CR1225 battery.Market research and analysis of China's battery industry

　　Market research and analysis of China's battery industry

　　Introduction to battery products Lead-acid battery products mainly include the following types, and their uses are distributed as follows: Starting batteries: mainly used for starting and lighting cars, motorcycles, tractors, diesel engines, etc.; Stationary batteries: mainly used for communications, power plants, The computer system serves as a backup power supply for protection and automatic control; traction batteries: mainly used for various battery cars, forklifts, forklifts and other power sources; railway batteries: mainly used for railway diesel locomotives, electric locomotives, passenger cars starting and lighting Power; battery for energy storage: mainly used to store electrical energy for wind power, solar power and other power generation;

　　International market research found that in 2005, the sales of lead-acid batteries in the world were nearly 40 billion US dollars. The leading manufacturers include the American Riote Group, the EXIDE Group (including the German Sunshine Company), the Japanese Yuasa Company, and the Ciandie Company. and Panasonic Corporation of Japan. Optimism about the huge potential of China's battery market and the restrictive policies of developed countries on the battery industry have prompted major global battery manufacturers to invest and set up factories in China in recent years, which has also promoted the stable and sustainable development of the domestic lead-acid battery industry. Foreign companies in China: Major foreign battery manufacturers have entered the Chinese market by setting up joint venture factories or other cooperation methods in China, and gradually shifted their production focus to China: Hercules Battery: Shanghai Xiendi Battery Co., Ltd., (formerly Shanghai Johnson Storage Battery Co., Ltd. is a company jointly invested by the American C&D Technology Company and Shanghai Power Transmission and Distribution Co., Ltd., which specializes in the production of valve-regulated lead-acid maintenance-free batteries. The total investment is US$50 million. It mainly produces two series of products, LIBERTY (formerly DYNASTY Hercules) MPS and UpS, and is the only global production base for these two series of products of the American C&D Company. Since April 1998, Shanghai CINDI has been the only global manufacturer of standard batteries in the LIBERTY MPS series batteries. Its products have been exported to Europe, the United States, Australia and the Asia-Pacific region in large quantities. Yuasa Battery: Guangdong Yuasa was established in 1996. It is the only large-scale production base of Japan Yuasa Co., Ltd. in mainland China to produce "YUASA" (Yuasa) Np, NpL, UXH, and UXL series valve-regulated sealed lead-acid batteries. , fully adopts Japan's Yuasa's most advanced lead-acid battery manufacturing technology Panasonic Battery: Panasonic established Shenyang Panasonic Battery Co., Ltd. in China in 1994, which is the only small and medium-sized valve-regulated lead-acid battery production base of the Panasonic Group. pSBS adopts the production technology and equipment of Panasonic Corporation of Japan, coupled with advanced testing systems, to produce valve-regulated lead-acid batteries with internationally advanced levels. Italy's Fiamm acquired Wuhan Shouda for US$20 million. Shanghai Delphi International Battery Co., Ltd. was established in Shanghai Kangqiao Industrial Zone in June 2001. It produces starter-type maintenance-free lead-acid batteries. It initially mainly served Shanghai General Motors Co., Ltd. and gradually developed into a major domestic high-end maintenance-free battery manufacturer. one. In July 2005, Johnson Controls Co., Ltd. of the United States officially acquired Delphi's global battery business. The original Shanghai Delphi International Battery Co., Ltd. has now been renamed Shanghai Johnson Controls International Battery Co., Ltd., and its products will also be converted from DELpHI (Delphi) to VARTA (Varta).

　　Tianneng Battery, a major domestic battery manufacturer, has a good brand position among domestic electric vehicle batteries and has good visibility and influence among individual consumer groups. Tianneng's electric bicycle batteries are 234 yuan per set wholesale to electric vehicle assembly plants, 240 yuan to dealers, and 360 yuan to electric bicycle users. Fengfan Battery: Fengfan Company was originally a special enterprise. After the 1980s, it began to transform into the production of civilian batteries. The controlling shareholder is China Shipbuilding Industry Corporation. The company is the leading domestic manufacturer of automobile starter batteries. In 2003 and 2004, the market share of the company's products ranked first in the country. The company's controlling shareholder is China Shipbuilding Industry Corporation, which is strictly supervised by the State-owned Assets Supervision and Administration Commission. The company's core competitiveness is outstanding. Technical cooperation with the German Solar Energy and Hydrogen Research Center has further improved its technical level, and its products have been approved by Germany's Volkswagen and Audi. At present, the company and Shanghai Delphi Battery Company have a monopoly on the domestic high-end maintenance-free battery market.

