The year 2016 has entered a countdown and the new energy vehicle industry has ushered in an important policy change. Recently, the Ministry of Industry and Information Technology issued a notice to publicly solicit opinions on the "Regulations for Automotive Power Battery Industry (2017)" (hereinafter referred to as "Standard Conditions"), and vigorously rectify the power battery industry. This is the second time that the Ministry of Industry and Information Technology has issued the relevant documents on the power battery specification after the Ministry of Industry and Information Technology formulated and issued the "Regulations for the Automotive Power Battery Industry" in March 2015. The "Regulations" are requirements for the entry of power battery companies. Only enterprises that meet this requirement can enter the battery catalogue of the Ministry of Industry and Information Technology (commonly known as the "white list"), and the products equipped with the battery can obtain subsidies for new energy vehicles. What adjustments and changes have been made to the new edition of the "Regulations" compared to the 2015 edition? How is the industry reacting? This article combs one by one. What changes have been made to the new version? Compared with the normative documents promulgated in 2015, the “Regulations†have been adjusted and improved mainly in terms of production capacity, safety requirements, and research and development capabilities. Among them, there are important changes in capacity requirements, which industry insiders call. It is a "great change." In addition, in response to the new development of new energy vehicles, new requirements have also been put forward in terms of after-sales service, battery recycling, product requirements, and overall specification management. More precise name Change the "power battery" in the old file name to "power battery", the difference between the "storage" and the battery subsidy range. "Automobile power battery" must be a battery, but "battery" is not necessarily a power battery, and the two are strictly different. To give an example: a trolleybus is an electric bus, but it is not a power battery, so it is not a pure electric bus. Because the definitions are different, the policy treatment is completely different, and it is impossible for the trolleybus to get subsidies for new energy vehicles. Increased capacity requirements The new edition of the "Regulations" stipulates that the annual production capacity of lithium-ion power battery cells is not less than 8 billion watt-hours, which is 40 times higher than the previous version of 200 watt-hours; the annual output of metal hydride nickel battery cells The capacity is not less than 100 million watt-hours, which is 10 times higher than the old version of 10 million watt-hours; the annual capacity of supercapacitor single-unit enterprises is not less than 10 megawatt-hours, compared with the old version of 5 million watt-hours. It is slightly looser and only doubled; the annual output capacity of the system enterprise is not less than 80,000 sets or 4 billion watt-hours, and the requirements are also high; the production of various types of power battery cells and system enterprises requires annual production capacity. Meet the above requirements separately. According to the available data, from the perspective of the production capacity of mainstream power battery companies, there are only a handful of standards that can reach the standard. Only BYD, CATL (Ningde Times New Energy) just passed the end of the year. Increased production conditions In terms of production conditions, two new requirements for monitoring and consistency are added: First, there must be a “real-time monitoring production environment monitoring systemâ€. Second, the company should have a standardized process, and establish a complete monitoring system from raw materials, semi-finished products, process parameters of the production process, product delivery, etc., with product consistency assurance capabilities such as process precision control. Increased technical requirements In terms of technical capabilities, two requirements for new equipment and R&D capabilities: First, enterprises should be equipped with relevant development tools, software, R&D and test verification equipment, and trial production that meet at least the above materials analysis, R&D trial production, safety evaluation, performance evaluation, etc. Equipment (including pilot line), etc. Secondly, enterprises should have a complete product development experience and have the ability to continuously invest in product development. Product standard improvement In terms of products, the "Regulations" state that power battery products should meet the requirements of current national standards and industry standards, and pass the test of qualified automotive power battery related testing institutions. Compared with the old version of the policy, the new QCT 897-2011 electric vehicle battery management system technical conditions, and GB/T automotive power battery coding rules. After-sales requirements are more specific In view of the increasing size of new energy vehicles and the increasing demand for after-sales service, the “Regulations†require enterprises to have rapid response to power battery failures, as well as power battery use, failures and major problems. Summarize the ability of analysis. Compared with the old version of the system enterprise, the new version of the responsibility for battery recycling is not limited to system enterprises, all power battery companies should meet the national and local regulations on the recycling of power battery products. Interpretation: Pick up the capacity The implementation time of the 2015 edition of "Automobile Power Battery Industry Standard Conditions" is not long, and it has only been one and a half years since then, but the power battery industry caused by it has changed dramatically. Since 2015, the domestic power battery industry has grown at an alarming rate. The market with great potential has led the industry to attract capital from both upstream and downstream. Enterprises have accelerated their production, which has led to a series of problems such as low-quality and low-price competition and overcapacity. . According to the data of the Ministry of Industry and Information Technology, the current power battery industry capacity in China has exceeded 100 billion watt-hours. From the perspective of power battery shipments and capacity comparison, the power battery has an overall overcapacity. According to industry insiders, the current industry is pursuing high capacity for power batteries, especially cylindrical batteries, battery cycling is getting worse and worse, and safety is getting worse. In the case of chaos in the power battery industry, the "Conditional Conditions" draft for the Ministry of Industry and Information Technology can be said to be justified. In the first half of this year, the Ministry of Industry and Information Technology conducted a capacity survey on each manufacturer, and requested that the report be truthfully filled out and lined according to the data reported by each manufacturer. The most controversial "80 GWh" standard line in the new "Regulations" is actually based on the results reported by various companies. The industry believes that power batteries need more large-scale production, in order to better ensure quality, reduce costs, improve safety, this "normative conditions" draft for comments to improve capacity requirements, for the integration of industry, encourage production is positive of. However, some business leaders believe that the new version of the "Regulations" has raised the threshold too high. For companies that have not yet entered the "white list" of batteries, the new "Regulatory Conditions" is the requirement of capacity to shut down most companies. In addition, for companies that have already been admitted, the Ministry of Industry and Information Technology will dynamically manage the catalogue and is likely to face retrials. sound: Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association: If the "standard conditions" are implemented, it may lead to further overcapacity in the battery industry, but from another perspective, the rigid requirements for production capacity can force small-scale workshop enterprises to withdraw. Cui Dongshu, Secretary General of the National Passenger Car Market Information Association: After the threshold is raised, the overall overcapacity of the power battery will be over-reduced, and the average shipment volume of the company will be reversed. In the next few years, if the energy density of the battery system is doubled and the manufacturing cost is reduced by 50%, the price of new energy vehicles is also expected to narrow the price difference with the traditional automobile, which is conducive to the new energy vehicles to get rid of the financial subsidies and move to the private family car market. Wang Binggang, Special Expert of Major Technology for Electric Vehicles, 863 Program of the Ministry of Science and Technology of the People's Republic of China: "Standard Conditions" is for all power battery companies in China to solicit opinions, so that everyone can compete in the same level, only equal competition can really stimulate the vitality of the industry. Xu Yanhua, Deputy Secretary General of China Association of Automobile Manufacturers: The state's preferential policies will give priority to large-scale and capable enterprises. The "standard conditions" are guiding documents, not regulatory documents, and will not force all power battery companies to do so. According to the market demand for power batteries in 2020, the threshold of 8 billion watt-hours will be officially implemented around 2020. NINGBO GAOTRON MAGNETIC INDUSTRY CO.,LTD , https://www.gaotronmagnet.com