1 、 组长有责任在生产部直接领导下开展工作。努力提高班组工作管理水平。对因本人工作失职造成生产任务完不成负责；
2 、 组长有责任带领本班员工严格贯彻执行《安全生产管理制度》、《铝合金生产操作规程》。对因本人思想不重视、领导教育不力、隐患未能 及时排除造成事故负责；
3、 组长有责任带领本班员工开展班组及个人间劳动竞赛，组织本班员工开展比工作主动、比学习技能、比质量控制、比团结互助、比节约、比 奉献的活动，自觉培养自身全面素质的提高。对本班班组建设的正常、健康发展负责；
4、 组长有责任带领本班员工自觉确立“质量第一”思想，严把本班生产质量关，确保本班生产的产品质量。对因不严格执行各项管理制度造成 本班产品质量事故负责；
Time： 2020-04-20 00:00:00
1. The current status of the lithium battery industry: the demand for consumer lithium batteries is saturated, and power lithium batteries are driving the overall industry
Lithium ion battery is a kind of rechargeable battery, it mainly relies on the movement of lithium ion between positive electrode and negative electrode to work. In the process of charging and discharging, Li + intercalates and deintercalates between the two electrodes: when charging the battery, Li + deintercalates from the positive electrode, inserts the negative electrode through the electrolyte, and the negative electrode is in a lithium-rich state; the opposite is true during discharge. Generally, batteries that use materials containing lithium elements as electrodes are representative of modern high-performance batteries.
Lithium-ion batteries were born in the 1970s, and gradually developed towards the use of more environmentally friendly and better-performing positive / negative materials. In the 1990s, with the rapid development of the first commercial lithium-ion batteries and electronic products by Sony Corporation With the development, the demand for high-power, high-energy density batteries has increased, and lithium-ion batteries have become mainstream.
The upstream raw materials of lithium batteries mainly include nickel cobalt manganese, lithium ore and graphite ore, which constitute positive and negative materials, electrolytes, electrode substrates, separators, etc .; midstream is composed of positive and negative materials, electrolytes, electrode substrates 、 The separator is assembled and assembled into electric cells for manufacturing and packaging; downstream is the application field of lithium batteries.
In the past 5 years, lithium batteries have developed rapidly in the field of downstream consumer products. Among them, the increasing popularity of notebooks and mobile phones is the reason for the rapid growth of lithium battery consumption. At present, the demand for consumer lithium batteries has been relatively saturated. In the future, with the development of the global new energy industry, electric vehicles will gradually become the largest demand industry for lithium batteries, so power lithium batteries will become a concentrated field of demand growth in the lithium battery industry.
As new energy passenger vehicles have become the main engine driving lithium battery demand and the marketization of new energy vehicles has increased, according to statistics from China Chemical (6.140, -0.01, -0.16%) and the Physical Power Industry Association Power Battery Application Branch, In 2018, the total installed capacity of lithium batteries in China reached 56.89GWh, and the shipment was 65GWh.
2. The competition pattern of the global lithium battery industry: China, Japan, and South Korea are three-legged, Panasonic is No. 1
At present, the global lithium battery industry presents a three-legged pattern in China, Japan and South Korea. According to the global power lithium battery shipment data for January-September 2018 released by Korean market research company SNEResearch, the latest data shows that Japan's Panasonic power lithium battery shipments are the world's first power lithium battery shipments. The volume reached 13.38GWh, and the Ningde era (136.950, 4.00, 3.01%) was closely followed. Compared with the TOP10 global lithium battery company's power lithium battery shipments from January to September 2018 and the global lithium battery companies' TOP10 power lithium battery shipments that are not included in the calculation of China's electric vehicle installed capacity, the difference is large. Mainly because of the adjustment of China's new energy (3.690, 0.01, 0.27%) automobile subsidy policy in early 2016, foreign battery companies such as LG Chem failed to enter the power battery catalog and were excluded from the mainstream market.
Based on the two rankings, the global and Chinese lithium battery industry competition echelons are as follows: the three international giants Japan ’s Matsushita, LG Chem, and Samsung SDI; the domestic first echelon is Ningde Times and BYD (58.800, -1.21,- 2.02%).
1 Layout history
Panasonic Japan began to develop lithium batteries in 1994 and entered the lithium battery consumer market in 1998 to provide cylindrical batteries for notebook computers. In 2008, it began to cooperate with the world's largest electric vehicle company Tesla and built a super battery factory in 2014. It is well deserved It is currently the world's largest lithium battery company. Both the Korean company LG Chem and Samsung SDI started to lay out the lithium battery industry in 1999. Both companies focus on providing complete solutions for the lithium battery industry.
2 Business situation
In recent years, the revenues of the battery business of the three major lithium battery giants have been increasing year by year. The revenue of Panasonic in Japan has stabilized at about 30 billion yuan, while the sales of energy solutions (battery business revenue) of Samsung SDI has increased significantly year-on-year .
3 Capacity and product situation
From the perspective of production capacity, Panasonic Japan currently builds seven power lithium battery factories in Japan, the United States, and the Chinese Communist Party, and it is expected to reach 52GWh in 2020; Samsung SDI has planted automotive power battery factories in South Korea, China, and Hungary; LG Chem in South Korea , China, Poland and the United States are operating four battery factories and plan to have an annual production capacity of 110GWh batteries by 2020.
