How will the relevant policies affect the future trends of lithium battery cathode materials?

With the gradual maturity of the safety of ternary materials in the power battery field, consumers have put forward higher requirements for the mileage of new energy vehicles. In terms of policy, the competent department put forward corresponding requirements and technical indicators for the mileage of new energy vehicles, and made corresponding plans.

On October 26, 2016, at the annual meeting of the China Automobile Engineering Society, the "Technology Roadmap for Energy Conservation and New Energy Vehicles" was released, in which it is planned that the energy density target for pure electric passenger vehicle power cells in 2020 will be 300 Wh/kg, the 2025 target will be 400 Wh/kg, and the 2030 target will be 500 Wh/kg.

In terms of state subsidy policies, the new new policy on subsidies for new energy vehicles promulgated on December 30, 2016, the Circular on Adjusting the Policies for Promoting and Applying Financial Subsidies for New Energy Vehicles, raised the requirements for new energy vehicles that apply for subsidies. From the vehicle energy consumption, mileage, battery performance, safety requirements and other aspects to raise the threshold for financial subsidies, the "deception" behavior "strict defense". For example, new energy passenger vehicles require that the mass energy density of the battery system should not be less than 90 Wh/kg, subsidies of 1.1 times higher than 120 Wh/kg, and some lithium iron phosphate battery models that do not meet the energy density requirements will be eliminated. It has brought about development opportunities for ternary batteries.

Affected by policies and terminal long-range mileage appeals, new energy vehicle power batteries have continuously improved battery energy density requirements, domestic companies have increased investment in high-energy density battery technology, and the proportion of passenger car three-yuan batteries has increased.

With the continuous improvement of the energy density of lithium batteries and the gradual improvement of the safety of ternary materials, it is expected that ternary materials will become the mainstream of new energy power batteries in the future.

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