The voice of lithium battery companies: 8GWh capacity conditions are too high

On November 22, the Ministry of Industry and Information Technology issued the "Regulations for Automotive Power Battery Industry (2017)" (Draft for Comment) (referred to as "Draft for Comment"), which greatly increased the threshold of power battery companies, among which lithium ions The annual production capacity of the power battery unit enterprise has been adjusted from “not less than 200 million watt-hours” as stipulated in the “Standard Conditions for Automotive Power Battery Industry” to “not less than 8 billion watt-hours”, and the adjustment of 40 times has made the industry look awkward.

On November 29th, 2016, “The Seminar on the Standardization Conditions for Automotive Power Battery Industry (2017)” was held in Beijing. At the meeting, from Guoxuan Hi-Tech, Lishen Battery, AVIC Lithium Battery, BYD, Yiwei Lithium Nearly 70 representatives of 53 domestic mainstream power battery manufacturers, such as Neng, Chaowei Power, Nandu Power, CITIC Guoan, and Mengmeng, discussed the relevant provisions on capacity, R&D, and equipment automation in the draft for comments. .

At the meeting, representatives of the participating power battery companies said that the draft for comments on the production capacity, production conditions, technology research and development capabilities and other aspects of automotive power battery companies put forward higher requirements, will help China's power lithium-ion battery industry to form a standardized order The market structure promotes the healthy and orderly development of the power lithium battery industry. In particular, it has made clear provisions on the production and R&D capabilities of enterprises in terms of software and hardware, which will be beneficial to the promotion and layout of enterprises in technology research and development innovation. It is also conducive to promoting the rapid development of China's power battery related technologies.

However, in response to the stipulation that “the annual production capacity of battery cell manufacturers is not less than 8 billion watt-hours”, the chairman, president or R&D technical director of several power battery companies all indicated that the regulations were “too high” and should Make adjustments as appropriate. A number of delegates said that the implementation of the “gate threshold” of 8 billion watt-hours per year may lead to the emergence of industry monopolies, which will not be conducive to the overall development of the power battery industry, nor to the promotion of the new energy automobile industry. At the same time, some representatives believe that if the company wants to increase its investment to reach 8 billion watt-hours of production capacity, it may be eliminated with the advancement of technology, technology and equipment, resulting in the completion of the completed production line and the elimination of new technological levels. Will cause a huge waste of resources. In this regard, representatives of the participating power battery companies have suggested that the 8 billion watt-hour standard can be implemented in stages, and the power battery industry will be bigger and stronger through the gradual development of the industry and enterprises and the survival of the fittest in the market.

After the meeting, the China Chemical and Physical Power Industry Association will report the relevant recommendations to the Ministry of Industry and Information Technology.

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