FAQ
FAQ
On August 26, China Automotive Engineering Research Institute Co., Ltd. (hereinafter referred to as “China Automotive Research”) signed an “Investment Agreement” with Chongqing Liangjiang New District Management Committee. China Automotive Research and Research Institute plans to build a national hydrogen energy quality inspection center project in Chongqing. It mainly provides social third-party services integrating hydrogen energy and fuel cell product certification, testing, calibration, standardization work, technical consultation and other services. The total investment of the project is about 500 million yuan.
It is understood that the national hydrogen energy quality inspection center project is planned for 5 years and covers an area of about 190 acres. It will build a hydrogen source laboratory, a fuel cell laboratory, a hydrogen energy product laboratory, a test technology research laboratory, etc. The relevant test equipment facilities will be configured. In addition, a new power battery laboratory will be built, and the power battery test evaluation resources and new integrated R&D buildings will be integrated.
The total investment of the project is about 500 million yuan, including land acquisition expenses of about 31.92 million yuan, construction and installation costs of about 130 million yuan, equipment purchase and installation costs of about 140 million yuan, and preparatory expenses of about 15.52 million yuan. Both are planning budgets.
According to foreign media reports, researchers at Stanford University and SLAC National Accelerator Laboratory published a study in Joule magazine that they invented a new coating that would make lightweight lithium metal batteries safe and durable. This will lead the birth of the next generation of electric vehicles.
In laboratory tests, the coating significantly extends the life of the battery, and it also addresses combustion problems by greatly limiting the lithium evolution across the separator between the positive and negative electrodes of the cell.
The researchers point out that metal lithium batteries are at least one-third more energy per pound than lithium-ion batteries and are very light because they use lightweight lithium as the positively charged end rather than heavier graphite. If metal lithium batteries are more reliable, from laptops to mobile phones, these portable electronic products can benefit, but the real source of income will be cars. The biggest resistance of electric vehicles is that batteries account for a quarter of the cost, which touches the core issue of electric vehicle production costs.
Recently, domestic lithium-ion equipment listed companies successively released the first half of 2019 performance report. Battery China Network found that the gross profit margin of many lithium battery companies is still above 30%, which can be regarded as the most profitable link in the current power battery industry chain. However, due to the significant decline in financial subsidies for new energy vehicles, the increase in the concentration of upstream power battery market and the intensified competition in the field of lithium battery equipment, the net profit of many lithium battery equipment companies has bid farewell to high-speed growth and even declined.
From the perspective of 10 lithium-ion equipment companies that have already issued financial reports, the net profit of six companies is still positive, and the net profit of four companies has declined year-on-year.
Since the financial subsidies for new energy vehicles entered a large-scale retreat channel in 2018, the power battery industry has experienced a comprehensive deep reshuffle. Most of the power battery companies that do not have technical strength, financial strength, capacity scale and quality customers have been eliminated. The degree is constantly improving. According to the data of the Power Battery Application Branch, from January to June this year, the market share of the top 10 enterprises in China‘s new energy vehicle power battery installed capacity has reached 87.43%.
Recently, the Ministry of Industry and Information Technology responded to the recommendation No. 3239 of the Second Session of the 13th National People‘s Congress, stating that the recycling of new energy vehicle power batteries involves multiple links in the industrial chain and is a complex system engineering. Through the pilot demonstration, the Ministry of Industry and Information Technology will promote regional cooperation, realize information sharing in all links, and build a benign development of power battery recycling system.
Power battery recycling has always been an important task related to the healthy development of the industry. It is of great significance for resource recycling, green environmental protection, safety management, and industrial development. As China‘s power battery scale-up retreat is approaching, such as the decommissioning power battery has not been properly handled, the potential threat to the environment is very huge. Among them, the heavy metals, electrolytes, solvents and various organic materials contained in the power battery are directly discarded when they are not properly disposed in the recycling process, which will cause great damage to the soil, water and the atmosphere, and the repair time is long and the cost is high.
Electric vehicles are strategic emerging industries in China and play an important role in improving China‘s energy security, coping with climate change, and improving environmental quality. With the promotion of the state and governments at all levels, as of June 2019, the number of new energy vehicles in the country reached 3.44 million, accounting for 1.37% of the total number of vehicles, of which 2.81 million were pure electric vehicles, accounting for new energy. 81.74% of the total number of cars. According to the national “13th Five-Year Plan”, by 2020, the cumulative production of domestic new energy vehicles will reach 5 million. At the 2019 World New Energy Vehicle Conference, the parties also reached a consensus to speed up the introduction and promotion of new technologies, and strive to achieve a global market share of 50% for new energy vehicles by 2035. The global automotive industry is basically electrified. Transformation.
Just as fuel cars need to be refueled, electric vehicles need to be charged to have a power source. Therefore, charging piles are an indispensable part of the electric vehicle ecosystem. To allow more users to accept new energy vehicles, there must be convenient charging facilities. In recent years, the Party Central Committee and the State Council have continuously increased policy support for infrastructure such as charging piles. As of June 2019, the total number of charging piles in the country has exceeded 1 million units. It is estimated that by 2020, the centralized charging and replacement stations will reach 12,000. Blocks, distributed charging piles reached 4.5 million.
The report predicts that between 2018 and 2023, China will become the fastest growing lithium battery market, followed by the European market. At present, the market share of lithium-ion batteries in Europe is only 1%, but many Asian companies such as CATL, LG Chem, and SK Innovation have set up factories in Europe, which will help Europe‘s global production increase to 10% to 15%. %between. Analysts expect the European market to achieve an annual growth rate of 56%, with a capacity of 118.7 GWh in four years. In 2018, the global lithium-ion battery manufacturing capacity reached 3,275 GW, and this number is expected to triple by 2023.
According to the report, in 2017, with the advent of lithium-ion batteries for energy storage, the demand for lithium-ion batteries in consumer devices such as mobile phones and notebook computers has fallen sharply, and because of the inability to gain an advantage in transportation energy storage, The market share of Japan and South Korea will decline.