The new version of the specification has not yet settled.

For the new version of the power battery specification, the "annual production capacity of lithium-ion power battery cells enterprises is not less than 8 billion watt-hours", the more common opinion in the industry is that the national policy "supporting the strong and supporting the excellent" is understandable, but after all, new energy The auto industry has just started, and suddenly setting such a high production capacity threshold will kill many new technology companies that are deeply ploughed in the sub-sector, which is not conducive to technological innovation and progress in the industry. Next, it is more reasonable to implement the new version of the power battery specification in a “phased” manner.

However, will the new version of the power battery specification be implemented "phased" as expected by the industry? Obviously, before the official documents of the Ministry of Industry and Information Technology were issued, the discussions in the industry were discussed and everything could not be "concluded."

Although 8Gwh will really become the production threshold and the new version of the power battery specification is not sure when it is officially implemented, it is certain that the determination of the state department to reverse the current "dissipation and chaos" of the power battery industry is firm, the future The intention of the policy to support several power battery companies with strong comprehensive strength is obvious. It is better to look forward to the rationality of the power battery companies and their entangled national policies, and seize the time to become bigger and stronger.

In fact, some prophetic power battery companies have begun to take action. Of course, these power battery companies do not necessarily expand their production capacity because of the new power battery specification. In fact, many expansion projects were originally built in the strategic plan to meet the fast-growing market demand or seek long-term development.

Only after the release of the new version of the Power Battery Specification Exposure, the industry became sensitive to capacity figures. Even including research institutions and media reports, they are very concerned about the capacity building of power battery companies. The high-tech lithium power grid observation found that in the past month, many domestic enterprises have revealed the progress of the power battery project, and some of the projects that are under construction or just put into production are particularly worthy of attention.

BYD: The company currently has two power battery production bases in Huizhou and Kengzi. At present, it has a total production capacity of 10Gwh. At the same time, the company is currently expanding the production capacity of 6Gwh at the pit mine base, which is expected to reach production next year.

Guoxuan Hi-Tech: With the second phase of the company's second phase of the plant and the Tangshan Phase I plant in the second half of next year, and the upgrading of the original production line, the company will have more than 8 billion watt-hours of production capacity in 2017. In addition, other new production lines in the company's fixed-income projects will be put into operation in 2018-2019, and the company's production capacity will also increase steadily.

Far East Foster: The company now has a daily production capacity of 1.2 million ternary batteries of 18,650 yuan per day, and an annual production capacity of 80,000 sets of power battery modules. The existing production capacity is 3Gwh, which is the largest manufacturer of 18650 lithium-ion batteries in China. The scale is ranked first in the country and third in the world, second only to Panasonic and Samsung. In addition, in Yichun new 3Gwh, in Yixing new 6GWh capacity, then will form a total capacity of 12Gwh.

Yiwei Lithium Energy: The company has built cylindrical ternary and square lithium iron phosphate battery production bases in Huizhou and Jingmen, Hubei, respectively. It employs high-level experts and consultants from Japan and South Korea to introduce internationally advanced production equipment and production methods. It is expected to be in 2017. At the beginning of the year, a 5-6GWh power battery capacity will be formed, and it is expected to reach a capacity of 9GWh by the end of 2017.

Tianneng Group: Zhejiang Tianneng Energy Technology Co., Ltd., a wholly-owned subsidiary of the company, has successfully put into operation the “new energy vehicle (storage) lithium battery project with an annual output of 5GWh”. Together with the company's existing lithium battery capacity of 3Gwh, Tianneng Group's total lithium-ion battery capacity will reach 8GWh, and it can support 300,000 new energy vehicles per year.

Fueng Technology: On December 14, the company officially launched the annual expansion of 10Gwh power lithium battery expansion project, and held a grand groundbreaking ceremony, the expansion project is the company's third phase project. It is worth mentioning that the company's second-phase power battery expansion project is nearing completion and will have an annual production capacity of 5GWh in 2017. In addition, the three-phase 10GWh power battery expansion project will be launched now. By 2018, the company will be able to provide 15GWh of advanced power battery system to the market every year.

Camel shares: Recently, the first 1 billion watt-hour new energy vehicle power battery production line of Camel shares began to operate at full capacity. The camel share plan will eventually reach an annual production capacity of 4 billion watt-hours. For the 8 billion watt-hour production capacity threshold of the new power battery specification, Liu Guoben, chairman of Camel Co., said that the company will promote existing projects as planned, and plans to increase production capacity through mergers and acquisitions to meet relevant national requirements.

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