In recent years, with the rapid development of China's new energy vehicles, power battery demand soared, led directly to the lithium battery as the representative of the rapid growth of related industries. However, with the industrial policy changes and changes in market shape, overcapacity, short life and other issues become a bottleneck restricting the development of the industry. June 21, by the Qinghai Provincial People's Government, Ministry of Industry and Information Technology, Ministry of Science and Technology jointly China's electric vehicles will co-sponsored the "lithium industry international summit" held in Xining City, Qinghai Province, the relevant government departments, experts Scholars and business representatives on how to build a good lithium industry development of the ecological discussion. Industry development is full of good Since the "second five", China's new energy car market has grown rapidly. From 2011 to 2016, the sales of new energy vehicles from less than 5,000 to the development of 510,000, from 10,000 to 100 million, 2016 new energy vehicle sales have exceeded the total sales of 1.8%. In the new energy automotive industry, driven by the rapid development of power battery demand continues to increase. China's electric car 100 people will be related to the subject report shows that the first quarter of this year, the domestic electric car lithium-ion battery demand for the total 1.27GWh, power battery cumulative shipments 4018.273MWh. With the new energy vehicles production and sales continued to grow, lithium battery market demand will continue to expand. In the technology research and development gradually in-depth and increasingly fierce competition in the market under the influence of factors such as power battery type is also gradually established. Affected by the different requirements of the production process of power batteries, is expected in 2017 soft package batteries will continue to stabilize the output and growth rate of the first position. At the same time, with the power battery factory, especially Guoxuan, BYD and other leading enterprises to expand the square power core production line, 2018, square batteries will replace the soft package batteries become the market most of the battery type. From the power battery situation, affected by the policy, the new energy bus battery technology has been basically set the line, lithium iron phosphate battery in the field of pure electric buses occupy an absolute advantage, ternary battery in the field of pure electric passenger cars dominated status. At the same time, with the depth of battery technology research and development, lithium-ion battery system than the energy increase year by year, the cost of declining year by year. "The battery has nearly doubled its energy over the past five years and costs have fallen, and the cost is expected to drop to $ 1 / watt by 2020," said Ouyang Ming Gao, executive vice president of China Electric Vehicles. Ouyang Minggao also said that in recent years the power battery safety has also made significant progress. "The battery is most prone to accidents is not a single body out of control, but a single body heat out of control after the entire system expansion, which will cause a major accident.In this regard, we do the work of the world is leading, now In the battery design stage can predict its thermal runaway characteristics. "Ouyang Ming said. Winning the market is still difficult In 2016, the central government subsidies for new energy vehicles began to tighten the policy, industrial policy from the GSP to promote technological innovation. Affected by this, the new energy vehicle production and sales situation once fluctuated, lithium battery early rapid growth of the market effect began to appear, under the influence of multiple factors, lithium battery overcapacity situation, some small and medium enterprises have been discontinued or semi-shutdown state. At the same time, lithium battery market concentration to further improve, 2015, the top five enterprises accounted for 56.3% market share, 2016 this ratio increased to 64.5%. China Automotive Technology Research Center, deputy director of Wu Zhixin that the current overcapacity is a structural surplus, stage excess, "really good battery products are still in short supply, the rapid development of new energy automotive industry, the future is still strong demand for production may". Although the new energy vehicles production and sales increased year after year, but in order to compete in the market and fuel vehicles to compete, new energy vehicles need to further enhance the price. The so-called cost-effective is the cost of mileage ratio, this improvement requires the improvement of battery performance, vehicle power consumption and efficiency of the decline in the convenience of charging facilities and safety management, the most important thing is to enhance the battery performance. It is estimated that if the battery than the energy can be raised to 300 watts / kg, you can meet the needs of various types of cars. A number of industry experts said that reducing the cost of the battery needs of the whole industry chain, the key link breakthrough. To raw material links, for example, the cost of lithium carbonate has been as low as 13,000 yuan / ton, but the market price of more than 150,000 yuan / ton. In addition, the improvement of yield and consistency of production, material recovery and recycling issues are important factors affecting the cost of the battery. Ouyang Ming high told the "Economic Daily" reporter, the current safety control of new energy vehicles still have challenges, "I recommend to assess the safety of high-power DC fast technical threshold, 350 kilowatts of charging, electric vehicle voltage will be increased to 1000 volts, charging current of 350A, which will give the vehicle electrical safety, battery safety, charging security, power grid security to bring significant technical challenges, so we should give full consideration to China's national conditions, develop scientific and reasonable charging technology standards. There is still room for quality improvement Ministry of Industry and Information Technology, deputy director of the Department of Industrial Equipment Qu Guochun said that China's power battery industry in the basic key materials, systems integration technology, manufacturing equipment and technology, there are still a lot of lack. In view of the current power battery industry problems, Qu Guochun said, should start from two aspects. First, increase the power battery key technology research, build collaborative research, open and shared power battery sharing platform to support the introduction of high quality resources to accelerate the construction of power battery innovation center. Second, to promote the coordinated development of the whole industry chain. To promote the development of power battery and material parts and components, equipment, vehicle and other industries to promote independent, controllable, coordinated and efficient development goals to meet the development of the industrial chain system; to encourage power battery manufacturers and equipment manufacturers strong combination to strengthen the key Link manufacturing equipment collaborative research; to promote intelligent manufacturing equipment industry, effectively meet the power battery manufacturing and other needs.
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