What is the development status of new energy power battery in China

In recent years, the rapid development of China's new energy automotive industry, production and marketing of new energy vehicles in China in 2017 more than 700000 vehicles, new energy car ownership has more than 1.8 million vehicles, is expected to reach 1 million units, production and marketing in recent years by the new energy automobile production and sales, the electric car technology and related infrastructure construction in our country has made a certain development, concrete manifestation, power consumption, charging the battery, etc.

The rapid development of power battery technology will usher in the phase of elimination or merger in the future

China's electric vehicle power battery technology line is divided into lithium battery and fuel cell, currently the main domestic lithium battery. Compared with foreign countries, the technical level of domestic developed lithium ion battery monomer is basically at the same level as that of foreign countries. China's power battery shipments have ranked among the leading ranks in the world, no matter it is cathode material, lithium iron phosphate, ternary, high electric manganese and other materials are in a dominant position.

Data show that from 2014 to 2017, the total number of power batteries in China increased steadily, from 36. 400 million WH grew to 37 million. 600 million WH, a relatively large increase, mainly due to the increase in the number of power battery manufacturers.

In terms of policy support, relevant national departments have also shown their attention to the development of the power battery field, covering multiple aspects such as the power battery industry norms, power battery industry development, power battery standards, and power battery recycling and utilization. In 2015, the national development and reform commission issued the guidelines for the development of electric vehicle charging infrastructure (2015-2020), which proposed that by 2020, more than 120,000 new centralized charging and changing stations and 4.8 million distributed charging piles would be added to meet the charging needs of 5 million electric vehicles nationwide, and the planned vehicle-to-pile ratio should be close to 1:1.

Meanwhile, China has also formulated a series of development plans based on relevant foreign experience. According to the plan, by 2020, the mass density of battery modules will reach more than 300Wh/kg and the cost will be reduced to less than 1 and 5 yuan/Wh.

Although the development speed of power battery is amazing, in fact, the total demand of power battery in China in 2017 is less than 3.5 billion WH, which shows that the power battery market will usher in the stage of overcapacity in the future. Therefore, in the next stage, the Chinese government may adjust the development strategy to guide the healthy and coordinated development of the power battery industry. Industry also early news, the new energy vehicle subsidies into the decline phase. Undoubtedly, the power battery industry will also be affected.

In addition, from the perspective of industry structure, the latest data shows that in the first quarter of 2018, the installed capacity of ningde times lithium battery occupied half of the country, accounting for 49 percent. 5%; Byd came in second, with 19. 8%; The third place is guoxuan high-tech, accounting for 8. 7%. The fact that the top three have the lion's share of the market is enough to suggest that the power battery market is about to go through a phase of consolidation.

However, affected by the cost of new energy materials, the profit of China's power battery industry is decreasing. Experts predict that in 2018, the gross profit margin of power battery enterprises will drop from the current 30 percent to 20 percent.

Supporting infrastructure construction has been constantly improved, but demand does not match

Just like the development of power battery market, the wide use of new energy vehicles requires the construction of complete energy supply supporting system. At present, the energy supply system has been established at home and abroad, including two modes: one is self-charging mode, and the other is power changing mode. Among them, the self-filling model is the focus of many countries.

China's charging pile construction has entered the fast lane, from 1 in 2012. 790,000, up from 210,000 in 2017. 30,000, which has formed a certain scale and ranks the first in the world.

However, it also faces certain problems in the development process, namely, the low utilization efficiency of charging piles, the unreasonable layout of charging facilities, and the development mode of sustainable business has not yet been formed. In addition, in some areas, the parking fee is more expensive than the charging fee, and the charging pile is occupied by the fuel truck, resulting in poor user experience. In addition, the interconnection between charging piles has always been a pain point for the development of the industry, because it involves the application of users to charging piles and enables enterprises to better operate charging piles. Therefore, in view of this pain point, many enterprises have also started to engage in this, but no results have been achieved.

However, there is no doubt that under the general trend of the development of new energy vehicles, the number of new energy vehicles is on the rise, people's demand for charging facilities will be more robust, and charging infrastructure construction will continue to be improved in the future. At the same time, the government will continue to play a guiding role, introduce relevant policies, and promote the construction and operation of charging piles towards a healthy direction; In the future, with the improvement of Internet plus, Internet of things and big data technologies, charging pile infrastructure will be increasingly open to information and eventually achieve interconnection.

The page contains the contents of the machine translation.