High specific energy power batteries will be the focus of future R&D and industrialization, and the development of high specific energy power batteries such as the high nickel ternary system should be accelerated to meet the requirements of new energy vehicles for driving range.

　　A few days ago, Liu Yanlong, secretary-general of the China Chemical and Physical Power Industry Association, made an in-depth analysis of the development of power batteries at the new energy industry branch. Let’s take a look at the relevant content.

　　According to the data released by the China Association of Automobile Manufacturers on January 11, the production and sales of new energy vehicles in my country reached 794,000 and 777,000 in 2017, an increase of 53.8% and 53.4% year-on-year. In 2017, the total amount of power batteries for new energy vehicles reached 37.06 billion WH, of which 13.98 billion Wh for passenger cars, accounting for 37.72%; 14.57 billion Wh for passenger cars, accounting for 39.31%; and 8.51 billion Wh for special vehicles , Accounting for 22.95%.

　　The supporting volume of lithium-ion batteries is 36.9 billion Wh, accounting for 99.56% of the supporting volume. Among them, ternary: 16.56 billion WH, accounting for 44.87% of the total amount of lithium-ion batteries; lithium iron phosphate: 18.07 billion Wh, accounting for 48.96%; lithium manganate: 1.54 billion Wh, accounting for 4.17%; lithium titanate: 7.4 100 million Wh, accounting for 2%. In 2017, my country once again became the world's largest power battery application market.

　　However, for my country's power battery industry in 2017, it can be described as "ups and downs". The retreat of subsidies and the release of new subsidy policies smashed the policy hotbed, the power battery industry has entered a period of market transformation, and the cruel situation of industry competition has begun to emerge. On the one hand, the energy density of power batteries continues to rise, which raises the barriers for products to enter the market and accelerates the elimination of enterprises; on the other hand, cost reduction has become the general trend, and the pressure of price reductions is gradually transmitted to the upstream, and power batteries are gradually transformed from a profitable industry to a meager profit industry. .

　　With the in-depth adjustment of national policies, the concentration of the power battery industry will continue to increase. The supporting volume of the top 5 companies in 2017 was 22.343 billion WH, accounting for 60.5%; the supporting volume of the top 20 companies was 32.09 billion WH, accounting for 87%. First-tier companies in the industry have gradually eroded market share through technological advantages, while the low-end production capacity of second- and third-tier companies is facing a crisis of being eliminated.

　　The development requirements of the new energy vehicle and power battery industries put forward by the national competent authorities are to "support the strong and the strong" and increase the industry concentration. It is an indisputable fact that subsidies will further decline in 2018. Under the new policy situation, the actual demand for further increase of system energy density has made the requirements of new energy vehicle manufacturers to upgrade the technology of power battery enterprises more urgent.

　　From the current industry structure, we can infer that in the future new energy vehicles and power battery industries, most of the production capacity will be concentrated in a few large companies. So for other new energy vehicle companies and power battery companies whose production capacity is relatively dispersed, the future market competition will be even more cruel. Vehicle companies need to adjust, and power battery companies also need to adjust. Whether it is to integrate various resources with upstream and downstream companies, or reorganize with large companies, or enter other more subdivided markets, I think from now on, some of our motivations Battery companies should start to consider and plan.

　　General Secretary Xi Jinping pointed out in the report of the 19th National Congress of the Communist Party of China that my country’s economy has shifted from a high-speed growth stage to a high-quality development stage, and it is in the process of transforming development methods, optimizing economic structure, and transforming growth momentum. my country’s lithium-ion batteries have exposed some problems after the early rapid growth, including structural overcapacity, product structure to be optimized, and product quality urgently to be improved. They are in the stage of transition from rapid growth to high-quality growth. In order to ensure the sustained and healthy development of my country's lithium-ion battery industry, it is necessary to grasp the historical opportunity of the rapid development of new energy vehicles in China in accordance with the requirements of the report of the 19th National Congress of the Communist Party of my country, and accelerate the pace of "upgrading" the lithium-ion battery industry. China will not only be a big power battery producer, but also a strong power battery producer.

　　At present, the conditions for foreign investment in the fields of new energy vehicles and power batteries have been opened. After the subsidies are completely abolished in 2020, domestic power battery companies will face all-round competition from domestic and foreign companies, and global competition will intensify. Therefore, companies must actively change their development methods: shift from capacity expansion to improving quality and efficiency, insisting on relying on technological innovation, and taking the road of differentiated and high-end development. Enterprises, universities and research institutions should actively take the road of joint development, implement strong alliances, close cooperation between upstream and downstream enterprises, speed up the adjustment of power battery product structure, and prevent the risk of excessive production capacity of lithium iron phosphate batteries.

　　High specific energy power batteries will be the focus of future R&D and industrialization, and the development of high specific energy power batteries such as the high nickel ternary system should be accelerated to meet the requirements of new energy vehicles for driving range. With the rapid expansion of the new energy vehicle and energy storage market, higher requirements are put forward for the high safety, high consistency, high qualification rate and low manufacturing cost of power batteries. Power battery companies must adopt technological innovation, production automation and Standardize management and accelerate the promotion of intelligent manufacturing in the battery industry.