LR721 battery.Battery technology is still difficult to break through

　　In response to Tesla's impressive data, Wang Zidong, director of the National 863 Electric Vehicle Major Special Project Power Li-ion Battery Testing Center, said that the products produced by Tesla are aimed at wealthy consumers, not mass consumers, and their performance is not of universal significance. . Moreover, Tesla’s battery technology has no major breakthroughs, does not pose a major threat to domestic battery development, and has no promotional purpose. At the same time, he said that the development of domestic battery technology is not at the critical point of major technological breakthroughs.

　　Wang Qingsheng, general manager of Weihai Dongsheng Energy Technology Co., Ltd., which focuses on porous polymer lithium-ion battery research, told a my country Securities Journal reporter that Tesla may not have a major breakthrough in innovation by using existing lithium-ion batteries manufactured by Panasonic. Without powerful new battery technologies, battery performance improvements will depend on breakthroughs in battery management systems. However, since Tesla uses a large number of small 18650 lithium-ion batteries to form power lithium-ion batteries, this method is not a development direction recommended by the industry. Because there are many batteries, there are many problems such as uniformity, and the battery management system is very demanding, and the subsequent maintenance and monitoring workload is huge.

　　Ge Principle, investment director of Ori Capital, believes that the linkage effect of the Chinese and American stock markets has caused the domestic new energy vehicle sector to rise, but in fact the North American market is very different from the Chinese market. Tesla has won the recognition of a very segmented niche market with its high-end positioning, new design and concept, rather than relying on its economic practicality. But in China, electric vehicles are positioned in the mid- to low-end market and must rely on cost-effectiveness to win. At the same time, since almost all domestic new energy vehicles are modified, the performance and reliability of these models are still not comparable to those of fuel vehicles.

　　At present, the research and development and sales of lithium-ion batteries are still at a bottleneck. According to senior practitioners in the lithium-ion battery industry, the shipments and orders of a large number of lithium-ion batteries, including lithium battery materials companies, are performing poorly. In this regard, Ge Yuan said that this is not only due to technical and process problems in the industry itself, but also to the problem of poor sales of downstream new energy vehicles. He believes that there will be no revolutionary battery technology breakthrough in the past three years.

　　Wang Qingsheng said that breakthroughs in battery technology are mainly in materials and battery systems. The current development speed of materials is very fast, and there are major problems in battery systems. Currently, 90% of domestic lithium-ion battery manufacturers are engaged in the research, development and production of liquid lithium iron phosphate batteries. However, batteries produced under this system have problems such as low safety and low energy density.

　　However, Ling Tianjun, chief engineer of SAIC Group’s New Energy Vehicle Division, believes that Tesla’s impressive performance still encourages the development of my country’s automobile industry.

　　Subsidy rumors are unreliable

　　Low temperature and high energy density 18650 3350mAh-40℃ 0.5C discharge capacity ≥60%

　　Charging temperature: 0~45℃ Discharge temperature: -40~+55℃ Specific energy: 240Wh/kg -40℃ Discharge capacity retention rate: 0.5C Discharge capacity ≥ 60%

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　　In fact, rumors that subsidies for new energy vehicles are about to be introduced have indirectly boosted the stock prices of related companies. However, the latest information shows that the subsidy policy may not be as optimistic as the market expected.

　　Recently, media reports stated that four ministries including the Ministry of Finance and the Ministry of Industry and Information Technology have reached a consensus that a new subsidy policy for new energy vehicles will be introduced in the first half of the year. The subsidies will be divided into 16 levels, and the minimum subsidy standard is also larger than the previous standard of 3,000 yuan per kilowatt hour. However, on May 9, Dong Yang, secretary-general of the my country Association of Automobile Manufacturers, said that rumors of new energy vehicle subsidies being introduced in the first half of the year are unreliable.

　　Regarding the continuation of the new energy vehicle subsidy policy, the industry generally agrees with it. Li Weili, director of the Manufacturing Division of the Information Resources Development Department of the National Information Center, said that the new energy vehicle subsidy policy will be extended until at least 2015.

　　Ling Tianjun told a reporter from the my country Securities Journal that the subsidy policy for new energy vehicles will definitely continue, but it is not yet clear how and when the subsidies will be given. The current subsidy policy is unsustainable and unstable, which has affected the sales of automobile companies and the purchasing enthusiasm of consumers. Due to the imperfect infrastructure, the company has no plans to promote taxis.

　　However, Li Weili believes that the current problem in the development of the new energy vehicle market lies not in the market, but in the products. He said that even though the state provides subsidies for new energy vehicles, the company does not have products suitable for market sales, which is why the subsidy disbursement before 2012 was lower than expected. He believes that companies should insist on research and development when developing new energy vehicles and cannot rely solely on subsidies.

　　The industry believes that the company's over-reliance on subsidies has led to its own short-sighted behavior, resulting in the unoptimistic development of hybrid vehicles in my country. The person in charge of new energy at Changan Automobile said that the company had already started researching hybrid vehicles. However, due to changes in the direction of national support during this period, the company generally focused on short-term subsidies, thus interrupting research in this area. Now the country is beginning to pay attention to it, but technology has distanced itself from international car companies.

　　Relevant experiences and lessons learned from the development of hybrid vehicles also apply to pure electric vehicles. The industry believes that although the sales environment for pure electric vehicles is not yet mature, the research and development of car companies cannot be interrupted.

　　The bus field is expected to take the lead in breakthroughs

　　The new energy vehicle industry is not hopeless at present. The industry believes that pure electric vehicles are expected to be the first to emerge with economically beneficial business models in the field of public transportation.

　　Ge Yuan said that due to the special nature of its operations in the public transportation field, the development of pure electric vehicles should be very promising. However, in the field of private purchases, due to low cost performance and inconvenient use, it is expected that it will be difficult to make a breakthrough in the short term. There are already taxi companies that have achieved profitability using pure electric taxis. It is expected that this year or next year, more economically efficient models may appear in public transportation fields such as taxis and buses.

　　People from the National Passenger Car Market Information Joint Conference also said that it is currently easiest to promote new energy and hybrid technology in large and medium-sized passenger cars, and my country accounts for more than 40% of the world's production of such cars. Due to the high price of vehicles, the newly added technical equipment accounts for a small proportion of the cost. Each vehicle saves 10 times more fuel than private passenger cars on average, making it easy to recover costs. The added weight accounts for a small proportion of the total vehicle weight and has an impact on energy consumption. The impact is small and the effects are expected to be visible by the end of the year.