【Original article of Road Machinery Network】The other day，Komatsu, one of the global construction machinery giants, announced a high-profile acquisition of American Battery Solutions Company.American Battery Solutions (ABS)，In order to promote its industrial electrification process.。Coincidentally，Not long before，Volvo Group also released news.，Will be 2.$100 million purchaseProterraThe battery business，The acquisition is scheduled to be completed in early 2024.。Today, the electrification of construction machinery is surging.，Not just Komatsu.，Other mainstream construction machinery enterprises are also unwilling to lag behind.，Have been involved in batteries、Electric drive and other core component systems，A new game around the competition for the dominance of the construction machinery electrification industry chain has quietly begun.……
Komatsu Acquires American Battery SolutionsABS
Sales continue to grow and electrification is in full swing.
According to the data recently released by China Construction Machinery Industry Association，This year 1- October ，A total of 2536 electric loaders were sold in China.，436 units were sold in October.，5% of total domestic sales.5%。This figure, though, seems small.，But compared to two years ago,，It's a big step forward.。Two years ago in 2020.，The sales volume of electric loaders in China only accounted for 1% of the sales volume of loaders in that year%Left and right，The same is true of other electric products of construction machinery.。
Rapid development of construction machinery electrification in China，After a short period of two or three years，Mainstream construction machinery enterprises have launched their own electric products.。Investigate the reason，One is the promotion of policies.。Issued by the Ministry of Industry and Information Technology in 2020《Action Plan to promote the electrification of public sector Vehicles》，Promote the electrification of construction machinery，Accelerate the transformation of construction machinery industry to new energy；Second, it is affected by the market downturn.。Since the second half of 2021，Affected by the economic slowdown、Industry adjustment and the impact of the global epidemic，Economic Cycle、The industry cycle and the epidemic are intertwined.，The domestic construction machinery market is in a downturn，The downward trend of the industry is obvious.。Excessive stock in the construction machinery market，When sales of most products are sluggish，Electric Loader、Electric Mine Card、Electric Excavators are one of the few construction machinery products that have maintained growth.。And with“Double Carbon”Implementation of the policy，The trend of construction machinery electrification is becoming more and more obvious.。It is in this context that，Many construction machinery enterprises have turned their attention to the electric market.，The proportion of electrification of construction machinery has risen accordingly.。
Battery is the key to the popularization of electric products
Since 2018，Xugong、Trinity、Zoomlion、Engineer Liu、Leading domestic construction machinery enterprises such as Shandong Lingong are aiming at electric products.，Electric loaders have been developed and launched successively.、Electric Excavator、Electric mixer Truck、Electric mining card and other products。
The world's firstSD17E-XHandover ceremony of pure electric Bulldozer
Compared with fuel products，The advantage of electric products is zero emission.、Zero pollution、Low noise、The operating environment is comfortable，And that use cost is low；The disadvantage is the high cost of purchase.，The purchase cost of an electric loader is about twice that of an ordinary loader.，For the average user，It's really a big investment.。And，The rise of construction machinery electrification is not long.，Especially before 2020.，The industrial chain of electrification is not complete.，The development of electrification is slow。With the promotion of national policies，Full promotion of enterprises and society，In recent years, the industry chain of construction machinery electrification has become more and more perfect and mature.，This has also created conditions for the rapid growth of electric products of construction machinery.。
Delivery of the world's first pure electric pump Truck by Zoomlion
Battery、Electric drive and controller are the core components of electric construction machinery.，Among them, batteries play an important role，At present, most construction machinery enterprises in China use lithium iron phosphate batteries.。Mainly based on batteries in the Ningde era，The advantage of this battery is safety.、Reliable、Stable、Long range、And that operation efficiency is high；The disadvantage is the high cost.，The cost of a lithium iron phosphate battery accounts for about 1% of the cost of the whole machine/3。The battery capacity is 472kW，The charging time is about 1 hour.，The range of full charge is about 260 kilometers.，It can meet the needs of most construction machinery users。
