"Storage Battery" may become a new growth point for lithium-ion industry.


Release time:

2023/11/07

"Mileage anxiety, safety anxiety, value anxiety ......" a few days ago, held in Meishan, Sichuan Province, lithium-ion industry chain supply chain cooperation to promote the meeting, the National New Energy Vehicle Technology and Innovation Center, Power Battery Department Minister Zong Lei, cited the new energy vehicle core component --The three pain points of power battery.

  "Mileage anxiety, safety anxiety, value anxiety ......" a few days ago, held in Meishan, Sichuan Province, lithium-ion industry chain supply chain cooperation to promote the meeting, the National New Energy Vehicle Technology and Innovation Center, Power Battery Department Minister Zong Lei, cited the new energy vehicle core component --The three pain points of power battery.

  In recent years, with the new energy vehicle production and sales to maintain rapid growth, but also drive the power battery market demand. Although power batteries are located in the downstream of the lithium industry chain, they can directly affect the production cost and selling price of new energy vehicles.

  Zong Lei introduced, power battery determines the power performance of new energy vehicles, range, vehicle life, body weight and other key technical parameters, is an important component of new energy vehicles, and its cost usually accounts for 30% to 50% of the value of the vehicle.

  "Power battery prices are affected by lithium raw materials on the one hand, and battery raw material capacity and demand on the other." Gao Xiaobing, president of Gao Gong Industry Research Institute, said that the hot new energy vehicle market has led to an influx of capital into the lithium industry's sub-fields.

  "From the end of December last year to October this year, lithium battery raw material prices have fallen, which is related to the oversupply of products." Gao Xiaobing believes that the oversupply will accelerate the elimination of enterprises, and the leading lithium enterprises will further increase their market share by virtue of cost and technology advantages; in the long run, the development prospect of power batteries is broad, and technological innovation will bring "cost reduction and efficiency increase" will become the main theme of the enterprise's technological development. In the long run, the development prospect of power batteries is broad.

  In the face of intensifying competition among lithium-ion battery enterprises, Ding Xiaoyang, Executive General Manager of Shanghai Sanshan Technology Co., Ltd. believes that domestic lithium-ion battery enterprises are now facing serious homogenization competition, and whoever has good product performance and production cost control can survive in the competition; at present, the proportion of the value of power batteries in the whole vehicle is still too high, and front-end enterprises are required to carry out continuous technological development to improve product performance and reduce production costs. The proportion of the value of power battery in the whole vehicle is still too high.

  Despite the challenges, the guests also reached a consensus: for an industry, the most important thing is to continue to do a good job in technological innovation and application innovation. The "storage battery" has become the next growth point of the lithium industry in the eyes of the guests.

  Power Planning and Design Institute of Technology and Innovation Deputy Director Wu Zhen photovoltaic power generation, for example, in the photovoltaic power generation process will produce the phenomenon of abandoned light, that is, solar photovoltaic power generation system in the power generation process, due to the inability to send out or not be able to store and have to give up the power issued, which resulted in the waste of electricity, and energy storage equipment can be abandoned power storage, thereby enhancing the absorption of new energy power and transportation capacity.