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Breakthrough of 3500mah 18650 battery life bottleneck may promote the upgrade of new energy vehicles

With the breakthrough of fuel cell technology, the bottlenecks of new energy vehicle development such as short life and difficult refueling are expected to be broken, and fuel cell vehicles are also expected to become a new growth pole for the entire industry.

Fuel cell, in layman's terms, is a device that converts the chemical energy of fuel into electrical energy. Its fuels are divided into hydrogen, methanol, ethanol, methane, etc. At present, the relatively mainstream international and domestic is hydrogen fuel cell, which uses hydrogen as fuel, replacing both oil and current lithium batteries, and using fuel cells instead of engines.

The Chinese government has always given great support to the research and development of fuel cells. As early as 2015, the government clearly stated at a high-level meeting that it would support the research and development of power batteries, fuel cell vehicles, etc. In recent years, the research and development of fuel cell vehicles has also made a series of progress.

First of all, there is a series of technical upgrades. According to the 2017 financial report of Corun, the National Research Center to which Corun belongs has made significant progress in projects such as fuel cell membrane electrode and fuel cell bus demonstration operation in the past year, and all indicators and performance have reached the domestic leading level.

Secondly, while making technological breakthroughs, industry standards are also constantly improving. Chen Hongjun, deputy director of the National Standardization Administration, said that the next step of the National Standardization Administration will closely focus on the development needs of the hydrogen energy and fuel cell industry, give full play to the guiding role of standards as the nose of the bull, continuously improve the standard system of hydrogen energy and fuel cells, and vigorously promote the application and implementation of standards.

Third, the industry's advancement speed from technology research and development to market application is also increasing. According to reports, the fuel cell bus equipped with "Keliyuan Core" will be delivered in late June and will be demonstrated on the road in Shenzhen at the end of June. Keliyuan revealed that the implementation of this application benefited from its research on the localization of key materials and components of fuel cells since 2015, as well as the development of auxiliary power supplies and systems for fuel cells.

In this case, fuel cell vehicles are expected to become a new growth pole for the future development of new energy vehicles.

Guojin Securities predicts that the fuel cell industry chain is developing well, domestic battery stack technology has made breakthroughs, and infrastructure has been steadily advancing. In 2017, there were more than 1,000 fuel cell vehicles, and it is expected that there will be more than 10,000 in 2020, and the entire industry chain will usher in an explosion.

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