Build a healthy ecological chain of battery new energy, the future potential market is still in China

ABEC 2020│The 8th Battery \"Davos\" Forum Site

Battery \"Davos\"-Battery Network News on October 27th (Chen Yu Zhang Qian, Changsha Ningxiang live photo and text)\"At present, the electrification strategy of multinational car companies is becoming clearer and the layout in China is constantly upgrading; independent brands are accelerating the development of new models of international development, creating a global supply chain to serve the world brand. \"On the morning of October 27th, the battery\" reached Voss \" Secretary General of the Organizing Committee and Secretary General of Zhongguancun New Battery Technology Innovation Alliance Yu Qingjiao said at the opening ceremony of the 8th China (Changsha·Ningxiang) International Summit Forum on Battery New Energy Industry, \"Battery New Under the global competition in the energy industry, China’s power has begun to move upward. Safety first, technology first, quality first, open innovation, brand improvement, win-win competition, IPO, and entry into overseas markets have become news of many companies in the industry. High frequency tag.\"

Yu Qingjiao, Secretary-General of the Organizing Committee of Battery \"Davos\" and Secretary-General of Zhongguancun New Battery Technology Innovation Alliance

From October 27th to 29th, the annual global battery industry event——ABEC 2020|The 8th China (Changsha·Ningxiang) Battery New Energy Industry International Summit Forum was grandly held in Changsha Ningxiang. This forum is hosted by the ABEC (Battery \"Davos\") Organizing Committee, Zhongguancun New Battery Technology Innovation Alliance, and is exclusively co-organized by Ningxiang High-tech Zone. More than 500 people from the global battery new energy industry chain \"government, industry\" Representatives from all walks of life, including science, education, research, finance, service, and use, as well as the media attended the event. Under the background of global competition in battery new energy, they explored the upward path of independent brands and discussed the construction of the industrial healthy ecological chain.

Since the first session was held in 2013, ABEC Forum has been committed to developing into a world-leading technology and market application exchange summit and resource platform. In this year, ABEC is still deeply focused on technology and market. It is divided into 6 sub-forums to give keynote speeches. Three of these sub-forums focus on analyzing battery and new energy vehicle market applications. The other three sub-forums mainly discuss cobalt-free batteries and solid-state batteries. , Fuel cells and other new battery technologies.

The market is under pressure to build a healthy ecological chain has become the consensus of the industry

In terms of market, China's battery new energy market has obvious first-mover advantages. Not long ago, Huang Libin, spokesperson for the Ministry of Industry and Information Technology and director of the Operation Monitoring and Coordination Bureau, said that my country's new energy automobile industry has entered a development period from the cultivation period and has become an important force leading the transformation of the global automobile industry. The total domestic industry chain investment has exceeded 2 trillion yuan, which has increasingly become a new driving force for development. The new energy market has ranked first in the world in terms of transaction volume for 5 consecutive years, with a cumulative sales volume of more than 4.8 million vehicles, accounting for more than half of the world’s total.

At the same time, as the trend of global competition in the battery new energy industry has become increasingly prominent, the battery new energy industry chain, supply chain, value chain, ecological chain and other chains have begun to restructure.

\"With the rise of new powers such as Tesla and the cross-border entry of technology giants such as the Internet and semiconductors, the auto industry has reshaped the competitive landscape and restructured the core value chain. \" At the forum, the National New Energy Vehicle Innovation and Technology Center Manager Yuan Chengyin said, \"The core value of the future automobile industry will no longer be the engine, body, and chassis, but batteries, chips, on-board systems, and data.\"

Under the great industrial transformation, the pressure to survive for independent brands is also increasing: the contradiction between long-term consumer demand and frequent safety accidents, the contradiction between increased policy support and investment decline, the contradiction between overcapacity and insufficient high-end production capacity, and management The contradiction between rising costs and decreasing operating income, the contradiction between increased capital pressure and financing difficulties, the contradiction between the emergence of innovative business models and the difficulty of finding profit models, the contradiction between the transformation of products to high-end products and the sinking of consumption channels in third- and fourth-tier cities, etc. . In this regard, Yu Qingjiao called on the forum: \"The construction of a healthy ecological chain of battery new energy is imperative!\"

2020 Hunan (Changsha) Battery Industry Expo

The construction of a healthy ecological chain needs to achieve a leap from \"competition\" to \"competition and cooperation\". During the same period of the forum, the 2020 Hunan (Changsha) Battery Industry Expo, sponsored by Hunan Provincial Department of Industry and Information Technology, Hunan Provincial Department of Commerce, and Changsha Municipal People’s Government, was grandly opened with an exhibition area of ​​20,000 square meters, gathering BYD, BAIC New Energy, and Chery New Energy. Nearly 200 battery new energy industries such as Energy, Lishen Battery, Xinwangda, Electric General, Zhongke Star City, Huabao Energy Storage, Polyfluoride, Shida Shenghua, Jin Yinhe, Han's Laser, Altewei, Wuxing Aluminum, etc. Chain of high-quality exhibitors, focusing on industry-leading products, technologies, and services, from \"competition\" to \"cooperation\", and jointly promote the battery new energy industry from \"small, scattered, chaotic\" to \"strengthening and doing Large, refined \", contribute to the healthy and sustainable development of the industry's healthy ecological chain, and achieve industrial integration and prosperity.

