NINGDE era: It plans to develop batteries with a service life of more than 15 years

On June 27, 2018, 2018 China (Qinghai) lithium industry and power battery international summit BBS was held in Wanda JiaHua hotel, Xining city, Qinghai province. The BBS is hosted by the people's government of Qinghai province, the ministry of industry and information technology, the ministry of science and technology and the China electric vehicle hundred people's meeting. BBS's theme is "promoting coordinated industrial development".

On the BBS, Shi-Lin Huang, vice chairman of NINGDE era new energy technology co., ltd. delivered a keynote speech. In his speech, he said that the n NINGDE era will focus on the following aspects of power battery, and try to make technology the world's first in these aspects:

1, Ultra-high energy density battery, our country's 13th five-year plan goal, to achieve 300 watt-hours/kg such a target, we are in lithium iron phosphate, 218 years we want to achieve 160 watt-hours/kg, 2020 is expected to exceed 180 watt-hours/kg. we want to achieve 240watt-hours/kg in ternary terms for mass production this year, and 270watt-hours/kg or more for mass production by 2020. We are talking about mass production.

2, we are developing the long-life battery, which used in energy storage batteries in the future. We need to do single cycle more than 15000 of these targets, the service life of 15 years. In terms of passenger cars, we should probably make promises to users, such as five years and half a million kilometers in a taxi.

3, multiple safe and reliable technologies ensure that our products are absolutely safe and reliable.

4, Strong environmental adaptability: In the future, battery one is that we must make the grade of IP68 in the battery pack, and the other is that we will put the temperature range of minus 30 degrees Celsius to 60 degrees Celsius.

5, the most important technology is fast charging technology. From the second half of this year, in principle, our shipments can be charged in 15 minutes. At present, if there is a need in the future, we hope that the technology of charging in 10 minutes can be achieved.

The following transcript of Shi-Lin Huang speech:

Respected Chairman Chen, my dear friends, good morning! I am Shi-Lin Huang from The NINGDE era. According to the theme of this conference, I am here as we are power battery enterprises to share with you the development of new energy vehicles industry status quo and some policy Suggestions.

My report is divided into four parts: the first, new energy vehicles; Second, from our perspective, the development of the power battery industry; Third, NINGDE era development; Fourth, some Suggestions.

As you all know, these a few years in the national policies and encouraging guidance, our country's new energy vehicles have achieved rapid development, from 22000 to 22000, 2013 capacity of 818000 cars, the market is dominated by passenger cars, up 58% from last year. The development is very fast. In 2018 we expect the overall vehicle loading quantity will be more than 1 million vehicles in this situation.

We take Beijing new energy as an example. In the development process of this industry in recent years, the overall vehicle industry has been improving at a very fast speed. From the market performance, from 10,000 vehicles in 2015 to more than 150,000 vehicles in 2018, the total vehicle industry may exceed 150,000. Car series has been on the rise, we see mileage, charge gradually from 150 km to the mainstream of this year is more than 400 kilometers, from a single variety series all the way to develop very much, this is my new energy vehicles in China in the process of marketing a microcosm, is very representative of a state.

There is also a problem. The vehicle above you can see that the investment is very hot. For now, the growth of investment is also very fast, including from power batteries, to the vehicle, If we look at power batteries, the annual growth is very fast, to our overall vehicle in 2017, according to the capacity planning such production capacity has reached more than 1100 vehicles, obvious considerably more than the market demand, of course, this is the capacity planning.

Our power battery is the same, from 2013 to 2017, our overall planning of production capacity has reached 228 GWH, we only used 37 2017 GWH, so generally speaking, the power battery at this stage is characterized by partial structural overcapacity.

In terms of the overall situation, leading enterprise quality capacity or was welcomed by customers, but the capacity of small and medium-sized manufacturers relatively backward technology digestion is very painful. We expect to see such an overcapacity situation is likely to continue to 2020 years later, so how to optimize the production capacity and how to enhance the level of technology, in the next two or three years is very important topic.

We power battery enterprises form the head effect is very obvious, the installed capacity of the first five power battery enterprise's market share is 61% in 2017, has been raised to 71% by 2018, from the previous two years, our market share with BYD, rose from 44% in 2017 to 63% in the first half of 2018, in the second half of the year, estimates that just like in the first half of the too many, so the head effect obviously, shipments ranked in front of the enterprise concentration is very high, we are now the production is very nervous, demand is growing.

Let me give you a brief introduction of the development of NINGDE era. We based on the two industries, is a power battery, the other is Energy storage battery The development of the two in main focus on the development and production to do it. Our overall development goal is "to be the safest lithium battery in the world", which is our bottom line.

With the increase of power battery market share, electric vehicles, the safety factor is more and more important, so our whole products from the design safety, product safety, production safety, after-sale security. From these four aspects, it is very important for us to ensure the design, production, use and after-sales safety of power battery and energy storage battery.

