Lithium investment is more than half a year 120 billion power battery ecology is very important

According to the survey, in the first half of this year alone, nearly 20 power battery companies have expanded their production capacity, and their total production capacity has exceeded 65GWh. At the same time, power battery-related investments are still enthusiastic. In the first half of the year, only the amount of lithium-related projects invested exceeded 120 billion yuan. The power battery industry chain is prosperous, but the problems can not be ignored.

Liu Yanlong, secretary-general of the China Chemical and Physical Power Industry Association, pointed out that there is a large inventory of power battery companies, facing more serious accounting periods and pressure on accounts receivable, and the financial pressure exceeds the level accepted by the entire industry; at the end of 2017, the power battery is expected. The overall production capacity is expected to reach 228 GWh, which will increase by 125% over 2016, which will further cause serious overcapacity in the industry.

Wu Wei, Director of the Machinery and Equipment Division of the Industry Coordination Department of the National Development and Reform Commission, pointed out that the development of the power battery industry requires collaborative innovation and the building of an ecological environment. Power batteries play a pivotal role in the development of new energy vehicles, but new energy auto parts are not just batteries, and the power battery industry is not just about manufacturing, technology, there are many related industries, related markets and related resources. How to organically combine these industries, jointly enhance and coordinate development, is a topic that the entire industry chain companies need to face together. Wu Wei said that the National Development and Reform Commission pays attention to the innovation and development of new energy vehicles, especially the key components industry. The upgrading of the power battery must not only pursue high energy density, but also pursue the development of high-performance, high-efficiency, high-safety, low-temperature-resistant power batteries and system.

Liu Yanlong also said that from now on, power battery companies must begin to consider and plan in an orderly manner, such as the layout of the international market, and accelerate the realization of intelligent battery manufacturing. In addition, enterprises can no longer adapt to the new development situation alone. He hopes that an industry platform can be established to promote the formation of a close and orderly alliance front for the power battery industry, and promote the power battery industry to form a good ecological environment.

For the “subsidy” problem of new energy vehicles, Yang Yusheng, an academician of the Chinese Academy of Engineering, said that the subsidy retreat has opened up a new pattern for electric vehicles, mainly in four aspects: opening the stage for companies to lead the market; auto companies should actively absorb subsidies "The difference"; points and pure electric mileage linked, side effects can not be underestimated; the original intention of the development of electric vehicles need to be reviewed. Under this background, it is of great significance to develop an extension-based electric vehicle and a third-generation extension-based electric vehicle technology. Yang Yusheng bluntly stated that increasing the number of electric vehicles is the best technical route under the influence of subsidy withdrawal, and it is a weapon to build a powerful automobile country.

Liu Yanlong hopes that the subsidy policy for new energy vehicles will not be adjusted frequently so as to avoid the interruption of supporting products. Under the current situation of substantial reduction of subsidies and expansion of market size, the market should play a major role and users should choose to promote technological progress. The state should strengthen the supervision of the market for power battery applications. Some power battery companies that have more problems can be blacklisted.

Zheng Mianping, an academician of the Chinese Academy of Engineering, said that the global lithium product prices remain high and demand continues to increase. At present, China’s foreign dependence rate reaches 70%. “How to develop high-efficiency green and low-cost brine-type lithium resources is urgently needed and we strongly promote the recovery of power batteries. Use is imperative."