Current status of lithium battery industry and new energy subsidy policy

Will the lithium battery industry become the next photovoltaic industry? As the new energy subsidy policy is about to come out, the Tesla effect on the other side of the ocean used to be the new energy vehicle industry in the a-share market. The development of new energy vehicles has entered the field of vision. 50% of the total cost of power lithium batteries is 70%. With the development of the new energy market, lithium batteries are one of the biggest benefits, and concerns about the blind expansion of lithium battery capacity have also followed. As early as during the two sessions, the Minister of Industry and Information Technology Miao Wei revealed that the state will continue to subsidize new energy vehicles this year, the subsidy will be increased, and the subsidy standard will be increased. MiaoWei stated that in order to adapt to the current energy and environmental situation, given that the previous new energy subsidy policy had little impact, the current subsidy policy is still necessary. In the past, important buses in my country have passed, but the recent private purchase of new energy vehicles has begun It is to increase efforts to start the development of private purchase of new energy vehicles. According to Lu Xiangzhen, Director of the Major Project Coordination Department of the Shenzhen Development and Reform Commission, Shenzhen’s existing 15,000 taxis will be replaced by pure electric taxis. Starting from the second half of 2013, Shenzhen will introduce an incentive policy for electric taxis. And supporting charging facilities. In addition, markets such as Hangzhou and Anhui have also increased their promotion targets and supporting policies for new energy vehicles. According to relevant media reports, the new energy vehicle subsidy policy will be extended for 3 years, and the original 25 demonstration cities will be further expanded. Vehicle purchase subsidies are no longer restricted by demonstration cities, and the maximum subsidy for pure electric vehicles remains unchanged at 60,000 yuan. The domestic plug-in hybrid new energy vehicle subsidy standard is expected to increase, which was previously 3,000 yuan per kilowatt-hour. Policy speculation has stimulated a new round of investment in lithium batteries, but as the darling of the energy industry, there are still many problems to be solved. The development of lithium batteries seems to have something in common with the photovoltaic industry on the cusp. Under the preferential policies, whether the industry will expand rapidly in a short period of time, leading to a series of problems such as overproduction, decline in profitability, and oversupply of the industry, has worries people in the industry. It is reported that from the end of 2012 to June 2013, due to policy expectations, investment in lithium batteries continued to rise, and the current planned investment projects will have a capacity of more than 5 billion ampere hours by 2015. However, a report published by Frost and Sullivan shows that there is always a demand for pure electric vehicles for passenger vehicles. There are only about 120,000 new energy vehicles and plug-in hybrid electric commercial vehicles in my country. By 2015, it It consumes about 900 million amperes of lithium batteries, and the processing capacity far exceeds the demand. As early as 2010, Roland Berger pointed out in its global lithium battery survey report that by 2015, the global automotive lithium battery capacity will be at least twice the actual demand. However, in addition to the balance of processing and demand, the effective capacity of lithium batteries for automobiles in my country is still insufficient. At present, my country's automotive lithium batteries are too scattered and small in scale. They are still in the early stages of testing and have not yet reached the stage of commercial matching. Suzhou Hengzheng Technology Co., Ltd. is a company specializing in processing lithium batteries for automobiles. Its chairman Dong Ming once said: There is a demand for automobile batteries. On the contrary, the battery cannot meet the requirements of the car, so there is no output. There is now a market for car batteries, and there are no qualified products. Encouraged by the new policy, lithium battery manufacturers that have already invested also tend to invest blindly. Investors hope they can survive within ten years. Faced with the current situation, they can only choose to withdraw or expand on a large scale. In terms of technological innovation, most investors tend to rush to adopt the materials of the previous generation and rarely invest in the Ru0026D of the next generation. At present, domestic lithium batteries are facing another severe test. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Analyze the five basic protection functions of lithium battery BMS