Nowadays, environmental pollution and energy crisis have attracted
widespread attention from all over the world, and vehicle exhaust emissions have
become a major factor in environmental pollution that cannot be ignored. Against
this background, vigorously developing electric vehicles has become an urgent
task recognized by countries around the world. However, among existing practical
batteries, lithium-ion batteries are recognized as the most promising power
batteries due to their high capacity density and energy density.
In order to promote the sustainable and healthy development of the
lithium-ion battery industry, the Ministry of Industry and Information
Technology recently issued the "Lithium-ion Battery Industry Standard
Conditions" (hereinafter referred to as the "Conditions"). The introduction of
new regulations for the lithium battery industry is intended to strengthen the
scientific management of the lithium-ion battery industry, improve the
development level of the industry, and further guide industrial transformation,
upgrading and structural adjustment. At the same time, in order to strictly
control new lithium-ion battery industry projects that simply expand production
capacity and have low technical levels. The "Conditions" set requirements for
the scale of the enterprise: the annual battery production capacity is not less
than 100 million watt hours; the annual production capacity of cathode materials
is not less than 2,000 tons; the annual production capacity of anode materials
is not less than 2,000 tons; the annual separator production capacity is not
less than 20 million square meters ; The annual electrolyte production capacity
is not less than 2,000 tons, and the electrolyte production capacity is not less
than 500 tons. When the enterprise declares, the actual output in the previous
year shall not be less than 50% of the actual production capacity. In this
regard, industry insiders pointed out that the new regulations on lithium
batteries may promote the reshuffle of the industry.
New regulations "increased" to promote industry reshuffle
It is understood that in March this year, in order to guide and regulate
the healthy development of the automotive power battery industry and encourage
automotive power battery companies to become better and stronger, the Ministry
of Industry and Information Technology issued the "Standard Conditions for the
Automotive Power Battery Industry". It stipulates that the annual production
capacity of lithium-ion power battery cell manufacturers shall not be less than
200 million watt-hours. The successive introduction of battery industry
specifications and the implementation of access to lithium battery production
will help strengthen the management of lithium batteries and promote the good
and stable development of the battery industry. In addition, by stipulating that
the annual production capacity of lithium-ion power battery cell manufacturers
is not less than 200 million watt-hours, and the annual battery production
capacity is not less than 100 million watt-hours, the reduction in production
capacity requirements of individual companies will help prevent battery
companies from following the trend. Power lithium batteries, thus leaving a lot
of room for energy storage and consumer lithium-ion battery consumption
needs.
Currently, the state is vigorously supporting the development of new energy
vehicles out of environmental protection and reducing the consumption of
non-renewable energy including petroleum. Coupled with the introduction of
relevant preferential policies, power lithium battery companies have been
encouraged to accelerate the pace of research and development and production.
Currently, many small lithium battery manufacturers ignore quality issues in
order to pursue corporate efficiency and personal interests. Battery safety
issues have always been something that cannot be ignored in the long-term
development of battery companies. The "Conditions" require that lithium-ion
battery manufacturing companies must have the electrical performance and safety
testing capabilities specified in relevant standards. Enterprises are encouraged
to equip environmental adaptability testing instruments and equipment and have
battery environmental adaptability testing capabilities.
Technical shortcomings still need to be overcome
Due to their high energy density and long cycle life, lithium-ion batteries
are widely used in digital products, power tools, electric bicycles, new energy
vehicles and energy storage, etc., and are recognized as the most promising new
battery. However, the technology of the power lithium battery industry is
updated rapidly. Even if no other new batteries appear, no matter in terms of
technological improvements or production processes, they will face the threat of
substitution by similar products at any time. Moreover, with the advent of the
era of large-scale development of the industry, the industry will face a
reshuffle. Among the many power lithium battery companies currently standing, a
few companies will eventually win in the fierce competition, while a large
number of companies will be acquired and merged, or even go bankrupt. . It is
understood that my country still lags behind some advanced countries in power
lithium battery technology, but my country has invested heavily in research on
power lithium batteries. Industry insiders said that the electrode material of
power lithium batteries is one of the focuses of research and development. It is
directly related to the battery capacity, thus marking the strength of the
battery's charge and discharge capabilities. Tang Sanxiao also said that the
capacity of power lithium batteries currently produced in our country is lower
than the world's advanced level, and the battery capacity gap of 100~200mAh
places high technical requirements.