There are many factors affecting the popularization of electrification.，But for the user，The most critical factor is the price.。During a period of market downturn，For the average user，Buy an electric loader for nearly twice the price.，Not to mention the return on investment cycle.，Their own purchase pressure is still very big.。Current electric loaders、Electric mining cards are mainly sold to mines.、Wharf、Intensive customers such as iron and steel plants and some individual households with strength，Such as commercial concrete station、Sand and gravel yard, etc。The purpose of their purchase is to save the cost of use.，The performance of electric machinery is generally recognized.。Some experts also suggest that individual retail investors with insufficient quantities should not blindly buy electric machinery.，Even if purchased, it may be difficult to give full play to its economic benefits.。
Obvious，Under the existing technical condition，If the manufacturing cost of the battery can be further reduced,，Improve its range and stability，The popularization of electrification is of positive significance.。
Giant layout，Keep the core components in your own hands
Today, electrification is surging.，Battery cost accounts for a relatively high proportion，If you don't have the ability to produce batteries on your own.，Will eventually be reduced to“Migrant workers”。In addition，If you don't have the ability to develop and produce your own power batteries，It will also face many restrictions on the road of electrification of construction machinery.。It is based on the above factors，Construction machinery enterprises, especially international giants, are developing electrification.，It has extended the sense of touch to battery electric drive and other industries.，The intention of its overall layout is very obvious.。
August 2, 2022，Sany Lithium Energy was formally established.，The registered capital is 100 million yuan.，Its business scope includes the production of battery spare parts;、Battery manufacturing and sales、Energy storage technology services、Electric Vehicle charging infrastructure operation, etc.。
February 2023，Caterpillar announced，Will investLithos EnergyBattery Technologies Inc。The company is headquartered in San Rafael, California, USA.，Specializing in the design and manufacture of impact resistant and high performance battery solutions for off-road and marine applications。
November 20，Global Construction Machinery Leader Komatsu Announces Acquisition of American Battery Solutions CompanyAmerican Battery Solutions (ABS)，To promote the process of industrial electrification.。ABSUnder development、Manufacturing lithium-ion batteries for commercial and Vehicles/ 'target='_blank' style='color:blue;'>Industrial Vehicles。The two sides will also jointly develop advanced energy storage systems.。
November tenth，Volvo Group Announces AcquisitionProterraBattery business，This is obviously of positive significance in promoting the electrification of its electric heavy Trucks and construction and mining sectors.。
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Mainstream construction machinery enterprises at home and abroad have entered the market of core components such as batteries.，On the one hand, it shows that they are optimistic about the electric market of construction machinery.；On the other hand, it also shows its deep cultivation of the electric market.，Confidence to seize the commanding heights of electrification。Layout of electric parts market，On the one hand, it can grasp the core component technology in its own hands.，Avoid the status quo of being controlled by others.；On the other hand, it can also effectively reduce the production and manufacturing costs.，And that profit margin of the whole machine is improve，It can be said that there is no harm.。
Of course，This is just the beginning.。I believe that with the deepening of electrification,，In the future, more and more enterprises will enter the market of core components such as batteries.。
Postscript：International Construction Machinery Giant Announces High-profile Entry into Battery and Other Markets，In the final analysis, it is to compete for the dominance of the electric market.。Foreseeable，With the massive entry of capital，The rapid development of battery and other technologies，It will also greatly promote the process of construction machinery electrification.，The competition in the market of construction machinery electrification will become more and more fierce.，This is not necessarily a good thing for most users of construction machinery electrification.。
At present，Power battery technology is in a period of rapid development，Ferrous lithium phosphate、Ternary lithium、Quaternary lithium、Sodium battery、Semi-solid battery、Solid state battery，There are many technical routes and iteration is very fast.。When and whether the cost and future benefits of self-built battery factories can be balanced，It is a problem that every host manufacturer needs to consider.。Right now，At least one thing is certain.，Whether it's a self-built battery factory，Or a traditional supply chain?，Ultimately, the relationship between supply and demand is not competitive.，It's about agreeing to disagree、Combine vertically and horizontally，Jointly transform the new energy of construction machinery from“Regulations are in demand”Make it“Consumers have demand”。
【Original article of Road Machinery Network，Please indicate the source for reprinting.】
