Tianneng Chaowei boss status is not guaranteed!

Not long ago, the relevant person in charge of the state ministry of industry and information technology issued a signal that China will respond positively to the idea put forward by Europe and the United States and other developed countries to completely ban the sale of fuel vehicles and instead use clean and environmentally friendly new energy electric vehicles. Europe and the United States and other developed countries have proposed a timetable for a total ban on the sale of fuel vehicles by 2025, and China will actively follow suit.

Under the catalysis of the policy, this year's low-speed electric vehicle industry has emerged a vigorous wave of lithium power. Big momentum such as Reading, in the main production and sales area of low-speed electric vehicles, announced the listing of all lithium power. From dealers to consumers, all have a good impression of this concept of "unknown".

It is understood that the second half of this year will be listed lithium electricity products are not a few. Lithium battery companies are also in frequent contact with low-speed electric vehicles companies for low-speed electricity, planning to develop a reasonable set of supporting plans for the special category of motor vehicles. All this shows that low-speed electric vehicles have quietly upgraded themselves before the policy is introduced.

Since the "four-wheel low-speed electric vehicle-technical conditions(draft)"(hereinafter referred to as "draft") was exposed, the industry has been hot. From the perspective of the content of the "Draft", it involves clear regulations on the size, speed, quality of preparation, safety requirements, and battery types of low-speed electric vehicles. It is also nothing more than two points: norms and safety.

From a normative point of view, low-speed electric vehicles have long lacked legal identity, and the government has ruled to let go. With the outbreak of demand in third-tier cities, the low-speed electric vehicle market has developed rapidly in recent years. The rapid expansion of the low-speed car market has caused a huge impact on traffic order and social management around the country.

From the point of view of safety, the technology threshold of low-speed electric vehicles is low, and the rising market heat has led companies inside and outside the industry to cluster into a brutal market environment. Low prices, product homogenization, and vehicle patchwork are rampant. Safety issues are even more impossible to discuss. "Low quality and low price" has also become synonymous with low-speed electric vehicles.

For a long time, the biggest controversy for low-speed electric vehicles has been the use requirements and types of power cells, and the "Draft" has clearly regulated this, requiring power batteries to meet the national standard for high-speed electric vehicles in terms of safety and recycling life. And the unit battery capacity is not less than 70 Wh / kg; At the same time, it stipulates that low-speed electric vehicle power batteries use lithium batteries, supporting battery packs and battery management systems.

The exit of lead-acid batteries from the low-speed electric vehicle market has become a foregone conclusion, which undoubtedly gives many "fantasy" that the government will not "one size fits all" lead-acid companies. After all, the First-half lead-acid battery market performance is still strong, and the delay in the introduction of the new national standard, but also let some lead-acid companies have luck.

In fact, accelerating the replacement of lead-acid batteries by lithium batteries has long been on the horizon. In October 2016, when the State Standards Commission formally established a project for low-speed electric vehicles, it had clearly pointed out that lead-acid batteries would be eliminated. The reason is that the domestic lead-acid battery recycling management is now uneven. The phenomenon of lead pollution in the land and children's blood lead exceeding the standard is very serious. The good management of individual enterprises is a small number of cases, and only unified regulations can be made according to the National conditions.

However, it is not easy for companies to achieve transformation. Most lead-acid battery companies 'lithium battery business sectors are not satisfactory, and there are not a few examples of transformation failures. The reasons are:

The first is technical restrictions. Lead acid batteries and lithium batteries belong to different technical lines and have their own chemical limitations. Even if lead-acid companies have a forward-looking vision and store lithium electricity technology in advance, they often start late. The technical level, R&D strength and talent reserve are relatively weak.

Second, the determination is not enough. Lead acid companies often stick to the lead acid market while deploying the lithium electricity market. Therefore, they naturally can not concentrate all the company's efforts to open up the lithium electricity market, optimize lithium electricity products, improve R&D levels, and expand production capacity. With this daunted attitude, in the face of the market competition environment of lithium battery market firepower, it is also reasonable for lead-acid companies to improve their lithium power business.

In any case, the road for the transformation of lead-acid battery companies to the lithium battery market is undoubtedly the best choice. We have the opportunity to seize the opportunities for the development of the lithium battery market, and we can rely on the inherent basis of lead-acid batteries in the low-speed car market. Focus on the development and promotion of lithium batteries in low-speed vehicles.

In fact, lithium batteries completely replace lead-acid batteries, which may have five major impacts in the industry:

1, enterprises began to vigorously manufacture lithium-powered electric vehicles. Although such difficulties will be encountered in the promotion, but through the promotion of large brand companies, it is bound to replace good results.

2, the vehicle and parts companies are working together to solve the technical problems existing in the electronic control system in the assembly of lithium batteries, and to remove technical bottlenecks such as safety, mileage, and service life.

In order to reduce manufacturing costs, lithium battery companies are developing clean and efficient new energy batteries that are more cost-effective than lead-acid batteries.

(4) The introduction of a policy to curb lead-induced lithium will provide policy support for the manufacture, sale and consumption of lithium-electric vehicles, such as taxes, subsidies, and simplified approval procedures.

5, the use of lead-acid batteries to impose a certain amount of consumption tax, or pollution Levy fees, and to subsidize the use of lithium electric vehicle companies.

As China's two largest lead acid battery manufacturing oligarchs, Teneng and Chaowei are ahead of schedule, continue to dominate the battery market, or will other lithium power companies come from behind? Lead acid batteries seem to be coming to an end. Although many battery manufacturers are looking forward to "graphene batteries," it is still unclear whether the so-called "graphene batteries" are really promising. However, it is certain that with the complete ban on fuel vehicles, the era of new energy electric vehicles has come. It is only a matter of time before lithium batteries completely replace lead-acid batteries.

The page contains the contents of the machine translation.