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(shi)上一个十年目标(biao)的(de)圆梦之年,也是(shi)下一个十年的(de)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(yi)个崭新(xin)有“锂(li)”世界的(de)(de)梦(meng)想,将ABEC扎根于中(zhong)国这片沃(wo)土(tu)。来自(zi)中(zhong)国、德(de)国、法国、美国、瑞士、西(xi)班牙、加(jia)拿大、澳大利亚、比利时、英(ying)国、意大利、日本、韩国、新(xin)加(jia)坡的(de)(de)近700位海(hai)内外嘉宾云集(ji)江西(xi)宜春,汇聚前沿智(zhi)慧与创新(xin)技术,探(tan)寻电池行(xing)业前行(xing)之路,推(tui)动有“锂(li)”世界的(de)(de)商(shang)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(zhong)国(guo)、日本及韩国(guo)锂(li)电(dian)(dian)池(chi)(chi)产(chan)量(liang)占全(quan)球(qiu)产(chan)量(liang)的90%以上。其中(zhong),中(zhong)国(guo)锂(li)电(dian)(dian)池(chi)(chi)制造行(xing)业企业数量(liang)约(yue)430家,锂(li)电(dian)(dian)池(chi)(chi)累(lei)计完成产(chan)量(liang)47.68亿(yi)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(qi)车销量仅有(you)1.76万(wan)辆,动力锂电池(chi)仍处于投(tou)入期和(he)小批量的生产阶段,技术路线尚未确定,主流动力锂电池(chi)包的成本均(jun)在每瓦时5元以上(shang),难以达到新能源汽(qi)车大规模产业化(hua)发(fa)展的需求(qiu)。

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(de)技术封锁,中国新能源汽(qi)车及电池(chi)等零部件国产化艰难起步,对于2020年,我们(men)(men)一直有着诸多美好的(de)憧憬,一句“且看2020”给予了(le)我们(men)(men)砥(di)砺前行、逆势向(xiang)上(shang)的(de)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(zheng)个世(shi)界(jie)正处(chu)于风云际(ji)会的(de)(de)关口,一(yi)场全球(qiu)性的(de)(de)新冠(guan)疫情,改(gai)变了(le)电(dian)池新能源等诸多产业的(de)(de)格局与(yu)走向,改(gai)变了(le)很(hen)多企(qi)业的(de)(de)“干法”与(yu)“活法”,更改(gai)变了(le)很(hen)多人的(de)(de)社交观念与(yu)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(lai)了(le)第8届(jie),全(quan)(quan)球电(dian)池市(shi)(shi)场(chang)“中日韩(han)三国(guo)鼎立(li)”的(de)格(ge)局愈发稳固(gu),中国(guo)已成为全(quan)(quan)球汽(qi)车电(dian)动化(hua)(hua)的(de)主战(zhan)场(chang),产销规(gui)模逐年(nian)扩大,新能源(yuan)汽(qi)车保有量在今年(nian)上半年(nian)就(jiu)已达417万辆,且(qie)未来(lai)仍(reng)将是(shi)电(dian)动化(hua)(hua)发展(zhan)最快的(de)市(shi)(shi)场(chang)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(dong)力电池(chi)相(xiang)(xiang)关企业(ye)年(nian)注册(ce)量已从10年(nian)前的不足300家(jia)(jia)上升到近3000家(jia)(jia)。截止到2020年(nian)7月,中国动(dong)力电池(chi)相(xiang)(xiang)关企业(ye)共有(you)近1.3万家(jia)(jia),且(qie)在电池(chi)新能(neng)源成本(ben)、技术、供应链、客户(hu)等多(duo)方面优势日(ri)益明显,多(duo)种电池(chi)技术路线(xian)互(hu)补并(bing)存,主流动(dong)力锂电池(chi)包(bao)的成本(ben)已降至每(mei)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(dian)池(chi)新能源(yuan)行业(ye)“国(guo)(guo)内竞争(zheng)国(guo)(guo)际化(hua),国(guo)(guo)际竞争(zheng)国(guo)(guo)内化(hua)”的(de)趋势更加(jia)凸显(xian):自2017年以(yi)来,中(zhong)国(guo)(guo)锂电(dian)池(chi)出口(kou)数量(liang)与金额始终大于进(jin)口(kou),全球化(hua)供应加(jia)速(su),进(jin)入跨国(guo)(guo)企业(ye)供应链的(de)自主品牌不断扩增;同时,跨国(guo)(guo)公司在华(hua)电(dian)池(chi)新能源(yuan)业(ye)务开始“动真格”,投资入股频(pin)(pin)频(pin)(pin)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(hou)补贴(tie)时代叠加(jia)疫情因素影响下(xia),电池新(xin)(xin)能源行业(ye)正发生着一系列(lie)深刻变化:政策支持与(yu)(yu)监管机制创新(xin)(xin)、分拆上市(shi)与(yu)(yu)IPO热度(du)升(sheng)温、正极材料无钴化路线(xian)争(zheng)议、新(xin)(xin)势(shi)力造车企业(ye)名(ming)册(ce)大(da)幅缩水、动力电池企业(ye)装(zhuang)机量(liang)排名(ming)波动、智能制造与(yu)(yu)产业(ye)互联网思维加(jia)速(su)渗透(tou)、5G与(yu)(yu)储能等电池细分应用市(shi)场不断扩容(rong)、外(wai)资品(pin)牌强势(shi)布(bu)局中(zhong)国市(shi)场、自(zi)主品(pin)牌寻求向(xiang)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(men)究竟需(xu)要怎样(yang)的“干法”与(yu)“活法”?全球(qiu)化竞争下,中国电池新能源产业链(lian)企业如何向上而行?剧变(bian)之下,电池新能源健康(kang)生态链(lian)如何构(gou)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(yi)起寻找答案!

ABEC 2020, let’s search the answers together!

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