The White List Returns Strongly Again, but the Power Battery Industry Seems "not Cold" About It

On April 26, Dong Yang, executive vice president of China Automobile Industry Association, proposed in public that the application for the white list of automobile power battery and hydrogen fuel cell industry would be started, and the Interim Measures for the administration of the white list of automobile power battery and hydrogen fuel cell industry were also issued on the same day. After a lapse of more than a year, the white list of power batteries returned again, with questions, inquiries and doubts in the industry. In recent years, the development of power battery industry has been vividly summarized as "ups and downs" by some industry giants, but "the sound of waves is still". Let's take a look at the relevant content.

The past and present lives of the white list

In March 2015, in order to implement the notice of the State Council on printing and distributing the development plan of energy saving and new energy vehicle industry (2012-2020) (GF [2012] No. 22), and in accordance with the requirements of the guiding opinions of the general office of the State Council on accelerating the promotion and application of new energy vehicles (GBF [2014] No. 35), guide and standardize the healthy development of automotive power battery industry, The Ministry of industry and information technology of the people's Republic of China has formulated and issued the standard conditions for the automotive power battery industry, and gave standard opinions on the automotive power battery industry from seven aspects: basic requirements of enterprises, production conditions, technical capacity and quality assurance capacity. The list of enterprises that meet the standard conditions is called the white list of power batteries in the industry.

Since then, in November 2015, four batches of 57 power battery and system enterprises have entered the white list. Although no department has clearly proposed that the power battery white list is linked to the new energy vehicle recommendation directory, the "tacit linkage" between the battery white list and the new energy vehicle recommendation directory for a period of time once made the power battery industry regard the white list as a supporting model and can be listed on the "hidden rule" of the new energy vehicle directory. For this reason, in order to meet the requirements of the white list, domestic power battery enterprises have increased investment in production capacity, technology and other aspects. It can be said that the emergence of the white list did promote the development of the whole power battery industry to a certain extent.

In November 2016, the Ministry of industry and information technology organized and formed the automotive power battery industry specification conditions (2017) (Exposure Draft) on the basis of the automotive power battery industry specification conditions, and publicly solicited opinions from the whole society. However, the capacity requirements in the "exposure draft" were 40 times higher than those in the 2015 version, which caused an uproar in the industry. Many domestic power battery enterprises believe that the "exposure draft" overemphasizes the capacity requirements, which will inevitably lead to the blind expansion of some enterprises in the industry, which is not conducive to the healthy development of the industry. Moreover, the relevant standards are too harsh and there are many debates, resulting in the final policy after the solicitation of opinions has not been issued so far. The resulting joint effect is that domestic power battery enterprises have understood the industry development expectation of "supporting the excellent and the strong" of the superior competent department, and began to increase investment in many aspects. The power battery industry has also ushered in a round of "production expansion competition". Perhaps it is because some enterprises do not fully understand the national policy, and the blind expansion of production during this period has allowed some relatively weak enterprises to enter the "elimination channel".

Unlike the previous two rounds of white lists, which were managed and released by the Ministry of industry and information technology according to the standard conditions for automotive power battery industry, China automotive power battery industry innovation alliance will organize the management and release of the white list, implement dynamic management of the enterprise white list, and re evaluate the enterprises in the white list every three years, If a white list enterprise violates the rules, it will be disqualified from the white list.

It can be said that the first round of white list has brought prosperity and soberness to the power battery industry, the industry concentration has been improved, and the industry reshuffle mode has begun to appear. The second round of white list caused a lot of controversy in the industry due to the high indicators in terms of production capacity and so on. As soon as the news of the return of the power battery white list again came out, it immediately aroused many doubts in the industry. What is the "intention"?

Is it linked to subsidies?

According to media reports, the white list of this round of return is mainly from the perspective of industry self-discipline, so it will not be linked to new energy vehicle subsidies. However, Liu Yanlong, Secretary General of China chemical and physical power industry association, said in an interview with battery china.com that since power battery products have to go through a series of strict testing, review and other procedures before entering the recommended catalogue of new energy vehicles, if the white list is not linked to the supplement, it is entirely up to the enterprise to choose, Then the possibility of power battery enterprises participating in the declaration of the white list will be greatly reduced, which may eventually lead to the fact that the white list has no name and can not be implemented in the end.

