What are the unfavorable factors in the development of the power lithium battery industry in recent years

1) The high-end output of power lithium batteries is insufficient. The overall output of domestic power lithium battery companies may have exceeded the current demand for new energy vehicles, but the supply of really good batteries is still in short supply. In addition to the gap in objective factors such as the level of materials and equipment, production technology, and policy adjustments, the lack of domestic high-end power lithium battery production is important for the following reasons. 1. The cognition is not synchronized. Many power lithium battery companies have insufficient cognition on the development of the new energy automobile industry. Take the research and development of the whole vehicle as an example, the complete cycle is about 2-4 years. Therefore, the production output of the whole vehicle will be laid out at least 2 years in advance. However, some power lithium battery companies only follow the policy and expand production, but fail to realize the importance of coordinated development of vehicle companies, so that they gradually fail to keep up with the pace of vehicle companies, and their products cannot enter the vision of vehicle companies. 2. Change of cooperation mode. The cooperation between power lithium batteries and car companies has a long history, but at different stages of the development of the new energy automobile industry, the depth of cooperation and driving factors between the two sides are not the same. At present, car companies and battery companies are transforming from a pure supply-demand relationship to a deep-bound cooperation based on market and business model innovation. This is often a strong alliance between first-class companies, and the output of high-end power lithium batteries is bound, resulting in tight market supply. On the other hand, supporting applications for high-end production have to go through a certain verification period, so there will be short-term supply shortages. 3. The industrial development environment is chaotic. It is too easy for domestic companies to enter the new energy automobile industry, and too few are eliminated. For example, the power lithium battery market is mixed, and vicious competition between companies is frequent. Under this situation, it is not conducive to the formation of a healthy development mechanism for the industry. The company cannot make high-end products, let alone succeed. (2) The risk of structural overproduction is highlighted. Before 2015, my country's power lithium battery market was basically in short supply, and the rapidly rising production and sales scale of new energy vehicles could basically absorb the gradual expansion of power lithium battery production. With increasing investment in the power lithium battery industry, at the end of 2015, the output of power lithium batteries reached 40 billion Wh. At the end of 2016, the output of power lithium batteries reached 120 billion Wh. At the end of 2017, the output of power lithium batteries reached 200 billion Wh, which was the output at the end of 2015. 5 times. The substantial increase in production scale year by year has led to a gradual increase in the risk of overproduction. Based on the 36.4 billion Wh of power lithium batteries in 2017, the comprehensive utilization rate of my country's power lithium battery production is only 23%. According to the forecast of the Policy Research Center of my country Automotive Technology Research Center Co., Ltd., the demand for power lithium batteries in my country in 2020 is about 110 billion Wh, and the current output of power lithium batteries can meet the demand in 2020. Although the current production scale has increased significantly, most companies have backward manufacturing processes, insufficient Ru0026D and innovation capabilities, and poor product quality and consistency. The high-end output that can truly enter the international vehicle supporting system is still insufficient. (3) The recycling system has not yet formed the power lithium battery. Echelon utilization and recycling are important links in the new energy vehicle industry chain. As the popularity of new energy vehicles in my country continues to accelerate, the amount of scrap power lithium batteries will increase rapidly. According to the forecast of the Policy Research Center of my country Automotive Technology Research Center Co., Ltd., by 2020, the annual scrap volume of power lithium batteries in my country will exceed 80,000 tons per year, and the cumulative scrap volume from 2009 to 2020 will exceed 260,000 tons. Before 2014, a considerable part of the power lithium batteries installed in vehicles have already been decommissioned or will soon be decommissioned. If they are not handled properly, they will cause greater harm to the environment and human health. At the same time, the decommissioned power lithium battery has potential value in cascade utilization and material recycling. If it cannot be reused effectively, it will cause a waste of resources. However, my country's power lithium battery recycling system has not yet formed, recycling standards need to be improved, recycling technology still needs to be improved, there is a lack of relevant incentive policies, market-based recycling mechanisms have not yet been established, recycling is difficult, the utilization rate is low, and industry development is not standardized. And other issues are prominent. 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: What is the difference between a gel battery and a lead-acid battery? Who is good?