Pure electric vehicles and lithium batteries are gradually becoming mainstream

New energy vehicles are approaching, and are speeding towards us. The reporter learned from the relevant ministries and commissions that the Energy Conservation and New Energy Automobile Industry Development Plan and a package of supporting policies-`` Energy Conservation and New Energy Automobile Development Plan(2011-2020) "(hereinafter referred to as" the Plan ") have now been completed. Comments are being sought from the relevant ministries and commissions, which will be finalized this month and submitted to the State Council for deliberation.

"It is the first time in China to implement a package of support policies for an industry, which shows that the country attaches great importance to the new energy automotive industry. Li Yuan, a researcher at Guodu Securities, said: "This is an important policy that led the development of China's new energy automotive industry after the Ministry of Finance and other four departments issued the" Notice on the Pilot Plan for Private Purchase of New Energy Automobile Subsidies "in June this year. "

According to reports, the "plan" detailed the development goals and a series of support policies for energy conservation and new energy vehicles in China. Pure electric vehicles will become an important strategic direction for the transformation of the automotive industry. "Pure electric vehicles are most suitable for China's lack of oil and the low level of internal combustion engine technology. The structure is simple, easy to use and maintain, and energy saving materials. "Li Yuan pointed out.

"China is 20 years behind the rest of the world in traditional internal combustion engine cars. Especially in the high-tech field of sedan engines, domestic companies have not yet developed their own capabilities. China's chances of catching up with developed countries in internal combustion engines are very small. But there is only four or five years of difference in electric vehicles. It has the advantages of cost and market, the potential and the potential for leadership in the world. New energy vehicles are expected to become an important way to catch up with the auto industry in China. With the help of the new energy technology revolution in the automotive industry, the next 10 to 20 years will be a major historical opportunity for the Chinese automotive industry to achieve a leapfrogging development and make a great effort to strengthen its own brand. Li Yuan further pointed out.

According to statistics from many major cities, 80 % of the daily mileage of cars is about 20km(small cities should be shorter), so short-haul car users are considerable. The vast majority of people using electric bicycles and light electric motorcycles now need weather protection tools after purchasing power increases. They are potential customers of short-range pure electric vehicles. There is a large market for pure electric vehicles that can be recharged for 50 to 80km at a time. The existing power lithium-ion batteries and even lead-acid batteries can meet the requirements.

"Low-speed, short-range, and micro-pure electric vehicles should be selected as a breakthrough for market advancement. The mileage does not need to be very long, 50 to 80 kilometers is enough, and the maximum speed can reach 50 kilometers per hour. At the 16th annual conference on electric vehicles and the second conference on the development strategy of the electric vehicle industry held in Beijing, Yangyusheng, an academician of the Chinese Academy of Engineering, pointed out.

Once the "Plan" is implemented, the key parts and components industry of China's new energy vehicles will be the first to usher in rapid development. New energy vehicles will be extended on the basis of the traditional automotive industry chain, adding components such as batteries, motors, and electronic control systems. It is understood that among the new components of new energy vehicles, battery systems account for the highest proportion, accounting for the vast majority of the new costs. In the cost composition of pure electric vehicles, power batteries are as high as 60 %.

"Batteries are the most critical and core link in the new energy automotive industry chain, and the value chain of the new energy automotive industry will be centered around the most core battery business. It gradually extends to the fields of electrical systems(driving Motors, control systems), vehicles(passenger vehicles, passenger cars), and upstream resources(lithium, rare earth). "Liweimin, a wealth securities analyst, pointed out.

At present, batteries that are suitable as power sources for electric vehicles mainly include lead-acid batteries, nickel-metal hydrogen power cells, and lithium-ion power cells. "Lithium batteries will become the mainstream power batteries for future development. Lithium-ion batteries are new types of energy storage batteries developed in the 1990s. It has many advantages such as light weight, high specific energy and power, small volume, long cycle life, no memory, low self-discharge rate, and wide range of temperature applications. It is more in line with the requirements of plug-in hybrid vehicles and pure electric vehicles. Moreover, lithium batteries have a large space for technology improvement and cost reduction. Therefore, in the medium and long term, lithium batteries will gradually replace nickel-metal hydride batteries in the power battery market. "Liweimin thinks.

In response, Wangzidong, director of the National 863 power battery Testing Center, pointed out that the power lithium battery market is expected to reach 2 trillion yen in 2014, and the overall battery market exceeds 3 trillion yen. Battery manufacturers are feeling the pressure from rapidly rising demand from global auto makers. Battery makers are poised to invest more than Y1 trillion, with SONY investing around Y100bn in the coming years. The cost of lithium-ion batteries will drop rapidly after birth and is expected to drop to 3,750 yuan / kW in 2015. Large-capacity lithium-ion batteries will also be used in railways and other industrial fields.

According to the idea of Minister of Science and Technology Wan Gang, it is hoped that by 2012, 10 % of new vehicles produced nationwide will be new energy vehicles. China's car production in 2009 was 13.79 million vehicles, and it is estimated that by 2012, new energy vehicles will reach 1.5 million vehicles.

"At present, the cost of lithium iron phosphate batteries is basically between 4000 and 5000 yuan/kw. The basic cost of nickel-metal hydride cells is 2500 to 3000 yuan/kw. According to the "New Energy Vehicle Subsidy Policy" promulgated in June, the energy of pure electric passenger vehicle power batteries should not be less than the lower limit of 15 kilowatt-hours, that is, a new energy vehicle. The use of batteries is calculated at 15 kWh, and consideration is given to future cost reduction factors. It is conservatively assumed that the unit price of nickel-metal hydride power batteries is 30,000 yuan/Taiwan, and the unit price of lithium batteries is 50,000 / Taiwan; Using nickel-metal hydride batteries accounts for 70 %, using lithium batteries accounts for 30 %, so we can calculate that in 2012, the market capacity of nickel-metal hydride batteries will reach 31.5 billion yuan, and the market capacity of lithium batteries will reach 22.5 billion yuan. As things stand, it may be difficult to produce 1.5 million new energy vehicles in 2012, but it is entirely possible to achieve this goal by 2015. "Liweimin said optimistically.

The page contains the contents of the machine translation.