近期，有内部消息称，比亚迪汽车电子业务将拆分原有体系，独立经营。信息一出，业界一片哗然，这不仅意味着比亚迪将打破原有的生产运营方式，也标示着比亚迪引以为傲的动力电池模块将面向市场供货，其余车企也将有装机比亚迪电池的可能性。比亚迪此前也有将电池出售给外部的情况，但是仅仅是应用于国外专用车以及储能领域，并无扩展到国内的先例。集团内部消耗了绝大部分的动力电池产量。随着比亚迪产能的进一步扩张，从一方面来说，比亚迪内部也希望利用好这部分产能。据了解，比亚迪目前动力电池产能为16GWh，比亚迪电动客车的产量也节节攀高，目前在满足自有车型的同时，产能也在进一步规划扩张。今年三月，比亚迪出资2.45亿在青海设立新公司，专注开发盐湖锂资源，为上游原材料的需求提供保障。同时，青海的电池工厂建设也在有条不紊的进行中，预计建成后产能将达10GWh。此举大规模的扩张产能预示着比亚迪将在电池模块进一步采取动作。2016年，比亚迪新能源乘用车销量达100178辆，两倍于第二名吉利汽车。其乘用车领域所采用的磷酸铁锂电池，技术优势有口皆碑。然而行业中三元锂电池逐渐成为了乘用车主流选择，比亚迪也在年初推出的升级版的秦和唐上搭载了能量密度更高的三元锂电池。竞争对手的态度也必须全面考虑，他们是否愿意用比亚迪的电池也是个问题。最近，同样作为动力电池核心零部件供应商的宁德时代近日与上海汽车集团股份有限公司(“上汽集团”)拟通过其全资子公司上海汽车集团投资管理有限公司(“上汽管理”) 新设两家合营企业，分别为时代上汽动力电池有限公司与上汽时代动力电池系统有限公司。两新公司分别从事锂离子电池、锂聚合物电池等的开发、生产和销售及售后服务以及动力电池模块和系统的开发、生产及销售。
BYD to spin off power battery Module starts Market Competition
Recently, interior news comes around that BYD will split its electronic business for independent operation, shocking the whole market. It means that BYD will break out the previous production and operating methods, and that BYD’s proud power battery module will provide supply to the market. Other auto companies will get chances to equip with BYD batteries.
It’s the first time that BYD will sell batteries to domestic market. It’s learned that BYD has the current power battery capacity of 16GWh, which will meet further expansion in the future. BYD invested RMB 245m in Qinghai Province to establish a new company, focusing on developing lithium resources in the salt lake and providing guarantee for the raw materials’ demand. In the same time, Qinghai’s battery factory is also on construction, with expected capacity of 10GWh.
The capacity expansion shows BYD’s future plan in battery module. BYD sells 100,178 units’ alternative energy vehicles in 2016, doubling Geely Auto in number. The LFP battery used in BYD’s passenger vehicles enjoys good reputation in terms of technological strengths in the market. But the mainstream choice made by most passenger vehicles is ternary lithium battery. BYD also equips with ternary lithium battery on Qin and Tang at the beginning of this year.
Competitors’ attitudes should also be fully considered. Whether they are willing to use BYD’s battery or not is also a question. Recently, SAIC also plans to establish two joint ventures with CATL Battery, a globally leading battery supplier, for the R&D, production and sales of batteries.