In September this year, a rare "electricity shortage" swept through many provinces and cities in the south and north, which caught many industries by surprise, and the aftermath has not stopped so far. Power restriction, power outage and production shutdown have become high-frequency words discussed by people. From light industries such as clothing and food to heavy industries such as iron and steel and chemical industry, they have all been greatly affected, blowing a cold wave to the economy that has just picked up.
There are many reasons behind the unprecedented power shortage: a sharp increase in industrial electricity demand driven by a strong economic recovery after the epidemic; soaring coal prices have led thermal power enterprises to generate more and more losses; and under the assessment pressure of "double control of energy consumption", multi-location "across the board" power restriction campaign "carbon reduction", for key energy-using enterprises to limit electricity and production. The multi-land policy shows that although the current power shortage has eased somewhat, many industries across the country will still face greater power load pressure this winter, and it is predicted that this wave of "power shortage" may not really begin to ease until the first quarter of next year.
If we say that this "power shortage" is a short-term phenomenon superimposed by multiple factors under the background of "double control of energy consumption", in the long run, under the trend of accelerating carbon neutralization transformation in the global economy, the power battery industry still needs to plan and act in advance. Turn adversity into opportunity.
Pressure and opportunity coexist, sustainable development of battery industry chain
According to the understanding of Battery China, as a typical high energy consumption industry, the power battery industry chain has also been greatly affected by this power shortage, and the expansion of the project has been restricted by the lack of energy consumption targets for raw material enterprises such as upstream positive and negative electrodes and electrolytes. Battery enterprises also encounter restrictions in terms of production expansion because they are "big power users".
According to Zhao Weijun, president of Vision Power China, only lithium battery production, the current industry average per production of 1GWh batteries, about 25000 tons of carbon emissions. According to the global 2000GWh capacity planning for lithium batteries in 2025, if all lithium batteries reach production capacity, regardless of the carbon emissions in the production process of upstream materials and electrolytes, the annual carbon emissions in the battery assembly and manufacturing stage alone will reach as much as 50 million tons. There is a long way to go to reduce global emissions.
At present, the concept of carbon peak, carbon neutralization and neutralization has been changed from concept to rigid index in our country. In October 2021, the State Council issued a circular on the issuance of the carbon peak action plan by 2030, defining the carbon peak target and key work plan.
At the ongoing United Nations Annual Climate change Conference (COP26) in 2021, many countries, including India, Vietnam, Thailand, Nepal and other countries joined the commitment to achieve net zero emissions, and put forward the development goal of new energy transformation. As of November 2, 136 countries had joined the net zero emission commitment, accounting for 78% of the world's emissions.
As the leading region of the European Union, its relevant carbon tax policy is becoming more and more stringent, and the global power battery market is forming carbon trade barriers. For the battery industry chain enterprises of various countries that want to go to the international market, low-carbon or even zero-carbon transformation will be an inevitable choice.
In addition, the pressure from downstream car companies is also increasing. BMW, Volkswagen, Mercedes-Benz, Renault, Volvo and other international car companies have put forward very clear carbon reduction and recycling requirements to battery suppliers, which will bring huge technological innovation challenges to the battery industry chain.
"from a global perspective, a 'carbon trade barrier' covering the whole life cycle of batteries has been formed," said Wang Pan of China Automotive data Co., Ltd. "focusing on carbon emissions from the perspective of the whole life cycle of automobiles, it has gradually become an international trend to achieve scientific and effective carbon reduction and decarbonization, and overseas policies and regulations on power batteries will become more and more stringent."
Fortunately, while the policy closes a window, it also opens a door. The executive meeting of the State Council held in early October proposed to improve the dual control mechanism of local energy consumption and promote new renewable clean energy consumption not to be included in the total energy consumption within a certain period of time. Green power will become a good prescription for the battery industry chain to move towards carbon neutrality. And the forerunners are already landing a more complete solution-"zero-carbon industrial park".
The world's first zero-carbon industrial park was born, and the battery industry chain became the core.
