Today, with the rapid development of the new energy automobile industry, China's power battery technology is also booming. On December 30, 2016, the four ministries and commissions issued the "Notice on Adjusting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles", which means that the new energy vehicles and their upstream battery industry will enter a stage of substantial improvement in focusing on technology and product quality. While welcoming development opportunities, power batteries are faced with the urgent need to digest excess capacity, improve manufacturing processes, strengthen product research and development, and increase industry chain collaboration.

动力电池进入技术与质量双提升阶段

China's terminal lithium battery production (MWh/Q) in 2014-2016

Industry is expected to become an investment hotspot

China's power battery industry has a large number, and many companies have successfully landed in the A-share market. Through the third-quarter 2016 financial reports of listed companies, it can be found that in the environment of traditional cyclical industry-related companies with low performance, new energy sources The overall performance of the auto sector has been improving, driving the power battery industry to rise. Market funds have been moving and have focused on these listed companies with good development prospects and potential. The power battery industry is expected to become the next investment hotspot.

Looking back on the first three quarters, benefiting from the upgrading of new energy vehicle industry and the increasing demand for localization, the production scale of lithium battery manufacturers, especially power lithium battery manufacturers, has continued to expand. The listed company's Zhengye Technology lithium battery testing equipment business grew rapidly, driving the company's performance to grow rapidly.

The latest news shows that AVIC Lithium is also shortlisted in the top ten list of global power battery manufacturers in the first half of 2016, thanks to the extraordinary progress in the field of electric buses. At the same time, as a listed company with military background, AVIC Lithium is in the aircraft, Submarines and other projects have also made achievements.

Prior to this, the Ministry of Industry and Information Technology announced the "Automobile Power Battery Industry Standard Conditions" enterprise catalog (fourth batch), Chengfei integration, Yiwei Lithium, smart energy and other listed companies successfully entered the shortlist. According to the regulations, since May 1 this year, new energy auto companies will not be able to receive corresponding subsidies once they use batteries that have not entered the catalogue. In the future, China's power battery companies led by independent research and development will grasp more opportunities and gradually lay a solid foundation in the new energy automobile industry.

Domestic battery welcomes opportunities

Due to the continuous impact of the Samsung battery explosion, the hidden dangers of Korean batteries have gradually surfaced. Some domestic auto manufacturers have begun to change suppliers in a low-key manner, and some models have been discontinued for sale. The domestic battery industry has gradually become the primary consideration for auto manufacturers. Due to the dual consideration of cost control and replacement time, auto companies will naturally start second and third suppliers to cope with battery shortages.

Recently, the Ministry of Industry and Information Technology issued the 291th batch of "Road Motor Vehicle Manufacturing Enterprises and Products Announcement". In this announcement, the Ministry of Industry and Information Technology also issued the "Recommended Models for Promotion and Application of New Energy Vehicles (5th Batch)". Although it appears to be a normal list of new energy vehicles, there are a lot of people who have discovered the small problems. Because just before the announcement of this announcement, the Ministry of Industry and Information Technology had briefly published another recommended catalogue, including a total of 498 models, which were deleted shortly after the release.

After the release of the recommended catalogue, 5 cars were deleted. After comparing the two editions of the “New Energy Vehicle Promotion and Application Recommended Model Catalogue (5th Batch)”, some insiders analyzed that the five new energy vehicles were removed. The root cause of the recommended directory is most likely a battery problem. It is worth noting that, from the list of companies that have been published by the Ministry of Industry and Information Technology in line with the "Regulations on the Standards of Automotive Power Battery Industry", foreign battery manufacturers such as Japan's Matsushita, South Korea's Samsung and LG Chemical, which we are very familiar with, have not been able to enter the catalogue. This is an opportunity for the domestic battery industry.

CICC expects that the industrial chain will enter a stage of substantial and market-oriented development, and lithium battery sales and policy are expected to have an upward turning point.

More competitive

The government has adopted a series of strict specifications for the new energy vehicle and battery industry. These include the "Regulations on the Comprehensive Utilization of Waste Energy Storage Battery for New Energy Vehicles" and the "Interim Measures for the Administration of the Regulations on the Comprehensive Utilization of Waste Electrical Power Battery Comprehensive Utilization of New Energy Vehicles" and the Supplementary Notice of "Regulations on the Standards of Automotive Power Battery Industry", "Automobile Power Battery Industry" Opinions (2017) "Consultation Draft", "Automobile Power Battery Industry Standard Conditions" (2017). Under many management rules, most battery companies will be shut out, and will cause the car companies to replace the battery supplier.

