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央广网广州8月17日消息(记者何伟奇)8月17日,2017亚洲动力电池与储能技术峰会暨动力电池新材料、技术运用及产业化推进论坛在广州琶洲广交会展馆举行。本次论坛旨在通过集中政府、学术、资本、产业上下游资源,形成合力,在动力电池核心共性技术上进行突破,并通过资本和国家政策作为推手,加快动力电池核心技术的推广及运用,提升高端产品的产能规模,促进新能源行业良性发展。
当天,来自动力电池核心领域相关科学工作者、企业专家、相关政策制定人进行了专场演讲,为动力电池行业的发展建言献策。清华大学深圳研究生院教授李宝华围绕“动力电池制定标准”这一议题在峰会现场做了专项研究报告。李宝华认为,虽然新能源汽车产业的产销规模实现了快速增长,但动力电池的核心技术还需要大幅度提升。以前国外的标准侧重于安全和细节方面,国内则侧重于指导性的,真正用到实处时候反而用不上了,所以近几年正在重新制定标准,未来的标准将涵盖电池材料、原料、制造、装备、工艺等各个环节。
专家认为,当前动力电池行业存在高端产能不足、低端产能过剩的情况,同时还存在比能量低、制造成本偏高、电池系统寿命不够、安全问题较为突出等问题,已经成为制约我国新能源汽车进一步发展的瓶颈。今年动力电池的大幅降价,一方面是因为新能源汽车近来销量出现下滑,另一方面也与大幅扩产导致的产能过剩有关。2016年国内动力电池新增产能是2015年的近3倍,而产量同比增长仅82%。政府需要通过产业政策引导,推动行业变革,淘汰低端产能,提高市场集中度,优化产业结构。行业也需要打造一个环保、健康、可持续发展的动力电池产业链。
网库集团兼电池产业网创始人王海波表示,目前新能源车销量开始回暖,然而和此前400%的销量增长速度相比,10%的增速显然不尽人意。事实是,一边是市场需求趋缓,另一边却是动力电池企业持续扩产。从各家动力电池企业发布的扩产计划来看,预计2017年全国动力电池的产能将达200GWh,而市场实际需求仅40GWh,产能过剩成为必须面对的课题。实际上,现阶段市场存在的产能过剩,是结构性产能过剩,并不是市场没有需求。王海波认为,未来电池企业与“互联网+”相结合,将打造电池产业大数据,为电池行业提供上下游服务,建设电池产业生态圈;同时建设电池产业的网上交易通道,为电池产业开展网上原材料采购和批发分销的通道,并开展生产线服务。
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