In mid-October, Vision Technology Group announced the launch of the world's first zero-carbon industrial park in Ordos around the three major areas of "green energy", "transportation" and "chemical industry". The intensive top-level design has formed an integrated upstream and downstream industrial chain around power batteries and energy storage, electric heavy trucks, battery materials, green hydrogen production and so on. By making use of the rich renewable energy resources and intelligent Electroweb system in Ordos, the industrial park will not only realize the decarbonization of the upstream and downstream links of the power battery, but also build a closed-loop, zero-carbon business ecology based on the power battery. This is undoubtedly an innovative practice in the context of zero-carbon transformation for the industry.
At present, Vision Power has planned a power battery manufacturing base project with 20GWh production capacity in the industrial park. Each year, it can provide power batteries with high safety, high energy density, high durability and cost-effective for more than 30,000 electric heavy trucks, as well as super-10GWh energy storage batteries for wind energy storage applications, support comprehensive smart energy demonstration projects such as wind and wind hydrogen storage, solve the problem of renewable energy consumption, and reduce power costs on a large scale. The base will be built in three phases, with the first phase building 10GWh capacity, which will be completed and put into production next year. The battery manufacturing base has planned to achieve 100% renewable energy supply, including green electricity and green steam.
Around the unique coal mine scene in Ordos, Vision Power is working with head car companies to carry out the electrification upgrade of commercial heavy trucks. Through a variety of low-carbon, environmentally friendly, efficient and intelligent overall transport solutions and new service models, such as "power exchange heavy truck", build a demonstration operation base of new energy commercial vehicles in Ordos, and open up a new mode of battery industry chain + heavy truck replacement + echelon utilization + air storage.
According to Sun Jie, vice president of vision intelligence and general manager of vision carbon management business, a high proportion of the use of green electricity is the most important feature of the industrial park. 80% of the energy in the industrial park will come directly from wind, photovoltaic and energy storage; based on the optimization of the smart Internet of things, another 20% of the energy will be sold to Electroweb when too much electricity is produced and retrieved from Electroweb if needed. Achieve 100% green power supply.
According to the long-term forecast, based on the company's technology, the kilowatt-hour cost of wind power in the high wind speed areas of the three north of China will reach 0.1 yuan per kilowatt-hour by 2023, and the kilowatt-hour cost of energy storage on the generation side will also reach 0.1 yuan per kilowatt-hour. Sufficient and cheap green electricity will help energy-consuming enterprises to significantly reduce costs and enhance their competitive advantage.
It is reported that the zero-carbon industrial park has deployed a vision ark energy dual control management platform, which will help local governments and enterprises to achieve tracking, analysis, visualization of carbon emissions and energy consumption indicators, unified management of carbon data, carbon indicators and energy consumption data indicators, establishment of unified carbon data and carbon index management, and on this basis, automatic production enterprises customize carbon emission reports, simulate and optimize enterprises' emission reduction path. Through the platform, enterprises can directly purchase green electricity, green card, carbon sequestration services, one-stop to achieve carbon neutralization closed loop.
At present, Kaijin, Sheng Vanadium and other battery materials enterprises have been stationed in the zero-carbon industrial park, and vehicle enterprises such as heavy truck leader FAW Jiefang have also been stationed. Battery China has learned that there will be a series of lithium battery materials, heavy truck enterprises, photovoltaic manufacturing, fan manufacturing, hydrogen production and other high energy-consuming enterprises will sign up one after another.
For these resident enterprises, the complete industrial chain ecology and mature business model, to a certain extent, ensure the production capacity supply and demand of enterprises. Combined with Ordos' own rich green power resources, the Vision Zero carbon Industrial Park will provide enterprises with integrated zero-carbon comprehensive solutions, which will not only solve the dilemma of expanding production under the "double control of energy consumption" and enhance the competitiveness of enterprises. at the same time, it will also lay the foundation for enterprises to deal with zero-carbon goals.
Only by meeting the five elements can we become a long-term partner of global head car companies.
In the context of global automobile decarbonization, the prospective zero-carbon industrial park model has also been recognized by overseas governments and automobile companies.
In June this year, Vision reached a strategic cooperation with Renault, and in July, Vision further deepened its cooperation with Nissan, and joined hands with Nissan to build the world's first new zero-carbon industrial zone in the UK that integrates electric vehicle production, power battery manufacturing, zero-carbon smart Electroweb, and renewable energy power systems.
