Discussion on the current difficulties facing power batteries

At present, China has surpassed the United States in the top position in the electric vehicle market. The domestic electric vehicle market ranks first in the world in production and sales for the second consecutive year and has been promoted to more than 1 million vehicles, accounting for more than 50 % of the global market. According to incomplete statistics, the planning of new energy vehicles by traditional car companies alone is a huge number. The sales targets for new energy vehicles for 2020 issued by nine autonomous car companies including Guangzhou Automobile, Dongfeng, SAIC, Beiqi, Chang 'a Geely and Chery are close to 4 million vehicles. The total investment is about 80 billion yuan, and in the passenger car field, the total investment in new energy vehicles of the three companies, Yutong, Zhongtong, and Jinlong, exceeds 10 billion yuan, and the total capital of the new energy automotive industry is expected to exceed 100 billion yuan.

Sales of new energy vehicles have slowed since the subsidy went down this year, but motorization has become a trend. Whether it is a national brand or a joint venture vehicle factory, or even an Internet car building company that uses electric power to open the car market, it will not miss this expansion. cake.

Subsidies recede, and markets and technology are the biggest challenges

At present, almost all Internet car brands choose new energy vehicles as the entry point to open the market. Undoubtedly, they have played a very important role in nurturing the market and popularizing consumers 'awareness of electric vehicles. Cuidongshu, Secretary General of the National Air Transport Association, told Nandu reporters that in fact, many Internet car brands have made such choices. On the one hand, they have to adapt to the transformation of the automotive manufacturing industry. On the other hand, the manufacturing of electric vehicles is relatively low compared to the manufacturing threshold of fuel vehicles. There are advantages.

Some people in the industry have analyzed that after the policy subsidies have receded, the market and technology have become the biggest challenges that electric vehicles need to break. Since the development of new energy vehicles has ushered in a blowout, not only have the old power lithium battery manufacturers CATL, lishen, and Boston invested and expanded their production capacity, the listed companies have invested heavily in the construction of factories, and there are even more vehicles such as Volkswagen, Toyota, and Beiqi.

Mr Cuidongshu believes the overall year-on-year slowdown in sales of new energy vehicles in the first quarter and April of this year, due to reduced subsidies, has meant lower demand for batteries. This is also reflected in the report of the True Lithium Research Institute. In the first quarter of 2017, the battery demand for EV passenger cars was only 102,100 kWh, compared with 676,800 kWh in the same period in 2016, a drop of 85 %. Demand for batteries for EV vehicles also fell significantly, from 60,000 kWh in the first quarter of 2017 to almost half of 113,000 kWh in the same period in 2016. The two markets are extremely sensitive to changes in subsidy policies, the report says, largely because the 30,000-km cumulation-mileage requirement shows its power.

Although the demand for the "big electricity" pure electric passenger car market has shrunk a lot, the demand for power lithium batteries is still growing rapidly. The production of "small capacity" electric passenger and special vehicles will continue to grow at a high rate, the study said. The market performance of EV passenger vehicles, which is dominated by the individual market, was significantly better. It also enabled the demand for 966,800 kWh batteries for EV passenger vehicles in the first quarter of 2017 to increase by more than 10 % compared with 876,700 kWh in the same period in 2016. The only bright spot in the vehicle market.

"The success or failure of power batteries determines the success or failure of new energy vehicles"

"The success or failure of power batteries determines the success or failure of new energy vehicles. According to Wangbinggang, a member of the Academic Committee of the Chinese 100 Electric Vehicles Association and head of the National Expert Group on New Energy Vehicle Technological Innovation Project, the power battery industry is developing rapidly in the Chinese market, but the technology is not in an internationally leading position and the investment is too dispersed. There are also a large number of low-level small-scale battery factories. For the quality control method of battery monomer products, there are still backward methods of screening, and the screening rate of unqualified products is as high as 10 %. There is a huge gap with foreign companies such as Samsung and Panasonic.

The huge market potential of electric vehicles has become a consensus. The National Ministry of Industry and Information Technology has also clearly planned that by 2020, the annual output of new energy vehicles will reach 2 million vehicles, and the power battery system will reach 260 watts/kg of energy, and the cost will be reduced to 1 watt/watt-hour.

