Hits:Updated:2020-04-03 11:04:57【Print】
The development prospect of the instrument upstream battery industry is closely related to new energy. Among them, the new energy vehicle industry still achieved good results after integration and sharpening in 2016. From January to November last year, the sales of new energy passenger vehicles reached 280,000, a year-on-year increase of 102%. From the perspective of the sales volume of the whole year, it mainly shows an upward-stagnation-pulling development trend, and the new energy vehicle market has experienced a tortuous growth throughout the year. In 2017, the entry threshold and management system of the new energy automobile industry have basically formed. A relatively stable series of policies will promote the increase in new energy vehicle sales in the new year. It can be seen that the policies of the new energy vehicle industry are moving towards “tightening”, which is specifically reflected in the increase in fiscal policies, production companies and product entry barriers. Correspondingly, a more open competition platform for new energy vehicle companies and Fuyou supports the enhancement of strength.
Battery industry is more competitive
In addition to new energy vehicles, new energy vehicles have also implemented a series of strict specifications for the battery industry. These include the "Specification Conditions for the Comprehensive Utilization of New Energy Vehicle Waste Power Battery Industry" and "Interim Measures for the Management of the Announcement of the Specification Regulations for the Comprehensive Utilization of New Energy Vehicle Waste Power Battery Industry"; "Industrial Regulation Conditions (2017)" for comments, and "Automotive Battery Industry Regulation Conditions" (2017). Under many management rules, most battery companies will be shut out, and will cause car companies to change battery suppliers.
For the battery industry, the impact is not only an increasingly harsh management system, but the gradual relaxation of the battery manufacturing market has also increased competition among enterprises.
Since January 1, 2017, with the lifting of the ban on the use of ternary lithium batteries in passenger cars, its proportion has continued to increase irreversibly. A series of recent policies have also laid the foundation for the promotion of ternary batteries on buses. In addition, non-fast-charge pure electric buses will provide power subsidies based on the energy density of their battery systems. These changes will encourage manufacturers to adopt Ternary batteries will be more popular than batteries with higher energy density than lithium iron phosphate batteries that have an energy density close to the ceiling. At the same time, the opening of ternary batteries also means that more types of batteries are allowed to enter the market. For example, new batteries such as Li Ming's Chairman Dong Mingzhu and Yinlong Company have recently promoted new batteries or more. Accept.
In addition, the "Guiding Catalog of Foreign Investment Industries" has opened more restrictions on foreign investment access in the automotive sector and new energy vehicle batteries. For example, medium-energy power batteries (energy density ≥110Wh / kg, cycle life ≥2000 times, foreign investment ratio not exceeding 50%) no longer appear in the encouragement list, and the item does not appear in the negative list.
This shows that energy-type power batteries are in a "free state" and there are no special restrictions, which means that foreign-funded enterprises can carry out wholly-owned production of energy-type power batteries nationwide. Wang Binggang, a specially-appointed expert on electric vehicle technology of the Ministry of Science and Technology 863, once told the media that removing restrictions on foreign investment in new energy vehicle batteries is in line with the country ’s overall strategy for opening up. The industry needs to be fully competitive. Competitive independent brand enterprises.
Facing the market with a more open mind
Strict control is not the ultimate goal, nor is it to kill the enterprise, but to encourage good companies to be better. The “13th Five-year Plan” incentive policy for new energy vehicle charging facilities and strengthening the promotion and application of new energy vehicles (draft for comments), and the establishment of the “Technical Conditions for Four-Wheeled Low-Speed Electric Vehicles” project supported the new policy with a more open attitude. Development of the energy vehicle industry.
In terms of financial subsidies, it also fully reflects the purpose of policies to support outstanding enterprises. The "Notice on Adjusting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles", which has just been promulgated. From the details of the notice, the subsidy will have an upper limit and be settled after the fact. It is important to appropriately increase the requirements for recommended catalogue models in light of industrial development and technological progress, establish a dynamic adjustment mechanism, and give full play to the guiding role of subsidy policies to support and strengthen.
The new subsidy requires enterprises to further improve the technical level of vehicles, power batteries, batteries, and electronic control in the context of subsidy decline. Only when the technology is upgraded can more subsidies be obtained accordingly. This is also the biggest difference between the state subsidy program that was implemented on January 1, 2017 and the previous one.
The policy of encouraging the development of outstanding enterprises is more reflected in the "point management system". In the "New Energy Vehicle Carbon Quota Management Measures (Consultation Draft)" promulgated last year, "the average fuel consumption of enterprises and the management of new energy vehicle points in parallel In the Interim Measures (Draft for Soliciting Opinions), these two measures fully reflect the change in the government's thinking on the development of the new energy automobile industry, from subsidy incentives to benevolence, and from previous financial subsidies to auto companies. Quota constraints, driven by him to self-drive, are expected to establish a long-term mechanism for the marketization and legalization of the new energy vehicle industry.
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