　　Lead-acid battery market introduction Lead-acid battery is a chemical "power source" widely used in the world. It has the advantages of stable voltage, safety and reliability, low price, wide application range, abundant raw materials and high recycling rate. It is the best choice for all countries in the world. It is the largest and most widely used type of battery, and its lead consumption accounts for 82% of the world's total lead consumption. After 50 years of construction and development, my country's lead-acid battery industry has basically formed a manufacturing system that combines large, medium and small enterprises with a certain scale. In the later period of the "Eighth Five-Year Plan", the lead-acid battery industry has developed steadily, with product grades and levels rising. There has been a significant improvement and output is on an upward trend. After entering the "Ninth Five-Year Plan", as my country's reform and opening up further developed in depth, pillar industries such as energy, transportation and communications developed rapidly. Lead-acid batteries, which are mainly used in automobiles, motorcycles, electric power, communications and other industries, entered a period of vigorous development. , the market continues to expand. At present, there are about 20 major lead-acid battery manufacturers in my country, and their production volume in 2005 was 7,487.19 million KVH. In recent years, the development of smoke-free vehicles such as electric vehicles has led to further development of the lead-acid battery industry. From 1998 to 2004, my country's lead-acid battery output grew at an average annual rate of 17.8%. In the past two years, the output growth rate has accelerated, reaching 30% in 2004. In 2004, my country's lead-acid battery output was close to 60 million kilovolt-ampere hours, and the demand for refined lead also increased to 1.36 million tons. Among them, lead consumption in batteries accounts for about 78%. This is an increase of 5 percentage points from 1998, while lead consumption in other aspects is showing a downward trend. Although the proportion has increased, it is still small compared with the consumption structure of developed countries. Since 2001 in the United States, this number has always been around 86%. It is expected that as the number of cars continues to increase, the proportion of lead consumption in China's batteries will continue to increase.

