The development of the power lithium battery industry should pay attention to the three "vigilance"

　　Author ：Iflowpower – Portable Power Station Supplier

my country's energy storage network: Recently, there is news that Samsung SDI has been idle in Xi'an production line. According to the plan, Samsung SDI has plans to have a $ 600 million in 2020 to expand the production line of Xi'an 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, and the battery order is reduced by battery order. The Korean battery is retreats, and there is also a Korean battery company in order to meet the "Specifications Conditions for Automotive Battery Industry" in China.

However, with the "Automotive Lithium Ion Battery Industry Standard Conditions (2017)" The announcement of the comment is made, and the requirements become more stringent, and the Korean battery company is not hit. At present, there are more than 150 companies in my country's production powered 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 processing and manufacturing performance is not uniform; the industrial 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 the unstable state in the development of the dynamic lithium-ion battery industry, we must analyze some problems in the development of the industry in the development of the industry. " Ouyang Ming, Ouyang Ming, 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 5 million electric buses and 5 million vehicles.

Total demand for electric passenger cars. Its production is equivalent to meeting the production goals of our 2025 years. The relevant market data shows that my country's powered lithium-ion battery production has reached 52.

9GWH. Therefore, there is an urgent problem to solve the problem of excessive power lithium-ion battery production. Once the dynamic lithium-ion battery market has severe yield excess, industry or facial differentiation.

In the face of this status quo, Minister of the Ministry of Industry and Information Technology has previously said in the electric car 100-person forum: "The power lithium-ion battery market will usher in integration, and the company must upgrade the core technology of the power lithium-ion battery. "At present, the new energy vehicle market is in the rising period, and subsidy policies have also made more stringent requirements for the dynamic lithium-ion battery market. If you want to meet market needs, companies must make adjustments to this.

At the same time, the integration of the market is also imperative, no technology, smaller battery production plants are eliminated. At that time, the domestic power market can usher in "spring". Be wary of "excavation wall" chain reaction 2015, the new investment in the dynamic lithium-ion battery sector has exceeded 100 billion yuan, and the number of domestic power lithium-ion battery companies has also soared from 50 at the end of 2014 to 2016.

More than 150, 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 fields such as real estate, steel, fire, home appliances. There is a shadow in the place where there is a 300% growth rate, hidden chaos and crises: "excavation wall" phenomenon increases, safety problems frequently, low-end production is over-house, plagiarism imitation .

These are always possible Destroy the "mines" in the industry. In all kinds of chaos, "excavation wall" is most accepted by internal diseases, but also the root cause of problems such as safety hazards and product imitation. The capital is very urgent, making many new companies have no patient reserves and the construction of the company's employee system, but speculative, trying to solve the desired needs of the company to solve the front line of "excavation".

There have been insiders revealed that "under the short-term thinking, some of the water to touch the fish, the irresponsible foreign person attempt to quickly establish teams through the 'digging wall', but the role that is excavated is often only some small engineers, these people go out When the shaking change, it became a total 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, and the power system is safe, and the power system is related to the material, the battery, the group structure, the battery management system, and the power.

" Aspect match, vehicle environment, operation management, charge management and other levels and dimensions. Savel and technical breakthrough in security issues requires an overharacter 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. Application related experience. Be wary of low-level repeated construction, and at the same time, my country's dynamic lithium-ion battery industry has a low level of repeated construction, and it is not to ignore.

Compared with the international, "high-end materials also import, lack of core, original core patents, and increase the basic research of battery industries". Shenzhen Jiyang Zhiyun Technology Co., Ltd.

is concerned about the current status of my country's dynamic lithium-ion battery manufacturing. "The lack of battery standards, 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, low output; Dynamic lithium-ion battery structure, manufacturing process is insufficient; low manufacturing pass rate, high safety, high cost. "" The explosive demand of the power lithium-ion battery has extended to the relevant materials industry of the positive, negative, diaphragm and electrolyte, and the upstream lithium mine resources, after the threshold of the Ministry of Industry and Information Technology (standard, strong inspection, etc.

), my country's new dynamic lithium-ion battery industry chain will face a new round of shuffling, which may become 100 homes now. Wu Feng, a professor of Beijing Institute of Technology, further said that "in fact, South Korea and Japan do not exceed 10. Energy density, safety, life, cost is the restrictive factor of dynamic lithium-ion batteries and its industrial development, rendurving materials, batteries, process and system innovation, breakthrough.

"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, the company must calm down to accumulate. Too many cases warning us, any unrealistic, the shortage of the lucky development is the final road that will be died.