Make the development of lithium batteries more "reasonable". New methods attach importance to technological innovation and encourage intelligent and environmental protection. -Lithium - Ion Battery Equipment
my country is one of the most important producers of lithium batteries. In the face of the rapid development of the lithium battery industry, in order to strengthen management and promote industrial transformation and upgrading, the Ministry of Industry and Information Technology recently announced the "Lithium Battery Industry Standard Conditions" and the "Lithium Battery Industry Standard Notice Management Interim Measures."
The market size of lithium battery industry has reached 82 billion yuan
Mobile phones, electric vehicles, power tools, digital cameras, tablets, wearable devices, etc. are developing rapidly, and there are more and more products and scenarios that use lithium batteries. Data shows that the market size of my country's lithium battery industry has reached 82 billion yuan. Due to the technological innovation, performance and safety improvements of lithium battery manufacturers, people's demand for lithium batteries will continue to rise. It is expected that by 2024, the market size of my country's lithium battery industry will exceed 150 billion yuan.
Dr. Sun Wei, technical director of Zhejiang Tianneng Energy Technology Co., Ltd., said in an exclusive interview with a reporter from Science and Technology Daily that my country's lithium battery industry has taken over the transfer of the global market and is developing rapidly; the overall scale continues to expand, and the upstream and downstream are currently linked, and the industrial chain is gradually Mature; the adjustment of industrial structure has promoted the active layout of various regions, and the rise of domestic leading companies has accelerated, and "the strong will always be strong".
At present, my country's Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei and other places have become agglomeration areas for the lithium battery industry. Due to high technical barriers to high-end lithium batteries, in the future technology-intensive areas represented by Beijing, Jiangsu, Shanghai, etc. will be in the existing On the basis of technological leadership, it continues to maintain its monopoly position in high-end battery materials, and as new energy vehicles increase the performance requirements for power lithium batteries, its advantages will become more obvious.
Although the development prospects of the lithium battery industry are good, Sun Wei also said that the bottlenecks restricting the development of the lithium battery industry cannot be ignored. For example, in terms of safety technology bottlenecks, safety structural design is ignored, and thermal runaway phenomena occur frequently; the manufacturing process does not meet the requirements for high-quality products, and battery pack consistency issues need to be improved; costs remain high, and core material technologies need to be broken through; and the standard system is missing , it is urgent to speed up the formulation and revision work; the market order is chaotic and disorderly competition among companies is serious; safety supervision responsibilities are not in place, and the use of industry management has not been effectively utilized; green manufacturing and smart manufacturing have just started, and guidance must be accelerated.
Focus on technological innovation and smart, green manufacturing
The previous "Lithium Battery Industry Standard Conditions" and "Lithium Battery Industry Standard Notice Management Interim Measures" were announced by the Ministry of Industry and Information Technology in 2015. This revision is the first revision of the two normative documents based on the long-term development and practice of my country's lithium battery industry. So, what are the highlights of the revision?
Among them, a highlight of the new document is the shift from the original emphasis on production to emphasis on technological innovation, and the production requirements in the 2015 version have been deleted. For example, the annual battery production should not be less than 100 million watt-hours, and the annual production of positive and negative electrode materials should be equal. Not less than 2,000 tons, etc.; a number of new requirements for technological innovation have been added, such as R&D expenses not less than 3% of the company’s main business income for the year, and companies are encouraged to obtain high-tech company qualifications or provincial-level or above R&D institutions and technology centers wait.(Lithium - Ion Battery Equipment)
Sun Wei said that the new document not only re-standardizes the company's production scale and process technology, but also uses more scientific and accurate words. For example, "Detection capabilities of magnetic foreign matter and metallic impurities such as zinc and copper in battery positive and negative electrode materials" replaces "iron" in the 2015 version with "magnetic foreign matter", which is in line with the industry's research and development and utilization of new lithium battery materials.
The second highlight is the improvement of testing capabilities and quality management requirements for production companies. "In terms of testing, the new document adds that the company should have product quality testing capabilities, and clearly stipulates the requirements to be met." Sun Wei said, for example, it is stipulated that lithium battery manufacturing companies should have battery cycle life and high performance that meet the standards. Low-temperature discharge and other electrical performance testing capabilities, etc., and standardized the testing capabilities of material companies.