Sales grow in recent years very quickly, our sales close to 2017 GWH 12, we increase in the number of passenger cars, as well as the increase of overseas brands products, NINGDE era of power battery sales or in the future will remain very fast growth.

In the future, we will focus on the following four directions of power battery in NINGDE era, and try our best to be the world's first in these aspects:

1, Ultra-high energy density battery, our country's 13th five-year plan goal, to achieve 300 watt-hours/kg such a target, we are in lithium iron phosphate, 218 years we want to achieve 160 watt-hours/kg, 2020 is expected to exceed 180 watt-hours/kg. we want to achieve 240watt-hours/kg in ternary terms for mass production this year, and 270watt-hours/kg or more for mass production by 2020. We are talking about mass production.

2, we are developing the long-life battery, which used in energy storage batteries in the future. We need to do single cycle more than 15000 of these targets, the service life of 15 years. In terms of passenger cars, we should probably make promises to users, such as five years and half a million kilometers in a taxi.

3, multiple safe and reliable technologies ensure that our products are absolutely safe and reliable.

4, Strong environmental adaptability: In the future, battery one is that we must make the grade of IP68 in the battery pack, and the other is that we will put the temperature range of minus 30 degrees Celsius to 60 degrees Celsius.

5, the most important technology is fast charging technology. From the second half of this year, in principle, our shipments can be charged in 15 minutes. At present, if there is a need in the future, we hope that the technology of charging in 10 minutes can be achieved.

NINGDE era from commercial vehicles, passenger vehicles, energy storage, we have gradually entered into customers, and formed a good strategic partnership, we have many projects in about 2025 shipment, now into the state-owned enterprises in the supply chain work went well.

At the same time we NINGDE era holding a company called bond's circulation, doing battery recycling. In 2017, they have to do the recovering all of China's largest, the highest in such a state, in 2017, our raw materials in the state's circulation recovery rate reached 98.5%, is also the one of the world's largest producer of the sliding body before, the overall annual output can reach about 20000 tons of such a state. So we are the top in technical reserves are more mature now.

Give the industry some advice. Because the subsidy is on the decline and the cost of raw materials is rising, we hope our price can fall faster. At present, new energy vehicles and traditional car, by contrast, are larger gap, purchase and use of the link also need policy support national stability. Gradually we have established the comparative advantage of new energy vehicles and promoted new energy vehicles.

1, taxation lever can do some adjustment, increase the recycle some traditional energy vehicles, increase of new energy automobile charging construction and operation of support, reduce our charge fees, reduce the cost of the use of electric cars to state subsidies do some subsidies to the funding gap.

2, the differentiation of traffic management, we are now looking at the countries with the way management to Beijing, Shanghai, electric vehicle drive is relatively good, so some of the traffic management means to promote the use of electric cars may have a great role in promoting, in some way, reducing the cost, maybe we can do better.

3, To adjust subsidy policies, we hope to reasonably control the decline of subsidy policies and the pace of improvement of technical indicators in accordance with the industrial development situation, persist in strengthening the advantages and enhancing the competitiveness of the industry, and avoid some policy fluctuations that cause too much change, so that we can do better in the adjustment of the whole industry.

We have a very important work that we have not talked about before. In the early stage, our policies are very focused on promotion and incentives, and the supervision system in the use link is not perfect. With the continuous expansion of the current holding quantity, in fact, we should improve the management and monitoring of the use link as soon as possible to ensure the safe and healthy development of the industry.

1, our policy safety inspection system, for example, in the case of new energy vehicles is not perfect, the traditional car already very perfect, so the existing system of motor vehicle safety inspection, his inspection cycle, inspection items are not completely suitable for new energy cars, so we should be aimed at the high voltage electrical equipment, new energy vehicles power battery such some characteristics, as soon as possible the establishment of the meet the needs of the new energy vehicles and safety inspection system. That is how we should do the annual inspection of new energy vehicles, time and project should be done.

It is also very important to establish a mandatory scrapping system for new energy vehicles to avoid a large number of safety accidents caused by overdue service. Some of the things which is imminent, because there are many cars out early, such as our warranty 5 years or 200000 kilometers, 300000 kilometers, there are a lot of cars, especially about car, car use when they are beyond the scope of protection. It is very important how we should manage some of these cars. Otherwise the overdue use is equivalent to an abuse. The safety hazard is very big, especially in the early stage of many cars.

2, storage and transportation of power battery, we also want to set up the standard as soon as possible. As the quantity of power battery increases, its storage and transportation need to be regulated. But should not be passed, the cost is increased a lot after storage transportation. If you don't care about it, it turns out dangerous. Therefore, these systems should be greatly strengthened, and the supervision of the stock market should be strengthened, especially the inspection and certification of some electric cars used in the market, which is very important.

That's all for my report. Thank you very much.

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