Innovation of Business Model in Power Battery Industry

On May 23, the "2018 First New Energy Automobile and Power Battery(CIBF Shenzhen) International Exchange Conference" hosted by China Chemical and Physical Power Power Industry Association Power Battery Application Branch and Battery China Network entered the new energy vehicle and power battery industry. Business model innovation and industrial chain investment forum. More than 400 industry elites, including leaders of departments in charge of new energy vehicles and power batteries, experts and scholars, and representatives of well-known enterprises, gathered to discuss and share views on new energy vehicles and power battery business models, and battery industry chain investment. Talk about new energy vehicles and power batteries in the new era of industrial development road.

Business Model Special

The theme forum of "Innovation and Application of Business Model" was chaired by Caiguoqin, deputy chief engineer of the Beijing Work Department of the China Automotive Technology Research Center. At this forum, the participants held a wonderful sharing and exchange of views on the theme of "Innovation and Application of Business Model".

Yangxiaowei, executive vice president of Thornton New Energy Technology Co., Ltd., said that benefiting from policies and demographic dividends, China's new energy automotive industry has ushered in new opportunities in the new era. The development of new energy vehicles has made it possible for the Chinese automotive industry to "change roads".

Today, Youhongjie, general manager of international logistics technology Co., Ltd. Shenzhen, believes that in order to improve the consistency, production efficiency and information management of lithium-ion batteries, building an automated and intelligent production and logistics system has become an inevitable trend.

Chenguangsen, general manager of Zhejiang Luan power system Co., Ltd., believes that lithium-rich manganese batteries in the new energy logistics vehicles, low-speed electric vehicles have great potential. After many years of development, lithium-rich manganese batteries have the advantages of high energy density of ternary batteries and low cost of lithium ferric phosphate and lithium manganese acid batteries. At the same time, they also have comparable safety with lithium manganese acid batteries.

Mazilin, former technical director of micro-macro power system(Huzhou) Co., Ltd., pointed out that fast charging, long life, and high security lithium-ion power batteries are the research and development goals of micro-macro power. If the future new energy vehicles are as convenient to charge and refuel, Then mileage anxiety will no longer be the bottleneck that troubles the development of new energy vehicles.

Lan Zhibo, deputy general manager and chief engineer of Shanghai Duba New Energy Technology Co., Ltd., deeply interpreted the three key technologies of the power-changing mode and its engineering applications. He pointed out that the future power-changing mode will form a business model of “car-electricity separation + battery leasing + sales integration + mutual benefit and win-win”.

In his speech, Guoyongguang, president of Special Caller New Energy Co., Ltd., said that at the beginning of the large-scale construction of charging piles, he did not consider its impact on the security of the entire grid. Therefore, he expects that 70 % of charging piles will face the future. Reengineering; Huangmingzhen, assistant general manager of Wuhan electric vehicle demonstration and operation company, believes that time-share leasing can certainly change people's travel habits; Liqingsheng, director of industrial development market consulting Department of China Automotive Technology Research Center Co., Ltd., predicts that logistics companies with high demand for capacity will strengthen the ownership of new energy logistics vehicles in the future; Xiaruiqiang, general manager of Zhejiang New Energy Co., Ltd. believes that the whole machine packaging technology of battery, motor and electronic control is also very important for the development of new energy vehicles.

Battery Industry Chain Investment

The theme forum of the battery industry chain investment-`` Breaking and Exploring the Key Points for the Investment of Battery Industry Chain "was chaired by Fangjianhua, partner and president of the New Energy Vehicle Venture Capital Sub-fund of the National Science and Technology Achievement Transformation Fund.

In the afternoon of May 23, the battery industry chain investment field, Fangkai, director of the Power Battery Industry Development Research Office of China Automotive Technology Research Center Co., Ltd., is developing the strategic planning of new energy vehicles from major countries in the world, and the current new energy vehicles. The development status of the battery industry and future industrial development trends, The investment value of battery industry chain was analyzed for the participants.

Xuaidong, Secretary General of the cobalt branch of the China Nonferrous Metals Industry Association, highlighted the current global situation of cobalt lithium resources and the impact of the development of the power battery industry on its prices.

Ouyang Ming, the secretary-general and vice president of Jiangxi Ganfeng Lithium Industry Co., Ltd., introduced the all-round layout of the lithium battery industry chain. The chairman of Fujian Nachuan Pipe Technology Co., Ltd. Chen Zhijiang believes that the current investment in “three powers” is positive. At that time; Chen Lewu, the chairman of Guangdong Mengshi New Energy Technology Co., Ltd. introduced the opportunities and challenges of the new energy automobile industry under the “One Belt, One Road” strategy, and shared the response strategy of the lion technology.

Bao Xiaolin, Partner and President of Tuojin Capital Management Co., Ltd., Cao Dongqiang, Chairman of Shanghai Gepai New Energy Technology Co., Ltd., and Shao Jingxin, Principal Investigator of Pacific Securities New Industry, and other representatives of the company shared the current power battery with the guests. Investment strategy for nickel-cobalt-lithium materials, optical storage systems, etc.

With the decline of state subsidies for electric vehicles, the importance of battery cost reduction for the development of electric vehicles industry has gradually become apparent. Zhou Bo, director of the standardization work department and industry research department of the Power Battery Application Branch of the China Chemical and Physical Power Industry Association, pointed out that the cost of power batteries will fall to 1 yuan / Wh/W by 2020 through a detailed analysis of battery materials and production links. There is still a "long way to go". In the next few years, the focus of the battery and material companies should be on improving the product's price performance.

During the two-day meeting, the guest speaker's brilliant speech presented an intelligent feast for more than 400 spectators on the scene. The Power Battery Application Branch of the China Chemical and Physical Power Industry Association and Battery China Network will also not forget to take the lead and build a good communication platform for the healthy and stable development of the new energy vehicle and power battery industries.

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