The development momentum of power batteries is strong, and the bottleneck of technical cost needs to be broken

With the rapid development of the new energy vehicle industry, the demand gap for power batteries has further expanded
.
Recently, the catalog of enterprises and products that meet the "Automobile Power Battery Industry Specification Conditions" (the first batch) was released, and 10 power battery companies and 36 related products were selected
.
According to relevant documents, the publication of the catalog aims to guide and standardize the healthy development of
the automotive power battery industry.
According to the prediction of relevant institutions, by 2017, the scale of China's power battery industry will reach 4 times
the current level.

According to data released by the Ministry of Industry and Information Technology, in January ~ September this year, the cumulative production of new energy vehicles was 156,200 units, a year-on-year increase of nearly 3 times
.
In sharp contrast, the production capacity of power batteries is insufficient
.
Analysts estimate that the power battery gap is more than 2 GWh
.
This shortfall can meet 100,000 passenger cars or about 30,000 new energy commercial vehicles
.
In other words, if the power battery production capacity is sufficient, in the first three quarters of this year, China's new energy vehicle production can increase by 100,000 units
.

Power batteries are in short supply, a large part of the reason is that the production of new energy vehicles is developing rapidly, so that the entire industry chain of power batteries has not responded
.
In addition, the gap in power batteries is also related
to the rapid development of electric commercial vehicles.
According to data released by the Ministry of Industry and Information Technology, in the cumulative production data of new energy vehicles in the first three quarters of this year, pure electric commercial vehicles accounted for 39,700 units, a year-on-year increase of nearly 7 times
.
As the fastest growing model in the electric vehicle family, the "appetite" of electric commercial vehicles is far greater than that of passenger cars, and its rapid development will inevitably eat more power batteries, thus further expanding
the gap in battery demand.

Experts predict that the gap between supply and demand of power batteries will not shrink in the short term, due to confidence
in the future expectations of the new energy vehicle market.
According to the "Energy-saving and New Energy Vehicle Industry Development Plan" released earlier, by 2020, the cumulative production and sales of new energy vehicles in China will exceed 5 million
.
The huge market space of 5 million vehicles means a big cake
for the power battery industry.
At the level of capital and manufacturers, the operation of snatching the cake has quietly begun
.
As far as the capital market is concerned, since the beginning of this year, new investment in lithium batteries has continued to rise
.
According to statistics from relevant institutions, the incremental investment of listed companies in the first half of this year reached 60 billion yuan, and it is expected that the new investment in power lithium batteries will exceed 100 billion yuan
in 2015.