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There has been no lifting of the ban, but higher requirements have been put in place to restrict it. "Prince Dong emphasized that the industry should pay more attention to the release of the" Safety Technical Conditions for Electric Bus ", which requires testing of rechargeable energy storage systems such as" battery unit thermal runaway test "and" rechargeable energy storage system thermal runaway expansion test ". These are new standards developed based on the safety risk assessment of electric buses from January to April this year, We will also comprehensively raise the technical entry threshold for ternary lithium battery passenger cars.

Some people may say that although it is very difficult to meet the requirements of new technology standards, if we focus on technological breakthroughs, there is still hope of obtaining an "admission order", which is better than simply "suspending" before making people feel hopeless. This idea is quite optimistic and worth encouraging.

But it should be noted that how much time does it take for technical breakthroughs? As is well known, the new version of the power lithium battery specification requires power lithium battery companies to produce 8 billion watt hours, and opinions are currently being sought. Once the new version of the power lithium-ion battery specification is also implemented in 2017, will the ternary battery company, which has just gained hope due to the lifting of the ban, once again burst its hopes due to not meeting production requirements?

Let's take a look at the situation of Korean companies with relatively high levels of ternary battery technology. On November 25th, SK Innovation (SKI), a subsidiary of South Korea's third largest company group, SK Group, announced the suspension of plans to build a new energy vehicle battery factory with its joint venture partners in China. South Korean SKI stated that this decision was made in consideration of China's 2017 "Standards and Conditions for the Automotive Power Lithium Battery Industry" (draft for solicitation of opinions).

The other two battery companies in South Korea, Samsung SDI and LG Chemical, invested $600 million and $500 million respectively in building factories in China. With these investments, the highest production achieved was only 3 billion watt hours, which is 5 billion watt hours away from the minimum standard requirement of 8 billion watt hours. If South Korean battery companies in China want to meet the standards, they must increase their production by 3-4 times. It can be inferred from this that without considering whether the technology can meet the standard requirements, if the new version of power lithium battery specifications are implemented, Korean companies may not be able to grasp the benefits brought by the lifting of the ban on Sanyuan passenger cars.

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