Where is the pressure unprecedented lead-acid battery industry?

  “In the first half of the year, we conducted centralized investigation in the electrician industry.”On September 14, Bai Wenbo, deputy secretary general of China Electrical Industry Association revealed that“The credit quota of many private enterprises in Zhejiang has been canceled, and hundreds of millions of loans need to be submitted to provincial approval.”     The lead-acid battery industry is experiencing this scene. This is excessive production capacity, the market is extruded by lithium batteries, and the comprehensive cost of the lead price is continuously rising, which ends in the first half of the year-on-year output value, but the profit has fallen sharply.     Where is the lead-acid battery industry, where is the pressure? Survival space drastically narrow “my country is the first producer of lead-acid batteries, consumer countries and export great powers, and its output accounts for about 1/3 of the world's total production.”——This is the most common impression of the industry.   In recent years, despite the implementation of market access policies under environmental pressure, the production of clean production is carried out, but the lead-acid battery has always produced overcapacity, low-cost competition, high-end products, lack of high-end talents, tight employment, and rising lead prices. The environment has not improved, and its policy environment and market environment are also more stringent.     In addition to coming, a lithium battery, a liquid flow battery, a fuel cell, a sodium salt battery, a nickel hydrogen battery, etc. also tiger. Under the multi-party encirclement, the market space is severely compressed, the lead-acid battery industry is facing unprecedented crisis.     According to the deputy director of the Shenyang Battery Research Institute, under the launch of national policies, from 2014, the industrial growth rate of my country's lithium battery was 368%, 324%, 78.6%, and currently domestic lithium battery manufacturers have It is close to 200, with a total capacity of more than 170GWH. In 2017, my country's power battery shipments were only 37.06GWH. It is expected that the demand for lithium batteries in 2018 is 42.4GWH, and the capacity utilization rate is only 40%.     If the 50KWH battery is used in a new energy vehicle, the total capacity of the existing lithium battery can be equipped with a car, even in accordance with the plan, the sales of China's new energy vehicles reached 2 million in 2020, then the demand for lithium batteries There is only about 100GWH.“Therefore, the overcapacity of lithium battery has been set, but in 2018, there is also a large number of power lithium battery projects built and put into production. One of its excessive production capacity is one of the prosthetic markets of lead-acid batteries.”Ichboo said.     The biggest impact comes from the power battery market. The "Electric Bicycle Safety Technical Standards Compulsory National Standard" is officially implemented on April 15, 2019, and will be introduced“Low speed quadront wheel standard”“Electric express transport vehicle standard”Wait, it also provides favorable conditions for lithium batteries, while lead-acid batteries are facing the risk of electric bicycles and low-speed electric vehicles.     The second larger impact, from communication, energy storage battery market. It is reported that October 2017 Tower Company announced that it will fully use the retired dynamic lithium battery. From 2020, the domestic retired lithium battery capacity is approximately 2.4 million kWh to the ladder. Considering the remaining capacity of the ladder battery, the availability is 70%, and the ladder battery can be used to meet the 38% requirements of the Tower Company in 2020.     “Although the executive of Tower Company said, the ladder is still in an experimental stage, and there are many difficult problems such as safety, high and low temperature, overcharge, but if‘If you are’By 2020, the communication and storage lead-acid battery market will shrink at least 35%.”Ido told the Chinese Industrial Reporter.     “The environment is difficult, the road is hard”——For the bottom lead-acid battery industry, Ichobo gives eight-character evaluation.     Quality center status In Yipopo's view, the future lead-acid battery industry will first take the state's support for the re-manufacturing industry. Secondly, it is necessary to support a conditional enterprise to jump out of the domestic price war, and build a factory in foreign countries to international.     In the interview, Dong Jie, vice president of Splendom International Technology Co., Ltd., for the Chinese Industrial News:“Lead prices are 16%, the employment cost is 1% ~ 2%, plus 4% of the consumption tax, and the tax, that is, the equivalent lead-acid battery products, the domestic cost is 25% higher than foreign countries. Left and right, there is no competitive advantage. So, now I have to kill in China, or I will build a factory abroad.”     Again, in the dilemma of overcapacity, low-cost competition, cost increase, the industry should speed up the transformation and upgrading, the upgrade of product, technology, equipment, optimize product structure, improve energy density, optimize product technology, and speed up intelligent manufacturing.     “In fact, from the perspective of industrial development, we welcome competition, hoping through fierce competition to eliminate a batch of backward companies, compress industry capacity, enhance industrial concentration, and enable the industry to develop healthy.”Ichboo said.     