The National Energy Administration organized and released the Blue Book on the Development of New Power Systems; Guoxuan Hi-Tech may build a battery plant in Morocco with an annual production capacity of 100GWh|36Kr New Energy Daily 0604

Author | Yang Ziyan; Edit | Zhang Cheng

36Kr To B industry group will summarize the main news in the field of new energy every day, and the daily report of new energy industry dynamics on June 4 is as follows:

The policy and market have long been known

The National Energy Administration organized the release of the "Blue Book on the Development of New Power System"

According to the website of the National Energy Administration, the release ceremony of the "Blue Book on the Development of New Power System" hosted by the National Energy Administration and undertaken by the General Institute of Electric Power Planning and Design and China Energy Media Group Co., Ltd. was held in Beijing. The Blue Book comprehensively expounds the development concept, connotation characteristics of the new power system, formulates the "three-step" development path, and puts forward the overall architecture and key tasks of building a new power system.

"National Energy Administration Organized the Release of the Blue Book on the Development of New Power System"

Secretary-General of the Passenger Association: China accounted for 60% of the world's share of new energy vehicles from January to April 2023

On June 3, Cui Dongshu, secretary-general of the Passenger Association of China, pointed out that the trend of new energy vehicles in the world in 2023 will be relatively stable, with 5.92 million generalized new energy vehicles sold from January to April 2023, of which 1.47 million hybrid vehicles will reach 1.47 million units, accounting for 25%. After excluding ordinary hybrids, the trend of new energy passenger vehicles in the world is still strong. Affected by the high base and the gradual withdrawal of subsidy policies in various countries, the world's new energy passenger vehicles will trend strongly in 2023, reaching 3.54 million units from January to April, a year-on-year increase of 38%. Commercial vehicles account for only 3% of the world's new energy vehicles, and new energy passenger vehicles are the main body. From January to April 2023, China's new energy passenger vehicles accounted for 60% of the world's new energy. In 2023, China's new energy vehicle exports will be super strong, which is also a strong industrial chain in China, forming a strong domestic market and export growth.

"China's share of 60% of global NEVs from January to April 2023"

The green power transaction for the Hangzhou Asian Games was completed

The signing ceremony of the 19th Asian Games and the 4th Asian Para Games green power trading ceremony was held in Hangzhou on the evening of June 2. So far, the green power transaction of the Hangzhou Asian Games has been completed, and the cumulative transaction electricity has reached 621 million kWh, which is equivalent to saving 76,320.9 tons of standard coal. To help build the first carbon-neutral Asian Games, 65 Asian Games venues and office spaces in Zhejiang Province will use green electricity from March to the end of this year.

"Hangzhou Asian Games Green Power Transaction Completed"

The world's first offshore wind power without desalination seawater direct electrolysis hydrogen production sea trial was successful

After on-site inspection by the expert group of the Chinese Academy of Engineering, it was confirmed that the world's first offshore pilot test of offshore wind power non-desalination seawater in-situ direct electrolysis hydrogen production technology jointly carried out by Dongfang Electric Group and the team of Academician Xie Heping of Shenzhen University/Sichuan University was successfully carried out in Xinghua Bay Offshore Wind Farm in Fujian Province.

"The world's first offshore wind power without desalination seawater direct electrolysis hydrogen production successfully in sea trials"

New energy application wind direction

Geely intends to raise nearly £1 billion for London's electric car company looking to boost electric taxi production

According to Bloomberg, Geely Holding is considering raising capital for London Electric Vehicles (LEVC), the producer of London's iconic taxis, looking to strengthen its electric vehicle fleet. It is understood that Geely may seek to raise around £1 billion ($1.2 billion) from private investors for LEVC. Geely may also explore other strategic options to boost electric taxi production and boost the development of LEVC. People familiar with the matter said that the relevant considerations are still in the preliminary stage, depending on the reaction of investors, such as the size and timing of the financing and other details may still change.

"Geely to raise nearly £1 billion for London electric car company to seek to boost electric taxi production"

Xiaoju Energy once again won the bid for Shenzhen Virtual Power Plant for accurate response

Xiaoju Energy, the first load aggregator of Shenzhen virtual power plant, once again won the bid for the precise response invitation initiated by Shenzhen Virtual Power Plant Management Center. Xiaoju Energy Virtual Power Plant will achieve a response regulation of more than 16 MWh this time, reaching the expected target in the whole period, and the response volume accounts for more than 50% of the total market response, ranking first among all load aggregators.

"Little Orange Energy Won the Bid for Shenzhen Virtual Power Plant Accurate Response Again"

New trends in the battery industry

Guoxuan Hi-Tech may build a battery plant in Morocco with an annual capacity of 100GWh

It is understood that Guoxuan Hi-Tech is interested in building an electric vehicle battery factory in Morocco, a North African country, with an annual production capacity of 100GWh. The relevant person in charge of Guoxuan Hi-Tech said, "The company and the Moroccan government have the intention to build a battery factory locally, and they are still in communication." Morocco was chosen because of the market in Europe and Africa. According to foreign media reports, the final investment of the factory may be as high as 6.3 billion US dollars.

Advance into North Africa! Guoxuan Hi-Tech may build a battery factory in Morocco with an annual production capacity of 100GWh

Shengxin Lithium Energy: will increase the depth of cooperation with terminal OEMs and leading battery manufacturers

On June 4, Shengxin Lithium Energy said on the interactive platform that the company's current sales are normal, the company's lithium salt product sales are mainly long-term association, the main customers include BYD, CATL, China Innovation Aviation, Ruipu Energy, LG Chemical, SKO, POSCO Chemical, Rongbai Technology and other industry-leading enterprises, the company will continue to increase the depth of cooperation with terminal OEMs and leading battery manufacturers based on stability, excellent product quality and lithium salt scale advantages, and actively expand overseas high-quality customers. At present, the company's lithium salt product exports are in good condition, and the company's overseas revenue accounts for 9.15% of total revenue in 2022, and the company will continue to actively expand overseas high-quality customers and continuously increase the proportion of overseas business.

"Shengxin Lithium Energy: Will increase the depth of cooperation with terminal OEMs and leading battery manufacturers"

Panasonic will build a third battery plant in the United States

Panasonic reportedly plans to triple battery production capacity and increase the energy density of batteries by 25%. Panasonic said it will announce the establishment of a third battery production base in North America by March 2024. Regarding the new North American battery production base, Panasonic Energy CEO Kazuo Tadanobu said there are several candidate sites, but declined to provide details. The plant will be equipped with Panasonic's most advanced and cost-effective manufacturing processes and will be roughly the same size as the Kansas plant, with a capacity of approximately 30GWh.

"Panasonic will build a third battery factory in the United States, with an intelligent manufacturing equipment scale of 3.2 trillion"