New energy vehicles "going cattle" Power battery industry must first "energy storage"

As a national leading industry, the automobile industry has attracted much attention in enhancing endogenous development momentum and promoting supply-side structural reforms. As a "sunrise industry" in the automotive industry, green and intelligent new energy vehicles are on the cusp of reform and development. Under the background of supply-side reform, what opportunities and challenges does China's new energy auto industry face?

[Data] China's new energy vehicle production is the world's number one

Recently, the second plant of Zhuzhou Base of Beijing Automobile, which was planned and constructed according to the “Made in China 2025” standard, was completed. After full production, the total capacity of Beiqi Zhuzhou Branch will reach 500,000 units/year, which is expected to become the largest automobile manufacturing base in Hunan.

This project is not only a milestone in the cooperation and development of Hunan and BAIC Group, but also a practical action for Hunan to actively implement “Made in China 2025”. According to reports, at this stage, Hunan has become an important automobile industry base in the country. In the field of new energy automobile industry, it has 10 major vehicle companies including CRRC Times, Zhuzhou Beiqi, Changsha BYD, Changsha Zhongtai, Jiangnan Automobile and Zoomlion. Nearly 300 supporting enterprises have certain R&D and manufacturing capabilities and battery material resources advantages for new energy vehicles and motor electronic control products.

"Developing new energy vehicles is an important part of China's strategic emerging industries." Yin Yuanping, vice chairman of the China Enterprise Confederation and China Entrepreneurs Association, said that the achievements of Hunan Province in new energy are just "strategic emerging" in China. A microcosm of the development of the industry.

Yin Yuanping said that at present, China's new energy automobile industry is leading the world in terms of scale. In 2016, it produced 517,000 vehicles nationwide, ranking first in the world, accounting for more than 50% of the global market. In 2016, BYD, Geely, and Beiqi entered the top ten global sales of new energy passenger vehicles. The national new energy technology level is leading the world and is sold to more than 30 countries around the world.

At the same time, China's new energy industry system has been basically established. The development of new energy vehicles has driven the upstream and downstream industries, through the basic materials, key components, and key links in the manufacturing equipment industry chain, and established a system with complete structure and self-control. Among them, the construction of charging infrastructure was steadily advanced, and the business model of Internet+ was introduced, and 100,000 new charging piles were built. Beijing and Shanghai initially established a large-scale service network.

[Business Opportunity] The automotive industry will usher in a new golden age

"China's automobile industrialization transformation has begun, and the next golden age is coming." Xu Heyi, secretary of the Party Committee and Chairman of BAIC Group, is also convinced that China's new energy industry is still continuing to accumulate energy and is about to occupy the "bull market."

Xu Heyi revealed that according to the technical roadmap for energy-saving new energy vehicles released on October 5, 2016, the average annual growth rate of China's new energy vehicles will be during the “13th Five-Year Plan”, “14th Five-Year Plan” and “15th Five-Year Plan” period. They are 19.5%, 30% and 33% respectively. These three five-year plans are a big plan for these 15 years. Basically, after the golden decade, another golden age of the Chinese auto industry is coming.

Shen Yuxiang, the chairman of CSR Times Electric Vehicle Co., Ltd., talked about the development of new energy commercial vehicles in the new era. He said that due to the impact of high-speed rail, motor trains and other means of transportation, the passenger car industry has basically been in a stable state of development in recent years. However, the development of new energy vehicles has brought new business opportunities to the passenger car industry in China.

Shen Yuxiang also admitted that under the government's subsidy and other policies, the effect of the urban market has increased, and the scale effect has also been brought to the production enterprises. At present, the production cost of new energy vehicles is rapidly declining, laying down for the era of weak subsidies and post-subsidy. The foundation. In the next few years, China CRRC will aim at the opportunity to build a new energy car into another golden business card in addition to rail transit. It is expected that by 2020, the company will enter the list of 10 billion enterprises.

How to grasp market opportunities? Yin Yuanping suggested that enterprises and entrepreneurs in the wave of new energy automobile industry should condense the industry, strengthen coordination and integration, and carry out power, motor electric control and standard system construction along the industrial chain. At the same time, everyone needs to open their eyes and carry out international cooperation and collaborative innovation. From the perspective of the long-term development of the industry, enterprises must also grasp the informationization and intelligence, and drive the transformation and upgrading of the automobile industry with technological innovation.

[challenge] Intelligence is an inevitable trend, and it is also the current weakness.

Despite the development of new energy vehicles, there has basically been a grand blueprint in China. However, it is important to note that this emerging industry is currently facing some difficulties and challenges.