For example, in the document, the detection accuracy of magnetic foreign matter and metallic impurities such as zinc and copper in battery positive and negative electrode materials has been upgraded from "not less than 1ppm" to "not less than 10ppb", and the requirements have been increased hundreds of times. This is not only a requirement for testing, but also emphasizes the quality management system, such as being able to identify "magnetic foreign matter and metal impurities exceeding standards" during the production process.
The third highlight is that the content of the new document is more scientific and specific, especially the detailed technical indicators have been deleted and replaced with content on intelligent manufacturing and green manufacturing.
Sun Wei analyzed that the new document encourages companies to "promote the upgrading of automation equipment", create a green supply chain, establish a procurement, production, marketing, recycling and logistics system oriented towards resource conservation and environmental friendliness, and promote the cooperation of stakeholders in the supply chain. Comply with industry standards and specifications, implement the extended producer responsibility system, and establish a waste lithium battery recycling and processing system; and encourage companies to build green factories by referring to the "General Principles for Green Factory Evaluation" (GB/T36132) and other requirements. In particular, environmental protection has been re-regulated and the use of advanced equipment for energy conservation and environmental protection has been strengthened. For example, equipment that seriously pollutes the environment and uses backward energy that has been eliminated by the state must not be used; social responsibility is emphasized and encouraged to "fulfill social responsibility and invest in poverty-stricken areas", which is closely linked to the country's poverty alleviation policy.
Contribute to the survival of the fittest and orderly competition in the industry
my country's lithium battery industry has been in a state of "insufficient high-quality output". For example, in the field of power lithium batteries, power lithium battery companies outside the top ten have a total market demand of about 13%, but they account for about 55% of the total industry output. %, most of which are low-end output, and their output utilization rate is only about 10%, which lowers the overall output utilization index of the industry. Although the "Interim Measures for the Administration of Lithium Battery Industry Standard Notices" issued this time, "power lithium batteries for new energy vehicles" are excluded from the scope of applicable companies.
Yin Chengliang, deputy dean of Shanghai Jiao Tong University's Automotive Engineering Research Institute, believes that following technological changes such as lead-acid and nickel-metal hydride, lithium batteries are currently booming, but the nearly 200 power lithium battery companies in my country are too large and require mergers and acquisitions. and integration.
"As for the lithium battery industry, the new document clearly regulates issues such as safety and intelligent manufacturing, which will help lithium battery companies develop healthily from disorderly competition to orderly competition." Sun Wei said that due to the content of the regulations It is more specific and operable, and the concept of intelligent and green manufacturing is clearer. This also clarifies the company's development direction and has "rules to follow" in the development process.
The market size of lithium battery industry has reached 82 billion yuan
Mobile phones, electric vehicles, power tools, digital cameras, tablets, wearable devices, etc. are developing rapidly, and there are more and more products and scenarios that use lithium batteries. Data shows that the market size of my country's lithium battery industry has reached 82 billion yuan. Due to the technological innovation, performance and safety improvements of lithium battery manufacturers, people's demand for lithium batteries will continue to rise. It is expected that by 2024, the market size of my country's lithium battery industry will exceed 150 billion yuan.
Dr. Sun Wei, technical director of Zhejiang Tianneng Energy Technology Co., Ltd., said in an exclusive interview with a reporter from Science and Technology Daily that my country's lithium battery industry has taken over the transfer of the global market and is developing rapidly; the overall scale continues to expand, and the upstream and downstream are currently linked, and the industrial chain is gradually Mature; the adjustment of industrial structure has promoted the active layout of various regions, and the rise of domestic leading companies has accelerated, and "the strong will always be strong".
At present, my country's Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei and other places have become agglomeration areas for the lithium battery industry. Due to high technical barriers to high-end lithium batteries, in the future technology-intensive areas represented by Beijing, Jiangsu, Shanghai, etc. will be in the existing On the basis of technological leadership, it continues to maintain its monopoly position in high-end battery materials, and as new energy vehicles increase the performance requirements for power lithium batteries, its advantages will become more obvious.
Although the development prospects of the lithium battery industry are good, Sun Wei also said that the bottlenecks restricting the development of the lithium battery industry cannot be ignored. For example, in terms of safety technology bottlenecks, safety structural design is ignored, and thermal runaway phenomena occur frequently; the manufacturing process does not meet the requirements for high-quality products, and battery pack consistency issues need to be improved; costs remain high, and core material technologies need to be broken through; and the standard system is missing , it is urgent to speed up the formulation and revision work; the market order is chaotic and disorderly competition among companies is serious; safety supervision responsibilities are not in place, and the use of industry management has not been effectively utilized; green manufacturing and smart manufacturing have just started, and guidance must be accelerated.
