Author ：Iflowpower – Portable Power Station Supplier
At present, my country's car market is experiencing cold winter phenomena since the first negative rises and large-scale vehicles since 1990. In fact, it is not only my country, the global auto market is not booming. There are signs of large-scale, financing difficulties, and subsidized dividends, etc.
, in the future, in the future, car companies will face more violent external competition, and everyone's living space will also be further compressed. In recent years, under the protection and promotion of national policies, the development of the momentum of the new energy car curve overtaking is especially rapid. However, despite the strong support of policies, the new energy automobile industry has to meet the stress from subsidized restrooms in addition to the capital of the capital.
This is undoubtedly "housing leaks in the rain". Especially the power lithium-ion battery technology, its development has a large extent of the promotion of new energy vehicles. In this cold winter, what will the power lithium-ion battery companies go? How to survive in a more demanding market environment? Recently, Cai Yi, Director of Guoxuan High-Tech Engineering Research, Wang Chao, Wang Xiang, Chairman of Ningt Times, Men Xiangfeng, Honeycomb Energy Technology Co.
, Ltd. Global Marketing Vice President, Yanbui, etc. from each powered lithium-ion battery company.
People who share the challenges and development plans to face the power lithium-ion battery in capital winter and subsidies. Development challenges for nearly two years, subsidies with a 30% speed of each year, which is self-evident. In the past, the vehicle factory basically contacted the quantity of the price and subsidies of the power lithium-ion battery together with the amount of subsidies, if the subsidy is even completely canceled, the pressure of the vehicle in the power lithium-ion battery price Will also rise year-on-year.
Therefore, the biggest challenge to the company is of course cost reduction, transmissions and meet the competition of foreign battery companies. In the past few years, due to domestic subsidies and some restriction policies, overseas dynamic lithium-ion battery companies have been blocked outside the country. However, after the subsidy, the domestic and foreign power lithium-ion battery companies will stand on the same running line.
These foreign giants have deeper related experience and accumulation in technology and quality control, safety, which relates to domestic battery companies. Huge pressure. Cai Yi, Dean of Guoxuan High-Tech Engineering Research Institute, said in his speech: "Don't think that this cost reduction and pruneurity is two things that are contradictory, we sell battery standards for each tile.
If the energy density is greatly improved, the increase in cost is limited, but at the same time, the price of the battery is also lowered. For passenger cars, the requirements for energy density are not just a problem of price-cost, and the effective space improvement on the passenger cars is also helpful. "In addition, the price difference between traditional fuel cars and electric vehicles can be reduced after a few years of subsidiaries, and the company has to consider in advance.
At the same time, battery companies also face pressure on user charging convenience. At this stage, many charging pile companies face non-profitable, charging time accounting, and small maritis points of users. However, the Ministry of Industry and Information Technology and the Development and Reform Commission have recently introduced a number of policies and standards that encourage new energy vehicles and dynamic lithium-ion batteries.
"Dual Points" policy is also inverting the entire vehicle in new energy vehicles. From this perspective, subsidized resurns have a certain buffer. In the future, with the increase in policy information guidance and the market size of the market, the market pain points faced by the dynamic lithium-ion battery company may be improved.
But the company can not blindly optimism, prepare for the rain, and to deal with the countermeasures in advance is the sword that can continue to develop. Countermeasures In the Ningde Times of Domestic Power Lithium Ion Battery Leading Company. The secretary of the chairman Meng Xiangwei mentioned the following points in his speech: First, the company level, everyone still rely on technology, relying on products, relying on quality to obtain consumers.
The company also accelerates investment, accelerating technology breaks, build high-quality new energy vehicles, high-quality batteries, especially to enhance new energy vehicles; the second is the government level, hoping to strengthen the management system of the market. Meng Xiangwei said that after the subsidy saver, if the state continues to maintain a support policy, it will help the development of the entire new energy vehicle market. As for the landing direction of support policies, he proposed a few questions for meditation for on-site audience: "First, the deadline for the purchase tax is 2020, is the government to continue the tax adjustment to continue 3-5 years? Second The government's support for the use of charging piles, is it possible to further advance? Will not introduce more support policies to enhance the convenience of users charging and parking? "" Of course, the most important thing will be in 2020 Dual Integral Policy "Meng Xiangwei emphasized.
It is reported that the first draft of the double-point policy has been formed, and the industry opinions may be solicited next year. Looking forward to the "Dual Integral" policy is more forward-looking to the market, and more companies can promote more companies to develop new energy vehicles. In addition to the planning of the national and corporate level, Cai Yi also shared everyone in the future layout plan and specific response policy in the future, and the author found that Guoxuan's high-tech is more cautious in battery technology.
According to Cai Yi, in the global layout, there are six major R & D centers in Guoxuan. In addition to the Hefei Research Institute headquarters, there are research and development centers in Japan, Singapore, the United States, and Silicon Valley. In the future, there will be more R & D staff in the world to work together to further improve and improve technology.
He said: "Product design, not just a pure amount of pure increase, how to configure the electricity. BMS efficiency, energy recovery efficiency, how can the same size, how can the electric electrode that are deployed? Therefore, when designing products with the whole vehicle, we must cooperate with them to do some improvements in this regard. In business model, new energy vehicles and energy storage and ladder are combined with recycling, and strive to reduce costs as a whole.
All these things to do are investment in research and development. From 2019, Guoxuan intends to invest 10 billion in R & D, which has greatly improved last year. That is to say, it is committed to improving the consistency of the battery while improving the energy density.
"In addition, Cai Yi also said that in the future, it is necessary to focus on passenger cars: First, the renewal mileage of the middle and high-end cars is 500 kilometers. Second, under the premise of reducing costs, at A00 Battery with iron lithium system on a grade car. At the same time, Guoxuan will also make some layouts in the upper and downstream industrial chains, including Tangshan and Sinoo Metallurmallow, and Lanzhou Jinchuan engaged battery recovery of Bronze crown battery copper foil and star source battery thin film, so The relevant industries also engaged in joint ventures and improved costs while improved technology.
It does understand that in addition to wide expansion of cost reduction cost, additional energy density, battery companies are also particularly important in the layout of raw materials such as nickel-cobalt manganese, as control costs and energy density are related to the use of raw materials. I hope that through a series of preparations and layouts, the domestic power lithium-ion battery industry can come in the cold winter, but also live better.
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