In fact, with the implementation of cleaning production, the technical advancement of the Chinese lead-acid battery industry and the acceleration of international standards, the quality level of lead-acid battery products has also been continuously improved. It can be said that the differentialization of the quality level of the company is gradually narrowing, and the product quality is overall level reaches the international level of products. But objectively, in terms of quality stability, quality and consistency, we have a large gap with products from international advanced industrial countries.     In addition, due to the price increase in raw materials in the past two years, the market low price competition, there have been a downgrade, waste utilization, and scaling of waste use, scrap, and the development of industrial development have brought extremely bad effects.“Among the six major subjects of quality, energy consumption, loss, efficiency, intelligence, environmental protection, etc., product quality is far from the core status.”Ichohu emphasized that from raw materials, supporting parts, process control, inspection, commitment, etc., to enhance product quality in all directions.     Intelligent manufacturing design priority “At present, many companies are trying to build automation factories, digital enterprises, promote intelligent manufacturing. This is the goal of the lead-acid battery industry in the past five years, that is, the most advanced information, digital technology to plan, manage, evaluate the production process , Optimize, ultimately achieve high efficiency, low cost, high quality goals of the production process.”   For example, Ido“The output value of Huawei Power Technology Co., Ltd., Zhangzhou City is not large, but the profit is very high, the overall situation of the industry is not good, others are price cut, but they are in price, this is in the industry, intelligent manufacturing is inseparable.”     “In recent years, battery equipment has occurred unprecedented changes.”Chairman of the Lead Acid Branch Branch of China Electrical Industry Association, Zhang Rui, Director Shenyang Battery Research Institute, told the Chinese Industrial Newspaper,“At present, domestic charging equipment, assembly line and other battery special equipment have been sold to the international market, which fully illustrates that my country's battery equipment manufacturing has reached a high level.”     For example, it has been committed to special equipment system solutions. The product covers the source electromechanical electromechanical electromechanical industry in the battery, transformer, power supply, and capacitor industry. It has nearly 40 patents in the field of battery equipment, and the automatic granulator developed by the cold pencils in China and the world. Both the first, independently developed battery polar plate expansion production line“The first (set) major technical equipment in Shaanxi Province”Cognition, etc.     “China is a lead-acid battery producer, but in general, production methods have gaps compared to production organization models and world advanced countries.”Zhang Rui told reporters that in order to enable more battery manufacturers to realize the automation process, promote the construction of digital chemical plants, the lead-acid battery branch of China Electrical Industry Association was held in Xi'an on September 13-15.“Gathering the future”Battery Equipment Manufacturing Summit Forum.     At the meeting, the guests from Xi'an Jiyuan Electromechanical, Warwick Power, US Waltz, and Jiangsu Jinfan Power Technology Co., Ltd., Jiangsu Xianjia Energy Equipment Company, etc. .     Among them, the Jin Si power is shared by its intelligent into a charge and discharge motor, a micro-positive rapid curing drying chamber and other advanced processes.“Endochemism, curing is two steps to upgrade the lead-acid battery industry. If you use intelligent fast chargers, you can have more than 3 months a year, which shortens the production cycle for the industry, and improves production efficiency is a good way. Believe in fast charging, pressure curing will apply a lot in the next two years.”Yipo said.     Talking about the intelligent manufacturing of the battery industry, Zhang Bingbing, Chairman of Zhejiang Jujiang Power Manufacturing Co., Ltd.“Design priority, equipment priority, continuous improvement, distribution implementation”The four principles. His business has 500 million foreign trade orders per year, but the product model is scattered, and the number is different, fewer, more than five or six hundred.“Therefore, to implement equipment intelligence, be sure to work in the design phase. More pragmatic practices are step-by-step implementation, first regionalization and re-factory.”     “Due to the low start, the first step in intelligent manufacturing of lead-acid battery companies is information, that is, transforming dumb equipment.”Dongjie reminded,“Only the underlying equipment is first opened, let the data flow, the enterprise can collect data in large quantities, and then achieve data and adjustment, ultimately achieve self-learning and adjustment optimization, real intelligence.     Recommend: LiFePO4 Battery Manufacturer Energy storage battery Manufacturer Integrated machine energy storage battery series Manufacturer Lead lithium battery Manufacturer Outdoor Backup Battery Manufacturer Portable outdoor power supply Manufacturer Power battery Manufacturer Powerwall LiFePO4 Battery Manufacturer Battery rack Manufacturers Telecom LiFePO4 Battery Manufacturer Wall mounted battery storage Manufacturer China Lifepo4 Battery LiFePO4 Battery 48V 150AH LiFePO4 Battery 48V 100AH