Recently, Ouyang Minggao, vice chairman of the China Electric Vehicle 100 Association and academician of the Chinese Academy of Sciences, delivered a speech at the 100 Forum. Discussing a series of key industry issues such as new energy vehicle sales expectations, battery prices and capacity increases, battery technology route evolution and target standards, and the construction of an ideal charging system, he predicted:
After two or three years, raw materials such as lithium carbonate may return to a complete balance between supply and demand;
China's power battery production capacity may reach 3000GWh in 2025, while battery shipments are expected to reach 1200GWh in 2025. There will be a significant overcapacity;
In addition, he said:
Around 2050, the supply of original mineral resources and recycled resources will reach a considerable level;
In terms of the evolution of power battery technology, the industrialization target of battery energy density in 2025 is 350 WWh/kg, and the target for 2030 is 400 WWh/kg; the target for 2035 is 500 WWh/kg;
The goal of cycle life is 10,000 times, and both lithium iron phosphate and ternary are expected to be reached;
The Chaoji charging standard that can support high-power fast charging is expected to be approved in the third quarter;
With the increase in the number of electric vehicles, the amount of electricity and power that can participate in the peak regulation and frequency regulation of the power grid are very impressive;
Total carbon emissions from passenger cars are expected to peak by 2030. The sales volume of new energy vehicles will be basically the same as that of fuel vehicles around 2030.
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