With the new regulations on state subsidies coming out, the era of power battery subsidies is coming. How to control costs has become a major problem facing the development of various power battery companies. "The power battery market will undergo a new round of reshuffle, and most power battery companies and manufacturers will undergo a huge test." Recently, the largest domestic production and sales, the world's third largest cylindrical lithium-ion battery manufacturer - Far East Fu In an interview with this reporter, Cai Dong, general manager of New Energy Co., Ltd. said that from the information disclosed by the parties, supporting high-quality enterprises will be one of the main directions of the state subsidy new regulations. The limited time for state subsidies and support will truly enhance their technological strength and better cope with more severe market competition.
Industrial chain joint research and development is gradually becoming a ternary material battery or taking the future
"At present, compared with foreign countries, the gap between China's power battery technology is mainly reflected in the ternary material battery, specifically the energy density and safety of the battery." Cai Dong said that foreign materials manufacturers and battery manufacturers have been formed abroad. Joint research and development capabilities between OEMs. For example, Tesla and Japan's Matsushita jointly built a super battery factory, and its combined research and development strength is beyond the reach of a single battery company in China. "What is gratifying is that some domestic automakers are already considering increasing the battery pack project, and battery manufacturers are also actively cooperating with the cooperation between OEMs." Cai Dong believes that this is a good trend and will be beneficial to China's power. Further improvement in battery performance.
Recently, China will conduct more research and development work around ternary material batteries, with a focus on how to make energy density and safety better. Energy density and safety are relative. The ternary material battery has higher energy density and relatively poor safety. "We have been specializing in 18650 ternary material battery system battery, with professional ternary material battery research and development team and rich experience in R&D and production. At present, we have upgraded the safety of ternary material battery to the industry leading level." Dong said.
The energy density of the ternary material battery is high, and the temperature will rise instantaneously. If the battery safety valve cannot be opened in time, it will cause safety problems. "We can use the self-developed additives to nearly double the time it takes for the cell to reach the same temperature, so that the cell safety valve has enough time to open, thus improving the battery safety factor." Cai Dong said, Far East Foster also The application package material is developed on the battery pack to disable the single battery without affecting the overall effect of the battery pack, further improving battery safety.
Guided by national policies and actual needs, in the field of passenger cars and special vehicles, lithium iron phosphate batteries will gradually be replaced by ternary material batteries. “The growth space and investment value of ternary material batteries in these fields is very large. At present, BYD and BAIC have adopted ternary material batteries on various models.†Cai Dong said that the future Far East Foster will focus on research and development. Use ternary material batteries for vehicles and logistics vehicles.
Cost is the key period of the post-subsidy era
The problems of mileage anxiety, security concerns, and difficulty in charging for industry development will be solved as capital investment increases and technology upgrades are resolved. "But after the national policy subsidies are abolished, the cost will be the most important problem facing the development of power batteries." Cai Dong believes.
In the future, the policy subsidies for passenger cars and passenger cars will drop by 30% and 20% respectively, and the decline rate of special vehicles will be even greater. At the same time, the price of bulk raw materials in the upstream of power batteries has risen sharply, and the cost pressure has increased. "At that time, most of the power battery companies and automakers, including industry leaders, will undergo a huge test." Cai Dong said.
Cai Dong said that from the recently published "Automobile Power Battery Industry Standard Conditions" (2017) (Draft for Comment), the state will mainly support high-quality enterprises that hold capital and R&D strength and can achieve large-scale production. "This can effectively avoid duplication of investment in the industry and benefit the future development of the industry.
However, from the current point of view, companies that can meet the requirements of this indicator are rare. He said that he hopes that the country can build a policy of sustainable development, give a market continuity and a smooth transition period on the basis of calculating the general ledger, and give more reasonable time for enterprises to connect with the market, so that the state can support and guide enterprises. Maximize the value.
It is doubtful that the competition in the power battery market will be more intense in the post-subsidy era. Enterprises should accelerate the strengthening of market and technical talents to prepare for future competition. Cai Dong said: "We are currently the largest 18650 battery manufacturer in China, with good scale technology and production level. Since the listing last year, we have obtained effective capital support. In the future passenger vehicle application market, Far East Fu Ster must be able to stand the market test."
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