With the rapid development of new energy vehicles, power battery market demand surge nearly two years, ushered in the "golden period." However, in prosperity, but also exposed some new problems. How to promote the healthy development of lithium battery industry recently, Qinghai Province, the Ministry of Science, the Ministry of Industry and the China Electric Vehicle hundred people will be jointly organized in Xining? "Lithium industry - New Ecology" International Forum, the participating companies, experts and representatives conducted an in-depth discussion.
Development has entered a golden period
2015, China's new energy vehicle production reached 379,000, the overall battery power when shipments reached 15.7 billion watts, an increase of more than three times. Explosive power battery demand has been extended to the anode, cathode and separator, electrolyte and other materials related industries and upstream lithium ore resources industry. Market supply and demand effects have emerged as an important raw material of lithium ion battery, lithium carbonate prices have been from 43,000 yuan per ton in 2015, up to 160,000 yuan per ton in May this year.
Battery outbreak demand, market supply was "tight." Many domestic lithium battery manufacturers even let new energy vehicles and other goods manufacturers queuing situation. Faced with popular market, some companies also enhance the production capacity to meet market demand. Vice President of Marketing Technology Co., Ltd. Ningde era of new energy Tan Libin said the company in 2016 planned production capacity is twice last year.
"The current investment is still in power battery enhancement stage." China Electronics Technology Group Corporation No. 18 Research Institute senior Xiaocheng Wei said that the number of about 160 million watts watts supporting battery 2015, the output value of over 40 billion yuan, and now the whole industry capital investment has more than 100 billion yuan.
It is understood that the current domestic lithium industry has initially formed the Pearl River Delta, Yangtze River Delta, Beijing, Tianjin and the Central Plains region of the four industrial areas. The lithium reserves accounted for 80% of Qinghai, is trying to build a base and lithium industry has a national influence, relying on the rich resources of lithium, the lithium market to grab a slice.
Governor of Qinghai Province Hao Peng said that the current Qinghai Salt Lake has initially formed lithium carbonate, lithium battery anode material manufacturing integrated upstream and downstream industry chain, "and strive to 2020, Qinghai playing of national influence billion dollar lithium industry base, and lithium from lithium industry resources in the province to province change. "
To promote the development of the lithium industry, Qinghai Province also launched a series of industrial policies to attract enterprises have settled in Qinghai lithium. Ningde Era New Energy Technology Co., Ltd., Beijing Science and Technology Industry Co., Ltd. and other well-known domestic manufacturers have set up factories and start in Qinghai. BYD chairman Wang Chuanfu also said that BYD will invest a battery factory capacity of 10 billion watts in Qinghai.
Still short board filled
Behind the rapid growth of the lithium industry, some of the problems gradually. In recent years, the government introduced various forms of policy to promote electric vehicles and rapid start with development of related industries, and achieved certain results. But some experts said the electric car market performance of government subsidies case, did not reflect the real situation of the market, which can easily lead to strong stimulation of enterprises to blind investment, enterprise product "by the amount of light," and so on.
China Electric Vehicle Hundred, director Chen Qingtai said that under favorable policies to promote, many car companies are busy on the production, battery companies competing to expediting, timely get the goods even reduce quality requirements. Battery parts enterprises under tremendous pressure delivery, some in order to protect the supply and reduce the quality standards, management relaxed, slowed down the pace of technological research and development. This phenomenon is very dangerous worrying.
Thanks to strong demand, although our current lithium battery industry has been among the world's first camp, but it does not mean that with South Korea, Japan's top business no gap, such as product consistency, there are still a wide gap. A lithium company official said, the current South Korea, Japan giant product defect rate has been reduced to 3ppm level, namely, the production of one million batteries, and failed only three; and batteries product qualification rate of Chinese enterprises not yet reached this level.
At the same time, the industry there are still "small and scattered" problem. Due to the rapid expansion of the market, industry, low barriers to entry, a large number of R & D technical level is not high for small and medium companies to enter the lithium industry, these enterprises in technological innovation capacity, profitability is no advantage.
In addition, the lithium industry, how to improve battery recycling sectors, reduce environmental pollution, the industry is also an important factor for sustainable development of protection. Some experts predict that by 2020, the global number of waste lithium batteries is about 25 billion. If the recycling aspect is not perfect, it will cause great pollution and waste of resources. However, the high cost of waste battery recycling, recycling enterprise level is not high, it is the domestic lithium industry pain points, but also with the major gap between developed one of the lithium industry.
Multi-pronged approach to shorten the gap
Chen Qingtai said, to build an environmentally friendly, healthy and sustainable development of the lithium industry chain should first be moderately reduced lithium industry growth rate, increase investment in research, and make great effort to grasp the quality down to solve the problems exposed, profound knowledge, greeted the outbreak of the electric car industry.
How to grasp the technology research, and to shorten the gap between the top foreign companies? CNAC lithium (Luoyang) Co., Ltd. Technology Research Institute Dean Guosheng Chang believes that in addition to other sectors outside of manufacturing processes, the greater the gap between domestic and international top technique is that the basic industries, "for example, battery production automation equipment, or top foreign technology and equipment and there is a gap in the machining accuracy. Therefore, the state and enterprises should pay more attention to the study of basic industries, to shorten the gap between us and the world's leading technology fundamentally."
Meanwhile, the government should guide and promote the development of the industry change through industrial policies. Experts believe that despite the current Ministry of Industry has released four batches meet the "vehicle battery industry standard conditions" business directory, but there are still 57 battery enterprises to enter the directory. If we can further increase the access standards will help to phase out low-end production capacity, improve market concentration, optimize the industrial structure.
Power battery for recycling, Science and Technology Minister Wan Gang said battery especially lithium-ion battery, after recovering necessarily be disposed of immediately, you can cascade utilization. There are many companies see the market echelon use the vast space, and tried to enter. However, lack of standards has severely restricted the enterprises to enter the initiative. Hefei, China Xuan Tech Power Energy Co., Ltd., vice president of research projects, Yang continued to represent, if not solve the problem of a series of standard battery life, etc. echelon use out of the question. Therefore, the strengthening of research and technology testing and evaluation standards decommissioning battery quality, performance, identification, classification, etc., and the development of relevant standards, promote echelon use is essential.