On November 13, the 2nd China Lithium-Ion New Energy Industry International Summit Forum was held. 400 enterprises and 700 industry representatives attended the conference, which was hailed as the Davos Summit of the lithium battery industry. The reporter learned from the meeting that it is very urgent to accelerate the development of lithium battery-based power batteries. It is necessary to increase policy support, strengthen technological innovation and business model innovation, and promote the popularization of new energy vehicles in China.

According to the national 863 electric vehicle related experts, it is not enough to support new energy auto companies. The relevant state departments are also preparing policies and measures to support lithium batteries for subsidy power to stimulate the maturity of the new energy auto market.

According to the Chinese battery network CEO Yu Qingjiao, in the first half of 2014, the total output value of China's lithium-ion battery industry (including batteries, positive and negative materials, diaphragms, electrolytes and special equipment) was close to 40 billion yuan, the industrial structure and new The application of technology continues to show new bright spots. In the second half of the year, the output of domestic lithium-ion batteries and key materials is also steadily increasing. The annual output value of the industry is expected to exceed 90 billion yuan. Last year, this figure was 50 billion yuan, and the explosive growth was obvious.

According to experts, the rapid growth of China's lithium battery industry has benefited from the demand of the new energy vehicle market. According to the latest statistics from the Ministry of Industry and Information Technology, from January to October this year, China's new energy vehicles sold 47,000 vehicles, and the annual sales are expected to reach 60,000-70,000 units, a four-fold increase over the same period last year. By 2015, this sales forecast will reach 250,000. The car will show a multiplier trend for two consecutive years. For listed lithium-ion companies, the growth of smartphones has slowed down, and orders from new energy vehicles will become the strongest growth driver.

In fact, China's new energy vehicles and power battery industry are currently in a critical period of development, facing unprecedented opportunities and facing many risks and challenges. Since the beginning of this year, Japanese and Korean battery giants such as ATL and LG have expanded their production in China, and China's battery companies are still in a stage of small scattered and low-level redundant construction. The gap between the Japanese and Korean battery giants already supplying Tesla is growing. . For a long time, the development of the power battery industry has become a difficult problem that restricts the development of China's new energy automobile industry, and it has also received the attention and attention of senior government officials.

In September this year, Vice Premier Ma Kai stressed in the investigation of power battery R&D and production in Tianjin that it should increase policy support, speed up research and development of relevant policies and regulations, and further increase policy support for finance, taxation, finance, and industry. It is necessary to strengthen industry norms and guidance, encourage mergers and acquisitions of enterprises, enlarge and strengthen superior enterprises, and promote the sustainable and healthy development of the industry.

In terms of the company, Dongyuan Electric intends to be backed by Guoxuan Hi-Tech to transform lithium-ion battery production. Guoxuan Hi-Tech accounts for 20% of the domestic lithium battery market. In the first half of this year, the company's power lithium battery shipments were about 0.11GWh. Ranked third in the country. Since the beginning of the year, the company has issued 64 patent statements, which is the only “pure” power lithium battery enterprise in China. It is reported that after the company is listed on the backdoor, it is expanding its production capacity, developing the national market and becoming international. Wanxiang Group, a major shareholder of Wanchao Qianchao, also has more power lithium battery capacity. Its core customers include Haima Automobile, Kangdi Automobile and Dongfeng Motor.

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