On February 4, 2017, the National Development and Reform Commission (NDRC) issued Announcement No. 1 of 2017, which promulgated the "Strategic Emerging Industry Key Product" And Service Guidance Catalog "(2016 version) (hereinafter referred to as" Guidance Catalog "). The "Guidance Catalog" covers 8 industries of high-end equipment manufacturing, high-end energy storage, new materials, new energy, energy conservation and environmental protection and other strategic emerging industries, and nearly 4,000 sub-products and services, leading high-quality social resources to these areas flow. 2016 version of "Guidance Catalog" strategic emerging industries to further refine the specific content, forward-looking, will effectively promote the battery industry chain of coordinated development.
Battery materials, the development of new breakthroughs
"Planning" to improve the ability to support new materials, conform to the new materials, high performance, multi-functional, green trend, to promote the sustainable development of new materials and resources, strengthen the frontier material layout, promote new materials into high-end manufacturing supply chain. "Guidance Catalog" in the high-end energy storage is also proposed to vigorously develop energy storage device materials and devices. The cathode materials include lithium-rich materials such as olivine-type phosphates, spinel-type lithium manganate materials, layered materials (such as nickel-cobalt-aluminum and nickel-cobalt-manganese) , Graphite materials, hard carbon materials, soft materials and silicon-based composites; electrolyte materials, including lithium hexafluorophosphate, carbonate solution and other new electrolyte salt; diaphragm materials, including polyolefin and other new battery separator material; Aluminum foil and aluminum foil plastic film and other auxiliary materials. In addition, the "Guidance Catalog" also covers the metal hydrogen storage materials, high temperature ceramic coating materials, power battery composite film, coating film and the new catalyst materials. The development of the four materials is the key to the battery industry can continue to move forward. At present, high specific energy positive and negative materials are the trend of future power battery materials. New diaphragms and electrolytes will also play an indispensable role in enhancing the ratio of energy to battery, improving the safety of batteries and prolonging battery life.
"Plan" proposed that by 2020, and strive to make a number of new materials into the global supply chain, the key material self-sufficiency rate of 70% or more, the initial realization of China's material power from the material to a strategic change. The actual production, China's battery materials companies are indeed going strong, for example, Shenzhen Bei Terui breakthrough in Japan and South Korea's market monopoly in the field of battery anode and cathode material segmentation blockbuster, lithium-ion anode materials, the global market share of the first, For Samsung, Panasonic, LG, BYD and other world-class enterprises in the battery material level to provide customized solutions, a domestic battery materials business card. "Directory" to further clarify the high-end battery material division, once again clear the domestic battery materials business development direction. In addition, the "Guidance Catalog" also mentioned the power control chip and battery management system, highlighting the energy storage products as a system need to enhance the importance of common.
The Trend of "Three Kinds" of Battery Equipment Manufacturing
The development of battery materials will drive the development of batteries and related industries. In order to conform to the trend of intelligent, green and internationalization of manufacturing industry, accelerate the breakthrough of key technologies and core components, promote the engineering application and industrialization of major equipment and systems, and promote the coordinated development of industry chain. Industrial application systems, intelligent control systems for basic manufacturing equipment, servo control systems, industrial robots and workstations, intelligent processing equipment, intelligent logistics equipment. At the same time in the battery production test equipment focused on battery production equipment, motor production equipment and special production equipment, which, the battery production automatic powder supply system, on-line monitoring equipment, battery energy-saving equipment and battery recycling equipment, fuel cell MEA, etc. are focused on developing products.