Technology breakthrough new energy future potential market is still in China

Industrial integration and prosperity are also inseparable from technological iteration and innovation.

The European new energy vehicle market performed strongly, while the production and sales of China's new energy vehicle market declined significantly. In this regard, there is no shortage of voices in the industry that worry that China will lose the world's champion in the production and sales of new energy vehicles. The signal from the speakers of the ABEC 2020 forum is that the potential market for new energy in the future is still in China.

In 2020, although the battery new energy industry is affected by factors such as the epidemic and the consumption environment, and enterprises in the industrial chain are moving forward with heavy burdens, under the general trend of global competition, continuous technological innovation has become the common choice of most domestic enterprises.

In terms of technology research and development, Yuan Chengyin believes that high-capacity ternary materials and artificial graphite are the current mainstream positive and negative materials for high-energy density batteries. Silicon-carbon materials, low-cobalt or cobalt-free cathode materials continue to develop, and high-nickel materials are still the main direction. The market for lithium iron phosphate in the low-cost field may continue to expand, and solid-state batteries may become an important development direction.

Academician of the National Academy of Engineering of Canada / Academician of the Royal Academy of Sciences of Canada / Dean of the Institute of Sustainable Energy of Shanghai University Zhang Jiujun

Zhang Jiujun, Academician of the National Academy of Engineering of Canada/Academician of the Royal Academy of Sciences of Canada/Dean of the Institute of Sustainable Energy of Shanghai University, analyzed that the further development of liquid and solid lithium batteries (including lithium ion batteries, lithium sulfur batteries and lithium air batteries) is the realization of electric vehicles. The necessary strategy for the 500Wh/Kg energy density target can further explore the feasibility of Li-CO2 batteries and anodeless Li batteries in achieving high energy density targets greater than 500Wh/Kg.

\"Solid-state batteries designed based on solid electrolytes are currently a hot spot in the development of secondary batteries, and are an effective way to solve the safety energy density of lithium (sodium) secondary batteries.\" Director of Energy Materials Research Center, Shanghai Institute of Ceramics, Chinese Academy of Sciences /Researcher/Doctoral supervisor Wen Zhaoyin said that through effective modification of the electrolyte and interface, solid-state lithium batteries and solid-electrolyte sodium chloride batteries already have the basis for quantitative manufacturing.

In terms of other battery technologies, since 2020, the concept of \"cobalt-free\" has ushered in a big explosion. At this forum, Pan Hua, deputy general manager of GEM Co., Ltd., said that the cost of cobalt-free layered cathode materials is relatively low and shows certain advantages in price-sensitive fields. Better application prospects. However, the first discharge capacity, cycle performance and rate performance of the cobalt-free layered cathode material still need to be improved. There is still a long time to replace the NCM or NCA cathode material in the short term, which requires technical efforts.

Academician of Chinese Academy of Sciences/Professor of University of Science and Technology of China, Shandong University Qian Yitai

Academician of the Chinese Academy of Sciences/University of Science and Technology of China and Professor Qian Yitai of Shandong University are more concerned about high-safety water-based secondary batteries. He believes that lithium-ion batteries have made significant progress in power batteries, but organic electrolytes have potential safety hazards. The application of electric bicycles and energy storage still needs further research. Water-based ion batteries are highly safe, and water-based metal oxide batteries can further increase energy density. Water-based zinc-ion batteries are beneficial to inhibit the growth of dendrites and are expected to gradually replace lead-acid batteries.

In addition, regarding the development of hydrogen energy and fuel cell technology in China, Chai Maorong, chief expert of hydrogen energy of the State Power Investment Corporation/Director and Chief Technology Officer of SPIC Hydrogen Technology Development Co., Ltd., suggested at the forum that first, there must be technical research organized at the national level. , To make breakthroughs in the complete localization of key technologies and core materials; the second is to benchmark the most advanced fuel cell technology in the world, instead of relying on the introduction of foreign technology to obtain national subsidies; third, the core of fuel cells is material technology, and the industry chain is long. Need strategic planning, need division of labor and collaboration.

Peking University professor Qilu also suggested paying attention to fuel cells, especially methanol fuel cells. He believes that if the methanol fuel cell is continuously supplied, it can continuously generate electricity, and its cost is also falling.

\"In the post-epidemic era and post-subsidy era, China, as a major energy country, has increasingly clear signals for a green transition, and the development prospects of the battery new energy industry have become clearer. We believe that although the road ahead is full of challenges, the battery new energy industry High-quality development will also bring new opportunities. The business we are striving for together-the green energy business will eventually usher in vigorous vitality and sustainable development. \"Battery\"Davos\" Deputy Secretary General of the Organizing Committee Geng Qianqian In conclusion.