The hottest power battery market is a mixture of g

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The "good and bad" policy and technology in the power battery market need to be pursued at the same time

with the country's strong support for new energy vehicles, the power battery industry is becoming a new "outlet". With the continuous influx of industry capital, fishers in troubled waters also flow into the market. How to rectify the industry chaos and promote the healthy development of power batteries has become the focus of the industry

in the first October of this year, the total supporting capacity of power batteries for new energy vehicles reached 14.2 billion watt hours, of which the supporting capacity of power batteries for pure electric vehicles exceeded 12.9 billion watt hours, accounting for 91%, and the supporting capacity of power batteries for plug-in hybrid vehicles was 1.3 billion Watt hours, accounting for 9%. Lithium iron phosphate battery is still the main supporting battery, with a supporting capacity of 10.1 billion watt hours, accounting for 71%. 1 red 2 generation said that the supporting capacity of ternary lithium battery is only one third of lithium iron phosphate, with a supporting capacity of 3.5 billion watt hours

the statistical data also shows that in this month, China has produced a total of 118 monomer supporting enterprises for new energy vehicles, including 7 foreign enterprises and 111 domestic enterprises. The output of the top six battery supporting enterprises reached 8.1 billion watt hours, accounting for 57%, basically forming the leading role of leading enterprises. Among them, the top five power battery enterprises are BYD, CALT, GuoXuan high tech, Waterma and Lishen

from the above data, it is not difficult to find that although there are a large number of power battery enterprises in China at present, their production capacity is generally low, and most of them have weak technical strength and poor R & D ability, showing a small and scattered pattern, and few of them can compete positively with foreign battery enterprises

according to relevant data, there are nearly 150 power battery enterprises in China, but few can really enter the vehicle manufacturing supply chain. As the deposition intensity on the surface of laser deposited parts has become average, there are few supporting multinational vehicle enterprises, and the low-end lithium battery industry has experienced overcapacity. Only by integrating potentially advantageous small and medium-sized enterprises and eliminating enterprises that do not comply with regulations and exploit policy loopholes can China's power battery industry develop in an orderly manner

in order to curb the adverse phenomena in the power battery market and promote the good development of the industry, on November 22 this year, the Ministry of industry and information technology disclosed the standard conditions for the automotive power battery industry (2017) (Exposure Draft), Manage the production enterprises of power batteries (devices configured and used on vehicles, which can store electric energy and recharge, and provide energy for driving vehicles, including lithium-ion power batteries, nickel metal hydride power batteries and supercapacitors, excluding lead-acid batteries)

in fact, as early as last year, the Ministry of industry and information technology announced the catalogue of enterprises and products (the first batch) that meet the standard conditions of automotive power battery industry. At the beginning of this year, the Ministry of industry and information technology released the catalogue of the second batch of enterprises that meet the standard conditions of automotive power battery industry. The proposal of this draft for comment allows samples to be taken out for experiments, which is not only a response to the changes in new energy vehicle policies since 2016, but also to promote the further standardization of industry standards

new energy will bring products with excellent performance to participate in this event. Electric vehicles have very strict requirements for power batteries. For the majority of small and medium-sized battery enterprises, in order to stand out from the industry, they need to actively adjust their existing production lines to achieve large-scale output of high-quality production capacity. Once the new regulations are implemented, mergers and acquisitions and the survival of the fittest in the industry will be carried out on a large scale under the dual role of the policy hand and the market hand. Only by accelerating innovation driven, improving R & D capabilities, continuously improving the safety and energy density of battery products, and reducing costs through large-scale production, can enterprises continuously improve their core competitiveness, expand and strengthen their enterprises, and grasp the dominant power of market competition

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