Lead-acid battery and lithium battery who laughed to the end

Lead-acid storage battery companies have been in a period of low profit or even loss due to factors such as overcapacity, and the highly favored lithium-electricity industry has also faced difficulties in profitability due to overheated investment and lagging demand. Now the battery industry has such a "chaotic phenomenon": Most lead-acid battery companies enter the plight of the lithium-ion field, the country's largest lead-zinc smelter * ST Zhuye but still in the field of lead-acid batteries, leading lead-acid battery companies are still "craving "expansion.

Lead-acid battery companies survived in a meagre state, but *ST Zhuye swiftly entered the super battery, says Sun Tao, an analyst at Forbes.com, leading lead-acid battery companies can achieve small profits, but still 70% of small and medium-sized enterprises are in a state of deficit, “overcapacity is One of the main reasons". Sun Yang shares insiders basically agree with the above view, and said that lead-acid battery companies are now difficult to profit, and some large companies to conduct price war is also to force some small businesses to withdraw from the market.

However, the domestic largest lead-zinc smelter * ST Zhuye Super Battery Division insiders revealed that in December this year will be introduced mainly used in low-speed electric cars on the Super Batteries (lead-acid batteries), the latter is expected to reach 10 billion yuan output value.

According to published data, the super battery is a hybrid energy storage device. Compared with the traditional lead-acid battery, the super battery has the advantages of long life, safety and reliability, large energy storage, wide application temperature, rapid discharge, and green environmental protection. The market prospects are good. However, the above insiders did not disclose the unique advantages of the battery in terms of cost and environmental protection.

In addition, the lead-acid battery business is still expanding, and Tianneng Power and Chaowei Power both expanded their production capacity by 20% and 60.7% respectively in 2012. The two companies currently account for about 50% of the total lead-acid batteries for electric vehicles.

According to industry sources, Tianneng Power and Chaowei Power's high-speed expansion of production capacity, the two have the right to market pricing, in order to compete for market share, they will carry out a fierce "price war", SME development will be difficult to sustain.

Lead-acid batteries competed with lithium batteries. The industry's perceptions were boosted by the Tesla effect. Lithium-ion batteries are highly favored by the market, and they think that replacing lead-acid batteries is an inevitable trend, but the opinions of people in the industry are divided.

Li Ke, chief analyst of real lithium research, said that the current battery industry as a whole is not good, insist on doing lead-acid batteries "difficult to have a way out," and insisted on doing lithium-ion batteries, then pass winter may be ushered in the spring. He said: "The current plight of the Lithium Battery industry is only temporary, and it should improve after two or three years."

Liu Yanlong, secretary-general of the China Chemical and Physical Power Industry Association, said that if domestic companies could not make breakthroughs in the lithium battery technology and quality, the domestic market would be occupied by foreign products. “Is it not possible to promote lithium batteries quickly or because of price problems?”

It is reported that in the cost of pure electric vehicles, the battery accounts for 40%-60%, the average automobile is the service life of 15 years, and the service life of lithium batteries in pure electric vehicles is only 5 years. The price of an ordinary family car is about 100,000 yuan. If you buy a pure electric car with the same configuration, you need to pay another 100,000 yuan for the battery cost. In the field of electric bicycles, the average replacement cost of lead-acid batteries is about 450 yuan, and that of lithium batteries is about 1,000 yuan.

However, Cao Guoqing, deputy secretary-general of the China Battery Industry Association, believes that the use of lead-acid batteries will be reduced in the later period, but it will remain a monopoly for a long period of time. "Lithium batteries can replace lead-acid batteries in local markets, but It cannot be completely replaced."

According to public information, in the field of electric bicycles, lithium battery electric vehicles accounted for relatively small. In 2012, the country’s production of electric bicycles reached 35 million, and lithium-ion battery electric bicycles reached 1.5 million, accounting for 5% of electric bicycles.