NEWS

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

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

　　Zonglei introduction, power battery determines the new energy vehicle power performance, range range, vehicle life, body weight and other key technical parameters, is an important part of the new energy vehicle, its cost is usually accounted for 30% to 50% of the value of the vehicle.

　　"The price of power battery is affected by lithium loess material on the one hand, and the capacity and demand of battery loess material on the other hand." 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 segment.

　　"During the period from the end of December last year to October this year, the price of lithium battery loess materials have fallen, which is related to the excess supply of products." Gao Xiaobing believes that the oversupply will accelerate the elimination of enterprises, and the head of the lithium battery enterprises will rely on cost, technology and other advantages to further increase the market share; in the long term, the development of power batteries is promising, and technological innovation brought about by the "reduction of costs and increase efficiency" will become the main theme of the enterprise's technological development. In the long run, the development prospect of power battery is promising.

　　In the face of increasing competition among lithium enterprises, Ding Xiaoyang, Executive General Manager of Shanghai Sanshan Science & Technology Co., Ltd. believes that domestic lithium enterprises have serious homogeneous 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 it is necessary for the front-end enterprises to continue to carry out technological development to improve product performance and reduce production costs. The proportion of power battery in the value of the whole vehicle is still too high.

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

　　Electric Power Planning and Design Institute, deputy director of technology innovation, Wu Zhen photovoltaic power generation, for example, in the photovoltaic power generation process will produce abandoned light phenomenon, that is, solar photovoltaic power generation system in the power generation process, due to the inability to send out or can not be stored and had to give up the power issued, which caused a waste of power, and energy storage equipment can be abandoned power storage, thereby enhancing the absorption of new energy power and transportation capacity.

　　"New energy storage has become a new hot spot in the capital market." Li Boyang, director of the Consumer Goods Industry Research Institute of the Saidi Research Institute of the Ministry of Industry and Information Technology, put forward in the introduction of the status quo of the development of the lithium industry, China's lithium industry scale is growing rapidly, in which the supply capacity of lithium storage industry chain continues to improve, and the number of enterprises in the field of new energy storage and the amount of investment are climbing rapidly, and from the point of view of the investment data, in 2022, there will be 249 financing transactions in the new energy storage industry for the whole year, and the amount of financing will be 2019's 16 times.

　　Another set of data is more direct. "China's new energy storage in the first half of the year has been equivalent to the cumulative total of the previous calendar year." Li Boyang said that as of the end of June 2023, the country has built and put into operation a new type of energy storage cumulative installed size of 17.3 GW, of which from January to June this year, China's newly put into operation installed size of about 8.6 GW.