Power battery to use new energy vehicles "Dongfeng" will usher in the golden period

In the next decade, the central government will invest 100 billion yuan to support the research, development, and promotion of core technologies for energy-saving and new energy vehicles. In the future, consumers will buy pure electric vehicles, plug-in hybrid vehicles, vehicle purchase tax, vehicle and boat taxes, or be exempted. By 2020, the demand for global automotive power batteries driven by new energy vehicles will exceed 200 billion yuan. This reporter recently interviewed senior experts in the industry. Experts said in an interview that power batteries will benefit from new energy vehicles, and that the Chinese vehicle power battery industry will usher in a golden opportunity for rapid development.

Demand for Power Lithium Batteries is Strong Industry experts pointed out that since the release of the preferential policies for new energy vehicles, the focus has been on the development of power batteries. As the key subsidies for pure electric vehicles and plug-in hybrid, these two models are now using more than 90% of lithium batteries, so the lithium battery is a very big advantage, especially lithium iron phosphate batteries. NiMH batteries of the same power battery are less popular due to their lower energy density, larger size, and higher weight.

The Road to Localization Ren Zhong Dao Yuan According to media reports, China is already the second largest producer of lithium batteries after Japan. However, experts believe that China's lithium battery industry has gradually expanded into electric bicycles and electric vehicles. As the state encourages the development of the production of lithium-ion batteries, many battery factories in China and some powerful enterprise groups have seen the potential market for lithium-ion batteries in China and are preparing or have already invested in the production of lithium-ion batteries. These practices will undoubtedly promote national lithium. The development of the ion battery industry. However, as a large demand and production country for lithium batteries, our technology is relatively backward. The key materials of lithium batteries, such as separators and electrolytes, are still dependent on imports. Only diaphragms account for 20% to 30% of the cost. If these materials can be made domestically, prices will drop further.

Cathode materials are investment experts. The performance of lithium-ion batteries is mainly determined by the anode and cathode materials. The cathode material is the core of a lithium battery and occupies about 30% of the cost of a lithium-ion battery. So I think the cathode material should be the lithium-ion battery. The key material. Hybrid cars powered by lithium iron phosphate batteries will become the mainstream of new energy vehicles. The entire lithium battery industry chain is the focus of investment in new energy vehicles, and lithium battery cathode materials will become the brightest pearl in this industry chain.

Market demand continues to increase With regard to market capacity, experts analyze that currently in the domestic market, the sales of power lithium batteries mainly come from the small lithium battery fields such as mobile phones and computers, but the benefits of the battery in the new energy vehicle development route has been clearly defined Larger, with the gradual maturity of new energy vehicles in the future, is bound to drive the explosive growth of power lithium batteries. The market competitiveness of the lithium battery industry depends heavily on the long-term development of technology accumulation, rather than a simple capital investment. Similarly, lithium battery materials have high technical barriers and they have mastered the scale production of lithium iron phosphate and lithium iron phosphate batteries. Technology companies will surely take the lead in the future competition in the electric vehicle industry.