The development of new energy vehicles is essential in the direction of the big car powers moving towards the car power. A series of national encouraging policies have been introduced frequently, creating a favorable policy atmosphere for the development of new energy vehicles, especially electric vehicles.
Subsequently, the positive and negative materials, diaphragm, electrolyte, charging piles, protection piles and other related materials will usher in unprecedented opportunities for development. Urgent matter, key materials, products, chemical industry needs to step up research, early realization of domestic matching.
In April 26th, another round of Beijing car Yaohao results announced, the average number is still "a hundred joy sorrow", and the new energy, but anything "". Although there are still such or such problems, but there is no doubt that new energy vehicles are entering the high-speed road, the rapid development of the industry in the future, will stimulate the demand for a large number of chemical related products.
Favorable policies followed, new car sales increased several times.
As early as last May 24th, when President Xi Jinping inspected SAIC, he pointed out that the development of new energy vehicles is the only way for China to move from a big automobile country to an automobile power. He stressed the need to increase research and development of new energy vehicles, making it a strong growth point.
In April 29th this year, the Ministry of finance, Ministry of science and technology, Ministry of industry and information technology, the national development and Reform Commission jointly issued the "notice concerning 2016-2020 promote the application of new energy automotive financial support policy; in May 5th, the four ministries jointly issued the" notice "on the city of new energy vehicles to promote the application of the assessment work, from the beginning of May 15th study on the promotion of new energy vehicles.
After a brief downturn in the first two months of this year, the domestic new energy vehicles production and sales since March back to the fast lane. According to the China Automobile Industry Association statistics, in March this year, a total of 14328 domestic production of new energy vehicles, sales of 14122 vehicles, an increase of 2.8 times and 3 times respectively. Among them, the output of pure electric vehicles 9504, 9390 sales, respectively, increased 4 times and 3.5 times; plug type hybrid vehicle production and sales have increased 1.9 times. Compared to the first 2 months, new energy vehicles back to more than 10000 monthly production level.
Battery development ushered in business opportunities, domestic products are still low-end
Chinese Academy of Engineering Jin Yong recently accepted an interview with reporters, said that the future of electric vehicles will become the mainstream of new energy vehicles. The development of electric vehicles has driven the market demand for key materials such as lithium batteries and electrolytes. American Tesla expects 2016 only one of the required lithium battery consumption will exceed the current global 3C market lithium battery usage.
Earlier this year, the Ministry of Finance issued a notice on the consumption tax on batteries and coatings, which was exempted from the consumption tax on lithium ion batteries, solar cells and fuel cells, while the lead-acid batteries were taxed. ASIACHEM new energy and battery materials industry analyst for Chinese Chemical Journal said, which is conducive to narrowing the difference between the cost of lithium batteries and lead-acid batteries, also shows that government support for the development direction of lithium battery life and more clear.
It is understood that battery costs accounted for 30%-50% of the total cost of motor vehicles. The development of electric vehicles will drive battery grade lithium carbonate, cobalt lithium and other cathode materials, electrolyte, diaphragm and other strong demand.
Industry experts predict that 2015-2020 years, the average annual growth rate of diaphragm demand will reach 35%. Data show that in 2013 the global market demand for lithium battery separator is about 750 million square meters, the high-end market monopoly America, Japan and South Korea, 80% in the end of the market is occupied by foreign manufacturers, domestic enterprises mainly in the low-end market, price competition is intense, severe overcapacity.
ASIACHEM experts told reporters, with the rapid development of new energy vehicles gradually, the domestic lithium ion battery enterprises should seize the policy and market opportunities, improve product quality and cost competitiveness, occupy a space for one person in the future market competition. In addition, the current automotive power battery field has formed two major lines of lithium batteries and fuel cells, the two have their own advantages and disadvantages. In the future, in the automotive power battery field, fuel cells will inevitably be the most important competitors of lithium batteries, and it is recommended that domestic enterprises to maintain close attention.
Material has become a fundamental problem, the chemical industry has been pinned great hopes
Zheng Lansun, member of the Standing Committee of the CPPCC National Committee, vice chairman of the Central Committee of the Chinese Democratic League and academician of the Chinese Academy of Sciences, believes that the key to developing new energy vehicles lies in batteries, and that the chemical enterprises, especially the materials enterprises, have a lot of room for development. He said that China's investment in lithium-ion batteries is very large, but progress is not satisfactory, some areas still need to break through.
The development of fuel cell technology is slower than that of lithium ion batteries. The current problem of lithium-ion batteries is that the positive and negative materials are not satisfactory, and one of the difficulties in fuel cell promotion is that the catalysts currently used are too expensive. At the same time, the performance of the battery separator is also prominent. Breakthroughs in these areas, chemical enterprises, chemical research units promising.
Industry experts believe that, at present, the battery of new energy vehicles in the endurance, safety, charging time, etc., can not meet the needs of the market. Battery technology can not achieve a breakthrough, is the basic problem of the development of new energy vehicles. The solution of this fundamental problem requires the matching of chemicals, materials and techniques. CPPCC member and deputy general manager of China automotive industrial design engineering company Liu Chongxi said that the industry hopes that the mass transfer efficiency of higher electrolyte, and better flame retardancy, so as to enhance the cell performance, enhance the security of the electric vehicle. He is looking forward to a breakthrough in these technologies.
The charging device has a huge gap and obvious advantages of composite materials
The shortage of charging pile (station) has seriously restricted the promotion of new energy vehicles. Related statistics show that as of the end of 2014, China's new energy vehicles have more than 120 thousand, while the number of charging piles only about 30 thousand. Industry experts believe that the future of charging pile gap or up to one million (one), charging facilities market size or will reach one hundred billion yuan.
Charging pile market will stimulate the demand for the material industry. Such as the traditional DC charging pile protection, pile making materials are generally metal, corrosion prone in outdoor environment, and there are certain security risks. The use of sheet molding compound (SMC) composite material can solve these problems. The SMC composite material with good design and fabrication process, and high strength, precise size, corrosion resistance, good thermal stability, SMC charging pile protection pile with rust, anti-theft, anti rain, anti leakage, anti shock, full specifications, easy installation etc..
In addition, the development of new energy vehicles will also drive a large number of automotive chemicals, new material needs, such as friction reinforcement materials, interior materials. Basalt fiber is expected to be the new favorite of automotive materials because of its excellent high temperature resistance, chemical stability, sound insulation, high thermal stability, environmental protection and safety features.