Lithium battery technology 2.0 new era of new energy car boom broke out

Recently, the Ministry of Industry and Information Technology released the “Notice of Production Enterprises and Products for Road Motor Vehicles” issued in the 304th batch. There are a total of 167 models of 73 companies that apply for new energy automotive products. Among them, there are a total of 153 models and plug-in models of 68 companies in pure electric products. There are a total of 9 models of 7 hybrids and 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 country’s investment in charging equipment such as charging piles has increased, as well as the tightening of preferential policies for traditional fuel vehicles and the relaxation of new energy automobile policies. Let more and more purchasing power shift to new energy fields, and the new energy boom triggered by this will start to erupt from this year.

Recently, the reporter learned that in the “Report on the Issue of Road Motor Vehicle Manufacturing Enterprises and Products” issued by the Ministry of Industry and Information Technology, there were 36 new energy passenger vehicles, 65 new energy passenger vehicle products (including chassis products), and new energy. There are a total of 66 special vehicle products (including chassis products). Among them, new energy passenger cars accounted for 21.6% of the total new energy catalog. It includes 29 pure electric passenger cars and 7 plug-in hybrid passenger cars.

The reporter found in the list of new products for new energy passenger vehicles that, in addition to known new energy vehicles such as BAIC New Energy, BYD, and Yundu, a number of emerging new energy automobile brands such as Haima, Jiangling, Hangzhou Changjiang and Hebei Hongxing are also It springs up.

Speed

Lithium battery technology enters 2.0 new era

If the heart of a traditional car is an engine, then the heart of a new energy car is a battery. Compared with the fuel vehicle, pure electric vehicles have short cruising range and long charging time are all factors that restrict their rapid development. But now, the battery industry is speeding up.

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 that meet the "Lithium-ion battery industry regulatory conditions" (first batch), and eight companies were selected. Among them, Ningde Times New Energy Technology Co., Ltd. was selected as the only energy storage battery company.

On January 15th, the Ministry of Industry and Information Technology released the list of companies that meet the "Lithium-ion battery industry regulatory requirements" (second batch), Duodu, Xinwangda, National Energy Battery, Nugget Power, Zhongxing Power, Zhonghang Lithium, etc. 18 Li-ion battery companies entered the list, 17 more than the first batch.

It is worth noting that in the second batch of companies, the number of energy storage battery companies exceeds that of consumer battery companies. According to industry analysts, 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 774,000 vehicles and 777,000 vehicles, respectively, an increase of 53.8% and 53.3% year-on-year respectively. With the further development of the new energy automotive industry, the proportion of energy storage batteries will further increase.

Recently, several companies have also made breakthroughs in lithium-ion battery-related technologies. Lanxiao Technology announced on January 15 that the company and the Shaanxi Provincial Membrane Separation Technology Research Institute Co., Ltd. took charge of the Qinghai Lenghu 100t/a lithium carbonate project to complete the production line commissioning, and has produced high-purity lithium carbonate; Jiangte Motor recently accepted the agency According to the survey, the current production capacity of the company's lithium carbonate production line is more than 10 tons, and the new production line is scheduled to be completed in the first half of this year.

prospect

Global electric vehicle market invests 90 billion US dollars

The electric vehicle market is not just a picture of prosperity in China. It is also true in the global market. The reporter learned from Ford Motor Co. that the company recently announced that its investment in electric vehicles will double to 11 billion U.S. dollars. At this point, global car companies have invested 90 billion U.S. dollars in battery and electric vehicles, and will continue to maintain growth.

The proportion of electric vehicles currently in the global automotive market is still relatively small. Of the 90 million vehicles sold each year, the proportion of electric vehicles is less than 1%. Tesla, led by Musk, won the top spot with just over 100,000 sales in just three models last year.

At the same time, the total number of car sales in China in 2017 was the first in the world. The China Automobile Association recently released data on China's auto production and sales in 2017. Last year, China’s auto production and sales were 29,015,400 and 28,887,900 vehicles, an increase of 3.19% and 3.04% year-over-year. More than 25% of global sales of cars were purchased by Chinese customers. On the other hand, the global timetable for the sale of conventional energy vehicles has entered a countdown period. Many countries including Norway, the Netherlands, Germany, India, the United Kingdom, and France have set a clear countdown timetable, and our traditional gasoline vehicles will be suspended. It has also been put on the agenda.