 Although the season is already spring, but for the power battery industry, it is not the warmth of the spring breeze, but the sternness of the cold winter. In addition to overcapacity, the power battery is still facing the squeeze from the two ends of the industrial chain.
In the upstream areas of materials, the prices of raw materials including cobalt, nickel, copper and lithium carbonate are rising; in the downstream of the whole vehicle, the subsidies for new energy vehicles will be reduced by 20% in 2016 in 2016, and the new subsidies will be reduced. Energy vehicles reduce the pressure to the power battery.
Under the pressure, cost reduction and development have become an urgent common topic in the power battery industry.
Accelerate technological advancement and improve transaction efficiency
“The automakers are turning the subsidized pressure to the power battery, which is irreversible and there is no room for bargaining.†Lei Hongjun, deputy secretary-general of the Hubei Automobile Society, recently held the China Chemical and Physical Power Industry Association Power Battery Application Branch. The establishment of the conference and the post-subsidy era of the power battery market prospects forum bluntly said, "2017 power battery price cut 20% is a foregone conclusion."
In Lei Hongjun's view, the new energy vehicle subsidy new policy puts higher requirements on the energy density of the battery system. "This requirement is likely to continue to increase in the future, and it is necessary for the power battery companies to fully adjust their own products and even the technical routes. The preparation, which will also involve the transformation of the production line."
In his view, the path for power battery companies to break through the breakout is to increase production capacity through technological advancement under certain raw material cost conditions. For battery companies, especially small and medium-sized battery companies, starting from technology research and development, improving product qualification rate is an effective way to reduce costs; second, to improve transaction efficiency and reduce transaction costs. Excessive transaction costs are an important reason for the high cost of power battery companies.
"At present, the finished rate in the battery industry has reached more than 80%, even if the level is high. Therefore, improving the yield is one of the direction of the industry's efforts." Sun Yanxian, vice chairman of Zhejiang Chaowei Chuangyuan added.
In the view of the former deputy general manager of Beiqi New Energy, Yuan Chengzhen, an effective way to improve transaction efficiency is to create an ecological closed loop of power batteries. “Power battery is the core spare parts of the whole vehicle, accounting for 40% or even higher of the cost of the whole vehicle. After the mineral resources are refined, it is recycled to the battery core and battery pack, and finally recycled to form a closed loop. For example, the price of cobalt rises, but if By purifying and recycling from waste batteries with higher efficiency and lower cost, there is an opportunity to control costs. But the ecological chain can be played by relying on the power of an alliance to concentrate the power of the industry to do this. ."
Large-scale, standardized production
Another path to reducing costs is economies of scale and standardized production. “There is a large enough scale to share the research and development costs and the cost of manufacturing equipment. As long as the production capacity reaches a certain order of magnitude, the cost can be pulled down.†Yuan Cheng further said, “In addition, take the road of standardization and follow international standards. To provide products, otherwise you will face the risk of out."
At present, the country has set a production capacity threshold for power batteries. It is reported that the production capacity threshold may be adjusted from 8GWh proposed at the end of last year to 3-4GWh. This measure will reverse the overall overcapacity of power batteries and the average shipments of enterprises will not be large. It is conducive to accelerating the scale effect of China's power battery, so as to achieve cost reduction earlier.
In the view of Qin Xingcai, the president of Tianjin Lishen, the profit of the battery company will be greatly reduced due to the overall environmental impact, but the other side of the coin is, “This will promote the transformation, upgrading and rapid development of the enterprise. Now everyone has generally proposed, product standardization. , production automation, management information, enterprise scale. Enhance competitiveness by strengthening the internal four internalization of the company to enhance competitiveness."
Call for policy coherence
The development of power batteries is greatly influenced by policies. Policy changes often lead to major adjustments in the industry. Policy coherence is conducive to stable development and lower costs.
According to Wen Yibo, chairman of Thornton New Energy Technology Co., Ltd., the iterative cycle of power battery production equipment is short, resulting in a large amount of capital investment.
“Battery production line iteration acceleration, in addition to technological advancement and market demand, there is another reason is that the policy requirements for battery product performance are constantly changing, the production line has just been built, the policy winds have changed, which makes the power battery company very Hey. It is easy to update the iteration of the battery production line. In addition to paying the real money, it takes a long time to recover the cost." Wen Yibo said.
In this regard, Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, expressed the same view. "In recent years, the power battery industry has indeed been greatly affected by policies, and the policies should be coherent. The policy has less intervention for power battery companies, and more enterprises. Some vitality."
At the meeting, the China Chemical and Physical Power Industry Association Power Battery Application Branch was established. It will be based on power battery and industrial chain enterprises, and build a high-end communication and communication platform for power batteries and upstream and downstream industrial chain enterprises to promote production, learning, research, use, etc. The cooperation in the field promotes the improvement of power battery related technologies and realizes the benign development of the power battery industry chain.
Ministry of Industry and Information Technology: Power battery development is divided into three steps
Recently, the Ministry of Industry and Information Technology and the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Finance and other relevant departments jointly issued the "Promotion of Action Plan for the Development of Automotive Power Battery Industry" (hereinafter referred to as "Action Plan").
The Action Plan proposes to promote the development of China's power battery in three phases:
Continuously improve the performance quality and safety of existing products, further reduce costs, and guarantee the supply of high-quality power batteries by 2018;
Vigorously promote the development and industrialization of new lithium-ion power batteries, and achieve large-scale application in 2020;
Focus on strengthening the basic system of power battery research in the new system, and implement technological change and development testing in 2025.
Specifically propose five development goals:
First, the performance of the product has been greatly improved. By 2020, the specific energy of the new lithium-ion battery unit exceeds 300 watt-hours/kg, the system is more than 260 watt-hours/kg, and the cost is reduced to less than 1 yuan/kWh. 2025 The power battery unit has a specific energy of 500 watt-hours/kg;
Second, product safety meets the needs of large-scale use, achieving safe production and use throughout the life cycle;
Third, the scale of the industry is rational and orderly. By 2020, the total capacity of the power battery industry will exceed 100 billion watt-hours, and a leading enterprise with an international competitiveness will be formed with a production and sales scale of more than 40 billion watt-hours;
Fourth, major breakthroughs were made in key materials and components. In 2020, innovative backbone enterprises with core competitiveness will be formed;
Fifth, high-end equipment supports the development of the industry. In 2020, the equipment will be developed intelligently and the manufacturing costs will be greatly reduced.
In order to achieve the future industrial development goals, the Action Plan proposes the construction of a power battery innovation center, the implementation of the power battery upgrading project, the strengthening of the new system power battery research, the promotion of the coordinated development of the entire industry chain, the improvement of product quality and safety, and the acceleration of the construction of a sound standard system. Strengthen the test analysis and evaluation capacity building, establish and improve the safety supervision system, and accelerate the nine key tasks of key equipment research and development and industrialization.
And to strengthen policy support, improve the industrial development environment, play the role of industry alliance, accelerate the training and introduction of talents, strengthen international cooperation and exchanges, and safeguard the implementation of key tasks and safeguards.
The formulation and release of the "Action Plan" scientifically planned the development goals of the automotive power battery industry, further clarified the tasks and measures, and helped speed up the improvement of the performance and quality of power battery products, improve the core competitiveness of China's industrial development, and promote new energy vehicles. The industry is healthy and sustainable.
The Ministry of Industry and Information Technology will work with relevant departments to give full play to the role of the inter-ministerial joint conference system for energy conservation and new energy automobile industry development, actively carry out the task decomposition and publicity implementation of the Action Plan, and accelerate the development of China's automotive power battery industry.
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