Li Zhihua, chairman of Shanshan Energy, pointed out that for enterprises, the biggest problem with R&D is that the direction cannot be wrong. 2017 is the turning point of China's new energy vehicle development, a series of new policy adjustments, the core of its content points to the development direction of high energy density of power batteries, and the high-energy ternary battery naturally becomes the market darling. At present, the trend of replacing ternary batteries with lithium iron phosphate batteries has already taken shape. For companies focusing on lithium iron phosphate lines, the road to the future seems to be getting narrower. In fact, as early as 2015, this development direction is beginning to emerge. On the one hand, consumer demand for battery life continues to increase, the development of lithium iron phosphate capacity technology lags behind market demand; on the other hand, lithium iron phosphate is not the mainstream in the international market, Europe, Japan, South Korea and other battery production and consumption countries Neither is lithium iron phosphate. In the context of a global market, China will sooner or later be in line with international standards. In 2016, the Ministry of Industry and Information Technology “suspended the listing of the ternary lithium bus into the catalogue event†seems to once again strengthen the confidence of the lithium iron phosphate enterprise. After all, it seems that the lithium iron phosphate route can continue to receive policy support in a short time. However, when the time is changed, the new recommended catalogue in 2017 raises the standard for battery energy density, which makes this confidence broken. Many companies have expressed their feeling that the change of direction has come too fast. The policy change depends on the market demand, the market drive is rooted in the needs of customers, and the higher energy density of the ternary battery is essentially the consumer's choice. China's ternary lithium battery technology started late, the level is low, with the ternary battery becoming the mainstream of the market, the research and development progress of ternary battery will continue to accelerate, compared with the lithium iron phosphate, its advantages will continue to be highlighted. Therefore, companies that focus on lithium iron phosphate will become increasingly difficult in the market competition. The disadvantages of lithium iron phosphate in the future market are mainly reflected in two aspects. The first is that the mainstream market tends to be saturated. According to the 2016 data, the electric bus in the passenger car market has accounted for nearly 90% of the market share, and the ternary battery In the first quarter of 2017, new energy passenger vehicles accounted for 91.6% of the total sales; the second is that the highest energy density that can be achieved theoretically by lithium iron phosphate is 200 wh/kg, and the four ministries and commissions of the Ministry of Industry and Information Technology jointly issued The Action Plan for Promoting the Development of Automotive Power Battery Industry requires that the power battery has a specific energy of 300 wh/kg in 2020 and 500 wh/kg in 2025. Obviously, this is difficult to achieve for lithium iron phosphate. By counting the 58 battery companies of the China Chemical and Physical Power Industry Association Power Battery Application Branch, the reporter found that there are 8 companies focusing on lithium iron phosphate production, namely Shenzhen Waterma, Beijing Guoneng, Jiangsu Tianpeng, Henan. Xin Taihang, Shilian Changyi Huai'an, Fujian Guancheng Ruiqi, Zhejiang Jiabeisi, Shanghai Aerospace. So, how can these companies that focus on lithium iron phosphate turn over in the market in the future? Li Zhihua gave his answer: the development path lies in transformation, but the transformation is difficult. At the same time, it is necessary to find a suitable application for lithium iron phosphate. It can cooperate with energy storage base stations, but overall this market is not good. At present, the market replacement of ternary batteries for lithium iron phosphate has just begun, and lithium iron phosphate enterprises still have enough time to carry out strategic buffers. How to seek new breakthroughs is the choice they have to face. There are many directions in front of them, but the key is how to choose, which tests the wisdom of enterprise development. Steel Wire Rod,Mild Steel Wire Rods,Hot Rolled Steel Wire Rods,Galvanized Steel Wire Rope Shandong Great Steel Co.,Ltd , https://www.great-steel.com
Where is the way out for the company to change the pattern of lithium iron phosphate?