AAA Carbon battery.Emphasis on technology rather than scale, governance of non-compliant companies, and upgrade of supervision methods for the power battery industry

　　Recently, in order to further strengthen the management of the lithium-ion battery industry and promote the accelerated transformation and upgrading of the industry, the Ministry of Industry and Information Technology has issued regulations on the "Lithium-ion Battery Industry Standard Conditions" (hereinafter referred to as the "Specifications") and the "Interim Measures for the Management of Lithium-ion Battery Industry Standard Announcements" (hereinafter referred to as the " Interim Measures") were revised to form the "Lithium-ion Battery Industry Standard Conditions (2018 Edition)" (hereinafter referred to as the "2018 Standard") and the "Interim Measures for the Management of Lithium-ion Battery Industry Standard Announcements (2018 Edition)" ( (hereinafter referred to as the "2018 Interim Management Measures"), the new version of the policy will be officially implemented on February 15, 2019.

　　The reporter compared the old and new versions of the document and sorted out several differences:

　　First, it no longer emphasizes scale and requires upgrading technology. According to the "Specifications", enterprises should meet a number of scale requirements: the annual battery production capacity is not less than 100 million watt hours; the annual production capacity of cathode materials is not less than 2,000 tons; the annual production capacity of anode materials is not less than 2,000 tons; the annual separator production capacity is not less than 20 million square meters; the annual electrolyte production capacity is not less than 2,000 tons, and the electrolyte production capacity is not less than 500 tons.

　　The "2018 Specification" cancels the relevant requirements for production scale, but puts forward requirements for technological innovation and technical indicators, which mainly include two points: First, the positive and negative electrode materials of the battery should have harmful metal impurities such as iron, zinc, and copper. Detection capabilities and detection accuracy have been increased from no less than 1 ppm to no less than 10 ppb, and the requirements have been increased by 100 times; secondly, it is stipulated that R&D expenses should not be less than 3% of the company's main business income in that year.

　　It is worth noting that the "2018 Standards" no longer require enterprises to have high-tech enterprise qualifications or independent R&D institutions and technology centers at or above the provincial level. Instead, they are encouraged to obtain high-tech enterprise qualifications or R&D institutions and technology centers at or above the provincial level. .

　　In comparison, the "2018 Standards" added relevant provisions on intelligent manufacturing and green manufacturing. In terms of smart manufacturing, companies are encouraged to actively carry out smart manufacturing, reduce operating costs, shorten product production cycles, improve production efficiency, reduce product defective rates, and improve energy utilization; in terms of green manufacturing, companies are specifically encouraged to build green supply chains. , establish a procurement, production, marketing, recycling and logistics system oriented towards resource conservation and environmental friendliness, promote stakeholders in the supply chain to comply with industry standards and norms, implement the extended producer responsibility system, and establish recycling and treatment of waste lithium-ion batteries system.

　　The "Interim Measures" stipulate that if the rectification fails or a major quality accident occurs or the production is suspended for more than one year, the Ministry of Industry and Information Technology will revoke its announcement qualification. Enterprises whose announcement qualifications have been revoked can re-apply for announcement one year after passing the rectification. The "2018 Interim Measures" stipulates that re-application materials from companies whose announcement has been revoked will not be accepted within two years.

　　In addition, the "Interim Measures" stipulate that the Ministry of Industry and Information Technology organizes or entrusts a third-party testing agency to conduct spot checks on the products of announced companies. Enterprises that fail to pass the random inspections will be notified and ordered to make rectifications; enterprises that fail to meet the standards for two consecutive spot inspections within a year will be deemed to be unable to maintain the requirements of the "Standard Conditions". The "2018 Interim Measures" cancel the "within one year" time limit.

　　According to the "2018 Interim Measures", the Ministry of Industry and Information Technology is responsible for the management of national lithium-ion battery industry specification announcements, organizes the review, random inspection, publicity and announcement of enterprise application materials, releases the list of lithium-ion battery industry specification announcements and implements dynamic management. When an enterprise declares, its actual production in the previous year should not be less than 50% of its actual production capacity. At the same time, it is also required that enterprises strictly control new lithium-ion battery (including supporting) projects that simply expand production capacity and have low technical levels. For new construction, renovation and expansion projects that are truly necessary to promote technological innovation, improve product quality, reduce production costs, etc., the competent industry departments shall organize demonstrations in accordance with relevant regulations, and they can be implemented if the demonstrations pass.

　　Industry insiders said that the implementation of the New Deal has simplified the production capacity and process technology parameter requirements for the four major lithium-ion battery material companies, and further returned technological dominance to the companies. At the same time, some backward production capacities that do not meet the technical standards will gradually be eliminated by the market. . The improvement of quality inspection standards for upstream material manufacturers of lithium-ion batteries will undoubtedly be of great significance to the improvement of the quality of related lithium battery raw materials, including new energy vehicle power batteries.

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