Is it true that Yuasa battery will withdraw from Chinese market? Tang Qian: leading lead acid battery market in the next 20-30 years

Affected by the environment, it seems that the world is starting to replace lead-acid batteries. Huang Xiuzhu, director of China Strategy Office of GS yusa, the world's second largest lead-acid battery factory, pointed out in an interview that lead-acid batteries are widely used, and lead-acid batteries will not be fully replaced in the next 20-30 years.

Huang Xiuzhu, who attended the 12th International lead-acid battery Expo in China, mentioned that in 2016, Jesse Tangqian fully acquired Panasonic's lead-acid battery business, which was included in its auto start-up and industrial battery businesses. In 2017, Tianjin Nangang automobile starter battery factory was expanded to produce fuel-efficient and environmentally-friendly starting and stopping lead-acid batteries for vehicles. At present, Jieshi Yuasa is the second largest lead-acid battery factory in the world.

In recent years, due to environmental factors and the rapid rise of electric vehicles, it seems that lead-acid batteries will be replaced by lithium-ion batteries in the future. However, Huang Xiuzhu believes that the power battery industry will still be dominated by lead-acid batteries in the next 20-30 years, mainly because of its high safety, low cost and wide application range. Lead acid can achieve 100% recovery. From the perspective of resource regeneration, it is actually more friendly to the environment than lithium battery. If lithium battery can effectively solve the problem of recycling, its application field will be expanded, which shows that lead acid is difficult to be completely replaced.

"Jieshi Yuasa is involved in both lead-acid batteries and lithium-ion batteries, and the future fuel cells and solid-state batteries are also studied. The echelon layout is designed to meet the market demand and provide products in a down-to-earth manner."

In 2005, Jieshi Yuasa established a wholly-owned company in China, Tianjin DONGBANG lead recycling company. Its application of Jieshi Tangqian independent research and development of recycling technology, imitation of Japan's recycling channels and models, so that its annual lead waste reached 50000 tons. This makes lead materials can be recycled, reduce enterprise costs and implement social responsibility.

In addition, jieshitang shallow lead-acid battery has the advantages of high-level automatic mass production, competitive cost and effective quality control. Of course, lead-acid batteries are not the whole story of Jesse. In fact, the organization has put lithium-ion battery layout into use more than ten years ago, and now it involves in sea, land, air and space applications.

In particular, in the field of electric vehicles, including pure electric vehicles and hybrid electric cars of Mitsubishi and Honda in Japan, and have good safety records; in 2017, their lithium batteries were also used in the aerospace field; in 2018, they were applied in the deep-sea investigation of Japan; Boeing 787 also used the lithium batteries of jesttonsho. In 2019, the two sides will cooperate to develop batteries for electric aircraft, and the lithium batteries of Jesse Tangqian will meet the above requirements In fact, the application field has long been a strong supporter of electricity.

With regard to the ban on lead-acid batteries in Europe by 2030, it is just a product adjustment for JAS Thompson, because it has set up a lithium battery factory in Hungary, mainly for lithium batteries for automobile starting. At present, Jieshi Tangqian has three lithium power plants in Japan. Hope to take advantage of the development potential of China's new energy vehicles and bring lithium battery products into the domestic market.

In addition, fuel cells and solid-state batteries are the next layout priorities of Jesse Tangqian. In the field of fuel cells, relevant technology research and development is started. Solid state batteries, together with Toyota and Asahi chemical, join the libtec to carry out the research and development of all solid state batteries.

According to the industry, there is still a long way to go before lithium batteries can completely replace lead-acid batteries. In other words, it is not easy to gobble up the $20 billion annual replacement business opportunity pie in the short term. In the automotive field, the low-temperature discharge property of lead-acid battery is an advantage that other batteries cannot replace in the short term, especially in low-temperature and cold belt areas.

However, it is foreseeable that lithium iron phosphate (binary) batteries will actively replace part of the lead-acid battery market in recent years, including the auto start stop battery field. In addition, domestic energy storage, industrial uninterruptible power system, and emerging renewable energy storage market are still in the competition between lead-acid and lithium-ion batteries.

It can be foreseen that all-round battery factories will also follow the market demand in a step-by-step layout, especially the rapid development of energy storage and power batteries in the world, and the situation of alliance and cooperation among enterprises in various countries is quite frequent.