The person said that the lithium-ion battery industry has been developing
for more than 20 years and the basic technology is relatively mature. But
overall, the lithium-ion battery industry is still a sunrise industry with huge
potential for future development and rapid technological progress. Improving the
energy density of lithium-ion batteries and improving the safety performance of
lithium-ion batteries are the main innovations in foreign lithium-ion battery
technology. These two points are also bottlenecks facing the lithium-ion battery
industry. Technological progress in increasing energy density and improving the
safety of lithium-ion batteries will have a huge impact on the future
development process of the industry.
Sun Yu, public relations director of Renrenche, said that currently,
batteries have initially met the demand for electric vehicle products, but there
is still room for improvement in terms of battery capacity and later battery
recycling. How to improve the storage capacity of batteries is also a global
technical threshold.
Huge market development space
In recent years, with the successive introduction of national subsidy
policies for new energy vehicles and the continuous improvement of charging
facilities, new energy vehicle consumption in our country has been on the right
track. In 2009 and 2013, the state promulgated and implemented new energy
vehicle subsidy policies twice. Not only in China, major economies in the world
have introduced relevant policies to support the development of new energy
vehicles and related industries. It is worth noting that the rapid growth of new
energy vehicles has driven the rapid growth of demand for power lithium
batteries.
It is understood that before 2009, the share of lithium battery electric
vehicles was relatively small, and electric vehicles mainly used nickel-metal
hydride batteries as their power source (600405, Stock Bar). However, since
lithium-ion batteries have the advantages of high energy density, fast charging,
low cost and no memory compared with nickel-metal hydride batteries and
lead-acid batteries, starting in 2010, automobile manufacturers began to
significantly increase the use of lithium-ion batteries as power sources.
proportion.
The relatively strong market demand for new energy vehicles is affected by
many factors. Sun Yu said that on the one hand, car purchase restrictions and
limited lottery indicators have directly promoted the development of new energy
vehicles. On the other hand, national subsidy policies and the continuous
maturation of battery technology are promoting the development of new energy
vehicles. It is not difficult to see that there is a synergistic relationship
between the development of the lithium battery industry and new energy vehicles.
Industry insiders say that technological breakthroughs in lithium batteries and
reductions in production costs will drive the development of new energy
vehicles. At the same time, the market demand for new energy vehicles is also
driving the production, research and development, and scale expansion of the
lithium battery industry.
It is worth noting that in recent years, my country's logistics industry
has developed rapidly. Under the background of "Internet +", the demand for
logistics and distribution vehicles is also increasing. Under the advocacy of
environmental protection concepts, green and environmentally friendly electric
logistics vehicles have become a key choice for local governments and logistics
companies. At the same time, national policies have also pointed out the
corresponding development direction. It is understood that provinces and cities
with relatively developed logistics industries, such as Beijing, Tianjin,
Shanghai, Jiangsu, Fujian, Shandong Linyi, Xi'an, Wuhan, etc., have clarified
the promotion of pure electric logistics vehicles in their local new energy
vehicle promotion plans. plan.
At the same time, the "Implementation Opinions on Accelerating the
Promotion and Application of New Energy Vehicles (Draft for Comment)" issued by
the Ministry of Transport clearly stated that by 2020, the total number of new
energy vehicles in my country's urban buses, taxis, urban logistics and
distribution and other fields will be Reaching the target of 300,000
vehicles.
According to data from the Ministry of Industry and Information Technology,
from January to July this year, a total of 98,900 new energy vehicles have been
produced, a year-on-year increase of 3 times. It is estimated that my country's
electric vehicle sales will reach 220,000 units in 2015, a year-on-year increase
of 162%. The demand for power lithium batteries will reach approximately
12.5GWh, with an output value of approximately 25 billion yuan, while the actual
production capacity of power lithium batteries may only reach 5GWh. Obviously,
my country's power lithium battery production capacity is far from meeting the
current development needs of new energy vehicles, and there is huge room for
development.
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