Speech by Chen Qingtai, Chairman of the China Electric Vehicles Centennial Association Battery China Network
The domestic power battery industry is facing half of seawater and half of flame.
June 27, Xining City, Qinghai Province At the China (Qinghai) International Forum on Lithium Industry and Power Battery, Chen Qingtai, Chairman of the China Electric Vehicles Centennial Association, pointed out that domestic power batteries are rapidly increasing in quality and quality, and international competitiveness. Increasingly, at the same time, with the fierce competition, in the past two years, one-third of domestic power battery supporting companies have been eliminated.
Macroscopically, China's power battery industry has grown rapidly under the dual drive of market and policy.
According to statistics, China's power lithium battery shipments reached 39.1GWh in 2017, accounting for approximately 50% of the total size of the lithium battery industry. China's automotive power battery shipments reached 38GWh, accounting for 65.4% of global shipments.
Chen Qingtai believes that with the growth of the industry, some indicators of power batteries have reached the international advanced level, and the overall performance and product competitiveness have steadily increased. At present, the power battery energy density reaches 240 Wh/kg, and the battery cell drops to 1 Yuan/kg. Watts, lithium battery production equipment automation standards improved, the first-line enterprise automation rate of over 65%.
While affirming their achievements, Chen Qingtai reminded practitioners to pay attention to the current competitive landscape of the power battery industry:
1. Global competition intensifies. 'China will become the main battlefield for power battery competition. Although companies in Europe and the United States have lost ground in this round of competition, they are laying out and are potential powerful competitors.'
2. Increased industrial concentration, small low-level power battery companies will be eliminated.
According to data provided by Chen Qingtai, China's power battery supplier has dropped from about 150 in 2015 to about 100 in 2017, and one third of the companies have been eliminated.
Chen Qingtai believes that the battery companies are now making deeper strategic cooperation with vehicle companies. At the same time, the battery industry is extending its reach to upstream materials and lithium ore to gain market initiative.
3. The first wave of large-scale decommissioning of power batteries will come to an end. Enterprises will begin to study the layout of batteries for recycling.
Chen Qingtai proposed the four existing problems in the power battery industry:
1. Lithium, cobalt and nickel resources in the world present an oligopolistic monopoly. China's utilization of lithium resources is low, nickel and cobalt resources are scarce, and foreign dependence is high. There is a risk of resource safety.
2. The power battery companies are facing huge financial pressure. While they must bear the price increase of upstream materials, they must transfer the additional costs incurred by auto companies due to the subsidy of new energy vehicles. Some of the companies are in difficulties.
3. Structural overcapacity of power batteries. The data shows that in 2017 China's power battery capacity has exceeded 200GWh, but the overall capacity utilization rate is only 40%. Insufficient supply of high-end, low-end product demand.
4. Battery recycling technology and system construction are not yet in place. Technology, acquisition networks, management measures, support policies, business models, and profit models all need to be improved.
To this end, Chen Qingtai made five suggestions:
1. At the national level, medium and long-term resource planning should be formulated to strengthen the investigation, evaluation, exploitation and recycling of resources such as lithium, nickel and cobalt. Market supervision should be strengthened to guide the rational return of prices, encourage enterprises to allocate upstream resources globally, and reduce resources. risks of.
2. The relevant departments strictly control the exploitation of resources and battery production projects. At the mining stage, it is necessary to formulate mandatory standards, improve the access threshold of mining enterprises, eliminate small-scale mining, and improve the efficiency of resource recovery and environmental protection standards. Up to standard enterprises, strengthen the technical standards and supervision of the battery industry.
3. Relevant departments should speed up the construction of the system for recycling and recycling of batteries. Reorganize the recycling system for power batteries from a strategic perspective. Formulate relevant technical, safety and environmental protection standards, encourage the use of power battery recycling ladders to take advantage of the development of the company, and study the development of power. Battery recycling incentives.
4. Enterprises should master core technologies and create core technologies. Battery companies must produce a generation from a global perspective, develop a generation, and pre-research a generation to ensure that their technologies always stand at the forefront of the world.
5. Collaboration between industries and enterprises should be strengthened. Power batteries involve many cross-subjects and industry synergies. Battery companies should optimize and integrate the industrial chain, through strategic cooperation, alliances and joint ventures and other means and R&D institutions, core materials, 4. The company will do deep cooperation with companies such as vehicle recycling and ladder utilization.
