TU-TESL

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Since 2013, new energy vehicles have entered the stage of rapid development. The development of power battery industry closely related to new energy vehicles has also entered the peak period. According to statistics, from 2013 to 2016, domestic power battery enterprises grew rapidly from the initial 40 to more than 200. Let's take a look at the development process of domestic power battery industry: in fact, as early as 2013, China's power battery industry has begun to take shape, and power battery projects from Finland and South Korea have landed in China. But at that time, most of the power battery companies were transformed from the consumer electronics industry, and the whole power battery industry entered the initial stage. In 2014, with the further release of the subsidy bonus of new energy vehicles, the increase of domestic new energy vehicle sales further promoted the development of the power battery industry. At that time, the number of domestic power battery enterprises gradually increased from 40 to 78. But even so, in 2014, the domestic production capacity was in short supply, which shows how bright the development prospect of power battery was at that time. In 2015, the domestic power battery industry officially entered into rapid development, especially after the Ministry of industry and information technology issued policy documents such as the standard for automotive power storage industry and the directory of power battery manufacturers in March 2015, many foreign power battery companies were stuck outside the door, at that time, the domestic power battery industry officially ushered in the peak of development. In 2016, the domestic power battery industry entered a turning period. With the latest four batches of qualified power battery enterprises announced, at this time, only the models of power battery companies in the supporting list can the vehicle manufacturers enjoy new energy vehicle subsidies, while only the domestic power battery companies in the white list, Panasonic, LG Chemical, Samsung SDI, ski Japanese and Korean power battery companies were excluded. However, the good times are not long. At the end of 2016, the new policy stipulates that the threshold of annual production capacity of enterprises supporting power batteries for complete vehicle plants has been raised from 0.2gwh to 8gwh. In addition, due to the sharp rise in the price of lithium and cobalt, the raw materials for power batteries, a large number of enterprises in the middle and tail areas have entered the recession period. In 2017, for safety reasons, the Ministry of industry and information technology, after repeated "hesitation" in banning and enabling routes, finally chose to release the ternary lithium battery, and the power battery officially entered the era of ternary lithium battery. At this time, the number of domestic power battery companies rapidly declined to about 130. In 2018, the energy density requirements of power battery will be further improved with the expansion of domestic new energy vehicle subsidies. The policy began to force power battery companies to optimize production costs, improve energy density and safety quality of power battery products. Another group of enterprises were washed out of the licensing bureau. At that time, there were only 89 domestic power battery companies. By 2019, with the sales volume of new energy vehicle market falling sharply, the number of domestic power battery enterprises has been reduced to 69, and will continue to shrink in the future. By 2020, a new round of elimination competition will officially start. At that time, the number of domestic power battery enterprises will continue to be reduced to 20, and most of them will be eliminated. The development of the power battery industry and the development of new energy vehicles complement each other. Now the future development of new energy vehicles is worrying, and the power battery will be directly affected. Some netizens expressed their opinions on this: some car companies have been claiming that the battery life warranty, but maybe the battery company's life is not as long as the battery's life, how can the life warranty come?