Fang jianhua: it is difficult to implement the power battery whitelist without binding force

Once the "automotive power battery industry specification conditions" enterprise directory to the industry impact is still fresh in mind, now it is revealed that there will be a new battery whitelist to replace the directory.

Dong Yang, executive vice President of the China association of automobile manufacturers (caam), announced the evaluation and release of the white list for the automotive power battery and hydrogen fuel cell industry at the BBS 2018 in Beijing on April 26.

Dong Yang said that China's new energy vehicles are in a critical period of transformation from policy cultivation to market-oriented development. Power batteries and hydrogen fuel cells are the core resources for the development of new energy vehicles, which are crucial for the technological progress, industrial upgrading and sustainable development of new energy vehicles.

Therefore, authorized by relevant departments of China automobile industry association (hereinafter referred to as "RGL association"), China auto power battery industry innovation alliance (hereinafter referred to as "innovation union") since April 26, 2018, officially launched the car power battery and hydrogen fuel cell industry self-discipline white list of evaluation work, car power battery and hydrogen fuel cell white list management measures will be in the automobile association website business and innovation alliance.

The fields included in the whitelist evaluation include key materials, cells, battery systems, hydrogen fuel cells, etc. Relevant enterprises can apply on a voluntary basis, and the whitelist will be released in batches in May 2018. The purpose of releasing the white list is to promote and support the excellent, guide all kinds of resources to high-quality enterprises, provide reference for vehicle enterprises, formulate policies for the government, and guide the development of the industry.

Cac announced on its official website the "interim management measures for the white list of automotive power battery and hydrogen fuel cell industry". The review of the battery whitelist will be conducted by experts organized by the battery alliance and announced in two or three batches every year. The announcement will be subject to dynamic management. Companies on the whitelist are required to submit an annual development report every year, and the battery alliance will review the companies on the whitelist every three years. The Chinese automobile association introduced that the battery white list is to "automobile power battery industry standard conditions" enterprise catalog undertakes.

As soon as the news came out, it immediately aroused great concern from the industry. At the same time, there were some questions about the whitelist: what was the original intention of the above mentioned whitelist work? Is it difficult to implement? Does it achieve the desired goal?

In response,Fang jianhua, executive partner of the new energy vehicle venture capital sub-fund of the national fund for the transformation of scientific and technological achievements and director of the China electric vehicle hundred people's association, made a brief introduction to gaogong lithium battery.

Fang jianhua pointed out that let us first back to 2016, when the "automotive power battery industry standards and conditions" enterprise directory issued, the original intention of the implementation of the directory is to enter the new energy vehicle promotion directory and the necessary conditions for the distribution of subsidies. For a time, into the directory has become a top priority for power battery enterprises.

Affected by this, the sales performance of some large domestic power battery enterprises has dropped sharply, and even the business progress of international battery giants such as samsung SDI and LG chem in China's power battery market is not smooth. Some of the small and medium-sized power battery enterprises that did not enter the catalog even had several months of business difficulties such as no shipment and no income, no payment of staff salaries, and the departure of senior management.

But then there are the documents that show that the catalogue is no longer tied to "new energy vehicles and product access". The standard condition proposed that the scale of power battery enterprise should reach 8GWh, which caused huge repercussions in the industry. Finally, the condition of 8GWh was removed, forming a compromise plan.

Review of the "automotive power battery industry norms and conditions" enterprise directory, first to form a compulsory binding force with the subsidy directory association, and swing in the middle, and finally reluctantly quit.

Now the Chinese automobile association and innovation alliance announced the upcoming evaluation of the self-regulatory white list of the power cell and hydrogen fuel cell industry, how to interpret it?

Data show that the Chinese automobile association was established in May 1987, is the world automobile organization (OICA) permanent director member units, now with the international automobile industry organizations and many countries and regions of the automobile related organizations to establish close contact. The innovation alliance is an extension of the national innovation center for power batteries. The alliance consists of seven sub-committees, namely, battery materials sub-committee, power battery sub-committee, test and verification sub-committee, engineering equipment sub-committee, recycling sub-committee, fuel cell sub-committee and standards sub-committee.

Fang jianhua told gaogong lithium battery that there are three main motivations for the development of battery whitelist work by the Chinese automobile association and innovation alliance: 1. 2. For reference when choosing power battery for vehicle enterprises; 3. Provide the basis for the government to make relevant decisions.

"To achieve the above three purposes, there are also supporting conditions: 1. Since we want to form a self-regulatory platform, we must first win the consensus of the industry, especially power battery enterprises, which is the most basic condition; 2. 2, to win the recognition of downstream vehicle enterprises; 3. Be able to get authorization from the relevant government. "Said fang jianhua.

In Mr Fang's view, a battery whitelist may be well-intentioned, but there are three challenges to meeting the target: 1. 2. It is difficult to reach the industry consensus; 3. Practical difficulties. Evaluation of power battery enterprise, very wide range of aspects, including the hardware (equipment), scale, capital, and software conditions (research and development ability and manufacturing ability, management level, power supply chain), more related to product quality, especially the operation effect and so on, comprehensive, just and real-time evaluation is never easy, simply by expert evaluation, is very difficult to provide a convincing white list, and may even have a negative impact to the enterprise.

Fang jianhua's judgment is that the motivation to carry out the battery whitelist is understandable, but it is very difficult to implement. It may take a long time, and more resources should be collected, such as testing agencies, new energy vehicle regulatory platform and large new energy vehicle operating enterprises.

The page contains the contents of the machine translation.