounting, 18 years 7-9 months there will be a new energy automobile integral transaction uncertainty; subsidy good low power consumption, high endurance, high energy density; car enterprises joint ventures, and the upstream lithium battery, electric motor to speed up the layout of joint venture.
So we judge:
In 2018, the market ratio of A00 grade car declined, but it was still hot.
The market of A00 class model has entered the phase of rapid elimination, and the endurance of endurance and maximum driving speed (dynamic performance) needs to be improved.
A0, a class car is the main growth point, the market share has been promoted, and the demand for battery driving power battery is higher.
The main points of the power cell plate are:
Material plate looks at the first second tier and the supply chain situation of overseas giant power battery manufacturers. Overseas battery giants accelerate global expansion and domestic material suppliers benefit.
High nickel three yuan demand explosion is expected to arrive ahead of schedule. The distance from 2020 to 2020 is not far below 300Wh/Kg, and the energy density of the system is far below that of the target.
The balance between the supply and demand of negative electrodes is further optimized, and the quality of artificial graphite negative electrode is further optimized. At the same time, the layout of high-end negative electrode silicon carbon composites is also concerned. Silicon carbon is the future direction of negative electrode development. Tesla Model 3 Matsushita Battery has been applied to silicon carbon negative electrode.
Pouch cells into the high-speed penetration stage, corresponding aluminum-plastic packaging film demand rapid growth, accelerate domestic alternative, mainly depends on the performance of the plastic film opportunities for domestic manufacturers of plastic film products can reach the standard.
This article comes from "GASGOO"