Fang Jianhua, partner and President of the new energy vehicle venture capital sub fund of the national science and Technology Achievement Transformation Fund, also holds the same view. He believes that if the white list is not linked to the existing subsidy catalogue, it means that it lacks binding force, the enthusiasm of enterprises to voluntarily declare will be greatly reduced, and the white list will lose its reference value. Liu Yanlong also stressed that even if the white list is linked to relevant policies, relevant institutions should not increase the burden of enterprises in the review, management and release of the white list, and enterprises should not be "tired" to cope with the "task" of the white list, increase the economic burden of enterprises and affect the normal development of power battery enterprises.

How to recognize downstream auto enterprises?

In recent years, benefiting from the sustained and rapid development of the new energy vehicle market, the power battery industry has grown rapidly, and the downstream vehicle enterprises have become the touchstone for testing battery manufacturers. Liu Yanlong believes that once the white list is issued, it is debatable whether it can truly reflect the situation of battery enterprises in the industry. Whether car enterprises recognize it or not remains to be tested. Vehicle enterprises may have the most say in the evaluation of product quality and production capacity. Fang Jianhua also said that in order to win the recognition of downstream vehicle enterprises, it can be used as a reference for vehicle enterprises to select power batteries. Considering that the technology of new energy vehicles is updated rapidly and has high requirements for the technology and performance of power battery products, the white list may lag in technical evaluation and audit, and whether it can provide reference for vehicle enterprises remains to be discussed.

At the same time, it also faces challenges in the evaluation of automotive power cells and hydrogen fuel cells. Fang Jianhua believes that the evaluation and evaluation of power battery enterprises covers a wide range, including hardware conditions (equipment, scale and capital), software conditions (R & D capacity, manufacturing capacity, management level and supply chain strength), as well as product quality, especially operation effect. It is not easy to achieve comprehensive, fair and real-time evaluation. It is difficult to provide a convincing white list to the society simply through material reporting and expert review, and may even have a negative impact on the enterprise. Liu Yanlong is also worried that the white list can not really reflect the real situation of the power battery industry. If the evaluation work is not solid enough, it is easy to falsify data and push human relations, resulting in unfair evaluation results.

Zhang Yu, Secretary General of the power battery application branch of China chemical and physical power industry association, also expressed concern that if the white list evaluation standard is not perfect, the evaluation process is not scientific and transparent, and even human factors interfere, it is difficult to achieve "fairness and justice" in the evaluation of the white list. Once the white list lacking credibility is issued, it may not only fail to promote the development of the industry, but also hinder the healthy development of the industry.

In this way, severe challenges will be posed to the formulation of white list evaluation standards, the transparency and impartiality of the evaluation process, the implementation of evaluation work and the implementation of evaluation results. How to ensure the authority of the white list will also test the evaluation and audit institutions of the white list.

The role of "supporting the excellent and the strong" has weakened

The starting point of the white list for this return is still to promote the best and guide all kinds of resources to lean towards high-quality enterprises. The cultivation of several Chinese enterprises with international voice in the power battery industry is also the need for the development of China's new energy vehicle industry. The superior competent department has also been actively guiding and trying in this regard.

Since 2015, the white list of power battery industry led by the Ministry of industry and information technology has played a promoting role in guiding all kinds of resources to high-quality resources in terms of production capacity, technology and other requirements. According to the data of power battery application branch, the annual installed capacity of power battery of new energy vehicles in China in 2017 was 36.45gwh, of which the total installed capacity of the top 5 power battery enterprises reached 23.05gwh, accounting for 61.8% of the total installed capacity, and the industrial concentration increased significantly. Therefore, some people in the industry believe that it is slightly backward to propose "supporting the excellent and the strong" in terms of enterprise scale, production and R & D, and will not play a great guiding role in the development of the power battery industry.

Some leaders of power battery enterprises also said that at this time, the most difficult problem in the industry is not "supporting the excellent and the strong". If it is really just for the reason of industry self-discipline, it may not give priority to declaration. It is not difficult to see that although the white list returns strongly again, the power battery industry seems "not cold" about it.

The White List Returns Strongly Again, but the Power Battery Industry Seems

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