2020年,一场全球性的新冠疫情,改变了电池新能源等诸多产业的格局与走向,也改变了很多企业的“干法”与“活法”。剧变之下,电池新能源健康生态链如何构建?ABEC 2020,相约中国长沙,让我们一起寻找答案!

2020年,是上一个十年目标的圆梦之年,也是下一个十年的规划谋篇之年。

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,我们满怀创造一个崭新有“锂”世界的梦想,将ABEC扎根于中国这片沃土。来自中国、德国、法国、美国、瑞士、西班牙、加拿大、澳大利亚、比利时、英国、意大利、日本、韩国、新加坡的近700位海内外嘉宾云集江西宜春,汇聚前沿智慧与创新技术,探寻电池行业前行之路,推动有“锂”世界的商业进程。

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.

彼时,中国、日本及韩国锂电池产量占全球产量的90%以上。其中,中国锂电池制造行业企业数量约430家,锂电池累计完成产量47.68亿自然只。

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.

彼时,中国新能源汽车销量仅有1.76万辆,动力锂电池仍处于投入期和小批量的生产阶段,技术路线尚未确定,主流动力锂电池包的成本均在每瓦时5元以上,难以达到新能源汽车大规模产业化发展的需求。

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.

彼时,面对欧美日韩的技术封锁,中国新能源汽车及电池等零部件国产化艰难起步,对于2020年,我们一直有着诸多美好的憧憬,一句“且看2020”给予了我们砥砺前行、逆势向上的决心与勇气。

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,整个世界正处于风云际会的关口,一场全球性的新冠疫情,改变了电池新能源等诸多产业的格局与走向,改变了很多企业的“干法”与“活法”,更改变了很多人的社交观念与健康习惯。

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.

此时,ABEC迎来了第8届,全球电池市场“中日韩三国鼎立”的格局愈发稳固,中国已成为全球汽车电动化的主战场,产销规模逐年扩大,新能源汽车保有量在今年上半年就已达417万辆,且未来仍将是电动化发展最快的市场之一。

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.

此时,中国动力电池相关企业年注册量已从10年前的不足300家上升到近3000家。截止到2020年7月,中国动力电池相关企业共有近1.3万家,且在电池新能源成本、技术、供应链、客户等多方面优势日益明显,多种电池技术路线互补并存,主流动力锂电池包的成本已降至每瓦时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.

此时,电池新能源行业“国内竞争国际化,国际竞争国内化”的趋势更加凸显:自2017年以来,中国锂电池出口数量与金额始终大于进口,全球化供应加速,进入跨国企业供应链的自主品牌不断扩增;同时,跨国公司在华电池新能源业务开始“动真格”,投资入股频频出手。

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,后补贴时代叠加疫情因素影响下,电池新能源行业正发生着一系列深刻变化:政策支持与监管机制创新、分拆上市与IPO热度升温、正极材料无钴化路线争议、新势力造车企业名册大幅缩水、动力电池企业装机量排名波动、智能制造与产业互联网思维加速渗透、5G与储能等电池细分应用市场不断扩容、外资品牌强势布局中国市场、自主品牌寻求向上突围路径……

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...

后疫情时代,我们究竟需要怎样的“干法”与“活法”?全球化竞争下,中国电池新能源产业链企业如何向上而行?剧变之下,电池新能源健康生态链如何构建?

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,我们一起寻找答案!

ABEC 2020, let’s search the answers together!

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