The new subsidy policy for 612 new energy vehicles puts forward higher requirements for battery energy density.

On June 12, 2018 new energy vehicles subsidies policies (the perfect new energy automobile application about adjusting fiscal subsidy policy notice (money to build [2018] 18) formally get into implementation. "New Deal" encourages the development of high range models, more than 300 km range to offer more subsidies, subsidies under 300 kilometers sharply reduced, below 150 km range models are a penny of subsidies.At the same time, the New Deal for the new energy car battery energy density higher requirements are put forward.

According to the demand of the new passenger car, the quick charge class passenger car, truck or car for state subsidies power battery system energy density minimum requirements are: 105 wh/kg, 115 wh/kg and 115 wh/kg, and the energy density of 2017 only 90 wh/kg minimum requirements.

Subsidy policies, to the promotion of battery technology threshold make some backward production capacity of inventory. lithium iron phosphate batteries company Walter listed parent company announcement, Walter in 2017 sales of power battery in accordance with the requirements of the latest subsidies of power battery accounted for 53.67%, which meet the energy density of more than 115 wh/kg than power battery accounted for only 14.29%, Walter in new appeared some orders after citing "specification change" terminate execution situation.

From the current lithium iron phosphate battery head enterprise battery energy density, lithium iron phosphate batteries or will exit passenger car market.

Now mass production of BYD side shell of lithium iron phosphate batteries energy density of 165 wh/kg, the porch high-tech production of 32131 high energy density of cylindrical lithium iron phosphate batteries, battery energy density can reach 170 wh/kg, according to the group of PACK80 % about efficiency, which can achieve 132 wh/kg and 134 wh/kg of system energy density.According to Walter's recent announcement, its stock, most of the energy density is not higher than 150 wh/kg of batteries energy density or the system in 90 ~ 115 wh/kg (in accordance with the group efficiency about PACK80 %) of power battery packs.With 6 batch of "recommended directory" in the present system of passenger car battery energy density mainstream has certain gap.

According to "improve the new energy automobile application about adjusting fiscal subsidy policy notice (money to build [2018] 18) requirements, since June 12, 2018, 2017, 1-12 of 1-4 and 2018 batches of the catalog of new energy automobile application recommended models repealed, so new directory in the face of new subsidies stage technical requirements completely."Recommended directory" in the sixth group, more than 8 in new energy passenger car models battery energy density in 140 wh/kg and above, can obtain higher than 1 times the subsidy, there are two more models battery energy density of more than 160 wh/kg, 1.2 times hit the highest standards of subsidies.

New Deal regulation: "the quality of the pure electric vehicle power battery system energy density of not less than 105 wh/kg, 105 (including) - 120 wh/kg models according to 0.6 times the subsidy, 120 (including) - 140 wh/kg models according to the double subsidy, 140 (including) - 160 wh/kg models according to 1.1 times the subsidy, 160 wh/kg and above models according to 1.2 times."

And passenger car market is becoming China's new energy automotive mainstream.In 2017, the new energy passenger car sales to 578000 vehicles, accounted for 74% of the new energy car sales.A brokerage analyst forecasts, this proportion will be more than 83% in 2020.Mainly because, on the one hand, 2017 passenger cars double integral policy settles, new energy vehicles promotion directory by using models for each shipment., on the other hand, the future passenger car bike charged degree and range of ascension will to meet the demand of more consumers.

Goods to fill the New Deal also reflected the emphasis on passenger car market.New Deal to higher range of passenger cars provide higher subsidies, passenger car hot models, for example, buy wei to ES8 before June 11, 2018, comprehensive range of 355 km, under the condition of the battery system energy density 134.68 Wh/kg) of the owners can only enjoy the 33880 yuan of state subsidies, and after 11 June 45000 yuan to buy wei ES8 owners can enjoy state subsidies, subsidies for the balance is 11120 yuan.

The development of the higher energy density of the ternary battery so encouraged by a disguised form.

Now three yuan battery technology route has become the industry's investment in depressions.In 2017, according to data, power battery enterprises in our country the ningde eraLithium ion batteries17.09 GWh capacity, including GWh is 8.5The ternary lithium battery, three yuan battery and lithium iron phosphate capacity proportion gradually changed from 2:1 to now close to 1:1.Ningde era will also continue to expand this year 11 GWH ternary lithium battery capacity.Last August, the porch high-tech announcement, the subsidiary would with China metallurgical group co., LTD., BYD, Tangshan Caofeidian development investment group co., LTD., to layout ternary cathode material, the newly established joint venture company registered amount is 937 million yuan.In addition, BYD is expected this year to expand in Qinghai 10 GWH of ternary battery capacity.

And the three companies also established the lithium iron phosphate battery enterprises.

lithium iron phosphate battery capacity of 73.7 at the end of 2017 GWh, to 48% of total output.Have predicted, said three yuan battery capacity will increase to 112.3 in 2018 GWh, accounted for up to 62%.

Data show that the ternary battery sales accounted for in the lithium batteries is steadily rising trend.In 2017, three yuan accounted for by 2015, 28.35% in 2016, 22.58% to 44.68%, at the same time, in the first three months of 2018, three yuan accounted for 64.40%, a record high.

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