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Nickel Hydride No. 5 batteries technology enters the 2.0 new era and new energy vehicles
Recently, the official website of the Ministry of Industry and Information Technology released the 304th batch of "Road Motor Vehicle Manufacturing Enterprises and Product Announcements". A total of 73 companies applied for new energy vehicle products with 167 models, including pure electric products from 68 companies with 153 models, plug-in A total of 7 companies have 9 models of hybrid products, and a total of 3 companies have 5 models of fuel cell products.
Jia Xinguang, chief analyst of China Automotive Industry Consulting and Development Corporation, said that with the continuous rise in fuel prices, the state's increased investment in hardware equipment such as charging piles, as well as the tightening of preferential policies for traditional fuel vehicles and the relaxation of new energy vehicle policies, As more and more purchasing power is transferred to the field of new energy, the resulting new energy boom may begin this year.
Recently, reporters learned that in the 304th batch of "Road Motor Vehicle Manufacturing Enterprises and Product Announcements" issued by the Ministry of Industry and Information Technology, there were a total of 36 new energy passenger vehicles, a total of 65 new energy bus products (including chassis products), new energy There are a total of 66 special vehicle products (including chassis products). Among them, new energy passenger vehicles account for 21.6% of the total new energy catalog. Including 29 pure electric passenger cars and 7 plug-in hybrid passenger cars.
In the list of new products declared for new energy passenger vehicles, in addition to known new energy vehicle companies such as BAIC New Energy, BYD, and Yundu, a number of emerging new energy vehicle brands such as Haima, Jiangling, Hangzhou Changjiang, and Hebei Hongxing have also sprung up. appear like.
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Nickel Hydride No. 5 batteries technology enters new era 2.0
If the heart of a traditional car is the engine, then the heart of a new energy car is the battery. Compared with fuel vehicles, pure electric vehicles have short cruising range and long charging time, which are factors that restrict their rapid development. But now, the battery industry is picking up speed.
The reporter learned from the Ministry of Industry and Information Technology that on April 17, 2017, the Ministry of Industry and Information Technology announced the list of companies (first batch) that meet the "Lithium-ion Battery Industry Standard Conditions", and 8 companies were selected. Among them, CATL New Energy Technology Co., Ltd. was selected as the only energy storage battery company.
On January 15, the Ministry of Industry and Information Technology announced the list of companies (the second batch) that meet the "Lithium-ion Battery Industry Standard Conditions", including 18 companies such as Duofuoduo, Sunwanda, Guoneng Battery, Mengguli Power, ZTE Peneng, and AVIC Nickel Hydride No. 5 batteries. 4 Nickel Hydride No. 5 batteries companies entered the list, 17 more than the first batch.
It is worth noting that in the second batch of company lists, the number of energy storage battery companies exceeds that of consumer battery companies. Industry analysts say this is closely related to the rapid development of new energy vehicles.
According to data from the China Automobile Association, in 2017, the production and sales of new energy vehicles reached 794,000 and 777,000 respectively, a year-on-year increase of 53.8% and 53.3% respectively. With the further development of the new energy vehicle industry, the proportion of energy storage batteries will further increase.
Recently, many companies have also made breakthroughs in lithium-ion battery-related technologies. Lanxiao Technology announced on January 15 that the Qinghai Lenghu 100t/a lithium carbonate project undertaken by the company and Shaanxi Membrane Separation Technology Research Institute Co., Ltd. has completed production line commissioning and has produced high-purity lithium carbonate; Jiangte Motor has recently accepted institutions During the survey, it was stated that the company's lithium carbonate production line currently has a daily output of more than 10 tons, and the new production line is scheduled to be completed in the first half of this year.
prospect
Investment in global electric vehicle market reaches US$90 billion
The electric vehicle market is not only booming in China, but also in the global market. The reporter learned from Ford Motor that the company recently announced that it will double its investment in the field of electric vehicles to US$11 billion. So far, global car companies have invested US$90 billion in the field of batteries and electric vehicles, and will continue to grow.
Electric vehicles still account for a small proportion of the global automotive market. Of the 90 million cars sold every year, electric vehicles account for less than 1%. Tesla, led by Musk, topped the list last year with sales of just over 100,000 of just three models.
At the same time, China’s total automobile sales ranked first in the world for the ninth consecutive year in 2017. China's automobile production and sales data for 2017 recently released by the China Automobile Federation showed that last year, my country's automobile production and sales were 29.0154 million units and 28.8789 million units, a year-on-year increase of 3.19% and 3.04%. More than 25% of the cars sold globally were purchased by Chinese customers. On the other hand, the global timetable for the ban on the sale of traditional energy vehicles has entered a countdown. Many countries, including Norway, the Netherlands, Germany, India, the United Kingdom and France, have set clear countdown timetables. The sale of traditional gasoline vehicles in my country has been suspended. It has also been put on the agenda.
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Traditional car companies are not enthusiastic about improving energy-saving technology
In three months, the average fuel consumption (CAFC) points assessment for automobile companies will officially begin.
At the end of 2017, the Energy and Transportation Innovation Center released the "2017 China Passenger Vehicle Fuel Consumption Development Report", pointing out that the new dual-point assessment system provides car companies with multiple channels to offset negative CAFC points, and fuel consumption is relatively low. With the temptation of high market profits for SUVs and calls for a ban on the sale of fuel vehicles growing louder, traditional automobile companies may be losing their enthusiasm for improving energy-saving technology for fuel vehicles.
Industry insiders pointed out that judging from the fact that the fuel consumption of new vehicles reported to the Ministry of Industry and Information Technology in 2016 met the standards, the company has sufficient technical reserves. However, cost pressure and the lack of effective reward and punishment mechanisms for fuel consumption management may significantly reduce the motivation for energy-saving upgrades of traditional vehicles and delay the improvement of energy-saving technologies for traditional vehicles. With the implementation of the dual-point system, this situation may intensify.
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