Lithium battery industry alternative acceleration run

“I can say without a word that lead-acid batteries are currently in trouble, and electric bicycles will formally enter the lithium era.” On July 20, at the Runfeng Green Energy 2011 Annual Investment Invitation Meeting, General Manager of Shandong Runfeng Group Li Qinghai wrote to the reporter of China Energy News.

"Into this year, raw materials rose sharply. The labor shortage of supporting manufacturers and the rectification of the lead-acid battery industry led to rising prices. As a result, the factory continued to discontinue the goods, and the profit of the terminal fell to freezing point, causing many businesses to fail to predict this year's electric vehicle industry. In the end it will be what it looks like.” Zhang Yong, general manager of the lithium-ion battery division of Green Energy Electric Vehicle, confirmed to the “China Energy News” reporter Li Qinghai’s judgment that his look was quite anxious.

In May this year, the lead-acid battery industry was caught in an unprecedented storm of consolidation. Hu Xinguo, executive director of the China Battery Industry Association, pointed out that the current round of special rectification for lead-acid battery companies has spread widely. Of the more than 3,000 manufacturing enterprises in the country, about 95% of the enterprises are not up to the standard for protection from hygiene, and more than half are faced with rectification, suspension, or even relocation.

The sharp drop in the supply of lead-acid batteries has led to the inventory of many downstream companies that can only support less than one month. According to research data released by BOCI International at the end of June, 97.5% of electric bicycles in China currently use lead-acid batteries. Due to the large-scale production of lead-acid battery companies, nearly 60% of electric bike manufacturers currently face no battery.

"As a breakthrough for second-tier companies, we have chosen to join forces with Shandong Runfeng New Energy," said Zhang Yong.

Shandong Runfeng New Energy Technology Co., Ltd., a subsidiary of Shandong Runfeng Group, one of the largest private enterprises in Shandong Province, is one of the largest lithium-ion power battery manufacturers in the north. The company has a total investment of 1.2 billion yuan, more than 2,200 employees, more than 200 R&D personnel, and has the largest lithium iron phosphate power battery production workshop in China. This year's annual production capacity will reach 260 million ampere-hours.

“Since the second half of last year, the leap-forward development opportunities for lithium-ion bicycles have begun to appear and are increasingly welcomed by the market. Especially since the Tianjin exhibition in March this year, many lithium-ion bicycle manufacturers and lithium battery manufacturers have appeared in short supply. Phenomenon.” Li Qinghai told reporters, “In May, the national ministries and commissions issued a joint announcement for the electric bicycle industry, laying a broad road for the future of lithium-bike bicycles.”

On May 28, the “Notice on Strengthening the Management of Electric Bicycles” issued by the Ministry of Public Security, the Ministry of Industry and Information Technology, the State Administration for Industry and Commerce, and the General Administration of Quality Supervision, Inspection and Quarantine, etc., showed that “the speed does not exceed 20 kilometers per hour and the vehicle’s weight is no more than 40 kg” is electric. The pass line for bicycles that are not in line with this standard are all super vehicles, and production, sales, and transportation are prohibited.

As the lead-acid battery used in electric vehicles usually weighs about 13-17 kilograms, the current national 120 million electric vehicles, more than 90% of the total vehicle weight greatly exceed 40 kilograms, while the equivalent specifications of lithium battery weighs only 4 kilograms . At the same time, lithium battery life is at least three times that of lead-acid batteries, and it is environmentally friendly and energy-efficient. BOC International pointed out that this is a rare development opportunity for lithium-powered bicycles.

"Either industry trends or policy trends, electric bicycles are facing the urgent need for transformation and upgrading. Needless to say, lithium-powered bicycles will be the vanguard of this transformation and upgrading." Li Qinghai told reporters.

Many people smelled the business opportunities. Mr. Guo, who has been engaged in sales of fuel motorcycles for many years in Jinan, told this reporter that this time he was involved in the electric car industry for the first time. “Because it is very optimistic about the national policy.”

At the two-and-a-half-hour ordering meeting on the afternoon of the 20th, Runfeng Green Energy received an order for 12,200 lithium-ion powered vehicles at a time. Zhang Yong finally put down his face that had been tense for a few days and couldn't help but said that he was very satisfied with the result.

Ma Zhongchao, chairman of the China Bicycle Association, believes that in the next three to five years, the country hopes to increase the proportion of lithium batteries from 2.5% to 20% for the electric bicycle industry. Lithium electric bicycles are expected to become an important growth point for lithium battery demand.

In the near future, the replacement point of the lithium battery industry will also focus on new energy vehicles.

The National Leading Group Meeting on Climate Change and Energy Conservation and Emission Reduction held on July 19 reviewed and agreed in principle with the “12th Five-Year Plan” comprehensive energy-saving and emission reduction work plan. In terms of traffic energy conservation, the meeting proposed to pay attention to the development of public transportation and optimize the use of various modes of transportation.

People in the industry believe that new energy vehicles represented by lithium batteries will have very favorable development opportunities. Once new energy vehicles are widely promoted, the carbon emissions caused by traditional fossil energy consumption are expected to be controlled or even reduced. Guohai Securities analyst pointed out that it is expected that new energy vehicles will boost the demand for lithium battery materials by more than 10 times.