Government Policy Encourages Power Battery Business
Author: Source: Datetime: 2017-01-04 15:32:29
China's largest power battery business, market share is only about 14%, a large number of enterprises scattered social funds, most of the lack of battery manufacturing enterprises based on research and development and ensure consistency of the production process. Correspondingly, Japan, South Korea and other power battery manufacturing power is only about 3 of the main power lifepo4 battery pack factory, research and development capabilities and market share has obvious advantages.
China's power battery production "scattered" situation, such as not to be standardized, vulnerable bad money out of bad money to evade the vicious price competition.
The new battery specification encourages companies to increase investment in high-quality, bigger and stronger, which is conducive to further integration of the industry.
2016 pattern of new energy vehicles market is changing rapidly, the introduction of industry policy frequency-intensive, people overwhelmed. Policies have been introduced include new energy subsidies to the slope, charging facilities, incentives, comprehensive utilization of waste batteries, carbon quotas, double points system, new energy vehicle technology circuit diagram.
From these policies can be seen: the state introduced the policy documents from a single promotion subsidies to support and norms, policy efforts are greatly enhanced, forcing the industry to rapidly transform and accelerate industry standards, integration and development.
"80 billion hours" a substantial increase in access threshold
Not long ago, the Ministry of Industry issued a "new energy automotive battery industry standard conditions (2017)" draft, which the new energy automotive industry, especially for the upstream power LFP battery business is a blockbuster. The new version of the standard conditions compared to the March 2015 release of "power battery industry standard conditions", the more stringent requirements, whether from the enterprise foundation, production conditions, technical capabilities, products, quality assurance capabilities, or after-sales service capabilities Have raised the requirements, the overall increase in the threshold of the power battery industry.
The introduction of the new version of the normative conditions, caused a great uproar, the industry to discuss the most is undoubtedly 80 billion watts (the 2015 version of the requirements of 40 times) capacity requirements. 80 billion hours of battery business is what the concept?
As of the first half of 2016, the world's top ten battery manufacturers (lithium-based), the first is Japan's Matsushita, the first half of 2016 Panasonic's production capacity of only 3.0 billion hours, the 1860 three Yuan lithium battery is mainly supplied to Tesla; came in second place is BYD, the first half of the production capacity of 1.5 billion hours; and BYD tied the Ningde era, the first half of production capacity is 1.5 billion watts. Even if the plant expansion, the domestic production capacity can achieve the goal of only BYD, Ningde times and State Hin Hi-Tech, 2017 end of the three battery manufacturers are expected to production capacity of 16 billion watts, 16 billion watts and 107 million watts. The new version of the specification requirements of the 8 billion-watt capacity index to achieve, it means that most small and medium-sized battery companies have to be cleared.
Strict conditions to accelerate the industry standard integration
Ministry of Industry so strict requirements, the purpose is very clear, is to accelerate industry consolidation and development. More than 160 battery companies in the country, the production capacity of more than 1 billion watts of very few, in this case, companies must have expansion needs. According to the calculation of CICC Securities, to form a capacity of 8 billion hours, only equipment capital will need 4 billion yuan, which does not include land, plant, working capital, including the cost.
In addition, the new version of the standard conditions, the basic requirement for the enterprise is "within the past two years there is no production and operation of major safety accidents and product applications." Need to meet the "80 million-watt production capacity standards and two years without major security incidents," the basic requirements of the enterprise is relatively small, it means that most of the battery business is only integrated mergers and acquisitions. This policy, once implemented, will greatly facilitate the acquisition of small and medium enterprises large and medium-sized enterprises at low cost to achieve its rapid expansion of production capacity; and smaller SMEs, either by capital integration, or sadly out.
For the country, the effect is obvious. Subsidy plate size is limited, to take into account a number of enterprises, each enterprise appropriated funds is limited; and if the industry scale effect, the state subsidizes several leading enterprises, not only higher utilization of resources, regulation is more efficient and convenient.
Aimed at promoting local enterprises and foreign competition
Enterprise survival of the fittest, good money to expel bad money, the size of battery companies can look forward to. According to China's electric car will be a hundred people predicted that in 2020 the new lithium-ion battery energy density will increase more than 1 times, reaching 350Wh / kg, the cost reduced by 50% to 0.6 yuan / Wh; battery system energy density will increase 1 times , To 250Wh / kg, cost reduction of 1 times, reaching 1.0 yuan / Wh. As the power of new energy vehicles accounted for 30% -50% of the cost of cars, with the decline in power battery costs, new energy vehicles is expected to significantly lower prices.
In fact, the new version of the introduction of regulatory conditions, already buried in 2012 foreshadowed. According to the "energy-saving and new energy automotive industry development plan (2012-2020)", by 2020, the field of automotive power battery to form "2 to 3 production and sales scale of more than 10 billion hours, with key materials research and development capacity of the leading enterprises ". 2016 is about to pass, according to the current scale of domestic production and marketing enterprises, leaving policy to implement the remaining time is not much.
At the same time, we can see that the policy is being implemented: the new version of the normative requirements more specific and specific. In the definition of power battery, eliminating lead-acid battery which is easy to pollute the environment in the production process; on the production condition, add two requirements on monitoring and consistency; on technical capacity, emphasize equipment and R & D capability and so on. In addition, the new version of the draft also has nine entries, two more than the old version, one is standardized management, and the other is attached, the two one, the implementation of the mandatory requirements and to assess the technical indicators to determine.
Despite strict policy requirements, more stringent requirements, but companies do not have to worry too much. First of all, the specific conditions for the implementation of this specification is uncertain, although limited to 2017, but the possibility of the end of the larger; In addition, the new version of the draft there are "normative conditions will be revised according to industry developments timely" situation. In addition, the new power battery specification conditions, not linked to the directory with the new energy vehicles (see December 2 the Ministry of Industry recently released the fourth batch of promotional catalog), to the battery business buffer period. As for the future will not link, mainly depends on the effect of 2017 policy implementation.
Accordingly, it can be considered that the state to develop such a stringent normative conditions, mainly through strong industrial standards to force the battery industry to upgrade technology and mergers and acquisitions, the establishment of local leading enterprises and foreign-funded enterprises to compete, to break the key technology by foreign Monopoly, independent brands into the pattern of foundries.
Overall, 2016 is the automotive industry policy year; by 2018, car prices will usher in the first round of assessment. As for the upcoming 2017, is bound to play a role in connecting the buffer, the battery manufacturers can not be submitted in 2018 an excellent report card, to see the intensity of policy implementation in 2017 and the acceptance of the market.
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