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Hot Issues in the New Energy Vehicle Industry

Release time:

2026-03-19 10:23

Academician Ouyang Minggao, a member of the Chinese Academy of Sciences and a professor at Tsinghua University, attended the conference and provided his assessment and outlook on three hot issues currently facing the new energy vehicle industry.

First, battery electric vehicles (BEVs) experienced problems during long-distance winter travel in the Spring Festival period, and Tesla’s entry into China has raised concerns about the prospects of Chinese BEVs.

In response, Ouyang expressed strong confidence in BEV batteries. Over the past decade, lithium-ion power batteries have increased from 100 Wh/kg to 300 Wh/kg, and their volumetric energy density has reached nearly 800 Wh/L—unmatched by any other battery type. As for the issue of reduced thermal stability of materials with higher energy density, he believes it can be fully resolved from a system perspective.

Second, hydrogen fuel cell vehicles have drawn widespread attention from the automotive, energy, chemical, and local government sectors, becoming a current hot topic.

Ouyang noted that given the fuel characteristics, volume, and cost of hydrogen fuel cells, they are difficult to implement in compact cars and are better suited for long-haul, heavy-duty large vehicles. At present, the bottleneck for hydrogen vehicle development is not the fuel cell engine technology revolution, but rather the urgent need for innovation in hydrogen production technology.

He emphasized: "Hydrogen energy technology lags behind fuel cell technology. Our hydrogen energy technologies are all from over 100 years ago. We need a comprehensive overhaul, as costs are too high and efficiency too low. It will likely take another ten years for the next generation of low-cost, high-efficiency hydrogen production, transport, and storage technologies to fully mature."

Third, the synergistic development of smart mobility, smart grids, and electric vehicles has become a new trend and hot topic.

Ouyang believes that smart interaction will gradually evolve from uncontrolled charging to orderly charging, and then to vehicle-to-grid (V2G) interaction and integration.

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