Power battery "white list", who can name it?

Recently, Dong Yang, executive vice president of China Association of Automobile Manufacturers, publicly proposed that the whitelist of auto power storage batteries and hydrogen fuel cell industry will be launched. The "Interim Management Measures for White List of Automotive Power storage battery and Hydrogen Fuel Cell Industry" was also on the same day. release.

The organization, management and release of the “White List” will be led by the China Automotive Power Battery Industry Innovation Alliance and will implement dynamic management of the corporate whitelist. This is very different from the first and second rounds of "white list" by the Ministry of Industry and Information Technology in accordance with the "Automobile Power Battery Industry Standard Conditions". After more than a year, the “power battery whitelist” returned again, which caused widespread concern in the industry.

On the morning of May 21, 2018, the “Power Battery Whitelist Return” seminar hosted by the China Battery and Power Supply Industry Association Power Battery Application Branch 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 domestic power battery manufacturers attended the seminar.

The picture shows Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, speaking at the meeting.

The picture shows Zhang Yu, secretary-general of the Power Battery Application Branch of China Chemical and Physical Power Industry Association, speaking at the meeting.

The picture shows the scene of the "Power Battery Whitelist Return" seminar

At the seminar, Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, said that the “white list” had played a significant role in promoting the development of the lithium-ion battery industry. The early "white list" was closely linked to the new energy vehicle subsidy policy, which disrupted the market competition of power battery companies. At the same time, the unreasonable production capacity threshold also caused large-scale industry shocks, which caused certain bad development to the industry negative impact. The association is very concerned about the return of the "white list" of power batteries, and many power battery companies are also consulting the association. The association communicated with the relevant departments of the Ministry of Industry and Information Technology at the first time. The relevant leaders of the Equipment Department of the Ministry of Industry and Information Technology clearly stated that the "white list" is an industry self-discipline behavior, a kind of community behavior, and has nothing to do with the Ministry of Industry and Information Technology. The energy subsidy policy is not linked.

Liu Yanlong believes that the State Council has set up an office for appraisal, ranking, and compliance, and has cleaned up such "list specifications" issued by relevant ministries, industry associations, and other relevant government departments, and has also issued relevant permission lists. At the same time, the General Office of the Ministry of Industry and Information Technology also released some activities on the need to clean up and create demonstration parks, demonstration projects, etc., including the need to clean up the rankings and standards. Whether the “white list” has passed the examination and approval of the relevant competent authorities, whether it complies with relevant regulations and procedures, and whether it needs to be retained, the relevant departments of the Ministry of Industry and Information Technology are required to issue official documents to clarify the legality of the “white list” specification. Since there is no official authoritative statement at present, some power battery companies are still afraid that this "white list" will be linked to the new energy subsidy policy, which has caused many power battery companies to be a little scared. I don't know how to deal with this, and the development of the industry has already occurred, certain negative effects.

Liu Yanlong said that in recent years, the concentration of domestic power battery industry has increased unprecedentedly, while the national new energy vehicle subsidy policy has gradually declined, the market leverage has become stronger, and enterprises have better control indicators, product quality and cost control. The industry is moving towards a benign development. At the same time, with the decline of subsidy policy, foreign-funded enterprises are also ready to enter the Chinese market in a big way. The next stage of domestic lithium battery market competition will be more intense. China Chemical and Physical Power Industry Association do not want to set up at this time, some practices that are unfavorable to the development of the industry. The association will also actively summarize the opinions and suggestions of the majority of battery companies, and pass the industry voice to relevant national departments through legal channels.

At the same time, in the "Power Battery Whitelist Return" seminar, representatives of some domestic mainstream power battery companies also expressed their views and views on this "white list" return issue. Battery China Network has compiled a summary of the views expressed by representatives of participating companies:

"The name is not correct, the words are not smooth": Who should be the "white list" of the power battery?

