New Energy Vehicle Frequent Policy of Lithium Battery is Still a Bottleneck

China's new energy vehicles are in a transition period from R&D to true industrialization. In 2012, along with the intensive debut of new energy automobile policy plans, the development of new energy automobile industry has accelerated again.

In the first half of the year, on March 5, the Ministry of Science and Technology promulgated the “12th Five-Year Plan for Electric Vehicle Technology Development”; on April 18, the State Council Executive Meeting discussed the adoption of the “Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020). ); May 16 State Council executive meeting to study policies and measures to promote the consumption of energy-saving products.

This series of policies has accelerated the development of new energy vehicles and promoted the development of the core technology of new energy vehicles, the battery industry.

A related person who has been engaged in research and development of new energy vehicles for many years told the "Securities Daily" reporter: "At present, the batteries for new energy vehicles (currently referred to as electric vehicles) are nothing more than lead-acid batteries, lithium-ion batteries, and fuel cells. Although nickel-metal hydride battery technology is more mature, I predict that nickel-hydrogen batteries will gradually be replaced by lithium-ion batteries and fuel cells in a few years."

Lithium battery bottleneck for enterprises to focus on research and development in 2010, can be said that China's lithium battery industry investment outbreak of the year, according to ChinaVenture investment group statistics show that in 2010 China's power battery industry disclosed private equity financing case for 18 cases. This also includes billion-kilo lithium energy invested by Dachen Ventures.

There have been industry insiders predicting that Yili Lithium, which is mainly targeting smart watches, security, consumer electronics, RFID, and other downstream areas, will see sales growth of lithium-manganese batteries surpassing that of last year.

On July 4th, a person close to 100 million kilowatts of lithium energy told the "Securities Daily" reporter: "At present, Yiwei Lithium Energy has developed lithium batteries for electric cars based on the previous lithium battery technology."

"The end of this year, Lithium billion can be expected to have two new energy bus off the assembly line. The reason why Yiwei Lithium has not been blindly invested in new energy family cars, because it takes into account the bus bus operability is stronger. Bus bus There are fixed lines and speeds are not required, and the company once investigated that the speed of bus buses traveling in cities is basically around 60 kilometers per hour, and electric drives can meet this requirement. The oil-electric hybrid type, but the oil drive is only used for battery charging, to ensure that the fuel-saving rate of 50% to 70%. Moreover, the bus can have a fixed time for charging and swapping." The relevant person said to reporters .

At the same time, he said: "The company's current lithium battery for electric vehicles is different from lithium batteries such as BYD. BYD chose a family car and invested a lot. And Yisheng Li is optimistic about electric buses. And it was developed on the basis of the previous company's lithium battery production."

Lithium battery safety is still the key to talk about China's lithium battery industry, said the above-mentioned sources can be "indiscriminately" to summarize, "At present, China's lithium battery company's battery is still used in mobile phone batteries, laptop batteries, etc., but mainly due to This kind of battery technology is low in content, so many companies can do it. Take Pearl River Delta as an example, there are tens of thousands of such 'small workshops' companies. Because many 'small workshops' produce batteries that are manually or semi-automated. The method of production, the voltage is not stable, the stability of the battery can not be guaranteed. This type of battery is used in mobile phone batteries there are risks, let alone used in electric vehicles."

In addition, experts have acknowledged that for electric vehicles to successfully enter the market, three issues must be resolved: long mileage, low battery size and safety, and price that can be accepted by consumers and convenient for charging. And today, except for the price that can be solved through government subsidies, the problems of safety and charging stations are still difficult to solve.

"From the battery point of view, the batteries used in electric vehicles in China are mainly lead-acid batteries and lithium batteries. However, lead-acid batteries will cause serious pollution in the production and recycling processes, and lithium batteries are safe under the high temperature of the 'heat escape' feature Hidden danger, a battery 'heat escape,' will also trigger a chain reaction around the battery, resulting in serious consequences." The above experts said.

Analysts pointed out that in accordance with the outline of the "New Energy Development Plan" released earlier, the next major task of the industry is to focus on breaking through the bottleneck of the power battery technology, including the development of new technologies such as battery self-activated voltage control and thermal control to improve battery safety.