Power battery white-list panic

"The production of iEV6S will not be stopped. In terms of batteries, Jianghuai has switched to a new supplier." Ma yuan said cautiously on the other end of the phone. Because the Samsung battery does not enter the recommended list of power batteries, the jac electric SUViEV6S which has been on the market for just over two months has been reported that it will not be able to receive subsidies and is facing an emergency shutdown. According to ma yuan, who is in charge of the terminal sales in Beijing of jac, jac had been preparing for the battery replacement of the iEV6S as early as before the launch.

But minutes later, the boss of another battery firm dismissed the idea. "Why? !" Across the WeChat, also can feel jia zhenyan confused with disdain tone. Jia zhenye, who runs a power battery company, has reservations about whether the "white list" of power batteries will be linked to new energy subsidies. So far, all reports on this conclusion are based on the new energy vehicle access rules (revised version - draft for comments), which have not been made public. "Before the policy was put in place, it was all a shadow of the wind." At least the car companies he contacted that use Korean batteries haven't decided to replace them, Mr. Jia said.

But not everyone is as relaxed as jia. "We are preparing for an emergency switch," said the head of a mainstream car company's new energy division. The reporter learned that, including jia zhenye assured that will not change the battery business, a number of car companies because the battery is not on the catalog and enter the replacement of battery suppliers.

However, more people are still waiting in doubt. If the "one-year transition period" in the opinion draft has begun to count down, then under the current condition of "insufficient high-end and excessive low-end" domestic power batteries, there is not enough time to develop and verify the "fresh battery", how to safely complete the "emergency switch"?

Quietly erecting the power battery threshold

For how to talk about the whole industry directory color change, electric vehicle professionals qin lifei also said not clear, carefully corrected, the change in the direction of the policy has never stopped.

If the source of new energy vehicles access policy started back, you can see, on June 17, 2009, the new energy automobile production enterprises and products access management rules "(hereinafter referred to as" new energy vehicles access rules "), from now on "new energy automobile application recommended models directory" becomes the most important basis of car companies can get subsidies. But the rules do not make any separate requirements for battery products used in new energy vehicles.

On March 26, 2015, the ministry of industry and information technology officially released the "specifications and conditions for the automotive power battery industry" (hereinafter referred to as the "battery industry specifications"), pointing out that "the state implements the announcement management for the automotive power battery enterprises that meet the requirements of this specification, and the enterprises apply according to the voluntary principle". As for the binding effect of the standard conditions, only one sentence was mentioned at the end of the document: "the list of enterprises listed in the announcement will serve as the basic basis for relevant policy support".

Since October 2015, the ministry of industry and information technology has started to publicize power battery enterprises and product catalogs that conform to the battery industry specifications. Due to the non - mandatory certification, so did not cause concern in the industry. However, in early 2016, the outbreak of the new energy cheat subsidy event, coupled with the consequent limitation of ternary battery, directly pushed the supervision of power battery into the forefront.

On April 6, 2016, after the third batch of power battery enterprise directory was published, the ministry of industry and information technology issued a "supplementary notice on the declaration of enterprises in compliance with the battery industry standards" on April 29. The core content is to strengthen the testing requirements for battery products. Individual enterprises that have been required to be included in the announcement shall re-test the typical products in accordance with the newly published standard catalogue, and those that have not been submitted within the time limit shall be disqualified from the announcement.

This catalogue of product inspection standards for automotive power batteries is called the new national standard for power batteries, which will be implemented on May 1, 2016.

Although the application is still voluntary, but the implementation of the new national standard, as well as the battery companies' "fight back and review" is considered to be a signal that the power battery industry will set up access mechanism.

Almost at the same time, at the "2016 China new energy vehicle promotion and application peak BBS" on April 22, professor sun fengchun, group leader of Beijing new energy vehicle promotion and application expert group, revealed that the ministry of industry and information technology has started to implement the seven-year "new energy vehicle access rules" to revise, is expected to be released soon.

A month later, a draft regulation on access to new energy vehicles (revised version - draft for comments), allegedly obtained from internal sources, was revealed. The biggest change is the addition of restrictions on batteries, which requires that "the installed power battery (including super capacitor) monomer and system manufacturers meet the requirements of" automobile power battery monomer and system production extension ". The content of this extension requirement is completely consistent with the battery industry specification.

This further supports the speculation of the industry: in the future, the batteries used by new energy vehicles must enter the "battery industry specifications" directory, otherwise the new energy vehicles using the battery will not be able to enter the promotion directory, and then cannot get subsidies.

More notable is the deadline for the implementation of the draft opinions: for the models that have obtained the promotion catalogue of new energy vehicles, they can continue to use galvanic batteries for production and sales, and they can meet the access standard of power batteries before July 1, 2017. However, for the new models that have been declared from July 1, 2016, they must use the access batteries. In other words, there will be a one-year transition period for carmakers whose batteries are not in the catalogue.