　　The current consumption structure of lead-acid batteries in China is as follows: Through research, it is found that the current battery consumption is mainly concentrated in the automobile and motorcycle markets, which account for the majority, with a consumption share of 74%; electric bicycles follow, accounting for 8%; exports account for 7% of consumption share, and others account for the remaining 11%. However, as the number of cars and motorcycles in my country further expands, and the ban on electric bicycles is lifted in major cities in the country, this will further stimulate the consumption of lead-acid battery products in this field. Market segments of various types of batteries (briefly) Starting batteries: Starting batteries have always been the leading product in my country's lead-acid battery industry, ranking first in this industry in terms of output, output value, and scale. Due to the rise of my country's car industry in recent years , promoted the development and demand for starting batteries. According to the Battery Industry Association, in 2002, my country's automobile industry was affected by the large number of cars entering households, causing the annual output of automobiles to reach 3.25 million units, an increase of 38%, and the average increase was only 10 % Conservative forecast shows that the demand for starting batteries in 2005 will be no less than 21.5 million units (excluding export demand). Industrial traction batteries: According to the summary of 13 companies by the industry association, the output in 2002 was 319,900 KVAH. Since this output is not the statistics of all battery output in the country, accounting for about 70% of the statistics, the actual demand for traction batteries in my country is The demand is about 457,000 KVAH. According to the actual development situation of our country, the average annual growth rate is 9%, so the demand in 2005 is predicted to be 591,800 KVAH. Industrial railway batteries: The aggregate annual output of seven enterprises across the country in 2002 was 214,700 KVAH, with a growth rate of 55.25% compared with the previous year. The growth rate is relatively fast, so the actual output in 2002 was approximately 306,700 KVAH. It is predicted that the demand in 2005 will be 408,200 KVAH based on an annual growth rate of 10%. Stationary batteries for industrial power stations: According to industry statistics, the output in 2002 was 174,200 KVAH. Although many power stations gradually switched to large sealed batteries for power supply, the actual demand market will not decrease. The actual demand in 2002 was approximately 249,300 KVAH. It is estimated that with an annual growth of 5%, the demand in 2005 will reach 288,200 KVAH. Batteries for motorcycles: my country's motorcycle industry began to develop in the 1980s, and the production growth rate increased rapidly. By 1996, the annual output reached 9.17 million vehicles, and the number of vehicles was 26 million. However, the urban pollution caused by motorcycle exhaust and noise is serious , coupled with the fact that it is easy to cause traffic accidents, its development has been restricted to a certain extent. In 2005, the battery capacity for motorcycles was 3.27 million KVAH. Sealed battery: Sealed battery is a new product developed in the past 10 years. It has the advantages of no maintenance and no acid gas emissions. The battery can be stored and used in any direction. Because the production process is complicated and the raw material consumption is larger than conventional products, Therefore, the selling price is high and it is more suitable to be shipped with high value-added products. It is currently widely used in post and telecommunications, communications, electricity, fixed power supply, computer UPS power supply, lamps, instruments, electric vehicles and other occasions. According to the "Tenth Five-Year Plan" development plan of the electrical appliance industry and the lead-acid battery market forecast data, the demand in 2005 is about 2.165 million, including 1.42 million for production and communication, 380,000 for power supply, and 365,000 for lamps (excluding miner's lamp demand) quantity). If there is a breakthrough in production costs in the future, the market prospects of this product will be better and it has the potential to replace conventional products. Batteries for electric vehicles: Due to the lifting of bans on electric bicycles in key cities such as Beijing and Shanghai, the electric bicycle subdivision industry has ushered in a period of vigorous consumption. In 2005, the annual production volume of electric bicycles in China was nearly 7 million units. At the same time, some cities still have restrictions on electric bicycles. Restrictions on the use of electric bicycles on the road, such as those in Guangzhou, and many other reasons have affected the rapid development of this industry. In addition to the above seven categories of batteries, the demand for batteries for other purposes is also very large. Among them, the industry association of special purpose batteries in 2002 only counted two companies, with an annual output of 65,000 KVAH. It is understood that there are two companies under the Shipbuilding Corporation There are more than a dozen battery factories under the General Logistics Department and local special units, so the number of special batteries in 2006 was 500,000 KVAH (excluding the demand for special batteries). In addition, the scale of commercial plates of battery companies is also very large, because it promotes the development of a large number of battery assembly plants in the battery industry. Based on the scale of the entire industry in 2002 of 101,000 KVAH, and based on an annual growth rate of 8%, the demand in 2006 Reaching 923,000 KVAH. Export status of lead-acid batteries Lead-acid batteries are highly polluting products, and their two production processes of powder making and acid addition pollute the surrounding environment. Although domestic production enterprises have certain protective measures, a large amount of dust is formed during the production of lead powder. The acid mist generated during the sulfuric acid perfusion process will still partially disperse into the air. In severe cases, it can cause lead poisoning or easily lead to the formation of acid rain. Developed countries such as the European Union and the United States have already restricted the development of lead-acid battery manufacturing in their own countries out of considerations of protecting their own environment, and instead mainly purchase lead-acid batteries from developing countries such as my country. In 2005, my country's lead-acid battery export value reached US$820 million, an increase of more than 40% compared with 2004. Lead-acid starter batteries: In 2005, my country's export volume of lead-acid starter batteries was the same as the previous year, but the export value increased by 34.6% year-on-year. This was mainly due to the increase in battery export prices caused by the high lead price. In the first half of this year, my country's export volume of starting lead-acid batteries was 9.8 million, with an export value of US$87.5 million. It is expected that the export volume in 2006 will increase by 7% to 10%. In recent years, my country's export volume of starting lead-acid batteries has not shown significant growth. It is recommended that government authorities restrict the export of high-energy-consuming raw materials such as lead to improve the competitive advantage of my country's lead-acid battery products in the international market. Other lead-acid batteries: Other lead-acid batteries mainly refer to valve-regulated sealed lead-acid batteries. In recent years, my country's export volume of such products has grown rapidly. In the first half of the year, my country's valve-regulated sealed lead-acid batteries exported 71.87 million units, with an export value of US$407 million. It is expected that the full-year export volume in 2006 will increase by 15% to 20%, and the export volume will exceed 160 million units.

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