Event: from March 25 to 27, the 2022 China electric vehicle hundred people’s conference forum was held in Beijing, focusing on the theme of “meeting the new stage of market-oriented development of new energy vehicles”. This report summarizes the main views of government leaders, representatives of battery enterprises and representatives of automobile enterprises at this meeting.
Government leaders: Lin nianxiu, deputy director of the national development and Reform Commission, said to strengthen the construction of resource guarantee system such as lithium, nickel and cobalt, and do not increase production capacity until the existing base of automobile enterprises reaches a reasonable scale; Xiang Libin, Vice Minister of science and technology, mentioned key core technologies such as forward-looking layout of all solid-state batteries and a new generation of electric drive system based on new materials and devices; Xin Guobin, Vice Minister of the Ministry of industry and information technology, said to clarify the requirements for the proportion of points in subsequent years and resolutely crack down on speculation and other unfair competition.
Battery enterprise: Contemporary Amperex Technology Co.Limited(300750) launched the third generation of CTP technology Kirin battery, with a 13% increase in power compared with the 4680 system; In terms of non thermal diffusion technology, the non thermal diffusion technology with 1000km higher specific energy will be mass produced in 2023 Gotion High-Tech Co.Ltd(002074) chairman Li Zhen believes that the proportion of lithium iron phosphate and ternary may stabilize at 6:4 in the future Liu Jincheng, chairman of Eve Energy Co.Ltd(300014) said he was optimistic about the large cylinder and laminated lithium iron batteries, Eve Energy Co.Ltd(300014) has announced the planned capacity of 200gwh, which is expected to be completed by the end of 2022 Zhang Yao, Sunwoda Electronic Co.Ltd(300207) vice president, said that the Bev super fast charging battery mass produced by Sunwoda Electronic Co.Ltd(300207) at the end of this year has a range of 700 kilometers and a range of 400 kilometers after 10 minutes of charging
Vehicle enterprise: Li Xiang, the ideal founder, put forward the concept of “urban power consumption and long-distance power generation”, and believed that the energy efficiency of the extended range scheme could meet the use scenarios of consumers. He Xiaopeng, founder of Xiaopeng automobile, said that 2 Shenzhen Guohua Network Security Technology Co.Ltd(000004) 00000 yuan will become the main price belt of smart cars; Xiaopeng automobile will launch xpilot3 in 22 years 5. Start the second half of intelligent assisted driving Byd Company Limited(002594) chairman Wang Chuanfu said that he insisted on walking on two legs: pure electric and plug-in hybrid, and adhered to lithium iron phosphate as the correct development path Chongqing Changan Automobile Company Limited(000625) said that by 2025, the sales volume of Chang’an new energy will reach 1.05 million, accounting for 35%. In 2030, the sales volume of new energy will reach 2.7 million, accounting for 60%. Jim Rowan, CEO of Volvo cars, said he would become a pure electric luxury car company in 2030
Risk warning: downstream demand is less than expected; Risk of policy change; Risk of recording errors in speech content.