Representatives of the power battery companies attending the meeting generally believed that the return of the "white list" still required the "legality" of the relevant leading units as "white list" activities. The organizer of the third round of "white list" related work is China Automotive Power Battery Industry Innovation Alliance, and will implement follow-up dynamic management of the release and review of corporate whitelists.

The picture shows some representatives of the power battery companies participating in the seminar speaking at the meeting.

Participants said that the “white list” rating, ranking, and compliance are “legitimate” and still require relevant authorities to issue relevant authority certification. Government regulatory authorities are required to elaborate on their understanding of the overall “white list” and the extension of the “white list” follow-up policy, so that power battery companies and new energy auto companies can clearly define the “white list”, the scope of the role, rather than the phenomenon of individual companies leading the "white list" behavior of an industry. The competent department must change the current ambiguity, let alone, let go of the attitude, from the perspective of the overall development of the industry, to reduce the burden for enterprises, if it is necessary for industrial development, must make relevant authorization, but also dare to bear the corresponding supervisory responsibility. Otherwise, once the authorized department supervises the off-line, the credibility of the follow-up declaration, appraisal, and ranking work of the “white list” is difficult to guarantee, and it will become a burden of industrial development.

Industry concentration is unprecedentedly improved, is it still necessary to "white list" to support and strengthen?

At the "Power Battery Whitelist Return" seminar, some battery company representatives also questioned the necessity of the "whitelist" of the current stage. When the subsidy policy for new energy vehicles has just started, the temptation of battery companies to subsidize subsidies has involved in the field of power battery manufacturing. Through the release of the "Lithium-ion Power Battery Industry Code", the so-called "white list" threshold has played a very good role in the country's "helping and strengthening", expanding the lithium battery industry, and regulating the development of the power battery industry.

Representatives of power battery companies attending the meeting generally believed that with the gradual decline of subsidies for new energy vehicles, the market regulation effect became more and more obvious. Due to fierce competition, most lithium-ion enterprises have already withdrawn from the power battery field, leaving few Dozens of power battery companies have reached the effect of the initial "white list". At present, the concentration of lithium battery industry has been unprecedentedly improved. The market is basically in the hands of a few leading lithium-ion enterprises. Lithium-ion enterprises want to survive in the market and must compete with these lithium-ion faucets in terms of technology, cost and product quality. Under the premise of the development of the industry, you have no need to set up a so-called "self-discipline white list".

"White list" or "protective umbrella", how does the "white list" allow the power battery industry to land in the market?

At the same time, representatives of the power battery companies attending the meeting also believed that it would be an obstacle to the development of the industry to propose the so-called "white list" in an inappropriate time. At present, the government's functional departments are more "small" towards the "white list", so the definition of the "white list" is also very vague, which can easily lead to the chaos of competition in the domestic lithium battery market.

The picture shows some representatives of the power battery companies participating in the seminar speaking at the meeting.

Representatives of the power battery companies attending the meeting said that because of the unknown meaning of the so-called "white list", it has caused "panic" for some customers of the company. Under the pressure of market selection, battery companies cannot judge whether they want to participate in the "white list" of the so-called "self-regulatory enterprises", which inevitably puts some pressure on the operation of enterprises.

Some representatives of power battery companies believe that car companies will have their own mature market evaluation criteria for the quality of power battery companies. Once the so-called "white list" mechanism is introduced, it will inevitably have an impact on the market evaluation mechanism of car companies. Some “third-rate” enterprises with marginalization in the market are also very likely to rely on the so-called “white list” to skip the more fair market evaluation mechanism and let some low-end production capacity resurrect, so that the “white list” will be counterproductive effect.

Similarly, representatives of battery companies said that the industry has just passed the craze of the “subsidy era”. What is needed most is to let the industry truly return to the market. In the future, the domestic power battery industry will inevitably face tremendous pressure from overseas lithium-manufacturing manufacturers. At present, the power battery industry urgently needs to do something to market, and truly rely on the advantages of products, prices, and technology to compete with overseas companies.

The page contains the contents of the machine translation.