Focus on technological innovation and smart, green manufacturing
The previous "Lithium Battery Industry Standard Conditions" and "Lithium Battery Industry Standard Notice Management Interim Measures" were announced by the Ministry of Industry and Information Technology in 2015. This revision is the first revision of the two normative documents based on the long-term development and practice of my country's lithium battery industry. So, what are the highlights of the revision?
Among them, a highlight of the new document is the shift from the original emphasis on production to emphasis on technological innovation, and the production requirements in the 2015 version have been deleted. For example, the annual battery production should not be less than 100 million watt-hours, and the annual production of positive and negative electrode materials should be equal. Not less than 2,000 tons, etc.; a number of new requirements for technological innovation have been added, such as R&D expenses not less than 3% of the company’s main business income for the year, and companies are encouraged to obtain high-tech company qualifications or provincial-level or above R&D institutions and technology centers wait.(Lithium - Ion Battery Equipment)
Sun Wei said that the new document not only re-standardizes the company's production scale and process technology, but also uses more scientific and accurate words. For example, "Detection capabilities of magnetic foreign matter and metallic impurities such as zinc and copper in battery positive and negative electrode materials" replaces "iron" in the 2015 version with "magnetic foreign matter", which is in line with the industry's research and development and utilization of new lithium battery materials.
The second highlight is the improvement of testing capabilities and quality management requirements for production companies. "In terms of testing, the new document adds that the company should have product quality testing capabilities, and clearly stipulates the requirements to be met." Sun Wei said, for example, it is stipulated that lithium battery manufacturing companies should have battery cycle life and high performance that meet the standards. Low-temperature discharge and other electrical performance testing capabilities, etc., and standardized the testing capabilities of material companies.
For example, in the document, the detection accuracy of magnetic foreign matter and metallic impurities such as zinc and copper in battery positive and negative electrode materials has been upgraded from "not less than 1ppm" to "not less than 10ppb", and the requirements have been increased hundreds of times. This is not only a requirement for testing, but also emphasizes the quality management system, such as being able to identify "magnetic foreign matter and metal impurities exceeding standards" during the production process.
The third highlight is that the content of the new document is more scientific and specific, especially the detailed technical indicators have been deleted and replaced with content on intelligent manufacturing and green manufacturing.
Sun Wei analyzed that the new document encourages companies to "promote the upgrading of automation equipment", create a green supply chain, establish a procurement, production, marketing, recycling and logistics system oriented towards resource conservation and environmental friendliness, and promote the cooperation of stakeholders in the supply chain. Comply with industry standards and specifications, implement the extended producer responsibility system, and establish a waste lithium battery recycling and processing system; and encourage companies to build green factories by referring to the "General Principles for Green Factory Evaluation" (GB/T36132) and other requirements. In particular, environmental protection has been re-regulated and the use of advanced equipment for energy conservation and environmental protection has been strengthened. For example, equipment that seriously pollutes the environment and uses backward energy that has been eliminated by the state must not be used; social responsibility is emphasized and encouraged to "fulfill social responsibility and invest in poverty-stricken areas", which is closely linked to the country's poverty alleviation policy.
Contribute to the survival of the fittest and orderly competition in the industry
my country's lithium battery industry has been in a state of "insufficient high-quality output". For example, in the field of power lithium batteries, power lithium battery companies outside the top ten have a total market demand of about 13%, but they account for about 55% of the total industry output. %, most of which are low-end output, and their output utilization rate is only about 10%, which lowers the overall output utilization index of the industry. Although the "Interim Measures for the Administration of Lithium Battery Industry Standard Notices" issued this time, "power lithium batteries for new energy vehicles" are excluded from the scope of applicable companies.
Yin Chengliang, deputy dean of Shanghai Jiao Tong University's Automotive Engineering Research Institute, believes that following technological changes such as lead-acid and nickel-metal hydride, lithium batteries are currently booming, but the nearly 200 power lithium battery companies in my country are too large and require mergers and acquisitions. and integration.
"As for the lithium battery industry, the new document clearly regulates issues such as safety and intelligent manufacturing, which will help lithium battery companies develop healthily from disorderly competition to orderly competition." Sun Wei said that due to the content of the regulations It is more specific and operable, and the concept of intelligent and green manufacturing is clearer. This also clarifies the company's development direction and has "rules to follow" in the development process.
