Interpretation of the new energy hotspots of the two sessions in 2017 to grasp the development opportunities of the battery industry

On March 5, 2017, at the opening ceremony of the Fifth Session of the 12th National People's Congress, Premier Li Keqiang made a 2017 "Government Work Report" to strengthen environmental protection, promote ecological construction, and encourage the purchase and use of new energy vehicles. Still the focus of the two sessions.

In 2016, “new energy” was caught in a series of problems such as the fall of trouble, the abandonment of wind, the arrears of subsidies, and the reduction of electricity prices.

At the two national conferences in 2017, Premier Li Keqiang mentioned in the "Key Tasks for 2017": increase the efforts of ecological environmental protection, and put forward three major measures - resolutely fight against the blue sky; strengthen water and soil pollution control; Ecological protection and construction. In the elaboration of "resolutely fighting the blue sky defense war", the words "clean energy" were mentioned more than once, "priority guarantees clean energy power generation online" and "encourage the use of clean energy vehicles"...

Clean energy vehicles are collectively referred to as environmentally friendly vehicles that replace traditional gasoline with clean fuels. They are characterized by low energy consumption and low pollutant emissions. For example: fuel cell vehicles , hybrid vehicles, hydrogen energy vehicles, solar vehicles, etc. In Japan, the United States, Canada and other countries, the use of natural gas, liquefied petroleum gas as a fuel for vehicles, etc., is characterized by the use of various technologies to effectively reduce the energy consumption of automobiles and the emission of harmful substances in the exhaust gas, thereby reducing the number of vehicles in the vehicle. The impact on the environment during use can be said to be a new energy vehicle in a broad sense.

Clean energy vehicles have undoubtedly reached a general consensus on our governance of smog and environmental pollution. However, the imperfections of batteries and supporting facilities have become a common concern of the public.

At present, the power battery of electric vehicles in China is generally dominated by lithium batteries, and its life will gradually decay during use. Therefore, the core technical problem that electric vehicles are currently most difficult to solve is to solve the problem of high-energy ratio, long-life, fast-charging power battery, and subsequent power battery recycling.

At the same time, Minister of Industry and Information Technology Miao Wei said at the meeting: In order to strengthen the subsidy process supervision of new energy vehicles, the state is also considering withdrawing all subsidies by 2020. After eliminating the subsidy policy, consider using traditional cars. The fuel consumption points and the points of new energy vehicles establish a trading system and hope to become an alternative to the withdrawal of subsidies for new energy vehicles.

In response to the problems in clean energy vehicles, all majors have issued their own proposals:

1. Li Shufu, the 12th National Committee of the CPPCC and Chairman of Zhejiang Geely Holding Group, proposed to promote methanol vehicles and develop methanol alternative fuels in order to alleviate energy security challenges, improve air quality and promote healthy and sustainable development of the economy.

2. Liu Chongxi, a member of the National Committee of the Chinese People's Political Consultative Conference and vice president of GCL (Group) Holdings Co., Ltd., proposed that pure electric power should not be used as a driving force for sustainable development. He prefers hydrogen fuel cells to replace pure electric power.

3. Li Hejun, the 12th National Committee of the CPPCC and Chairman of the Board of Directors of Hanergy Holding Group, proposed the issue of encouraging the development of solar vehicles. The use of “solar cells integrated in the roof of automobiles and direct use of solar power ” will ", "Short-distance without plugging in unlimited driving" becomes possible.

4. Li Guoliang, a representative of the National People's Congress, proposed to develop a series of standards for regenerative vehicles and batteries from the national level as soon as possible to achieve product compatibility between new energy auto companies and battery manufacturers.

5. Wang Fengying, deputy of the National People's Congress and president of Great Wall Motor, proposed to remove local protection policies for new energy vehicles.

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"Priority to ensure clean energy power generation online", clean energy power generation, in fact, in the energy production and consumption process, the use of low-environment or zero-pollution energy sources. For example, solar power, wind power, hydropower, etc. On this issue, the deputies of the delegation also proceeded from various angles and actively offered advice and suggestions:

1. The National Chamber of Commerce and Industry New Energy Chamber of Commerce submitted the “Proposal on Accelerating the Development of Solar CSP Industry”, and it is recommended to start the application of 4GW photothermal demonstration project as soon as possible.

