BYD Wang Chuanfu: The era of Chinese electric vehicles must not be metal cobalt and nickel card necks

21st Century Business Herald reporter Zheng Zhiwen Wuhan report

"Many lithium mines have been found in China recently, but the mining is not so fast, but the market has grown rapidly, and supply is tight. Overall in my country is enough to meet the full electrification needs of more than 300 million cars across the country." September On the 23rd, Wang Chuanfu, chairman and president of BYD Co., Ltd., said at the high -level forum of China's new energy vehicle development.

In recent years, my country's new energy vehicles have entered a period of accelerated change from the momentum. The monthly penetration rate from 6%in January last year to 22%in December last year, up to 30%in March this year. Since September this year The rate is also maintained above 30%. At present, the new energy vehicle industry has ushered in unprecedented development situations, and it is growing into the pillar of stimulating industries, promoting consumption and expanding exports. With the growth of market explosive, the automotive industry chain is accelerating the reconstruction.

Regarding the development and strategic layout of the new energy vehicle industry chain, Wang Chuanfu put forward two thoughts:

First, we must adhere to lithium iron phosphate as the correct technical route of power battery. The first is lithium resources. Many lithium mines have been found in China recently, but the mining is not so fast, but the market has grown rapidly, and supply is tight. Overall lithium resources in my country are enough, and can meet the full electrification needs of more than 300 million cars across the country. Second, cobalt resources are very rare in the world, mainly distributed in Congo, Indonesia and Australia. The cobalt ore reserves proven in my country are only 130,000 tons, accounting for less than 2%. Third, nickel resources, my country is very rare, and the proven reserves are only about 4 million tons, accounting for about 4%of the world. The reserves of cobalt and nickel cannot meet the full electrification needs of cars.

"It is impossible for my country to be transformed from the neck of the fuel vehicle to the neck of the oil card to the era of electric vehicles by metal cobalt and nickel card necks. The monthly proportion of iron phosphates in my country accounted for a minimum of 15%in 2019, and it has mentioned the highest 67%this year. , Maintaining rapid growth, we must adhere to this correct strategic direction. "

Second, we must adhere to the parallel development of pure electric and plug -in hybrid technology lines. At present, half of the families in my country are still no car families. The plug -in hybrid has achieved short -distance electricity and long -distance oil, allowing the family's first car to be oily. Points of pure electric vehicles focus on the demand for increased purchase, and plug -in hybrids effectively solve the first purchase and purchase needs of more families. The plug -in hybrid changes are relatively mild, and the industrial chain changes and impact. Whether it is the traditional vehicle industry such as engines, gearboxes, or new energy vehicle industries such as motors, electrical control, and batteries, it is easy to accept. Plug -in hybrid is an important path to achieve dual carbon targets. While promoting the rapid development of new energy vehicles, it guarantees the stable industrial chain and supply chain in the transformation period, and helps the fuel vehicle to the smooth transition from pure electric vehicles.

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