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In contrast, as a domestic ternary battery company with a production capacity of far less than 8 billion watt hours and insufficient technical strength, it may only be able to quench its thirst with hope. Perhaps only a few domestic power lithium battery giants can meet the production requirements of the new version of the power lithium battery specification, and at the same time, due to their in-depth layout in the field of ternary batteries, they can seize the opportunities brought by the lifting of the ban on ternary buses.

It is worth mentioning that a senior executive of a power lithium battery company who has just attended the seminar told Gaogong Lithium Power Grid that it is understandable for the national policy to support the strengthening and optimization of the new energy vehicle industry. However, after all, the new energy vehicle industry has just started, and suddenly setting such a high production threshold will stifle many new technology companies that are deeply rooted in specific fields, which is not conducive to industry technological innovation and progress. The industry's view on the new version of power lithium battery specifications is that phased implementation is more reasonable.

But some deep industry insiders also believe that "phased implementation" may only be the expectation of industry insiders. Since the new version of power lithium battery specifications has already been solicited for opinions, implementation should be done soon.

From this perspective, the policy combination of "lifting the ban on ternary passenger cars under the safety technical conditions of electric buses" and "new version of power lithium battery specifications" is clearly beneficial for large domestic power lithium battery companies. Private companies do not have the right to speak, and it is useless for us to have ideas. We can only wait for the government's final decision and see how to respond, "said a senior executive of a Sanyuan power lithium battery company helplessly.

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