Taking the power battery as the starting point, through the full empowerment of zero-carbon industrial park and zero-carbon technology, the construction of green ecology of automobile industry is becoming the development trend of the future industry. Driven by this trend, the cooperation between new energy enterprises and automobile enterprises is also transforming from a single supplier model in the past to a multi-dimensional enabling strategic partner, by giving full play to each other's advantages in their respective fields. promote the global carbon neutralization of the whole industry chain and the whole life cycle of new energy vehicles.
"when choosing suppliers, mainstream car companies at home and abroad will take into account their multi-dimensional capabilities, including product quality, cost management, supply chain, mass production capacity, and sustainable development capacity," Zhao Weijun said. "Vision Power has won a number of orders from mainstream car companies this year, which proves that the company's multi-faceted strength has been recognized by mainstream car companies.
As Zhao Weijun said, when the global mainstream auto companies are electrified in a comprehensive transformation, their selection of long-term strategic partners is mainly based on the following considerations:
One is product power. The power battery is the "heart" of the electric vehicle, and the performance, safety and consistency of the battery are the first points that automobile enterprises pay close attention to. Several recalls this year not only caused huge losses to the relevant car companies and battery companies, but also had a great impact on the brand reputation. Vision Power has equipped about 600000 electric vehicles in the past 13 years, and so far there has not been a single major battery-related safety accident. This ultimate safety guarantee is one of the important reasons why it has been recognized by a number of international car companies.
In terms of product layout, Vision Power, relying on a complete product development process system, has successfully completed the development and application of six generations of products, covering many technical routes such as high energy density, high voltage, fast charging and so on, providing a variety of choices for car companies. it can meet the application needs of passenger cars in different scenarios. Aiming at the field of commercial vehicles and energy storage, Vision has also developed targeted lithium iron phosphate products, which have been mass-produced and delivered on a large scale.
The second is the ability of cost control. For car companies with millions or even tens of millions of vehicles, the ability to control costs is undoubtedly an important dimension for international car companies to consider. It is understood that there are many head battery companies competing for Nissan and Renault orders with Vision Power, but the final Vision has won long-term orders from Renault and Nissan, which is enough to verify its cost control ability.
Third, the construction of quality system and the capacity of mass production. The automotive industry has the most stringent quality standard system. Under the tide of electrification, Vision Power not only inherits the excellent capabilities of AESC in quality system construction, quality management, business management, battery production and technology, but also integrates Vision's innovative technologies in intelligent manufacturing and digitalization, further strengthening its advantages in battery quality, cost and consistency.
Fourth, international capability, Vision Power has power battery bases in Japan, the United Kingdom and the United States. in addition to continuing to strengthen the layout of production capacity in these areas, it has also announced the establishment of a power battery super factory in France this year. "internationalization is a unique advantage that distinguishes long-term power from domestic battery enterprises. We can respond in time, meet the needs of international mainstream car companies, and quickly improve product strength." Zhao Weijun said.
Especially Europe's requirements for zero carbon, which gives full play to the advantages of zero-carbon resources distribution in the international market in the past, these resource advantages not only meet the zero-carbon needs of international car companies, but also help car companies to carry out industrial chain cooperation to achieve commercial value recognition and landing.
This also leads to the fifth consideration standard, that is, the sustainable development ability of the enterprise. For international car companies, when choosing long-term partners, they will certainly consider their sustainable development capabilities, including R & D, mass production experience, supply chain layout, industrial chain coordination, zero-carbon technology and other aspects of development. The brand-new model of zero-carbon industrial park is precisely a display of the vision in the ability of sustainable development of enterprises, which fully proves the technological innovation and industrial coordination strength of the vision in many fields such as zero-carbon science and technology, and provides reference for the green transformation of the industry.
In fact, no matter in the domestic or international market, under the strategic goal of carbon neutralization, the decarbonization of the whole industrial chain has become a "must-answer", which is bound to lead to the adjustment and transformation of the energy structure. the transformation of the energy structure will also promote the transformation and reconstruction of the industrial system. In the future, with the establishment and application of the "Zero carbon Industrial Park", the vision and the successful experience of the participating enterprises will also become the weather vane of the green development and zero-carbon transformation of the global battery industry chain.
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