1. The subsidies for new energy vehicles have declined, and local supporting policies have been slower;
2. The review of the new energy vehicle promotion catalogue is concentrated in the first quarter, and the automobile enterprises are affected by the production due to waiting for the catalogue to land;
3. The power battery has more inventory at the end of last year, and the digestion pressure is larger in the first quarter;
4. The price of power battery has fallen. At present, the price of power battery has dropped below 2 yuan/WH, which is more than 15% compared with the same period of last year.
However, according to forecasts, the production and sales volume of new energy vehicles and power batteries in China will gradually pick up in the second quarter. It is expected that the annual market size will reach 98.9 billion yuan, an increase of more than 30% compared with 2016.
With the double decline in subsidies and costs, the price of power batteries also showed a significant decline. According to statistics, the average price of Q1 power lithium batteries in 2017 fell to 1.9 yuan / WH, compared with the same period last year, the decline was more than 15%. It is expected that by the end of 2017, the average price will fall to 1.75 yuan / WH, and the price decline is more than expected.
Guo Bin, research director of the agency, pointed out that the battery price will stabilize in the second quarter, and the price will drop to around 1.7 yuan/WH by the end of the year. It is estimated that by 2020, the price of China's power lithium battery will drop to around RMB 1/WH, mainly due to the increase in battery energy density and various cost reductions.
Future battery leader, graphene battery:Today, the development of electric vehicles is focused on batteries, and battery manufacturers are working hard to make batteries lighter without reducing their energy reserves.
Bio-battery has always been regarded as one of the important development directions of electric vehicle batteries in the future. In 2013, scientists have discovered that energy generated by bacterial surface proteins can be collected as electrical energy.
However, due to technical constraints, the research and utilization of biofuel cells is still in an immature stage. Far from reaching a period of comprehensive promotion. At present, scientists are working hard to apply bio-batteries to electric vehicles as soon as possible.
Compared with the seemingly distant bio-battery, it is currently the most promising to change the cruising range of electric vehicles and even the entire automotive industry is a graphene battery.
Adding graphene to the lithium battery can help the lithium battery to reduce the heat in the production capacity, thereby reducing the energy loss, and finally avoiding a large amount of energy being wasted, and also reducing the damage of the heat to the battery and improving the service life of the battery.
The popularity of graphene batteries will be a leap in electric vehicles. Once graphene batteries are applied to electric vehicles, it will be a subversive change for the entire automotive industry.
At present, there are graphene industry demonstration bases in Wuxi, Qingdao, Changzhou and other places in China. Scientists all over the world are working hard to mass produce graphene batteries as soon as possible.
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