In recent years, the production and sales volume of China's new energy vehicles have seen an explosive growth. From just five years from 2011 to 2016, the sales volume has grown from less than 10,000 to 510,000. The surge in the sales of electric vehicles has brought about the rapid development of the power battery industry and the strong demand for lithium resources, which has brought development opportunities to the entire industry chain of the upstream and downstream industries.

On June 21, 2017, the 18th China Qinghai Green Development Investment and Trade Symposium Lithium Industry Summit Forum was held in Xining City, Qinghai Province. The forum was sponsored by the People's Government of Qinghai Province, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the China Electric Vehicles Centennial.

How to develop the lithium power industry, cultivate lithium-resources, materials and power battery companies with world competitiveness, achieve coordinated development of the entire industry chain, establish a sound industrial ecology, and promote the sustainable and healthy development of the electric vehicle industry. Focus. At the current International Forum on Lithium Industry, experts, scholars and entrepreneurs from the industry discussed the above issues.

“In the development of lithium resources, we must adhere to sustainable development. Under the conditions of guaranteed technology, we can give developers the right to develop salt lake resources and avoid wasteful resources and disorderly development.” Ma Peihua, Vice Chairman of the National Committee of the Chinese People's Political Consultative Conference Say.

Judging from the global distribution of lithium resources, China's lithium reserves account for 22.12% of the world's total, while Qinghai Province accounts for more than 80% of the country's lithium resources. The exploration and development of lithium resources in Qinghai Province is particularly important for the development of the entire industrial chain, and the development and utilization of lithium resources focus on the improvement and breakthrough of lithium extraction technology.

Since most of the salt lakes in Qinghai belong to the high-magnesium lithium salt lakes, the high content of magnesium resources has greatly increased the difficulty of mining, and its mining methods have always been a worldwide problem. After more than 20 years of exploration in our country, we have achieved a series of substantial application results in the mining technology of high-magnesium lithium salt lakes.

In addition to the need to develop lithium resources, along with the rapid growth of the global energy storage industry, the construction of China's energy storage power stations has also been put on the agenda.

At present, the number of new energy vehicles in the world exceeds 2 million, and most of them use lithium batteries for energy storage. The installed capacity of power system peak-shaving frequency-modulated energy storage has reached 168 million kilowatts, of which 1.7 million kilowatts are using battery energy storage, and there is ample room for development of battery energy storage.

Huang Xuenong, director of the National Energy Administration's Electric Power Division, said that in order to encourage the development of energy storage industry and promote the revolution in energy production and consumption, the National Energy Administration will further strengthen charging infrastructure construction, encourage the development of peaking frequency-modulated power stations, and promote the development and utilization of new energy. Including accelerating the construction of charging infrastructure, encouraging the construction of energy storage and station construction, optimizing the operation mode of the power grid, optimizing the development and construction process, and adhering to the market demand as a guide.

Although the development momentum of new energy vehicles is very good, in the past few years, the government's support for new energy vehicles has also been very strong. With the retreat of subsidy policies for new energy vehicles, new energy vehicles are facing new challenges from the price side.

“Power batteries account for about 30% to 40% of new energy vehicle manufacturing costs. To make new energy vehicles more competitive, and to have sufficient market competitiveness, we must reduce the cost of power batteries and increase the cost-effectiveness.” Deputy Director Ouyang Minggao said.

He pointed out that the focus of the next phase of the development of new energy vehicles is the issue of cost, and reducing the cost of batteries requires the development of the entire industry chain and breakthroughs in key links. “The first is the raw material link. At present, the raw material cost remains high, the reasonable price should be 30,000-50,000 yuan / ton, but now it is as high as 170,000 yuan. If we can keep raw material prices in a reasonable range, the cost of the power battery is also It will be greatly reduced.” In addition, Ouyang Minggao reminded that the industry should also pay attention to the issues of material recovery and recycling. For example, cobalt and other rare resources are basically imported and must be recycled.

"The main goal of pure electric drive in the next five years is to have a competitive price-performance ratio for mainstream home cars. Electric home mainstream cars are the fiercest and most difficult areas to compete with traditional cars, and they need to be improved without increasing the mileage. This requires the improvement of battery performance, which requires a reduction in the power consumption of the entire vehicle and an increase in efficiency.” Ouyang Minggao said.

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