"The global influence and market share of the backbone companies of new energy vehicles have been further enhanced, and the smart network has entered the world's advanced ranks," said Miaoxu, Secretary of the Party Group of the Ministry of Industry and Information Technology and minister. Into the ranks of automotive powers.

"This is a game that can't stop," Cuidongshu told Nantu reporter. At present, the battery industry of electric vehicles has entered a stage of rapid and benign development. Although there is a gap in the technology of power battery manufacturers in the world, there is a decline in market demand. Under the circumstances, there is a greater need for aggressive investment to seize market share, or else it will end up worse.

Nandu reporter learned that in the first quarter of the car battery supply, Ningde era with 328,000 kWh of car battery supply than BYD ranked first, an increase of 12.5 % year-on-year. Unlike BYD's closed production chain, the Ningde era is a supplier of power batteries for many car companies such as Huachenbaoma, Geely, Beiqi, and Guangqi. Recently, it will work together with SAIC to develop power battery business. Two joint ventures.

Last week, BYD, who had just lost the new energy car sales championship, announced that power batteries would be supplied to all carmakers. It can be said that BYD, who started as a battery, has quietly opened the closed loop and brewing a counterattack.

Charging Pile: Isolation is breaking down

As an important link in the new energy industry chain, charging piles and charging stations have become constraints on the development of the new energy industry and are also important factors that affect consumers 'willingness to purchase. The National Energy Administration (NEA) has made it clear in the Energy Work Guidance Circular 2017 that it plans to build 900,000 electric charging piles in 2017. This figure represents an increase of over 300 percent over the number of electric charging piles held at the end of 2016.

On April 18, 2017, the Guangzhou Municipal Committee on Industry and Information Technology issued the "Notice on Further Strengthening the Operation Management of Electric Vehicle Recharging Infrastructure Construction", which will strengthen the operation management and financial support policies for electric vehicle charging infrastructure construction. At the same time, it also encourages self-use charging facilities to enter into the Guangzhou charging facilities intelligent management platform. According to data from the smart management platform of Guangzhou's charging facilities, in May 2016, the number of charging piles in the city was 582, and by April 2017 it had reached 6,207, an increase of 966.49 %. At the same time, Guangzhou also plans to build 34,700 charging piles by 2018.

The number of charging piles has soared. Charging piles are all isolated island operations in terms of payment channels and information collection. They cannot be interconnected, and market-oriented operations have become the industry consensus. Alipay launched the "car charging power station" at the end of last year, hoping to connect large charging pile operators to this platform to solve the problem that owners can not use only one APP to complete the charging process and open up the isolation of various charging piles.

The mode of linking charging pile resources into the platform management has been started in Beijing, Shanghai, Guangzhou, and Shenzhen. Through the charging pile operating platform, the operating data of each company is uniformly managed and statistical payment and settlement is carried out. The "degree filling" of Shenzhen Nandian Yunshang Co., Ltd., a holding subsidiary of Southern Power Grid Integrated Energy Co., Ltd., and the "Yangcheng filling" that the Guangzhou Municipal Committee of Industry and Communications and the Guangzhou Municipal Power Supply Bureau jointly undertake construction are such platforms.

The relevant person in charge of Shenzhen nandian Yun Shang Co., Ltd. told nandu reporter that technically, "degree filling" has been piloted in Guangxi Liuzhou with subversive innovation free charging project. Through a collaboration with a Shenzhen technology innovation company, "degree fill" will be compressed into a charging plug similar to an ordinary home socket, from three-dimensional charging piles to palm-sized socket charging equipment, the construction cost is compressed. Nearly 90 %.

The National Development and Reform Commission, the Energy Bureau and the Ministry of Industry and Information Technology issued the "Implementation Plan for the New National Standard for Electric Vehicle Charging Infrastructure Interface". It is clear that from January 1 this year, the newly installed charging infrastructure and newly produced electric vehicles must comply with the new national standard. The implementation of the program also played a strong shot for the interconnection of charging facilities.

Minister of Industry and Information Technology Miaoxu said that the rapid development of new energy vehicles, car charging infrastructure will become the Great Blue Sea. Car charging is not only a physical charging pile, but also has the genes and functions of smart grids, the Internet, the Internet of Things, and large data. In the short term, there will be a prosperity of thousands of pile construction, but it will also face industry reshuffle.

The page contains the contents of the machine translation.