Judging from the product situation, Panasonic's technical route in Japan is mainly cylindrical, which is different from Samsung SDI in square shape. In the material supply system, Panasonic strictly controls the source of suppliers, while Samsung SDI adopts an open model. LG Chem is mainly a soft bag on the technical route, the cathode material is independently supplied, and the separator technology is externally contracted. In addition, Panasonic cooperates with Tesla and is a dedicated battery supplier for Tesla electric vehicles.
3. The competitive landscape of China's lithium battery industry: the industry is reshuffled fiercely, focusing on leading
In 2018, the number of Chinese lithium battery companies was 93, a decline from 2017, the industry reshuffle pattern is fierce, and industry chain companies are ushering in a "big wave".
At present, 95% of enterprises in China's lithium battery industry are small and medium-sized enterprises, with small scale and low technical level, and mainly produce low-end and middle-end lithium battery products. The “Notice on Adjusting and Perfecting the Promotion and Application of Financial Support Policies for New Energy Vehicles”, which was implemented in June 2018, shows the higher requirements for new energy vehicle battery energy density through subsidy measures, and the low-end lithium battery overcapacity is gradually being eliminated.
Further comparing the installed capacity of China's power lithium batteries CR5 and CR10 from 2017 to 2018, the concentration of China's power lithium battery market has been very high. In 2018, China's power lithium battery CR5 was 74%, CR10 reached 83%, and CR20 It is as high as 92%, which means that the power lithium battery companies ranked in the 20th place have actually been marginalized.
The specific analysis of the enterprise structure of the installed capacity of China's lithium battery industry in 2018, the Ningde era accounted for 41.19%, the installed capacity reached 23.43GWh, an increase of 123% year-on-year; the second is BYD, accounting for 20.09%, the installed capacity reached 11.43GWh, A year-on-year increase of 102.43%; the third place is Guoxuan High-tech (20.880, 0.43, 2.10%), accounting for 5.4%, and the installed capacity is 3.07GWh. The competition between high-end products in China's lithium battery industry is mainly concentrated in the few domestic companies and foreign companies, which belongs to the monopoly competition pattern. As China's policies impose higher requirements on lithium battery products, market share will be further concentrated in the head enterprises.
1 Business situation
In terms of operating income, China's four major lithium battery listed companies are showing a steady growth trend. Since BYD's business also includes sales of new energy vehicles, its revenue and R & D expenditures are far higher than those of the other three companies.
In terms of net profit, the net profit of Ningde Times maintained rapid growth every year, while BYD and Guoxuan High-tech both showed a slight decline in 2017; it is worth noting that the gross profit margin of the four companies fell in 2017, the main reason The Chinese government's subsidies for new energy vehicles are receding at a rate of 30% per year, and the profit margins of lithium battery companies are being compressed.
4. Lithium battery industry competition prospects: foreign capital entering the Chinese market, the oligopoly pattern will be further strengthened
With the gradual deepening of the industrialization of new energy vehicles, countries and key companies around the world have increased their efforts to develop the field of power batteries in the lithium battery industry. High specific energy power battery technology based on new materials and structures has become the focus of competition in various countries, and vigorously improve The use of power battery safety, life, low temperature characteristics, and cost reduction is the direction of industrial technology development.
In the United States, Japan, Europe, South Korea and other countries \ / regional science and technology planning and key enterprise strategic planning, many times mentioned the new architecture vehicle power battery technology, focusing on high-performance battery materials, high-performance lithium-ion power batteries (committed to Life, energy density and safety improvement), high-performance battery pack, battery management system, thermal management, battery standard system, next-generation lithium-ion power battery, lithium metal battery, battery cascade utilization and recycling technology, battery manufacturing technology and equipment Wait.
China's lithium battery industry has grown from scratch, from small to large, and has developed rapidly. With the key support of national scientific and technological projects, China's lithium battery industry has made significant progress in the research of key technologies, key materials and products in the field of power batteries. Although the technology and products of small-capacity power lithium battery still have a certain gap compared with foreign countries, the development of large-capacity power lithium battery industry is already at the international advanced level. The characteristics of single power batteries already have the conditions for popularization and application. The power lithium battery industry has entered a critical stage of industrial construction and promotion and application. Judging from the layout of China's listed lithium battery companies in 2018, the Ningde era cooperated with foreign car companies and built a battery production base in Germany; BYD and the country Xuan Hi-Tech launched power lithium battery projects in Chongqing and Qingdao respectively.
It is worth noting that in 2018, foreign-funded lithium battery companies obtained the license to operate in China for the first time, and foreign companies such as LG Chem have built factories to expand production capacity. The entry of foreign capital may cause fierce competition in China's domestic lithium battery power battery field.
According to a research report released by Swiss Bank, the future demand for the all-lithium battery industry in the field of power batteries will increase from 93GWh in 2018 to 973GWh in 2025. It is estimated that by 2021, the production capacity of Panasonic, LG Chem and Ningde era in Japan will all exceed 50GWh, which is an absolute incremental source. The oligopoly of the global battery market will be further strengthened in the future.