Looking at China from the Yibin Conference, the scenery and bugs of the power battery industry

Wang Jun, President of Changan Automobile, also said: "In the power battery industry chain, the further away from the user, the higher the profit. The profit of the company at the farthest end has exceeded 300%, while the OEM that directly provides products and services to users is still at a loss. , from the business model, it will fundamentally affect the cycle and sustainable and healthy development of the entire industry.”

Accelerating the development of independent and controllable upstream mineral resources has become a top priority. Miao Wei suggested that the research and development and industrialization process of salt lake lithium extraction technology should be increased. "Our salt lake lithium has great development potential, especially the high magnesium to lithium ratio salt lake brine extraction process of lithium carbonate. It is said that this technology has already been When mature, its cost is about 50,000 yuan per ton.”

Fourth, Chinese battery companies are facing an increasingly severe international environment when going overseas.

Whether it is the US Inflation Reduction Act, the European Critical Raw Materials Act and the EU Battery and Waste Battery Regulations, they all have an impact on Chinese power battery companies going global to develop overseas markets.

Among them, the EU's new battery regulations clearly require that if the battery carbon footprint cannot meet the threshold requirements after 2027, new energy vehicles cannot be sold in the EU.

In the next step, power battery carbon footprint management will become a key factor for Chinese power battery companies to go global and improve their global competitiveness. It is also a top priority to accelerate the construction of a power battery carbon footprint standard system and connect it with the international community in advance to unify standards and achieve mutual recognition.

The U.S. Inflation Reduction Act requires that a certain proportion of key battery materials for electric vehicles be mined or processed in the United States or in countries that have signed free trade agreements with the United States.

Dong Yang, chairman of the China Automotive Power Battery Industry Innovation Alliance, said at the conference: "Some countries hope to exclude China from their industrial chain through political power. I think he is in vain. First, he cannot succeed, and second, After it succeeds, if its batteries are 30% more expensive than ours and its cars are 15% more expensive, then its automobile industry will be finished.”

We cannot underestimate the determination of other countries to build their own battery industry chains, nor can we underestimate the determination of Chinese power battery companies to go global.