Since the introduction of domestic subsidy policy for new energy vehicles in 213, new energy vehicles have entered a stage of rapid development. The development of power battery industry, which is closely related to new energy vehicles, has also entered the peak period. According to statistics, from 213 to 216, the number of domestic power battery enterprises increased rapidly from the initial 4 to more than 2.

Let's take a look at the development history of the domestic power battery industry:

In fact, as early as 213, China's power battery industry has taken shape, and power battery projects from Finland and South Korea have landed in China. But at that time, most power battery companies were transformed from the consumer electronics industry, and the whole power battery industry entered the initial stage.

in p>214, with the further release of the subsidy bonus for new energy vehicles, the increase in domestic sales of new energy vehicles further promoted the development of the power battery industry. At that time, the number of domestic power battery enterprises gradually climbed from 4 to 78. Even so, in 214, the domestic production capacity was in short supply, which shows how clear the development prospects of power batteries were at that time.

In 215, the domestic power battery industry officially entered a rapid development, especially after the Ministry of Industry and Information Technology released the policy documents such as "Standards for Automotive Power Battery Industry" and "Catalogue of Power Battery Manufacturers" in March 215, many foreign power battery companies were locked out, and the domestic power battery industry officially ushered in the peak of development.

In p>216, the domestic power battery industry entered a turning point. With the latest four batches of qualified power battery companies announced, at this time, automakers can only enjoy subsidies for new energy vehicles if they match the models of power battery companies in the list, while only domestic power battery companies, such as Panasonic, LG Chem, Samsung SDI and SKI, are excluded from the white list.

however, the good times didn't last long. At the end of 216, the New Deal stipulated that the threshold of annual production capacity of enterprises supporting power batteries for OEMs would be raised from .2GWh to 8GWh. In addition, due to the sharp rise in the prices of lithium ore and cobalt ore as raw materials for power batteries, a large number of enterprises in the middle and tail quickly entered a recession period.

in p>217, for safety reasons, the Ministry of industry and information technology experienced repeated "hesitation" in disabling and enabling ternary lithium batteries, and finally chose ternary lithium batteries for release, and the power batteries officially entered the ternary lithium battery era. Head resources are rapidly concentrated in Contemporary Amperex Technology Co., Limited, BYD and other enterprises with sufficient technical reserves, large production scale and excellent battery quality. At this time, the number of domestic power battery companies has rapidly declined to about 13.

in p>218, with the expansion of subsidies for new energy vehicles in China, the energy density requirements of power batteries are further improved. The policy began to force power battery companies to optimize production costs and improve the energy density and safety quality of power battery products, and another batch of enterprises were washed out of the game. At that time, there were only 89 domestic power battery companies.

by 219, with the sharp decline in sales of new energy auto market, the number of domestic power battery enterprises has been reduced to 69, and will continue to decrease in the future. By 22, a new round of knockout will officially kick off. At that time, the number of domestic power battery enterprises will continue to shrink to 2, and most power battery enterprises will be eliminated.

The development of power battery industry and new energy vehicles complement each other. Nowadays, the future development of new energy vehicles is worrying, and power batteries will also be directly affected. Some netizens expressed their views on this: Some car companies have been claiming the lifetime warranty of batteries, but perhaps the life of battery companies is not as long as the life of batteries. How can there be a lifetime warranty?

what do you think of this?

This article comes from the author of Chejia, car home, and does not represent car home's standpoint.