Industry chain situation

Jul 07, 2023

With the continuous expansion of the new energy vehicle market and the continuous iterative upgrade of power battery system integration technology, as a key component of the battery system, the battery box industry will also usher in a huge market demand growth. The battery box is an essential key component added with the emergence of new energy vehicles, which is used to carry, fix, protect and integrate the power battery system of new energy vehicles. Since the battery box needs to bear the weight of the entire battery pack, and the working environment is harsh, it needs to have high strength, corrosion resistance, high temperature resistance and other properties. At the same time, with the gradual application of new-generation power battery system integration technologies based on CTP technology and CTB technology, the battery system of new energy vehicles has further reduced or canceled the module link, and some of the original functions of the module need to be undertaken by the battery box. , put forward higher requirements on the performance of the battery box. In new energy vehicles, the battery system accounts for 18%-30% of the weight of the vehicle, and the battery box accounts for 10%-20% of the weight of the battery system. Due to the current technical bottleneck of the energy density of the battery cell, the current goal of lightweighting is mainly by reducing the weight of the non-battery core. From the perspective of the new energy vehicle battery box industry chain, the upstream is mainly raw materials such as aluminum alloy, and the downstream application scenarios are mainly lithium batteries and new energy vehicles.

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