On April 26, Dong Yang, who was executive with the executive Vice President of my country’s Automotive Industry Association announced in my country’s Automobile Forum that will carry out white list (hereinafter referred to as “White List”) of automobile power storage batteries (hereinafter referred to as “White List”). Work. On the 27th, my country Automotive Industry Association, my country’s Automotive Power Lithium Battery Industry Innovation Alliance announced “Notice on the List of Car Power Battery and Hydrogen Fuel Power Battery Industry” (hereinafter referred to as “Notice”), Officially launched the declaration work and attached the “Interim Management Measures for the White List of Automobile Power Battery and Hydrogen Fuel Power Battery Industry” (hereinafter referred to as “Management Measures”).
When the news came out, it immediately triggered a great concern of the industry.. The author has studied the “Administrative Measures”, combined with the understanding of the lithium-ion power industry, talk about personal thinking, only discussing the white list of car power lithium battery and limited to lithium ion power lithium batteries.
The original intention of the whitelist is clearly pointed out in the “Notice” announced in my country Automotive Industry Association, my country’s Automotive Power Lithium Battery Industry Innovation Alliance, “To further strengthen the self-discipline of automobile power storage batteries and hydrogen fuel power battery industry, promote industrial transformation and upgrading development And do the follow-up work of “Standardization Conditions for Automobile Power Battery Industry”. As early in 2015, the Ministry of Industry and Information Technology announced the “Specifications Conditions for Automobile Power Battery Industry” (hereinafter referred to as “specification conditions”), it is intended to publish the company’s directory (commonly known as whitelist), the original intention is to enter the new energy vehicle promotion catalog and subsidy issuance Prerequisites, regulating industry development. However, after the publication of 5 batchs of funds, the company did not enter the directory, the company has experienced different levels of business, the company directory is no longer a new energy vehicle promotion application recommended model catalog hook.
“Automobile Power Battery Industry Standard Conditions (2017)” (Draft) In the process of comment on the opinions, due to the expansion of the annual output of the power lithium battery monomer, 40 times, the entire power lithium battery industry is in a time ” panic”. Finally, “Automotive Battery Industry Standards (2017)” can’t, and the company catalog will have no new directory after publishing 5 batches..
In the face of this embarrassing situation, Chinese Automotive Industry Association, my country’s Automotive Power Lithium Battery Industry Innovation Alliance is introduced. That is, the whitelist is actually the “Specificated Condition” Company of the Association..
Announcement in the name of the association and the alliance, on the one hand, there is no mandatory meaning that is published by the government department. It is good to explain all aspects. On the other hand, the association and the alliance itself is the industry company platform, which is conducive to the industry acceptance.
The use of whitelist is based on the “Administrative Measures”, the use or purpose of whitelist can be summarized as four: First, the development of the industry, promote the self-discipline of the dynamic lithium battery industry; the second is to choose a powerful lithium battery and battery company procurement Reference to the negative electrode material; third is to guide resources to advantage companies (some extent, whitening company, author note) tilt, support and support; fourth. my country Automotive Industry Association, my country’s automobile power lithium battery industry innovation alliance has basically included many of our many automobile production companies and most of the power lithium battery production companies. It announced that the list of white lists must be licensed by the industry authorities.
White list pairs Place a certain purpose. In view, there is no problem in achieving the second and fourth point. The original intention of “Standardization Condition” is to regulate the development of the industry, promote the industry’s self-discipline, but due to policy changes and no continuity, there is basically no use.
. The author believes that some relevant experiences of “Conditional Conditions for PV Manufacturing Industry” is worth learning. From 2013, “PV Manufacturing Industry Standards Conditions” has announced 6 batch of company lists, basically covering more than 70% of the photovoltaic industry, coverage, basically accepted by industry and society, playing the development of the industry , Promote the use of self-discipline.
my country Automotive Industry Association, my country’s Automobile Power Lithium Battery Industry Innovation Alliance announced that there is no problem in industry recognition, but can be compliant with the coverage of relevant industry companies, the first batch, the second batch list can be recognized by the industry, this is The key to the success of the whitelist. At the same time, the whitelist will continue to update, and the company who does not meet the requirements should be rejected in time. After 3 to 4 years of hard work, the industry’s recognition of whitening list will reach a certain level, in order to truly play the use of self-discipline in the industry.
Regarding the support of the support, the author believes that the white list is difficult to play. On the one hand, the white list does not hooks with the existing new energy car subsidy directory, which means lack of binding, policy support or resource investment, the reference usage of the whitelist can have no. On the other hand, about my country’s powered lithium battery industry, after several years of rapid development market pattern basic formation, CATL, BYD, Guoxuan Haoke, Watma and other leading companies have stood out.
Regarding these leading companies, local and other policy support must not be less, it is also very strong, it is also very strong, as long as the list does not have additional conditions, it will not enter the whitelist has little effect on it.. In addition, the previous analysis, the white list is to be used in the industry, it is necessary to cover, so that the number of companies in the white list is much, how to determine what is excellent, what is strong? What is more supported? The operability of the whitelist uses a variety of voluntary applications, and there are some basic requirements for companies that voluntarily apply, almost all power lithium battery companies can meet.
. In addition, the white list also put forward 13 requirements on five aspects of the company’s production conditions, technical capabilities, product, quality assurance, and after-sales service capabilities. In addition to the discretionary quantity or more exception, other requirements basically Both are a descriptive language, there is no clear indicator limit.
Therefore, the operation of the whitelist is simple and simple, it is difficult to say difficulties.. Simplely in, and “Standard Conditions” is different, the white list “Management Measures” is very small, and most of the most standardized production of domestic standardized production can reach, as long as they meet the requirements, they can whiten list.
