What's the technology status of the new energy car industry in 2018?

The Chinese government attaches great importance to energy conservation, emission reduction and sustainable development of transportation energy. China has established a research and development layout and technology system that uses hybrid vehicles, pure electric vehicles, and fuel cell vehicles as "three vertical" and "three horizontal" batteries, motors, and electronic controls.

In the "three horizontal" system, the battery is the core "core" of the motor, which is a key factor in limiting the length of the trip, and the motor is the converter between electrical energy and mechanical energy. Electric control is the key factor to coordinate the efficient operation and safety of motor.

The "three vertical" system includes China's main energy vehicles-fuel cell vehicles, pure electric vehicles and hybrid electric vehicles. From the point of view of the key point of the technology development of the three major energy vehicles, the technology development of battery, motor and motor control is the key factor that restricts the development of major new energy vehicles.

Development Status of Battery, Motor and Electric Control Technology in Industry

In the development of new energy automobile battery, electric motor and electric control technology, there is a big gap between domestic and foreign technology development. In the field of battery technology research and development, energy density is a very important indicator. Because total power = number of batteries × battery energy density, the energy density of the battery is an important factor that affects the length of mileage. The positive electrode material of the battery is also a breakthrough point to greatly increase the energy density of the battery. Most of the positive polar materials in China are dominated by lithium iron phosphate, and the energy density is much lower than that of lithium manganate and ternary materials in foreign countries. Therefore, in the development of battery technology, the strength gap between domestic and foreign countries is large.

Data show that in the field of motor technology development, because China has the advantage of rare earth resources, the mainstream Motors produced by the permanent magnet synchronous motors are close to the Japanese and Korean countries in terms of technology, and are comparable to the AC asynchronous motors of European and American countries. It has the advantage of small size and light quality.

In the field of electronic control technology development, the development of IGBT, the insulated gate bipolar transistor, is critical to the breakthrough of electronic control technology and the reduction of electronic control costs. However, looking at the competitive pattern of the global market, European and American countries have absolute advantages in IGBT technology. They have done extremely well in power discrete devices and power ICs, and Japanese companies are not as good as European and American countries in power ICs. However, the sub-power device has done better. Due to the late start of R&D in China, the technology gap between IGBT and Europe, the United States and Japan is relatively large.

To sum up, the technology development of battery and electric control in China is quite different from that of foreign countries. In the technology development of electric motors, thanks to the advantages of rare earth resources, the level is close.

Europe, the United States, Japan and South Korea have formed technical barriers to China in battery and electronic control, and China's technology will be difficult to break through in a short period of time.

In the current production of new energy vehicles, in terms of battery and electronic control technology, the research and development level of domestic companies and the differences between Europe, the United States, Japan and South Korea are relatively large. Europe, the United States and Japan and South Korea have also consciously blocked China's R&D technology. For example, in the battery market, Europe, America, and Japan and South Korea have adopted a strategy of selling only to China and not producing on the Chinese mainland. At the same time, European and American countries such as the United States and Canada have also promulgated corresponding regulations to protect their own R&D technologies from the perspective of national legislation. In a short period of time, it is difficult for China to break through such technical barriers. In the key areas of new energy vehicles, there is still a huge gap between Europe, the United States, Japan, and South Korea.

New subsidy policy will be introduced in 2018 to accelerate the technological development of the new energy vehicle industry

In February 2018, the State Finance Department, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Development and Reform Commission announced the "Notice on Adjusting and Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles." At this point, the new subsidy policy landed. State subsidies to the new energy car industry even completely eliminated the trend. This policy change has two directions: on the one hand, the increase in the threshold of subsidies, on the one hand, the reduction of subsidies for low mileage, and on the other hand, the increase in subsidies for high mileage.

The impact of this policy is enormous. It will greatly promote the survival of the new energy vehicle industry, the pressure on the survival of companies producing low-mileage new energy vehicles, and the production of high-mileage energy vehicles. Companies get more benefits. The two key factors that determine the mileage of the battery are the energy density of the battery and the efficiency of the motor's energy conversion. This will encourage the industry to upgrade this technology to achieve self-innovation. Therefore, the landing of the new subsidy policy will greatly promote the development of the new energy automotive industry.

To sum up, the level of development of new energy automotive technology in China is still quite different from that of foreign advanced technologies at present, and the blockade and protection of domestic R&D technology by foreign countries will make it difficult for China to break through foreign technical barriers in a short period of time. Therefore, the local new energy industry will still be affected by foreign companies, but the new subsidy policy will promote the survival and technology of domestic companies.

The page contains the contents of the machine translation.