Precautions for the development of the dynamic lithium-ion battery industry

　　Author ：Iflowpower – Portable Power Station Supplier

Recently, there is news that Samsung SDI has been idle in Xi'an's processing line. According to the plan, Samsung SDI has plans to include $ 600 million in 2020, used to the processing line of the Daximai battery factory. At this time, the company is deciding to reconsider the expansion plan of my country's Xi'an Battery Factory.

Someone, according to media reports, LG chemical company established in Nanjing is basically in idle state, and LG chemistry is negotiating the project to sell the project to SAIC. In addition, South Korea SKI has established a new energy vehicle battery factory established by my country's company company, which is reduced by battery ordering as a stop processing. Once, there is also a Korean battery company to meet the "Automotive Battery Industry Standard Conditions" in the domestic acceleration plant, but with the announcement of the "Automotive Lithium Ion Battery Industry Standardization Conditions (2017)" comment on the announcement of the opinions, It is more stringent, and the Korean battery company is not smashed.

At present, there are more than 150 companies in my country's processing dynamic lithium-ion batteries, and this figure is still rising. While the lithium industry is developing, it has also exposed a series of issues. If the technical level is in medium and low-end, the industry lacks competitiveness; there is high-end research and development of products, and the production performance is unity; the industry chain is lacking Collaborative innovation mechanism, technology development level is unbalanced; industry structural contradictions are prominent, high quality battery and key materials supply, low-end supply, excess production; new energy vehicles run safety accidents, battery system security needs to be improved.

In the case of unstable state in the development of the dynamic lithium-ion battery industry, we must also break out some problems in the development of the industry through the Korean battery in our market: the excess problem of the warning production, Tsinghua Ouyang Ming Gao, Ouyang Ming, pointed out that if the price of electric passenger cars and electric passenger cars 1:10, 170GWH power lithium-ion batteries can meet the annual output of 500,000 electric buses and 5 million electric multiplications. Total demand. Its production is equivalent to meeting the machining target of my country's 2025.

Relevant market data declarations, currently my country's powered lithium-ion battery production has reached 52.9GWH. Therefore, there is an urgent problem of excess production of dynamic lithium ion battery.

Once the dynamic lithium-ion battery market has severe yield excess, industry or facial differentiation. In the face of such status quo, Minister of the Ministry of Industry and Information Technology has previously said in the electric car hundreds of forums: the power lithium-ion battery market will usher in integration, and the company does not upgrade the core technology of the power lithium-ion battery. At present, the new energy vehicle market is in the rising period, and the subsidy policy has also made a more stringent requirements for the dynamic lithium-ion battery market.

If you want to meet market needs, the company does not make adjustments to this. At the same time, the integration of the market is also imperative, no technology, smaller batteries, will be eliminated. At that time, the domestic power market can usher in spring.

Guun Digging Wall Chain Reaction 2015 So far, domestic companies have more than 100 billion yuan in the category of dynamic lithium-ion battery, and the number of domestic power lithium-ion batteries has also soared from 50 in 2014 to 150 in 2016. Many, up 3 times. Among more than 100 companies, there are traditional digital batteries to transform, there is from the upstream and downstream, and there are also different categories from real estate, steel, fire, and home appliances.

There is a shadow in the place where there is a 300% growth rate, hidden chaos and crises: the phenomenon of excavation of the wall is increased, the safety problem is frequent, the low-end output is over, the product plagiarism imitation These may destroy the industry. Row of mines. In all kinds of chaos, the top of the excavation of the wall is the root cause of the problem of triggering safety hazards and plagiarism.

The eagerness of capital is very eager to make many new companies do not patiently do talented reserves and the construction of the company's employee system, but speculative, trying to dig people from the first-line company to deal with. There have been insiders to reveal, under the short-term thinking, some of the water-moving fish, irresponsible foreign people attempt to quickly establish teams through the way of digging the wall, but the role being excavated is often only some small engineers, these people have changed General work. In fact, the powerful lithium-ion battery is the heart of the new energy vehicle.

Its safety use of the whole vehicle is self-evident, to achieve the safety of the power system, involve material, battery, group structure, battery management system, power Matching, vehicle environment, operation management, charge management, etc. Multiple levels and dimensions. Processing and technical breakthroughs in safety issues to build a super hard talent and technical team.

The dynamic lithium-ion battery industry belongs to the industry and related experience. It is necessary to have a large number of high-end technical talents in the industry, and technicians have to have a good professional knowledge and strong comprehensive design capabilities. Use relevant related experience.

At the same time, the warning of low levels of warnings is, and the low levels of re-construction problems in my country's dynamic lithium-ion battery industry are not ignored. Compared with international materials, high-end materials also import, lack of core, original core patents, so that the basic research of battery industry has become a top priority. Shenzhen Jiyang Zhiyun Technology Co.

, Ltd. is concerned about the current status of my country's dynamic lithium-ion battery manufacturing. Battery standard lack, especially the size of the size of the size; there is no unified manufacturing standard, relying on all kinds of hardships; the safety of dynamic lithium ion battery is facing severe challenges; small size, low-end output, high-end production; Lithium-ion battery structure, insufficient manufacturing process research; low manufacturing qualification rate, poor safety, high cost.

The explosive demand of the dynamic lithium-ion battery has extended to the relevant materials industry such as the pilot, negative, diaphragm and electrolyte, and the upstream lithium mine resources, after the implementation of the entry (standard, strong inspection, etc.) threshold, my country's new The power lithium-ion battery industry chain will face a new round of shuffling, may become 100 home by hundreds of times. Wu Feng, a professor of the Beijing Institute of Technology, further stated that there is no more than 10 in Korea and Japan.

Energy density, safety, life, cost is the restrictive factor in the dynamic lithium-ion battery and its industrial development, it is related to the innovation of materials, batteries, processes and systems. We believe that from the perspective of battery company's own development, technical team and systemic development system is the cornerstone of the company's development, and the company must calm down. Too many cases warning us, any unrealistic, the shortage of the lucky development is the final road that will be died.