Senior industry experts, electric vehicles National Engineering Laboratory Director TRANSACTIONS development trends of new energy automotive industry were authoritative interpretation. Sun Fengchun said that judging from the situation, the new energy automobile industry will maintain strong growth during the 13th Five-Year Plan period. The country has made it clear that by 2020, the number of new energy vehicles will reach 5 million. The new energy automobile industry has a lot to offer. At the same time, he and several experts also analyzed the multiple challenges facing the development of China's new energy vehicle industry.

The first is the issue of user acceptance. Although the production and sales volume of new energy vehicles are gradually increasing, at present, urban public services are mainly “big heads”. In the purchase of private cars, new energy vehicles have not yet been fully recognized by consumers. This market still needs to be improved. .

According to research data, only 4.3% of users currently choose new energy vehicles when they buy cars, and more than 70% of users choose not to or are not sure whether to buy new energy vehicles, which directly reflects China's development of new energy vehicle market demand. Insufficient, consumer recognition is not high.

Battery life and battery life have also been the focus of the market. In recent years, China has independently developed a number of series of vehicle power batteries, such as nickel-metal hydride and lithium ions. Although the technical level has been greatly improved, there is a certain distance from some cutting-edge levels abroad. The "battery problem" that restricts the development of China's new energy vehicles mainly exists in two aspects. The first is that the battery has a short life span, and the second is that the battery life is not enough. Compared with fuel vehicles, the current life of lithium batteries in China is about 1600 times, the time is 3-5 years, which is 10 times longer than that of traditional fuel vehicles.

In terms of mileage, the influence by the energy density, the energy density of the lithium battery is about 85 to 100 W / kg. Under the same weight, the new energy vehicle has a cruising range of only about 160KM, which is far lower than the cruising range of the fuel vehicle.

Infrastructure construction such as charging piles still needs to be improved. To make new energy vehicles better develop, it is also necessary to provide a good infrastructure environment, such as increasing the charging venue and speeding up the charging. The survey shows that the construction of charging networks in the market is still not perfect enough, which restricts the development of new energy vehicles in a certain amount.

Intelligent and networked is the weak point. The new energy vehicle industry will also face the problem of intelligence and networking. Intelligent means that the car will be the so-called Transformers with perceptual, controllability and decision-making. Networking means that the car will make the kinetic energy of the Internet of Vehicles, the car network and the car win network, intelligent and networked. With software competition, rather than hardware competition, software will become a new must-have skill in the automotive industry. This is a huge advantage of the Internet car, and it can be said that it is the biggest weakness of our traditional car companies.

"Attacking the base" connection New energy vehicle power "to overcome" direction

Keywords: "power change" mode

Is there any way to directly or indirectly increase the cruising range of an electric car? At present, direct means can increase the capacity of the power battery pack; indirect means, provide fast enough "fast charge" technology for electric vehicles, or use the "replace battery pack" quick change mode, the whole process is only about It takes 3 minutes.

However, in the power-changing mode, since the battery pack is continuously removed and replaced from the body of the vehicle, not only the fatigue and wear including the "connection bolt" and the "threaded hole" are brought about, and each time the battery pack is worn. The positioning and matching between the front and rear of the dressing and the body of the vehicle also put forward high technical requirements for the power-changing mode.

At present, Beiqi New Energy Vehicle has overcome the safety and reliability problems involved in the power exchange mode and applied for relevant patents.

Keywords: hydrogen fuel cell vehicle

Hydrogen fuel cell vehicles used to be a veritable future model. Compared with pure electric vehicles, hydrogen fuel cells have incomparable advantages, not only clean, but also light weight and fast filling. For example, if a car has a mileage of 400 kilometers, it only needs 50 kilowatts of fuel cell stack, about 5 kilograms of hydrogen can be used, and the same pure electric car runs 400 kilometers, and the required lithium battery weighs about 700 kilograms.

The first hydrogen fuel cell vehicle launched by a Japanese auto company has a maximum cruising range of nearly 500 kilometers and a fuel filling time of only 3 minutes, which completely solves the problem that the current pure electric vehicle has a short cruising range and a long charging time. That is to say, in terms of technology, hydrogen energy vehicles have the advantage of being a board or even a pure electric vehicle.

Keywords: lithium-sulfur battery

In recent years, a "super lithium battery" has emerged, which is "high specific energy lithium-sulfur battery and battery technology". It is conservatively estimated that it is 2-3 times smaller than ordinary lithium battery, but the energy density is large. 3 times, can be widely used in new energy vehicles and mobile phones and other products.

"Lithium-sulfur battery" has passed the safety test. Its research and development goal is: a 200-kilometer lithium-sulfur battery-powered electric car with a cruising range of more than 500 kilometers, becoming a veritable "super lithium battery".

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