The long road to 3.7v 18650 battery pack industrialization: Domestic companies strengthen cooperation with foreign companies to seek technological breakthroughs

　　At present, more and more large Chinese lithium battery companies are joining the 3.7v 18650 battery pack industry, including 41 Chinese vehicle companies, as well as auto parts companies, industrial capital, etc., have successively increased their investment in the hydrogen energy and 3.7v 18650 battery pack industries. However, the current promotion of hydrogen 3.7v 18650 battery packs by domestic lithium-ion battery manufacturers is currently mainly limited by the construction of hydrogen storage and transportation technology and hydrogenation station infrastructure.

　　Many domestic companies are in the research and development stage of hydrogen 3.7v 18650 battery packs, with large investment and low output.

　　1. Shenzhen Xiongtao Power Technology Co., Ltd. (002733)

　　Xiongtao Co., Ltd. mentioned in its annual report that in 2017, the company increased its investment in new energy fields such as the 3.7v 18650 battery pack industry chain, IDC projects, energy storage projects, lithium-ion power lithium batteries, etc. The company continued its previous investment in research and development and stepped up its efforts in hydrogen proton research and development. Development of exchange membrane 3.7v 18650 battery packs. This project has now completed plan formulation and carried out infrastructure construction. Xiongtao Co., Ltd. mentioned in its annual report that the project has been delayed due to the need to apply for 3.7v 18650 battery pack prototype production qualifications in order to eventually pass the national new energy vehicle promotion model catalog.

　　2. Dayang Motor (002249)

　　Dayang Electric's hydrogen 3.7v 18650 battery pack business has initially completed its layout. The cooperative car manufacturers include Zhongtong, Dongfeng Special Automobile, Foshan Mercedes-Benz, Foton, SAIC Maxus, etc. The current important application directions are passenger cars and logistics vehicles. According to the 2017 annual report, the company's R&D investment during the reporting period increased by 104.8711 million yuan compared with the same period in 2016, an increase of 36.36%. The important reason was that the company increased its R&D efforts, actively developed new products and invested large amounts of money in new energy projects. The research and development of automobile control systems and hydrogen 3.7v 18650 battery pack powertrain systems will have a corresponding impact on the new research and development expenses.

　　3. Hunan Corun New Energy Co., Ltd. (600478)

　　The relevant person in charge of the company has stated that the research and development of projects related to hydrogen 3.7v 18650 battery packs is in progress. The nickel-metal hydride battery pack and electro-electric control system used in hydrogen fuel vehicles have achieved preliminary loading tests, and the research and development of MEA membrane electrodes is in progress.

　　Domestic and foreign companies join forces: domestic technology breakthroughs are accelerated, foreign companies seize the domestic market high ground

　　Although domestic industries and companies have begun to pay attention to the development of hydrogen 3.7v 18650 battery packs, the development speed is too slow, which is in sharp contrast to the accelerated process of the foreign hydrogen 3.7v 18650 battery pack market. The core technology of lithium-ion batteries mastered by foreign manufacturers is at least 3 to 4 years ahead of domestic companies. year time. As countries pay more and more attention to the development of clean energy, foreign competitors are gradually entering the Chinese market. Lithium-ion batteries compete with domestic manufacturers in terms of technical stability and price. Due to the technological gap between domestic and foreign countries, many domestic hydrogen 3.7v 18650 battery pack companies have to choose to cooperate with foreign companies to obtain corresponding technologies.

　　In 2016, Dayang Motor acquired a 9.9% stake in the 3.7v 18650 battery pack leader Ballard Power Systems. Dayang Motor's hydrogen 3.7v 18650 battery pack-related technology originated from Ballard; in 2018, it signed a 6.5 million euro investment agreement with HT, a global leader in hydrogen storage and transportation technology, to lay out the layout. The hydrogen energy equipment market will form a good foundation for benefiting from the gradual increase in the volume of 3.7v 18650 battery pack vehicles. At the same time, Dayang Electric has also established a Hydrogen 3.7v 18650 battery pack Research Institute to conduct independent research and development on supporting motors and integration technologies for hydrogen 3.7v 18650 battery pack systems.

　　In 2017, YYWHytec also signed a strategic framework agreement on the second phase of hydrogen energy cooperation with Canadian Hydrogenics Company to carry out in-depth cooperation in the fields of hydrogen 3.7v 18650 battery pack power systems, hydrogen refueling station network construction and operation, etc. Yihuatong also relies on my country's huge new energy vehicle market demand and its position among domestic 3.7v 18650 battery pack companies as capital to cooperate with foreign manufacturers.

　　Policies promote the continuous development of the 3.7v 18650 battery pack industry

　　In recent years, national financial support for the development of the hydrogen 3.7v 18650 battery pack industry has increased year by year, and local provinces and cities are also strongly supporting the development of local hydrogen energy and 3.7v 18650 battery pack vehicle industries. Since 2018, provinces and cities including Beijing, Shanghai, Guangdong, Wuhan, Chongqing, etc. have introduced relevant local subsidy policies for hydrogen 3.7v 18650 battery pack vehicles.

　　Data source: Compiled by China Business Industry Research Institute

　　According to statistics from the Advanced Industry Research Institute (GGII), as of now, the public list of key special projects for new energy vehicles under the National Key R&D Plan has reached four batches, including nearly 827 million yuan in R&D support funds for 3.7v 18650 battery pack vehicles. Since 2018 alone, R&D support funds for 3.7v 18650 battery pack vehicles have reached nearly 436 million yuan, involving six projects. Project leaders include Weichai Power, Dongfeng Motor, BAIC, Yutong, Tsinghua University, my country Automotive Technology Research Center and other companies and institutions.

　　Driven by high subsidies, many listed companies have increased their presence in the hydrogen 3.7v 18650 battery pack industry chain. Data shows that as of November 2018, 41 OEMs in my country have developed 56 3.7v 18650 battery pack vehicle models and cover 25 3.7v 18650 battery pack system companies. There are 17 hydrogenation stations in operation and 45 hydrogenation stations under construction. , the investment and planning funds related to the hydrogen 3.7v 18650 battery pack industry in 2018 alone exceeded 85 billion yuan.

　　The development of domestic hydrogen 3.7v 18650 battery packs has attracted the attention of industries and companies. However, it will still take a long time for the hydrogen 3.7v 18650 battery pack market to explode. Data show that the production of 3.7v 18650 battery pack vehicles reached 1,275 units in 2017, a year-on-year increase of 103%; the output from January to November 2018 was 465 units, but a large-scale increase is expected in December. However, according to data from the my country Association of Automobile Manufacturers, from January to November, the cumulative production and sales of new energy vehicles were 1.054 million and 1.03 million respectively, an increase of 63.6% and 68% respectively compared with 2017. In comparison, the current market size of domestic 3.7v 18650 battery pack vehicles is still very small.

　　Overall, in the 3.7v 18650 battery pack industry, domestic companies still have a long way to go.

　　Dongguan Juda Electronics Co., Ltd. was established in 2002 and is headquartered in Goldman Sachs Technology Park, Nancheng District, Dongguan City, Guangdong Province, my country. It is a company that provides special needs for global users in mobile power supplies, energy storage power supplies, power supplies and backup power supplies. A national high-tech company specializing in customized solutions and products for lithium battery systems.

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