2020年,是上一個十年目標(biāo)的圓夢之年,也是下一個十年的規(guī)劃謀篇之年。
2020 marks the fulfillment of the goals in the last decade, as well as the year for drawing the blueprint of the next 10 years.
2013年,我們滿懷創(chuàng)造一個嶄新有“鋰”世界的夢想,將ABEC扎根于中國這片沃土。來自中國、德國、法國、美國、瑞士、西班牙、加拿大、澳大利亞、比利時、英國、意大利、日本、韓國、新加坡的近700位海內(nèi)外嘉賓云集江西宜春,匯聚前沿智慧與創(chuàng)新技術(shù),探尋電池行業(yè)前行之路,推動有“鋰”世界的商業(yè)進(jìn)程。
In 2013, embracing the dream of creating a brand-new lithium world,we rooted ABEC in this fertile soil of China. Nearly 700 influential guests from China, Germany, France, the United States, Switzerland, Spain, Canada, Australia, Belgium, Britain, Italy, Japan, South Korea and Singapore gathered in Yichun, Jiangxi Province, bringing together cutting-edge wisdom and innovative technologies to explore the future of battery industry and promote the business process of the lithium world.
彼時,中國、日本及韓國鋰電池產(chǎn)量占全球產(chǎn)量的90%以上。其中,中國鋰電池制造行業(yè)企業(yè)數(shù)量約430家,鋰電池累計完成產(chǎn)量47.68億自然只。
At that time, the lithium battery production of China, Japan and South Korea took up more than 90% of the global total. Among them, the number of Chinese lithium battery manufacturers reached about 430, with a cumulative output of 4.768 billion lithium batteries.
彼時,中國新能源汽車銷量僅有1.76萬輛,動力鋰電池仍處于投入期和小批量的生產(chǎn)階段,技術(shù)路線尚未確定,主流動力鋰電池包的成本均在每瓦時5元以上,難以達(dá)到新能源汽車大規(guī)模產(chǎn)業(yè)化發(fā)展的需求。
Looking back, the sales volume of new energy vehicles in China was only 17,600, with the motor lithium battery still at investment period and small-batch production stage and the technical routes unclear. The cost of mainstream motor lithium battery pack exceeded 5 yuan per watt-hour, which failed to meet the large-scale industrialization of new energy vehicles.
彼時,面對歐美日韓的技術(shù)封鎖,中國新能源汽車及電池等零部件國產(chǎn)化艱難起步,對于2020年,我們一直有著諸多美好的憧憬,一句“且看2020”給予了我們砥礪前行、逆勢向上的決心與勇氣。
Back then, facing the technological blockade of Europe, the United States, Japan and South Korea, the domestication of China’s new energy vehicles, batteries and other spare parts experienced a hard start. We still hold great visions for 2020. The promising outlook for 2020 gives us the determination and courage to move forward and conquer all obstacles.
且看2020!
Let’s embrace 2020!
2020年,整個世界正處于風(fēng)云際會的關(guān)口,一場全球性的新冠疫情,改變了電池新能源等諸多產(chǎn)業(yè)的格局與走向,改變了很多企業(yè)的“干法”與“活法”,更改變了很多人的社交觀念與健康習(xí)慣。
In 2020, the world is at the historic juncture amongst changes. The worldwide epidemic COVID-19 has changed the pattern and trend of various industries including battery industry and new energy industry, the operational mode and business practice of many companies and more importantly, people’s attitude toward social intercourse and hygienic habits.
此時,ABEC迎來了第8屆,全球電池市場“中日韓三國鼎立”的格局愈發(fā)穩(wěn)固,中國已成為全球汽車電動化的主戰(zhàn)場,產(chǎn)銷規(guī)模逐年擴(kuò)大,新能源汽車保有量在今年上半年就已達(dá)417萬輛,且未來仍將是電動化發(fā)展最快的市場之一。
Today, ABEC ushered in the 8th session. China, Japan and South Korea have strengthened their dominating positions in the global battery industry. China has become the main battlefield for the electrification of vehicles, with the scale of production and sales expanding year by year. The number of new energy vehicle has reached 4.17 million in the first half of this year and the new energy vehicle will remain one of the fastest-growing markets for electrification in the future.
