Wiring duct,Cable Gland,Cable Tie,Terminals,RCCN

Recently, the news that Samsung SDI production line in Xi'an has been idle for several months. According to the plan, Samsung SDI had planned to spend $ 600 million by 2020 to expand the production line of Xi'an battery factory. At this point, the company is deciding to reconsider the expansion plan of China's Xi'an battery factory. Coincidentally, according to media reports, LG Chemical in Nanjing, the establishment of a joint venture battery companies are basically in a state of idle, and LG Chemical is negotiating the package to sell SAIC. In addition, South Korea SKI company and Chinese enterprises to set up a new energy vehicle battery factory, to reduce the amount of battery orders have been stopped on the grounds of production.

Once, there are Korean battery companies in order to meet the "automotive power battery industry standard conditions" in the domestic accelerated construction, but with the "automotive power battery industry standard conditions (2017)" draft release, the requirements become more Harsh, but also to the Korean battery business by no small blow.

At present, China's production of power battery business has been as many as 150, and this figure is still growing. The lithium industry in the rapid development of the same time, also exposed a series of problems, such as the technical level in the low-end, the industry lack of competitiveness; the existence of high-end product research and development of high input, processing and manufacturing performance is uneven; Collaborative innovation mechanism, the level of technological development is not balanced; industry structural contradictions, high-quality batteries and key materials in short supply, low-end supply overcapacity; new energy vehicles running safety incidents, the battery system security needs to be improved. In the power battery industry is still in the unstable state of the case, through the Korean battery in the Chinese market in the retreat, we have to analyze the development of the industry need to be alert to some of the problems:

Vigilance "overcapacity" problem

Previously, Tsinghua University Professor Ouyang Ming Gao pointed out that if the electric bus and electric passenger cars 1:10 market sales ratio, 170 Gwh power battery can meet an annual output of 500,000 electric buses and 5 million The total demand for electric passenger cars. Its production capacity is equivalent to meet our 2025 production goals. The relevant market data show that China's power battery production capacity has reached 52.9Gwh. Therefore, the power battery overcapacity problems need to be resolved.

Once the power battery market there is a serious phenomenon of excess capacity, industry or face differentiation. Faced with this status quo, Minister of Industry and Trade Minister Miao Wei had in the electric car hundreds of forums, said: "At present, the new energy automotive market is on the rise," the power battery market will usher in the integration, and enterprises must enhance the power battery core technology. Subsidy policy on the power battery market has made more stringent requirements. To meet the needs of the market, companies must make adjustments to this. At the same time, the integration of the market is also imperative, no technology, smaller battery production plant is bound to be eliminated. By then, the domestic power market can usher in the "spring".

Vigilance "digging the wall" chain reaction

Since 2015, domestic enterprises in the field of power battery new investment has more than 100 billion yuan, the number of domestic power battery companies from the end of 2014, 50 or so quickly soared to 2016 more than 150, an increase of 3 times. More than 100 new enterprises, there are traditional digital battery transition over, there are extended from the upstream and downstream, but also from the real estate, steel, fire, home appliances and other areas of sound coming from.

There are shadows there are shadows, under the 300% growth rate, hidden chaos and crisis: "digging the wall" phenomenon surge, frequent security problems, low-end excess capacity risk, product copy imitation ... ... these are ready Destroy the industry before the "mine". All kinds of chaos, "digging the wall" the most criticized by the industry, but also lead to security risks and product imitation plagiarism and other fundamental reasons. Capital of the quick success, making a lot of new enterprises do not have the talent to do the talent pool and enterprise staff system construction, but opportunistic attempt to line through the enterprise "dig people" to solve the immediate needs. There have been insiders revealed that "short-term profit-oriented thinking, some fish in troubled waters, irresponsible outsiders attempt to 'dig the wall' way to quickly build a team, but the role is often dug some small engineers, these people go out after a change It became chief engineer.

In fact, the power battery as the heart of the new energy vehicles, its role for the safety of the vehicle is self-evident, to achieve power system security, it involves materials, batteries, group structure, battery management system, powertrain matching , Vehicle environment, operation and management, peacekeeping management and other dimensions and dimensions. Security solutions and technical breakthroughs require companies to build a strong talent and technical team. Power battery industry is both technology and experience of the industry, the need for a large number of long-term engaged in the industry's high-end technical personnel, technical personnel in addition to the need for good professional knowledge and strong integrated design capabilities, but also need to have a wealth of practical experience.

Be wary of low level duplication

At the same time, China's power battery industry, the existence of low-level redundant construction problems, can not be ignored. Compared with the international, "high-end materials also need to import, the lack of core, original core patents, so increase the battery industry basic research has become a top priority." Shenzhen Jiyang Zhiyun Technology Co., Ltd. Chairman Yang Ruokun on China's power battery manufacturing status expressed concern. "The lack of battery standards, especially the size of the standard lack of; there is no uniform manufacturing norms, rely on their hard to explore; power battery manufacturing safety is facing severe challenges; small scale, low-end excess capacity, high-end capacity; , Lack of manufacturing process research; manufacturing qualified low, poor security, high cost.

"The explosive demand for power batteries has been extended to the positive level, negative level, diaphragm and electrolyte and other related materials industry, and upstream lithium resources, in the Ministry of Industry on access (norms, strong inspection, etc.) threshold, The battery industry chain will face a new round of reshuffle, may now hundreds of hundreds to become home. "Beijing Polytechnic University professor Wu Feng further said," In fact, South Korea and Japan are not more than 10. Energy density, security Life, life, cost is the power battery and its industry development constraints, to be materials, batteries, technology and systems innovation, a breakthrough.

I believe that from the perspective of the development of the battery itself, the technical team and the system development system is the cornerstone of enterprise development, enterprises must calm down to practical accumulation. Too many cases warn us that any unrealistic, lucky development of the shortcut to the end may be the way to death.