On June 20, the fourth batch of power battery enterprises that have attracted much attention was published. Compared with the 25 enterprises in the previous three phases, the fourth batch opened the floodgates and 32 enterprises were selected. The "white list" of power batteries became an overnight concern because the battery's inclusion on the list meant it was given priority for pass-through subsidies.

But none of the 57 companies on the "white list" is based in China, meaning that carmakers such as jac and gac, which use samsung, baic, which USES SK batteries, and Great Wall and brilliance, which use LG batteries, will be affected.

In jing lei's view, this draft for comments has not been linked to the net, more not landing, at this time to promote the "battery" is too early. However, yue feng, an industry insider who was the first to learn about the content of the revised opinions draft of the entry rules of new energy vehicles, believed that batteries are the core components of new energy vehicles. Combined with the clear signals conveyed by previous policy changes, the trend of "dual directory" linkage (power battery directory and new energy vehicle directory) is relatively reliable.

Emergency switching strategy assessment

"We have switched to guoxuan (guoxuan high-tech) batteries." Ma yuan told reporters that in addition to the one-year transition period that has been reported in the industry, auto companies whose batteries are not listed on the list of production models have been allocated a certain number of sales targets for this model every month, but this statement has not been confirmed.

Public information shows that jac iev6 USES Samsung 18650 lithium battery, the battery cell is from Samsung, the battery system is from hua ting (hefei) power. In the upcoming several products, hua ting is also its battery system supplier, and in addition to Samsung, Tianjin lishen hua ting is also the most cooperative battery enterprises.

As for whether jac iEV6S has decided to give up Samsung and choose to cooperate with local battery enterprise guoxuan high-tech co., LTD., relevant responsible persons of guoxuan high-tech do not comment on this, but emphasize that jac is an automobile industry belonging to the emblem department. Jac has always been a big customer of guoxuan, and both parties have a good cooperation. "Guoxuan's ternary lithium battery is still under development and will be put into production in September this year." Above country xuan tall division controller expresses. But jia cautioned that "getting on the train is only the beginning of the development process, and it will take more than a year to verify and mass produce."

Great Wall, which USES LG batteries, has also replaced its suppliers with the ningde times (CATL), one of the top four domestic power batteries, and the upcoming C30EV has been confirmed to match the CATL battery, the reporter learned.

Unlike Jianghuai and the Great Wall, baic's reaction has been muted. For its range, the EV200, the newly released electric SUVEX200 and the newly unveiled EX300 are all from BESK. BESK is a joint venture established in July 2013 by Beijing electric control, SK group of South Korea and baic group, sharing South Korea's SK battery technology. The battery is also not listed in the catalog.

On the ministry of industry and information technology's new energy vehicle catalog for June, the battery information for EX200 and EX300 was changed to "fu neng technology (ganzhou) co., LTD." the company had just been listed in the fourth battery catalog. Zhang yong, deputy general manager of Beijing new energy automobile co and general manager of the marketing company, said SK batteries have not been replaced and the new battery suppliers are used to develop new products.

For SK battery has not entered the directory, zhang yong said, the impact on the enterprise is not big. "At the very beginning of product development, the synchronous development of the second and third battery suppliers has already started. "The concern was that the capacity supply of a single battery company might not be able to meet demand."

Regarding whether to consider the replacement of SK products, zhang yong said that the specific new policy is still waiting for the introduction, and the use of buffer period is also under consideration. For as a joint venture, whether there is a BESK hoping to gain access to power battery, zhang did not answer, but said the current situation, baic to choose to use a higher stability, reliability and energy density larger products, travel distance and ultimately improve product way to obtain a breakthrough. Insiders said that for the joint venture power battery products, the relevant departments are likely to set aside a few access opportunities.

As for whether to consider the replacement of SK products, zhang yong said, is still waiting for the specific new policy. For now, baic hopes to make a breakthrough by choosing products with greater stability, reliability and energy density, and eventually increasing the range of its products, he said. Previously, it was said that the policy for the battery joint venture left several qualifications for access.

Compared with saic, saic new energy seems to have a stronger sense of crisis. The reporter learned from saic new energy related responsible department, is indeed doing the emergency switch battery products. It has previously been reported that saic new energy is struggling to find new suitable battery suppliers in the short term as its products are mainly plug-in hybrid models. "Our suppliers are not only LG, but also American and domestic enterprises," the official said. The biggest problem is that replacement products need a development cycle. "the development period of a car takes three years.

What's more, in addition to the countdown to the "battery change" of the production models, the new energy models that were originally planned to be launched nearly a year ago are also likely to be delayed if they use non-catalog batteries.

"In terms of capacity, there is no problem with the supply capacity of the 57 power batteries that have been included in the list, but now there is a shortage of high-end products and a surplus of low-end products." Professionals working in the new energy battery products designated testing institutions told reporters, do not rule out because of concerns about subsidies gap, as well as for the cost and time considerations, the vehicle enterprise will choose a lower level of technology in a short period of time to complete the replacement of the battery. This is the situation that needs to be avoided most. Companies also need a sober strategic assessment of what to do next.

The page contains the contents of the machine translation.