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As one of the first countries in the world to promote new energy vehicles, my country's battery new energy vehicle market has its first-mover advantage. Up to now, my country's new energy vehicle transaction volume has ranked first in the world for 5 consecutive years, with a cumulative sales volume of more than 4.8 million vehicles, accounting for more than half of the world. At the same time, the cumulative investment of the entire domestic industry chain has exceeded 2 trillion yuan, which has become a new driving force for development.
"At present, independent brands are accelerating the development of new models of international development and building global supply chains to serve the world's brands. Under global competition, Chinese forces are beginning to move upward. Breaking through IPOs and successfully entering overseas markets have become the goals and achievements of many companies in the industry. "Zhongguancun New Battery Technology Innovation Alliance Secretary-General Yu Qingjiao told the "Securities Daily" reporter that the electrification strategy of multinational auto companies has become increasingly clear, and their presence in China continues to upgrade, and independent brands will face greater challenges.
Since October, the positive news for new energy vehicles has continued to blow. On October 27, the "Energy-saving and New Energy Vehicle Technology Roadmap 2.0", which was revised and compiled by more than 1,000 experts from the entire industry under the guidance of the Ministry of Industry and Information Technology and the Chinese Society of Automotive Engineering, was published for one and a half years.
On November 2, the "New Energy Automobile Industry Development Plan (2021-2035)" (hereinafter referred to as the "Plan") was officially announced. The "Plan" puts forward that it is necessary to increase key technological research, encourage the development and innovation of vehicle operating systems, power batteries, etc.; it is necessary to strengthen the construction of infrastructure such as charging and replacing electricity and hydrogen.
Cui Dongshu, secretary general of the National Passenger Car Market Information Joint Council, said in an interview with a reporter from the Securities Daily that China’s supply chain is becoming the core supply chain of the world’s new energy. Many vehicle companies have supplied products to Europe. The overall performance is very good. Strong.
As the economic benefits of the new energy automobile industry have become increasingly prominent, the lithium battery industry chain, supply chain, value chain, and ecological chain have also begun to restructure.
Yuan Chengyin, general manager of the National New Energy Vehicle Innovation and Technology Center, told a reporter from Securities Daily: "The core value of the future auto industry will no longer be the engine, body, and chassis, but batteries, chips, on-board systems, and data."
Yuan Chengyin believes that high-capacity ternary materials and artificial graphite are the mainstream positive and negative materials in the current technology research and development of high-energy density batteries. He judged that high nickel materials will be the mainstream in the future, lithium iron phosphate is expected to continue to expand its share in the low-cost market, and solid-state batteries may become an important development direction.
In this regard, Zhang Jiujun, academician of the National Academy of Engineering of Canada and dean of the Institute of Sustainable Energy of Shanghai University, also expressed similar views. He believes that improving energy density, power density, and life is still the focus of research in battery development, and low-cost high-performance electrodes and electrolyte materials are key factors.
Compared with energy density and performance, Qian Yitai, academician of the Chinese Academy of Sciences and professor of the University of Science and Technology of China, pays more attention to high-safety water-based ion batteries. He believes that lithium-ion batteries have made significant progress in power batteries, but organic electrolytes have potential safety hazards. The application of electric bicycles and energy storage still needs further research. Water-based ion batteries are highly safe and are expected to gradually replace lead-acid batteries.
The reporter noted that in recent years, under the influence of subsidies and energy density, passenger car batteries have gradually switched from lithium iron phosphate to ternary lithium batteries. However, with the cancellation of local government subsidies, the national subsidy standard has been reduced by more than 50%. The cost advantages of lithium iron batteries are gradually becoming prominent.
Since 2020, the concept of "cobalt-free" has ushered in a big explosion. According to Pan Hua, deputy general manager of GEM Co., Ltd., the cost of the cobalt-free layered cathode material is relatively low, and it shows certain advantages in price-sensitive fields. It is expected to have better applications in electric two-wheelers, energy storage and other fields. prospect.
"In the global development of new energy vehicles led by China, pure electric vehicles will undoubtedly become the core development trend. At present, the proportion of pure electric vehicles in my country's new energy vehicle market has further increased, reaching 67%. The development of pure electric vehicles It is bound to promote the diversified development trend of key components with batteries as the core, and gradually form a complete battery ecological chain." Cui Dongshu told reporters.
