"I was shocked to sit up in the dying illness. Who wants to do etc... who hasn't done etc in the North jiatingxi of Gushan Temple... Persuade you not to cherish gold wisps and come to sell etc all the time... Everlasting longing for each other Xi xiangxiangyi, does a beautiful woman do etc?"

In 2019, people in Bank of China, like wechat merchants, crazily swiped various etc promotional texts in their circle of friends in order to let you run an etc.

With the strong promotion of international policies, etc, which has been silent for many years, suddenly rose in front of the public and became an emerging market. At the same time, it also led to the explosive growth of etc battery sales, boosting the performance and profits of a number of battery enterprises focusing on this field. This also provides new development opportunities for some lithium battery enterprises.

It is worth noting that although there are many technical solutions for the mainstream etc battery products in the market at present, theLithium sub capacitor schemeIt has become the mainstream, accounting for more than70%, led by Yiwei lithium energy, it is expected that the market share will further increase in the later period.

This means that the market space of lithium-ion batteries in the etc field will not be too large, and other lithium battery enterprises have little hope of entering the etc market.

Etc battery orders are full

In May this year, the national development and Reform Commission and the Ministry of transport issued the "implementation plan for accelerating the implementation of Expressway electronic non-stop rapid toll application service", requiring that by the end of December 2019, the number of etc users across the country exceed 180million; By the end of December 2020, we will basically realize the full coverage of etc services in the parking lot of large transportation stations, such as airports, railway stations, passenger stations, ports and wharves.

According to the latest data from the Ministry of transport, as of August 28, the cumulative number of etc users nationwide had reached 117 million, accounting for 61.14% of the total issuance task. This means that there are nearly 60-70 million sets of etc battery orders waiting to be released in China from September to December, providing a good development opportunity for a number of lithium battery enterprises that have entered the etc battery market.

In fact, thanks to the upsurge of etc installation in the first half of the year and the continuous promotion in the second half of the year, a number of lithium battery enterprises have seen explosive growth in etc battery orders.

Gaogong lithium battery learned that the etc battery orders of many battery enterprises, including Yiwei lithium energy, Yamaki battery, Penghui energy, Chuangming battery and so on, have increased explosively this year. At present, the supply of products is in short supply, and the production orders have been scheduled to the first half of next year, which has become a strong performance and profit growth point of the company.

On September 1, Yiwei lithium energy released a performance forecast for the first three quarters of 2019, saying that the company's expected net profit in the first three quarters was 885 million yuan – 951 million yuan, with a year-on-year increase of 133.79% - 151.21%.

Yiwei lithium energy said that one of the main reasons for the substantial growth of the company's performance is that the company's batteries used in etc have begun to achieve scale delivery, resulting in a significant increase in profits.

"As early as 2012, our company began to supply etc batteries to the market in batches, mainly promoting the" solar charging SPC Er "composite power supply solution. At present, the market share has exceeded 70%." The relevant person in charge of Yiwei lithium energy told Gaogong lithium that the company had orders for tens of millions of etc batteries after August this year, and now the order production date has been scheduled for next year.

GP also said that in the first half of the year, only a part of the company's etc battery business was released, mainly in the second half of the year, and orders of tens of millions of yuan are expected to be generated.

SPC Er is the mainstream lithium battery

It is worth noting that although the etc battery market will experience explosive growth, it does not mean that all lithium battery enterprises can rush in and take a share.

At present, etc battery products on the market include lithium sub capacitor, lithium ferrous lithium and pure lithium battery. Among them, lithium sub capacitor is the mainstream, and the representative enterprise is Yiwei lithium energy.

It is understood that the "solar charging SPC Er" composite power supply solution launched by Yiwei lithium energy is currently the most mature solution with the highest market share.

Its internal power supply is mainly composed of a 3.6v/12aa primary er14250 lithium sub battery and a 3.6V spc1520 lithium ion battery capacitor. After calculation and evaluation, the service life of the power supply solution is about 5 years. With solar charging, the actual service life can reach 7 years.

The negative electrode of lithium thionyl chloride battery is metal lithium (LI), the internal positive active material and electrolyte solvent are thionyl chloride (SOCl2), and the internal carbon envelope structure is adopted, so the battery is more suitable for low current and long-life working mode. The battery can be used between -60 ℃ and 85 ℃, with energy density of 650wh/kg and 1280wh/dm3, and annual self discharge rate ≤ 2%.

The positive material of lithium-ion battery capacitor is activated carbon material with double-layer energy storage, the negative material is intercalated carbon material with lithium ion deinterlacing function, and the electrolyte is lithium salt electrolyte. It has the energy density of lithium-ion battery and the capacitance characteristics of super capacitor, and can adapt to various harsh application environments.

Because lithium-ion battery and lithium-ion battery capacitor have good wide temperature performance, high-power pulse discharge, extremely low self discharge rate and long life, the combination of the two has been mature and widely used in etc, thus laying the leading position of Yiwei lithium energy in the field of etc batteries.

The other scheme is the scheme of 'lithium sub battery lithium iron phosphate battery', represented by Penghui energy, etc., and the scheme of pure lithium-ion battery is less applied.

The 'lithium iron phosphate battery with lithium sub battery' scheme is composed of an er14250 lithium sub battery and a soft pack or cylindrical lithium iron phosphate battery cell, which has a price advantage over the scheme of Yiwei lithium energy.

However, from the perspective of the overall market of etc batteries, lithium-ion batteries and lithium-ion battery capacitors are mainly used. Although the application proportion of lithium-ion batteries has increased slightly, the market is relatively concentrated. With the completion of etc replacement of 180million vehicles this year, the incremental range of etc battery market will gradually slow down in the later stage, which means that the market space left for other lithium battery enterprises is getting smaller and smaller.

Article source:High tech lithium power grid