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Lithium battery industry, "Three Kingdoms" China needs to "change from big to strong"

In the "small steel gun" Feng Xiaogang also Tucao "This movie actually can break 4 billion?" When the "war wolf 2" to the fabulous success to the Chinese film market has brought unprecedented hot and huge surprise. If it were not for it, this summer's summer might have gone so plainly.

In the author's view, although low-cost investment, low-key premiere, but Wu Jing and his team in the spirit of artisans and the kind of "tough guy" attitude is not the slightest cut corners, which is the film to achieve great success. And the other hand, the domestic "drunk" of the lithium market, to calm down to think and practical work of the enterprise is not much, the whole market immersed in catching Japan and South Korea "obscenity" among.

Big but not strong! The

All along, the global lithium battery industry basically presents China, Japan and South Korea "Romance of the Three Kingdoms" pattern, the three occupy about 97% of the global market share. From the beginning of 2015, driven by the new energy vehicles, China's lithium-ion battery industry began to grow rapidly, 2015 has been more than South Korea, Japan leapt to the world's first, 2016 leading edge continues to expand.

National Bureau of Statistics data show that in 2016 China's lithium-ion battery cumulative production reached 7.84 billion, an increase of 40%, the growth rate hit a new high since 2010; industrial scale reached 128 billion yuan, the first breakthrough 100 billion yuan mark, year on year An increase of 30%. According to Forbes news network reported that China is expected to account for lithium batteries in the world from 2016 will rise to 40% in 2020 to 70%.

China's lithium battery market, large-scale, often reminds me of a joke of the ancient "North Ming fish, its name is Kun, Kun of the large, a pot of stew no." Yes ah, China's lithium battery enterprises not only large-scale production and sales , And industrial investment efforts diminished, the financial market is very active. According to incomplete statistics, 2016 domestic lithium industry mergers and acquisitions projects 60, the amount of more than 50 billion yuan; domestic lithium industry investment (including to be invested) more than 120 billion yuan, the actual investment of 55 billion yuan. In addition, with the "one by one" initiative to promote the deep, China's power battery companies based on the world, the layout of the overseas market journey has been opened.

China's lithium battery industry is undoubtedly the largest in the world, "but to talk about" strong ", there may be many people questioned.Currently, China's lithium battery industry and Japan and South Korea compared to the core technology there are still many gaps , For example, in the material, aluminum plastic film and other high-end products import substitution rate is still very low, even in some power infrastructure research, including consistency, the safety of the battery, there is still a large distance. From these levels, China's lithium battery industry "is not strong."

Catch up with Japan and South Korea?

Only in the "amount" has been catching up with Japan and South Korea in the case, China really can dominate the global lithium battery industry?

The industry's ridicule may give us some warning, "We all know that a new technology, new products, before the Chinese enterprises are high-end, once the large-scale production of Chinese enterprises, the industry will be quickly cabbage In fact, this is because the Chinese market is too broad.

Of course, we should look at this issue dialectically. We often refer to the coordinated development of the industrial chain, the need to promote product-centric manufacturing to the user-oriented manufacturing chain. In other words, China wants to really dominate the global battery industry, the need for a change from qualitative change to the process.

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