For the battery industry, the impact is not only an increasingly harsh management system, but the gradual relaxation of the battery manufacturing market has also increased competition among enterprises.

From January 1st, 2017, with the lifting of the ban on the application of ternary lithium batteries on passenger cars, the trend of continuous increase in the proportion is irreversible. A series of recent policies have also laid the foundation for the promotion of ternary batteries on passenger cars. In addition, non-fast-charged pure electric buses will be subsidized according to the energy density of their battery systems. These changes will encourage manufacturers to adopt For batteries with higher energy density, ternary batteries will be more popular than lithium iron phosphate batteries with energy density close to the ceiling. At the same time, the opening of the ternary battery means that more types of batteries can be allowed to enter the market. For example, new batteries such as the chairman of the Gree Board of Directors Dong Mingzhu and the lithium titanate battery that Yinlong Company respects will be more Accepted.

In addition, the Foreign Investment Industrial Guidance Catalogue has released more restrictions on foreign investment in the automotive sector and new energy vehicle batteries.

Wang Binggang, a special expert on major technologies for electric vehicles in the 863 Program of the Ministry of Science and Technology, once told the media that the removal of restrictions on foreign investment in new energy vehicle batteries is in line with the country’s overall policy of opening to the outside world. The industry needs to be fully competitive, and policy protection cannot be cultivated. Competitive independent brand enterprises.

Be bigger and stronger

The new energy vehicle market has been expanding continuously, and the power battery industry undoubtedly has great prospects and interests. According to relevant information, as of 2016, there are more than 100 power battery companies in China, and due to the over-concentration of production capacity, a group of new companies with poor quality and product quality will soon face the fate of being eliminated. Some insiders pointed out that the domestic power battery industry has hidden concerns about the lack of high-end product research and development. The fundamental reason lies in the delay of independent research and development technology. In addition to the insufficient supply of production lines, many companies have to blindly expand their production lines and neglect technology research and development in order to seize the huge market.

Under the pressure of shortage of funds, subsidies and subsidies, many small and medium-sized power battery companies will seek a way out through mergers and acquisitions. Recently, Ningde Times New Energy Technology Co., Ltd. and Dongfeng Motor Corporation formally signed a strategic framework agreement. The two sides will jointly build a cooperation platform in the field of new energy automobile industry, and form a cooperation situation of mutual support, complementary advantages, coordinated development, and mutual benefit.

In September 2016, the Waterma Innovation Alliance and China FAW Group signed a cooperation agreement at the “China New Energy Automobile Industry Summit Forum”. The two sides decided to cooperate in the field of pure electric logistics vehicles. In March 2016, Hefei Guoxuan subscribed for the newly added registered capital of BAIC New Energy with its own funds, participated in the new energy of BAIC, and built the Qingdao Laixi Power Battery Factory to cooperate with BAIC's 150,000 vehicle projects in Laixi, Qingdao.

Reviewing the development of China's power battery industry, traditional manufacturing processes can no longer meet the current consumer demand for new energy vehicle safety. The scattered order model is also not conducive to centralized production. Intelligent and automated production lines are becoming more and more power in the future. The development trend of the battery industry.

Industry insiders predict that in 2017, in terms of technology, market layout, and business model, in 2017, power battery companies will strive to find their own "small partners" and compete in the group.

Casing Accessories

1.Used in cementing tools to fix or restrict various external accessories such as centralizers, cement umbrellas and mud scrapers, including positioning rings, cement umbrellas, and mud scrapers.
1. It is a device used to fix or restrict external accessories such as centralizers, cement umbrellas and mud scrapers. It can be divided into screw type, fixed screw type and percussion type.
2. The cement umbrella is a device installed at the bottom of the graded cement injector to prevent the sinking of the cement slurry and support the pressure of the liquid column.
3. The mud scraper is installed outside the casing of the cement-sealed well section to remove the filter cake on the well wall to improve the cementing strength between the cement ring and the formation.

Casing Accessories, Drilling Packers,Milling Packers,Stop Collars,Cement Basket

Puyang Junhong Rubber Co., Ltd. , https://www.pyjhxs.com

Posted on