Analysis of the competitive landscape of my country's power lithium-ion battery industry in 2021

by:CTECHi     2021-08-24
In recent years, driven by the development of new energy vehicles and electric bicycles, the scale of my country's power lithium battery market has risen rapidly. At present, important companies in my country's power lithium-ion battery industry include CATL, BYD, Funeng Technology, Yiwei Lithium Energy, Guoxuan High-Tech, Tianjin Lishen, AVIC Lithium, Beijing Guoneng, Ruipu Energy, etc. Important listed companies in the power lithium-ion battery industry: CATL (300750), BYD (002594), Funeng Technology (688567), Yiwei Lithium Energy (300014), Guoxuan Hi-Tech (002074), Aoyang Shunchang (002245), Penghui Energy (300438), Xinwangda (300207) The core data of this article: important company information for power lithium-ion batteries, the level of competition in the power lithium-ion battery industry, the regional distribution heat map of representative companies for power lithium-ion batteries, and China's power lithium-ion batteries Industry competition status 1. Competitive level of China's power lithium-ion battery industry. China's power lithium-ion battery industry has grown from nothing, from small to large, and has developed rapidly. China's power lithium-ion battery industry has entered a key stage of industrialization and promotion and application. , The industrialization process of power lithium-ion battery has been in a leading position in the world. At present, important companies in my country's power lithium-ion battery industry include CATL, BYD, Funeng Technology, Yiwei Lithium Energy, Guoxuan High-Tech, Tianjin Lishen, AVIC Lithium, Beijing Guoneng, Ruipu Energy, etc. Among them, CATL (300750), BYD (002594), Funeng Technology (688567), Yiwei Lithium Energy (300014), and Guoxuan Hi-Tech (002074) are listed companies. At present, my country's domestic power lithium-ion battery industry is highly concentrated, and three echelons have been formed. The first echelon includes the two giants in the industry, CATL and BYD; the second echelon includes Yiwei Lithium Energy, Guoxuan High-tech, Funeng Technology, Tianjin Lishen and BAK Battery, etc.; the third echelon includes Penghui Energy, Tafel, Honeycomb Energy, Xingheng Power, Multi-Fluorine Multi-New Energy, etc. 2. Market share of my country's power lithium-ion battery industry. The competition among high-end products in China's power lithium-ion battery industry is mainly concentrated between a few domestic companies and foreign companies, which is a monopolistic competition pattern. In the Ningde era, the family dominates. The market share in 2020 will reach 48.06%; BYD ranks second, with a market share of 14.91%; and third is LG Chem, with a market share of 10.16%. 3. The market concentration of my country's power lithium-ion battery industry began in June 2018. The ``Notice on Adjusting and Improving the Financial Support Policies for the Promotion and Application of New Energy Vehicles'' through subsidy measures shows higher requirements for the energy density of new energy vehicle batteries. Overproduction of low-end lithium batteries is gradually being eliminated. At present, the concentration of my country's power lithium-ion battery market has been very high. In 2020, the installed capacity of the top three companies in my country's power lithium-ion battery accounted for 73.13% of the total, and the installed capacity of the top five companies accounted for 83.41% of the total. , The installed capacity of the top ten companies even reached 91.17% of the overall. 4. my country's power lithium-ion battery industry company layout and competitiveness evaluation. Among the representative companies in my country's power lithium battery industry, most companies have layouts at home and abroad, and have established Ru0026D centers and production bases, such as Ningde Times and Guoxuan Hi-Tech, Penghui Energy, Yiwei Lithium, Xinwangda, BYD, Tianjin Lishen, AVIC Lithium, etc.From the perspective of company competitiveness, CATL, BYD, Guoxuan Hi-Tech, AVIC Lithium and other companies have strong competitiveness and installed capacity Leading capacity and wide coverage of business layout. 5. Summary of the competition status of my country's power lithium-ion battery industry From the perspective of the five-force competition model, at present, my country's power lithium-ion battery industry is less threatened by substitutes; there are more existing competitors, and the market concentration is higher; upstream suppliers are discussed The price power is moderate, and the bargaining power of downstream buyers is weak. At the same time, due to the good market prospects of the power lithium-ion battery industry and the strong support of national policies, many companies are attracted to enter the market, and potential entrants are more threatened.
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