Analysis of the basic situation of my country's new energy power lithium battery
In recent years, China's new energy vehicle industry has developed rapidly. In 2017, the production and sales of new energy vehicles in my country exceeded 700,000, and the number of new energy vehicles has exceeded 1.8 million. In recent years, the production and sales are expected to reach 1 million. my country's electric vehicle-related technologies and supporting infrastructure construction have also achieved certain development, which is embodied in battery, power consumption, charging and other aspects.
Lub tshuab fais fab roj teeb tau tsim kho sai, thiab yuav ua rau theem ntawm kev tshem tawm lossis kev sib koom ua ke thiab kev yuav khoom yav tom ntej
my country's electric vehicle power battery technology routes are divided into two types: lithium batteries and fuel cells. At present, lithium batteries are the main ones in China. Compared with foreign countries, the technical level of domestically developed lithium-ion battery cells is basically the same as that of foreign countries. my country's power battery shipments have already ranked among the international leaders, whether it is cathode materials, lithium iron phosphate, ternary, high electric manganese. and other materials are in an advantageous position.
Cov ntaub ntawv qhia tau hais tias los ntawm 2014 txog 2017, tag nrho cov khoom siv ntawm cov roj teeb hluav taws xob hauv kuv lub teb chaws tau nce tsis tu ncua, los ntawm 3.64 billion WH mus rau 37.06 billion WH, ua tiav qhov nce ntxiv, feem ntau yog vim lub zog roj teeb manufacturers. nce tus naj npawb.
In terms of policy support, relevant state departments have also shown great importance to the development of the power battery field, covering power battery industry specifications, power battery industry development, power battery standards, power battery recycling and other aspects. In 2015, the National Development and Reform Commission issued the "Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020)", which stated that by 2020, there will be more than 120,000 new centralized charging and swapping stations and more than 480 decentralized charging piles. To meet the charging demand of 5 million electric vehicles nationwide, the planned vehicle-to-pile ratio should be close to 1:1.
Nyob rau tib lub sijhawm, kuv lub tebchaws kuj tau tsim cov phiaj xwm kev loj hlob raws li cov kev paub txawv teb chaws cuam tshuam. Txoj kev npaj qhia tau hais tias los ntawm 2020, qhov loj ntawm cov roj teeb modules yuav ncav cuag ntau tshaj 300Wh / kg, thiab tus nqi yuav raug txo kom qis dua 1.5 yuan / Wh.
Txawm hais tias txoj kev loj hlob ceev ntawm cov roj teeb hluav taws xob yog qhov tsis txaus ntseeg, qhov tseeb, tag nrho cov kev thov rau cov roj teeb hluav taws xob hauv kuv lub teb chaws xyoo 2017 yuav tsawg dua 3.5 billion WH, uas qhia tau hais tias lub hwj chim roj teeb kev lag luam yuav nce mus rau theem ntawm overcapacity yav tom ntej. Yog li ntawd, nyob rau theem tom ntej, tsoomfwv Suav tuaj yeem hloov kho lub tswv yim txhim kho los coj kev noj qab haus huv thiab kev sib koom tes ntawm kev lag luam roj teeb hluav taws xob. Muaj cov xov xwm ntev ntev hauv kev lag luam uas cov nyiaj pab rau lub zog tshiab tau nkag mus rau theem ntawm kev poob qis. Tsis muaj qhov tsis ntseeg tias kev lag luam roj teeb hluav taws xob kuj tseem yuav cuam tshuam.
Tsis tas li ntawd, los ntawm kev xav ntawm cov qauv kev lag luam, cov ntaub ntawv tshiab tshaj plaws qhia tau hais tias lub peev xwm ntawm cov roj teeb lithium hauv thawj peb lub hlis twg ntawm 2018 suav txog ib nrab ntawm Ningde era, suav txog 49.5 feem pua; qhov thib ob yog BYD, suav txog 19.8 feem pua; Qhov thib peb Peb yog Guoxuan Hi-Tech, suav txog 8.7 feem pua. Peb lub tuam txhab ua lag luam sab saum toj tuav feem ntau ntawm kev lag luam feem ntau, uas yog txaus los qhia tias lub hwj chim roj teeb lag luam tab tom yuav mus txog rau theem ntawm kev tshem tawm thiab kev sib koom ua ke thiab kev yuav khoom.
However, affected by the cost of new energy materials, the profits of my country's power battery industry are decreasing. Experts predict that the gross profit margin of power battery companies will drop from the current 30 percent to about 20 percent in 2018.
Kev txhawb nqa kev tsim kho vaj tse txuas ntxiv txhim kho, tab sis kev thov tsis sib xws
Zoo li kev txhim kho ntawm kev lag luam roj teeb hluav taws xob, kev siv dav dav ntawm lub zog tshiab tsheb yuav tsum muaj kev tsim kho lub zog ua kom tiav. Tam sim no, lub zog siv hluav taws xob tau tsim nyob hauv tsev thiab txawv teb chaws, suav nrog ob hom: ib qho yog tus kheej- them nqi, thiab lwm yam yog lub zog- hloov pauv. Ntawm lawv, tus kheej - them hom yog qhov tseem ceeb ntawm kev tshawb fawb hauv ntau lub tebchaws.
Kev tsim kho ntawm kev them nyiaj hauv kuv lub teb chaws tau nkag mus rau txoj kab nrawm, nce los ntawm 17,900 hauv 2012 txog 213,000 xyoo 2017, uas tau tsim ib qho kev ntsuas thiab ua tus thawj hauv ntiaj teb.
Txawm li cas los xij, nws tseem ntsib qee yam teeb meem hauv txoj kev txhim kho, uas yog, kev siv cov khoom siv hluav taws xob tsawg tsawg, kev teeb tsa ntawm cov chaw them nyiaj tsis tsim nyog txaus, thiab cov qauv kev txhim kho ntawm kev lag luam ruaj khov tseem tsis tau tsim. Tsis tas li ntawd, hauv qee qhov chaw, tus nqi nres tsheb yog kim dua li tus nqi them, thiab cov nqi them yog nyob ntawm cov tsheb roj av, ua rau cov neeg siv tsis zoo. Tsis tas li ntawd, kev sib cuam tshuam ntawm cov pawg them nyiaj ib txwm yog qhov mob ntawm txoj kev loj hlob ntawm kev lag luam, vim tias nws cuam tshuam nrog kev siv cov pawg them nyiaj los ntawm cov neeg siv, thiab tseem tuaj yeem tso cai rau cov tuam txhab lag luam kom ua haujlwm zoo dua cov khoom siv. Yog li ntawd, teb rau qhov mob no, ntau lub tuam txhab tau pib mob siab rau lawv tus kheej rau qhov no, tab sis tsis tau ua tiav cov txiaj ntsig.
But there is no doubt that under the general trend of the development of new energy vehicles, the number of new energy vehicles continues to increase, people's demand for charging facilities will be stronger, and the construction of charging infrastructure will continue to improve in the future; at the same time, the government will also continue to play a role. In the future, with the improvement of Internet plus , Internet of Things, and big data technology, the future charging pile infrastructure will continue to deepen the degree of information openness, and ultimately achieve interconnection.
