The return of the white list of power batteries has drawn widespread attention from the industry

A few days ago, dong Yang, executive vice President of China association of automobile manufacturers (caam), announced in public that he would start the white list application for the automotive power battery and hydrogen fuel cell industries. The interim management measures for the white list of the automotive power battery and hydrogen fuel cell industries will also be released on the same day.

The organization, management and release of the "white list" is led by China automobile power battery industry innovation alliance, and will implement dynamic management of the white list of enterprises. This is very different from the first and second round of "white list" management and release by the ministry of industry and information technology in accordance with the "automotive power battery industry standard conditions". After more than a year, the "white list of power batteries" is back again, which has aroused wide attention of the industry.

On the morning of May 21, 2018, the symposium "white list regression of power battery" sponsored by the power battery application branch of China chemical and physical power industry association was held in shenzhen. Liu yanlong, secretary general of China chemical and physical power industry association, zhang yu, secretary general of power battery application branch of China chemical and physical power industry association, and representatives of more than 30 mainstream power battery manufacturers in China attended the symposium.

At the seminar, liu yanlong, secretary general of China chemical and physical power industry association, said that the "white list" in the early regulation of the lithium ion power battery industry has played a great role in promoting the development. The early "white list" was closely linked to the subsidy policy of new energy vehicles, which disrupted the market competition of power battery enterprises. At the same time, the unreasonable production capacity threshold also caused large-scale industrial shocks, which had a negative impact on the development of the industry. The association is very concerned about the return of the "white list" of power batteries, and many power battery enterprises are also consulting the association. The association immediately communicated with relevant departments of the ministry of industry and information technology. Relevant leaders of the equipment department of the ministry of industry and information technology made it clear that the "whitelist" is a kind of self-discipline behavior of the industry and a kind of association behavior, which has nothing to do with the ministry of industry and information technology and is not linked to the new energy subsidy policy.

According to liu, the state council has set up a special office for the review of evaluation, ranking and compliance, which has sorted out such "list specifications" issued by relevant ministries, trade associations and other relevant government departments, as well as the related list of licenses. At the same time, some time ago, the general office of the ministry of industry and information technology also released a number of activities concerning the clearing up and establishment of demonstration parks and demonstration projects by various associations, including the relevant contents about the clearing, ranking and meeting the standards. Whether the "whitelist" has passed the examination and approval of relevant competent departments, whether it conforms to relevant laws and regulations and procedures, and whether it needs to be retained, requires the relevant departments of the ministry of industry and information technology to issue official documents to clarify the legitimacy of the "whitelist" norms. As there is no official authority to say, some power battery companies are still afraid that the "white list" will be linked to the new energy subsidy policy, which makes many power battery companies a little nervous and do not know how to deal with it, which has had a certain negative impact on the development of the industry.

Liu yanlong said that in recent years, the concentration of the domestic power battery industry has been unprecedentedly increased. At the same time, with the gradual decline of the national new energy vehicle subsidy policy, the market leverage is increasingly strong, and enterprises have better control over the research and development indicators, product quality and cost control, and the industry is moving towards the direction of sound development. At the same time, with the decline of the subsidy policy, foreign enterprises are also ready to enter the Chinese market in a large scale, the next stage of the domestic lithium battery market competition will be more intense, China chemical and physical power industry association does not want to set up some unfavorable practices for the development of the industry. The association will also actively summarize the opinions and Suggestions of battery enterprises and convey the industry voice to relevant national departments through legal channels.

At the same time in the "power battery whitelist return" symposium, some mainstream domestic power battery enterprises also expressed their views on the "whitelist return". Battery China net sorted out and summarized the views expressed by the representatives of participating enterprises:

'bad name, bad word' : who should whitelist power batteries?

Representatives of power battery enterprises attending the meeting generally believe that the return of the "white list" still needs the relevant leading units for the "legitimacy" of the "white list" activities. The organizer of the third round of "whitelist" is China automobile power battery industry innovation alliance, and it will implement the follow-up dynamic management for the release and review of the whitelist.

Delegates said the "white list" of the evaluation, ranking, compliance with the "legitimacy", still need to be issued by the relevant authorities certification. Requires government regulators to, elaborated its understanding of the "white list" as a whole, as well as to the "white list" of the follow-up policy level extended forecast, let power battery, new energy automobile enterprise to be able to clear the scope of "white list", and should not have been dominated by individual companies an industry the phenomenon of "white list". The competent authorities must change the current attitude of being ambiguous, laissez-faire, and reduce the burden for enterprises from the perspective of the overall development of the industry. If it is necessary for industrial development, relevant authorization must be made, and the corresponding responsibilities of supervision must be undertaken. Otherwise, once the authorized departments take off the line of supervision, the credibility of the "white list" in subsequent declaration, evaluation and ranking will be difficult to guarantee, and it will become a burden for the development of the industry.

With the unprecedented increase of industry concentration, is it necessary to strengthen the "white list"?

In this "power battery whitelist regression" symposium, some battery enterprise representatives also questioned the necessity of the "whitelist" threshold at the current stage. When the subsidy policy for new energy vehicles was just emerging, battery companies coveted the temptation of subsidy and stepped into the field of power battery manufacturing one after another. The so-called "white list" threshold, such as "regulations for the lithium ion power battery industry", has played a very good role in helping the country "strengthen and strengthen", expanding the lithium battery industry and regulating the development of the power battery industry.

Participating power battery enterprises representative is generally believed that along with the state subsidies for new energy vehicles gradually TuiPo, market regulation and control role increasingly obvious, because the competition is fierce, most of the lithium electricity enterprises have exited from the field of power battery, one of the few remaining dozens of power battery enterprise, has been achieved in the early "white list" the desired effect. At present, lithium battery industry concentration is unprecedented, and the market is basically in the hands of a few leading lithium battery enterprises. If lithium battery enterprises want to survive in the market, they must compete with these leading lithium battery enterprises in technology, cost and product quality. Given the industry's head-to-head growth, there is no need to create a self-regulatory white list.

"Whitelist" or "umbrella", "whitelist" how to let the power battery industry in the market landing?

At the same time the meeting of the power battery industry representatives also believe that the inappropriate to put forward the so-called "white list" may become an obstacle to the development of the industry. At present, the attitude of government departments towards "whitelist" is ambiguous, so the definition of "whitelist" in the market is also very vague, which easily leads to the chaotic situation of domestic lithium battery market competition.

Representatives of power battery companies at the meeting said the unclear meaning of the so-called "white list" had caused "panic" among some of their customers. Under the pressure of market selection, battery companies cannot judge whether they want to participate in the so-called "white list" of "self-regulatory enterprises", which has caused certain pressure on the operation of enterprises.

In addition, some representatives of power battery enterprises believe that automobile enterprises will have their own mature market evaluation standards for the product quality of power battery enterprises. Once the so-called "white list" mechanism is introduced, it is bound to have some impact on the market evaluation mechanism of automobile enterprises. Some "third-rate" enterprises marginalized in the market are also very likely to rely on the so-called "whitelist", skip the more fair market evaluation mechanism, and let some low-end production capacity back to life, so the "whitelist" will have the opposite effect.

Similarly, some representatives of battery companies said that the industry had just gone through the "subsidy era" and what was needed most was for the industry to truly return to the market. In the future, the domestic power battery industry will inevitably face great pressure from overseas lithium battery manufacturers. At present, what the power battery industry urgently needs to do is to enter the market and compete with overseas enterprises based on the advantages of products, prices and technologies.

The page contains the contents of the machine translation.