2. Member of the National Committee of the Chinese People's Political Consultative Conference, Chairman of the CP Group, Zhu Gongshan, Chairman of the China Nuclear Industry Construction Corporation, Wang Shoushan, and 31 members of the National Committee of the Chinese People's Political Consultative Conference jointly submitted the "Proposal on Rationalizing the Management of Land Use and Land Taxes and Other Issues for Photovoltaic Projects" The proposal mentioned the problems in the use of photovoltaic power plants and the support for the development of the photovoltaic industry.

3. Member of the National Committee of the Chinese People's Political Consultative Conference, Chairman of the China General Nuclear Power Corporation, He Shoushan, Chairman of the China Nuclear Industry Construction Corporation, Wang Shoushan, Chairman of the State Power Investment Corporation, Wang Binghua, and other CPPCC members, jointly submitted the "Protection of Nuclear Power by Base The proposal to run and implement the low carbon green development strategy. It is clear in the bill that the role of nuclear power plants should be fully utilized, nuclear power should be operated according to basic load, relevant supporting facilities should be studied, nuclear power should be fully realized, and the construction and utilization of provincial power grid channels should be strengthened, and nuclear power transmission should be concentrated across regions to ensure nuclear power consumption. Na and so on.

4. Liu Hanyuan, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the Board of Directors of Tongwei Group, proposed to improve the basic payment rules, simplify the procedures for collecting and disbursing subsidy funds, clean up and reform the inappropriate tax system, and reduce the taxes and fees of the photovoltaic industry.

5. Chen Qi, a member of the National Committee of the Chinese People's Political Consultative Conference, proposed that the annual sunshine hours in the Hami area of ​​Xinjiang will reach 3,500 hours and have abundant light energy resources. He hopes to list Hami as a national solar thermal power generation base.

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There will be a lot of things to watch this year. In terms of clean energy, the following changes have taken place in 2016:

In 2016, the proportion of clean energy consumption increased by 1.7 percentage points.

The proportion of coal consumption in 2016 decreased by 2 percentage points.

In 2016, nitrogen oxide emissions fell by 4%.

In 2016, sulfur dioxide emissions fell by 5.6%.

In 2016, the coal production capacity exceeded 290 million tons.

In the face of 2017, there is a new deployment:

In 2017, chemical oxygen demand and ammonia nitrogen emissions should be reduced by 2%.

In 2017, the emissions of sulfur dioxide and nitrogen oxides will fall by 3% respectively.

In 2017, it is necessary to phase out, stop construction, and slow down the construction of coal power capacity of more than 50 million kilowatts.

In 2017, it plans to withdraw more than 150 million tons of coal production capacity.

From the above figures, we can see that from 2016 to 2017, the energy issue is a core issue. To fight against the blue sky, we need to pay attention to the protection and restoration of ecology; focus on the development of environmentally friendly, energy-saving, low-carbon industries; promote livable, healthy lifestyles, etc., pay attention to the renewable energy generation of electricity, and transform the energy structure. In the process, distributed energy is becoming a new direction.

The various policies and measures formulated by the Chinese government to promote the development of new energy industries have pointed out the way forward for the development of the power battery and energy storage battery industry in the next 15-20 years. Therefore, China's battery industry-related enterprises must actively change the way of development: from capacity expansion to quality improvement and efficiency, adhere to relying on scientific and technological innovation, to develop the road of alienation and high-end development. Enterprises, universities and research institutions should actively take the road of joint development and implement strong alliances. The upstream and downstream enterprises should work closely together to form different forms of industrial alliances. Long-term cooperation and joint research should respect and protect each other's intellectual property rights. Formulate association group standards, industry standards, and national standards to regulate industry development and avoid disorderly competition. It is necessary to speed up the structural adjustment of power battery and energy storage battery products, accelerate the development of high specific energy, high safety and low cost batteries and related supporting materials to meet the huge demand for new energy vehicles and energy storage for battery products.

(Provided by China Chemical and Physical Power Industry Association)

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