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At present, the market demand for new energy vehicles in China is driven by government subsidies, rather than true rigid demand. Wang Zidong said that the large companies that have grown up now were nurtured under the circumstances of such a serious foam, but in fact they may not be really strong. From the financial reports of major listed companies, most of the financial data is not optimistic. From the global market perspective, China's world share of new energy passenger vehicles reached 51% from January to September 2018, and it still has the ability to maintain its top position in the future; However, Prince Dong also stated that currently there are only a few new energy vehicles in China and there are very few high-quality ones.
Analysis of the Development of Power Lithium Battery Technology at Home and Abroad
With the development of electric vehicles, the demand for the core of the three electric systems in electric vehicles has also driven a new wave of cooperation and business opportunities. Some vehicle manufacturers have chosen to produce their own batteries, motors, and electronic controls. Wang Zidong stated that the purpose of independent research and development of the three electric systems by car companies is to master core technologies, so as not to cause production losses due to supply conflicts. The benefits of diversified layout are beneficial for battery suppliers to seize customers, enhance the competitiveness of vehicle companies, and increase market share.
From the perspective of the categories of power lithium batteries in China, Japan, and South Korea, it can be seen that there is mutual penetration among the three countries, and China produces various types of batteries; South Korea mainly uses ternary materials with large square capacity; Japan mainly uses small capacity circular ternary material batteries. From the comparison of the performance of various structural power lithium battery modules, the circular power lithium battery module has low cost and poor other performance; Flexible packaging power lithium battery modules have high energy density, high integration efficiency, long lifespan, and high cost; The square power lithium battery module has low cost, high integration efficiency, good charging and discharging performance, high reliability, and moderate energy density.
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