With the user's performance requirements for improved battery, battery business equipment, precision, safety and consistency of production requirements are also increasing. At present, the domestic lithium equipment technology to enhance the level of products, and further narrow the gap with the imported equipment in the application of advanced equipment performance is also more and more outstanding, for example, in 2014, Wuxi Pioneer Intelligent cooperation with IBM to develop a " Cloud "and large data centers, the establishment of the whole value chain collaborative platform for battery companies to provide system integration and intelligent factory solutions; win-technology as now has 168 independent intellectual property rights of the national high-tech enterprises, specifically for the new energy field Providing a full range of intelligent equipment, its products have been recognized in the high-end market. In 2016, the acquisition of Dongguan Yakang technology to further consolidate the leading position of domestic lithium equipment. According to the relevant agencies are expected to domestic lithium battery equipment size from 3.8 billion yuan in 2014 to 2017 14.1 billion yuan, an average annual compound growth of 54.8%, showing that the domestic lithium market has a lot of room for growth. "Guidance Catalog" mentioned in a series of intelligent equipment, battery manufacturing equipment for the domestic industry will bring development opportunities and challenges, will also promote the domestic battery manufacturing equipment to further enhance the overall level.
New energy automobile industry chain layout
In the new energy automotive industry, the "Guide Catalog" from the height of the entire industry chain to focus on the layout of the product, both new energy automotive products, there are new energy vehicles supporting facilities, but also production test equipment.
Pure electric commercial vehicles, plug-in commercial vehicles (including by program); fuel cell by the new energy vehicles; Motor and control system (for driving or generating high-efficiency motor, wheel motor, wheel motor; for driving or generating motor controller and control software; integrated DC-DC and other electrical functions of the controller; variable voltage controller), new energy automotive electrical accessories (high-reliability high-voltage relays, high-voltage fuses, high-voltage cables, high-voltage connectors, etc.) Recovery system (pure electric and plug-in hybrid passenger cars and commercial vehicles electromechanical coupling system, new energy passenger cars and commercial vehicles with the distribution of electromechanical recovery brake system), fuel cell systems and core components (fuel cell Stacks, modules and systems, fuel cell related materials including MEA, bipolar plate, carbon fiber paper, proton exchange membrane, platinum catalyst, etc.).
New energy facilities, including charging, power supply and hydrogenation facilities, including distributed AC charging pile, centralized fast charging stations, battery replacement robot will be vigorously developed.
It is obvious that the "Guidance Catalog" focuses on improving the quality and performance of new energy vehicles, encouraging technological innovation and industrial chain linkage development, emphasizing the optimization of supporting environment for new energy vehicles, and will continue to upgrade the industry of pure electric vehicles and hybrid vehicles Of the level of fuel cell vehicles will also be the direction of large-scale development.
"Planning" proposed to achieve the scale of application of new energy vehicles, but also building a global competitiveness of the battery industry chain. The industry believes that now more than the development of new energy vehicles, while production, while sales model, testing links is not enough. Technically, the "big three" of new energy vehicles - batteries, motors, and electronic controls - especially VCU (automotive control system), MCU (motor control system) and BMS (battery management system) Several recognized problems, how to quickly break through the new energy technology bottleneck car, which is a real problem. Therefore, in order to achieve the goal of 2020 promotion, while providing the market with a good user experience of new energy vehicles, new energy automotive industry chain enterprises have many difficulties to overcome.
Recycling of resources
Given the current environment and resource status, building a resource-saving and environment-friendly society is the only option. The "Guidance Catalog" will showcase high-efficiency energy storage, energy-saving monitoring, energy metering and water, soil and air pollution, new-type waste recycling system demonstration, waste solar battery, And clean recycling, electric vehicle battery cascade utilization as the focus of the layout of the field, at the same time, to support carbon capture, use and storage technology research and development and application of the development of carbon cycle industry.
With the trend of scrapped battery approaching, government departments, research institutions and battery companies have realized the importance of resource recycling, battery recycling policy has been promulgated, scientific research institutions are also gradually overcome the technical problems of battery recycling, many companies have been in the Power battery recycling to start layout. The "Guidance Catalog" stressed the focus on the development of resources recycling industry, will also promote the lithium-ion batteries, especially lithium-ion battery recycling process, the new energy automotive industry to achieve real "green."
From the battery industry chain perspective, it is the battery production equipment, battery upstream raw materials, power battery integrated echelon utilization and the battery downstream of the new energy vehicles and so on Have stressed that this clear direction for the development of related industries will greatly promote the battery industry chain of the joint development of various links, and will accelerate the optimization and upgrading of China's battery industry to enhance the overall quality of the battery business.