此時,中國動力電池相關(guān)企業(yè)年注冊量已從10年前的不足300家上升到近3000家。截止到2020年7月,中國動力電池相關(guān)企業(yè)共有近1.3萬家,且在電池新能源成本、技術(shù)、供應(yīng)鏈、客戶等多方面優(yōu)勢日益明顯,多種電池技術(shù)路線互補(bǔ)并存,主流動力鋰電池包的成本已降至每瓦時1元以下。
Now, the annual registered number of motor battery-related enterprises in China has increased from less than 300 ten years ago to nearly 3,000. By July 2020, there are nearly 13,000 motor battery-related enterprises in China, and battery energy’s advantages in cost, technology, supply chain and customers are increasingly obvious. Many battery technical routes are complementary and coexisting, and the cost of mainstream motor lithium battery packs has been reduced to below 1 yuan per watt-hour.
此時,電池新能源行業(yè)“國內(nèi)競爭國際化,國際競爭國內(nèi)化”的趨勢更加凸顯:自2017年以來,中國鋰電池出口數(shù)量與金額始終大于進(jìn)口,全球化供應(yīng)加速,進(jìn)入跨國企業(yè)供應(yīng)鏈的自主品牌不斷擴(kuò)增;同時,跨國公司在華電池新能源業(yè)務(wù)開始“動真格”,投資入股頻頻出手。
At the present time, the internationalization of domestic competition and domestication of international competition has become more prominent in the green battery industry. Since 2017, the exported quantity and amount of lithium batteries in China have always been larger than imports, and with the globalization of supply has accelerated with the independent brands entering the supply chain of multinational enterprises continuously increasing. At the same time, multinational companies' green battery business in China has developed by leaps and bounds with frequently actions of investment and share-buying.
2020年,后補(bǔ)貼時代疊加疫情因素影響下,電池新能源行業(yè)正發(fā)生著一系列深刻變化:政策支持與監(jiān)管機(jī)制創(chuàng)新、分拆上市與IPO熱度升溫、正極材料無鈷化路線爭議、新勢力造車企業(yè)名冊大幅縮水、動力電池企業(yè)裝機(jī)量排名波動、智能制造與產(chǎn)業(yè)互聯(lián)網(wǎng)思維加速滲透、5G與儲能等電池細(xì)分應(yīng)用市場不斷擴(kuò)容、外資品牌強(qiáng)勢布局中國市場、自主品牌尋求向上突圍路徑……
In 2020, under the influence of post-subsidy era plus the epidemic, a series of profound changes are taking place in the green battery industry - policy support and regulatory mechanism innovation, rising popularity of spin-off and IPO, dispute over de-cobalting of cathode material, substantial decrease of newly emerged car-making enterprises, the fluctuation of installed capacity ranking of motor battery enterprises, the accelerated penetration of smart manufacturing and Internet thinking, the expansion of 5G, energy storage and other battery market segments, the strong domination of foreign brands in China’s market, the upward breakthrough sought by independent brands...
后疫情時代,我們究竟需要怎樣的“干法”與“活法”?全球化競爭下,中國電池新能源產(chǎn)業(yè)鏈企業(yè)如何向上而行?劇變之下,電池新能源健康生態(tài)鏈如何構(gòu)建?
What kind of operational mode and business practice are required of us in this post-epidemic era? Under the global competition, how can the industrial chain and enterprises of green battery industry further develop in China? How to construct the healthy ecological chain of green battery industry amid the shake-up?
ABEC 2020,我們一起尋找答案!
ABEC 2020, let’s search the answers together!