The subsidy for new energy vehicles will affect the upstream and downstream nerves of the new energy automobile industry chain. This includes the power battery company as a core supplier.
It is understood that before 2020, the government's subsidy for new energy vehicles will be further reduced until the end of 2020, canceled, in addition to adding many other aspects of the request.
First look at the latest subsidy policy in 2018. In February this year, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission issued the "Circular on Adjusting and Perfecting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles." According to the notice, the government no longer just determines the subsidy amount of new energy vehicles according to the mileage of the vehicle, but New requirements such as battery energy density and energy consumption factor were introduced.
Part of the "Circular on Adjusting and Perfecting the Policies for the Promotion and Application of Financial Subsidies for New Energy Vehicles"
In other words, the new subsidy policy not only raises the subsidy threshold, but also lowers the overall amount of subsidy. At the same time, it further raises the related technical requirements and is more stringent than before. This means that the power battery company in which it is located must then do two things: First, continue to promote technology upgrades to meet the needs of high subsidies; Second, further reduce costs and improve the overall cost performance of products.
Technology is hard power, and only the continuous breakthrough of the core technology of power batteries can avoid “hollowing out of technology†and promote the development of new energy vehicles in China. This is an important consideration for the government to tighten subsidies for new energy vehicles and increase relevant technical requirements. . Whether for the long-term goal of boosting the development of the industry or the short-term considerations based on obtaining high subsidies to relieve its own pressure, we have seen in the past few years that domestic power battery companies have spent a lot of time in upgrading their technologies. Kung Fu has also made some substantial progress, including the increase of battery energy density, the improvement of battery thermal management and so on.
The cost issue is one of the most troublesome problems for new energy car companies. At this stage, the main reason why new energy vehicles are overly dependent on policies is that the new energy vehicles generally have higher selling prices. Even after enjoying state and local double subsidies, the terminal price of new energy vehicles is higher than that of traditional fuel vehicles. Therefore, standing at the level of the overall development of the industry, only the cost of new energy vehicles can be matched with that of traditional automobiles, so as to make the "cake" of the new energy vehicle market bigger and bigger. While standing on the perspective of the power battery company itself, while upgrading the technology, it is only necessary to optimize the cost as soon as possible and increase the cost-effectiveness of the power battery, so that it can truly stabilize its position and become an important role for the power battery market.
However, the cost optimization is easier said than done. As we all know, the power battery is the core component of new energy vehicles, and the cost accounts for 30% to 50% of the entire vehicle. In other words, the subsidy for new energy vehicles will mean that the power battery companies will bear a lot of pressure. Coupled with the high raw material prices in the upper reaches, and even rising prices, the burden on the production costs of power batteries has increased.
However, judging from the situation in the past few years, the cost of vehicle batteries has been reduced by 15% to 20% each year. It can be seen that the creativity of power battery companies cannot be underestimated. According to industry sources, power battery companies are seeking solutions from other dimensions in the event that the prices of upstream raw materials are unlikely to improve, and efforts will be made to increase the overall price/performance ratio of batteries while upgrading the performance of batteries.
At this point, Xingheng is clearly a good case. At the beginning of 2018, the 26148 series products successfully developed by Xingheng Power were fully put into operation. It is understood that this product uses manganese plus three yuan as the cathode material system, this composite system can guarantee product energy density while the battery safety is better, the cycle life is to achieve 2500 more than the remaining 80% capacity . According to another report, its 26148 battery can fully inherit Star Heng's accumulated experience in the battery structure and battery core design over the past ten years, which is beneficial to Xingheng's reutilization of the power battery in a mature way.
It is worth mentioning that in addition to the optimization of the product itself, Xingheng has also built a high-standard automotive-grade professional battery production line for this series of products. The production line has undergone a series of technological upgrades, which not only demonstrates Xingheng's intelligent, automated, innovative and highly efficient production and manufacturing levels, but also presents some of its efforts in improving comprehensive cost performance.
First, this 26148 production line uses a number of industry-specific processes to ensure consistent production and ensure high product quality. For example, the slurry premixing process adopted by the company simplifies the equipment structure, ensures the stable quality of the material, and facilitates the cleaning and maintenance of the equipment. Save energy consumption by 30%, save floor space by 20%, and the batching work time is 1/4 of the industry's advanced level; the industry's exclusive 26148 aluminum shell and lamination process can ensure that the internal space of the battery is sufficient and the internal resistance of the battery is small. The package temperature is small and it can reduce raw material costs.
Secondly, the 26148 production line has made new breakthroughs in the existing high-tech, automated manufacturing levels. For the first time, Xingheng realizes the high-speed continuous coating roll-press stripe die-cutting process. The coating speed reaches 40 meters per minute. Compared with the intermittent-type coating method, the thickness uniformity of the pole piece is better, and high efficiency and low energy consumption are achieved.
In addition, the design cost of this production line is 80-85% of the overall level of the industry, and the concept of cost-effectiveness is embodied in all aspects of production. For example, the cost-effective closed chemical conversion process, the use of Starheng's independently designed battery bake process, and the combination of low dew point circulating air preheating and high vacuum technology, compared to the current industry's popular contact bake process, to ensure products High quality and cost savings of 70% at the same time save 50% of the floor space.
Through the above content is not difficult to see, to improve the overall cost-effective power battery, not only to start from the battery product itself, but also combined with the improvement of manufacturing technology, production mode optimization and other methods. Obviously, this is an accumulating process that requires related companies to forge ahead and constantly explore and discover.
The methods used by Xingheng are worth learning. Besides these strategies, what other methods will play an important role in the promotion and popularization of new energy vehicles? We have yet to further explore the relevant companies, let us wait and see!
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