Electrical Equipment / Components & Telecoms

According to Huacheng Import and Export Data Observation, reporters learned from the 2023 New Energy Vehicle Parts Forum and Power Battery Investment Conference recently held that as the core part of new energy vehicles, China's power battery materials and new technology applications have continuously made breakthroughs, forming the world's most complete and largest power battery industry system from material research and development, battery production, recycling, and equipment support.

"The four major raw materials of positive pole, negative pole, electrolyte and diaphragm have basically got rid of dependence on imports. The localization rate of lithium battery equipment has reached more than 90%, of which the localization rate of equipment for key processes has reached more than 80%. The development of the battery industry has played a key role in the market acceptance of electric vehicles." Li Yang, academician of the CAE Member and president of the Beijing Energy Association, said.

Zhu Hongren, Secretary of the Party Committee, Executive Vice President and Chairman of the China Enterprise Confederation, believes that new energy vehicles are emerging and are comprehensively reshaping the new pattern of China's automobile industry. China has a comprehensive advantage in the new energy vehicle industry system, which is conducive to the rapid and large-scale application and optimization of new technologies by automobile parts enterprises, accelerating the transformation of scientific and technological achievements into real industrial productivity. Huacheng Import and Export Data Observation Report.

At the same time, China's power battery industry still faces some difficulties and challenges. Lu Yaohua, Executive Vice President of the China Federation of Industrial Economics, analyzed that structural contradictions remain prominent, and the differentiation of high-end and low-end production capacity is intensifying; Enterprises are facing pressure to continue to maintain leadership in processes and technology, as well as to stabilize and expand the market; Developed countries are also gradually increasing investment and support for power battery enterprises, and international market competition is becoming increasingly fierce.

Li Yizhong, President of the China Federation of Industrial Economics, stated that on the demand side of electric vehicles, the efficiency of power batteries should continue to be improved, and new high-efficiency batteries such as sodium batteries and solid-state batteries should be developed; Accelerate the construction of charging stations and alleviate the pressure on the power grid through intelligent and orderly charging, vehicle network interaction, etc; Plan to connect electric vehicle power batteries to the power grid and form an intelligent charging and discharging new energy storage system. Huacheng Import and Export Data Observation Report.

Power battery companies should strengthen collaboration with downstream vehicle companies to form a development synergy; strengthen supply chain management to ensure stable and safe raw material supply; increase investment in research and development of new materials and technologies, continuously improve battery reliability and safety, gradually solve problems such as short range and slow charging; and do a good job in battery recycling, "said Lu Yaohua.

Li Yizhong believes that to overcome the technical difficulties of batteries, new advanced batteries such as sodium batteries and solid-state batteries are still in experimental production, and enterprises should increase research and development investment and attach importance to team building. At present, the battery industry is facing a diversified, socialized and disorderly competition trend, with a manifestation of low-end overcapacity. We need to vigorously improve quality, reduce costs, and increase efficiency, eliminate outdated products, and accelerate restructuring and integration. In terms of investment promotion, strict technical standards should be established, technical routes should be screened and demonstrated to prevent low-level duplicate construction. Huacheng Import and Export Data Observation Report should be conducted.

Chen Qingquan, an academician of the CAE Member, believes that the first half of the automotive industry reform is electrification, and the main core technologies are lightweight car bodies, high-performance powertrain integration, and high-performance safety battery packs. The second half was about intelligence, networking, and sharing, with the main core technologies being automotive chips and operating systems. In terms of automotive grade semiconductor technology, the development trend of lightweight, high-performance, and long-life new energy vehicle motor controllers has put forward stricter requirements for chip technology and packaging technology.

In Li Yang's view, the future car will be an individual unit in the energy internet system, a powerful carrier for storing and consuming intermittent renewable energy. New energy vehicles can supplement the high proportion of renewable power systems through orderly charging, vehicle network interaction, battery swapping, and retired battery energy storage, solving the problem of discontinuity and instability in renewable energy generation represented by wind power and photovoltaic due to seasonal, meteorological, and regional conditions, and supporting the transformation of the energy system. Huacheng Import and Export Data Observation Report.