2022年9月22日

中國二三線電池製造商今年一直在提高產量，加快海外擴張步伐，與CATL和比亞迪等一線電池製造商爭奪市場份額。9月20日，sundwoda宣布新能源電池擴建項目，總投資213億元人民幣(30億美元)，將產生總容量為50GWh的動力和儲能電池。根據公告，聖沃達的子公司聖沃達電動汽車電池將在浙江義烏投資一個新能源電池生產基地，生產電池、模塊、電池組和電池係統。這意味著，在5天的時間裏，sundwoda宣布的投資總額已經超過330億元。9月15日，sundwoda宣布在江西宜昌建設30GWh電池基地，總投資120億元。據第一財經不完全統計，聖沃達已經在8個城市建立了多個大型電池生產基地，計劃產能超過200GWh。電池是新能源汽車最核心的部件。除了上遊的鋰材料，它們是當前產業鏈中最賺錢的環節。中國汽車工業協會數據顯示，8月份中國動力電池產量為50.1GWh，同比增長157.0%，動力電池裝載量為27.8GWh，同比增長121.0%。中國的一線電池製造商是CATL和比亞迪，而二線電池製造商包括Sunwoda、CALB、Gotion高科、SVOLT等。 Despite the large market share and capacity of leading manufacturers, vehicle firms hope to further improve their supply chain by introducing more suppliers, along with the continuous growth in the production and sales of new energy vehicles. “We believe that from the perspective of global power battery installation, the global pattern may be reshaping,” one new energy vehicle supplier told Yicai. “This year, domestic battery manufacturers have significantly accelerated exploration of overseas markets. Gotion High-Tech, SVOLT, and EVE Energy are growing very fast in Europe.” Judging by the pace of production expansion and the scale of financing, second-tier battery manufacturers are showing their determination to seize more market share. During the Chinese government’s 14th Five-Year Plan period, the capacity of CALB is planned to exceed 500GWh. With the goal of reaching 600GWh by 2025, SVOLT recently announced that it will build its second overseas battery factory in Europe . Gotion High-Tech’s 2025 production capacity planning target is 300GWh. As for the continuous expansion of competitors, CATL has publicly stated that the large expansion of production by its peers will not necessarily intensify competition, and only products with innovative material and structural systems are worthy of concern.