Less able to cover more than 70% of companies. It is difficult to evaluate the evaluation of the power lithium battery company, including hardware conditions (equipment, scale), software conditions, etc., comprehensive, fair, real-time evaluation is not easy, plus no clear numerical indicators as a reference The actual difficulty is very difficult.
But in fact, if you are dealing with simple difficulty, the white list will be very large, covering more than 95% of the power lithium battery, when the white list of fish dragon is mixed, it is difficult to regulate the development of the industry, promote the use of self-discipline industry. Under the situation where the current power lithium battery is over, the industry is increasingly hot, to play the development of the industry, promote the use of self-discipline in the industry, we must narrow the white list coverage to 70% or even lower. The question is, what kind of scale is to do this? It is difficult to do with the “management method” that does not have clear indicator requirements, and the way of the expert review is not true: First, the individual standards of different experts are difficult to consisten, and the second is that the results of the expert review are easy to be accepted from the company outside the white list.
Even attacks. Therefore, the white list is difficult to implement, not just a little bit, whitelist wants to serve the public, how to operate will face heavy test. White list affects the battery industry With my country’s new energy car subsidy policy adjustment, my country’s dynamic lithium battery market pattern has changed significantly, and the three-yuan battery has continued to rise, and Fu Can Technology, Yixi Lithium, national energy battery and other main three yuan.
Battery company rapid rise. In the critical period of the transition of the power lithium battery market, the introduction of whitelist causing vibration in the industry..
After all, after the introduction of the “Specifications Conditions for Automobile Power Battery Industry”, the list of companies published has caused a major impact on the industry.. “One is bitten by the snake, ten years is afraid of the well rope”, the industry’s response can be understood.
The author’s preliminary analysis, whitening lists on the dynamic lithium battery industry have limited impact, and it is important based on several aspects: First, the white list does not have related policy measures including new energy car subsidies, which does not have mandatory, this decided that it is not Major impact. It is understood that the industry’s influence decline is declining after decoupling by the industry authorities (ie. It is impossible to know that it is only a list of white lists published by the industry association and the alliance, despite the authorization of relevant departments, the influence and use are limited.
On the one hand, the introduction of the white list, the second is the industry, and the society has a longer time. The third is that the relevant support policy is to use the whitelist, which is more influential in the industry. This is not a short time.
Can form. The second is to mention that the white list does not have clear relevant indicators to specifically require, the operability is not a little bit, and it is no longer detailed here..
The third is to refer to the “Conditional Conditions of PV Manufacturing Industry”, the previous two batches of white lists have a certain impact on companies that are not in the list.. After the first batch of “Conditional Conditions of Photovoltaic Manufacturing Industry” announced, the industrial backbone companies in the list have received downstream customers.
Why is the company not in the catalog, there is a certain impact in the industry.. However, after the publication of the second batch of lists, all backbone companies are in the catalog, most large and medium-sized companies have also entered the list, these impacts have disappeared, and the photovoltaic industry has achieved healthy and steady development.
. The announcement of the dynamic lithium battery white list will also happen, as long as the reaction is fast, properly respond, basically will not affect the health and orderly development of the power lithium battery industry..
The author of the white list is carefully studied “Management Measures”, and there is a place to be comparable, why will it put the positive and negative material in white list? The first impression given is that my country’s Automobile Industry Association, my country’s Automotive Lithium Battery Industry Innovation Alliance is too wide? The association is important to serve the automotive company, the alliance is important to promote the innovation of power lithium battery, and the positive and negative material should not be the focus of the association and alliance.. The important use of this white list is to promote the driving of the power lithium battery industry, supply reference for the purchase of powerful lithium batteries for new energy vehicles.
. Power lithium battery now has encoding, traceability is relatively easy. In fact, the power lithium battery company has entered the product of the relevant supply information of the four key materials.
. So, where is the use of whitening to the positive and negative material? Supply battery company reference? But this is not the focus of the new energy vehicle production company. Moreover, the positive and negative material is only a key material.
There is no way to go to the source, and it has to be inquired by power lithium battery companies. This reflects the use of whitelists..
The second point, put the positive electrode material into it, why not listed in the diaphragm and electrolyte? The author carefully looked at the type of positive and negative material listed in the attachment product information table. Basically, the positive and negative material for lithium-ion batteries..
Then, the four major materials of lithium ion power lithium battery, in addition to the positive and negative material, there is a diaphragm and an electrolyte. Does this mean that the separator and electrolyte are not important? Third, the Electronic Information Division of Industry and Information Technology announced the “Normative Conditions for Lithium Ion Battery Industry”, which announced the list of two companies, including four key materials..
Now the association and the alliance only announce the whitelist of the positive and negative material, once the list of companies that meet the “Lithium-Ion Battery Industry Standard Conditions” is inconsistent, the impact of the relevant company related companies Be big. Which is the case? Still two to follow? Why did the white list of the same industry from two different units? Waiting, etc..
Finally, the author will give a little idea. Now that the national industry management company is adjusting, according to the principle of no prohibition, the previous list is changed to a negative list..
Can the management of the power lithium battery can refer to this idea, build a blacklist? Compared with the white list, the blacklist can attract consumers or the company’s attention. After all, the blacklist is affirmative, and the news media is promoted, and the society is easier to accept..
Especially for lithium-ion power lithium batteries, important uses in new energy vehicles, unqualified products or poor quality products into the market, the hazards are very harmful, extremely easy to trigger safety accidents, resulting in property losses and personal injury. .