November 22nd, the Ministry of Industry issued the "automobile power battery industry standard conditions" (2017) (Draft), significantly improve the power battery business capacity threshold. Among them, the lithium-ion battery monomer enterprise's annual output capacity increased from 200 million Wh suddenly to 8 billion Wh (8GWh), which shocked the battery industry. However, experts interviewed by EV century and battery enterprises believe that the standardization and adjustment of the domestic power battery industry is imperative, and must greatly improve the access threshold and change the pattern of the industry's scattered differences as soon as possible.
863 plans to electric vehicles major science and technology special expert Wang Binggang, the Ministry of industry, the document passed the direction expressed approval: "should be positive view of the Ministry of the introduction of this draft.". China's power battery industry is in urgent need of changing the current mess situation, and the government should focus on the advantages of resources to support several large power battery companies that can participate in international competition."
However, he said he was not involved in the formulation of the policy, unable to express specific views on the capacity threshold, but he expressed confidence that the threshold of 8GWh is based on the investigation of the enterprise.
Xu Yanhua, deputy secretary-general of the China Automobile Industry Association, told the EV century that 8GWh's capacity threshold could be based on market demand for the power lithium battery 100GWh by 2020. At present, the China Automobile Industry Association is collecting opinions from enterprises and feedback it to the Ministry of industry and commerce.
According to EV century understanding, in the first half of this year, the Ministry of battery enterprises have made capacity research, requiring companies to truthfully report production capacity, 8GWh production capacity threshold should also refer to the data reported by the battery companies.
Refer to the above contents of judgment, if the total demand in 2020 domestic power lithium battery is 100GWh, the minimum capacity of each battery company is 8GWh, then the total number of enterprises of the battery does not exceed 20, and the 3-5 will be the leading enterprises occupy a major share of the market. This is in line with the government's intention to nurture several large battery companies and compete in the global power battery market.
An article published on the website of the Ministry of industry said that, at present, China's power battery industry capacity has exceeded 100 billion watt hour (100GWh). In 2016 1-9 months, China's new energy vehicles produced 302 thousand, sold 289 thousand, power battery shipments more than 12 billion kwh.
Well, how many battery companies make these batteries? Statistics show that, at present, the domestic lithium battery enterprises more than 700, of which the power lithium battery enterprises reached 150. How similar is the market pattern of electric vehicles? Also very much in line with a lot of new industry "herd, do dead" scattered poor China characteristics, lead-acid batteries, photovoltaic industry has experienced this stage.
Wang Binggang said that China's power battery industry should learn from Japan and South Korea's development strategy - focus resources, foster a few large, core technology, can participate in international competition in the battery business. At present, South Korea's battery is a big threat to China's battery companies. If South Korea's political situation is stable and relations between China and South Korea are stable, then the threat will be even greater.
The EV century is very sympathetic to the above point of view. If the government wants to achieve Chinese from automotive power to a vehicle across the country through the development of electric vehicles, so we must cultivate 3-5 truly international competitive power battery enterprises, firmly grasp the core resources of the power battery power. In the traditional automobile era, one of the important factors that China's automobile enterprises can not surpass the foreign car prices is that the supply system of core parts and components has not been established. In the era of electric vehicles, it is obviously impossible to repeat the same mistakes.
Therefore, from the strategic point of view of China's auto industry development, the significance of the Ministry of industry to increase the access threshold of automobile power battery is unusual. Then, after the threshold increases, what chain reactions will happen?