Whats the future of lithium battery industry chain?

category:Finance
 Whats the future of lithium battery industry chain?


In the next stage, where are the development opportunities for Chinese brand cars? I think it should be new energy vehicles, which is the new development direction. Xin Guobin, Vice Minister of the Ministry of industry and information technology, said at the 2020 world new energy vehicle conference.

According to the introduction of the Ministry of industry and information technology, in recent years, Chinas new energy vehicle industry has made positive progress, becoming an important force in the electric transformation of the global automobile industry. The production and sales volume ranked first in the world for five consecutive years, and the cumulative promotion volume exceeded 4.5 million, accounting for more than 50% of the world. The upstream and downstream of the industrial chain are effectively connected, and innovation in key fields such as battery, motor and electronic control is active and fruitful. The quality of product supply continues to improve, and consumer recognition is increasing.

According to the Ministry of science and technology, Chinas new energy vehicle technology has made significant progress in the past decade. The results show that the energy density of power cell cell is increased by more than 2 times, close to 300wh / kg; the specific power of driving motor is increased by 3 times, more than 4.3kw/kg; the power density of fuel cell stack is further increased to 4.2kw/l; the life of graphite bipolar plate stack reaches 12000 hours.

Xin Guobin said that Chinas major automobile enterprises have basically established a positive R & D system for new energy vehicles. A number of new forces of car manufacturing have injected new vitality into the industrial development. Some multinational companies and enterprises in the world have also stepped up the research and development of new energy vehicles. Products developed based on the new pure electric drive platform are more and more recognized by consumers.

Although Chinas new energy vehicle industry will encounter an epidemic situation in 2020, the industry has recovered rapidly in recent months. In August, the sales volume of pure electric vehicles in China was 77000, up 127.6% year-on-year, accounting for 88.1% of the total sales volume, 1.2% higher than that of the previous month, and the market share was further expanded.

The increase of pure electric vehicle sales makes the electric vehicle manufacturers in China generally benefit. Tesla not only reaped a large number of orders in China market, but also reached 11542 in August alone. New domestic car makers have also stepped out of the trough and sales volume continued to rise.

Electric vehicles have entered a new rapid development channel, which is mainly driven by the market and is sustainable development. Senior auto industry analyst Mei Songlin said.

Although the electric vehicle market is getting warmer, the competition is becoming more and more fierce, especially around the power battery, which is the core component of electric vehicle performance. As an important participant in the global power battery field, Ningde times and BYD, the representative companies of its lithium battery industry chain, are stepping up technological innovation.

As the largest power battery listed company of a share, Ningde times officially announced the launch of new long-life battery in June 2020. The battery adopts self repair and long life technology, which can achieve 16 years of ultra long life or 2 million km of driving distance, and the cost is less than 10% higher than the existing battery.

According to the person in charge of the company, the core of Ningde eras self repairing long life battery technology is to slow down the rate of capacity degradation, that is, to control the consumption rate of active lithium. Experts from Ningde Times said that the technology, which is commonly used in ternary materials and lithium iron phosphate materials, has the capacity of mass production, can alleviate the pain point of users mileage attenuation, greatly reduce the cost of battery use, and improve the economy of electric vehicles relative to fuel vehicles.

According to the data released by Tesla China on October 1, the energy density of the latest LiFePO4 battery supplied by Ningde times for Tesla is 125wh / kg, and the range of the model 3 equipped with the battery is 468 km, slightly higher than the standard range models currently on sale. In addition, the battery will also be used on the model y which will be made in China.

BYD in 2020 launched the blade battery, which is widely concerned. Although it is also a lithium iron phosphate battery, the blade battery has a higher overall energy density due to its unique internal structure, which is comparable to the lithium ternary battery in terms of endurance.

At the world new energy vehicle conference, Lu Zhipei, deputy director of BYD Shenzhen Development Center, revealed that according to the plan, the energy density of the first generation of blade battery products will reach 140wh / kg and 230wh / L respectively this year. It is estimated that the energy density and bulk energy density of blade battery will reach 180wh / kg and 300wh / L respectively in 2025.

Lu Zhipei said that the key technology innovation of blade battery is mainly concentrated in five aspects: material optimization, structure innovation, battery management, process method and vehicle integration. The number of battery system parts is reduced by 40%, the volume utilization ratio (vctp) is increased by 50%, and the cost is reduced by 30%.

BYD mainly focused on lithium iron phosphate, while the main battlefield of Ningde era was lithium ternary. Now the domestic market share of LiFePO4 is rising rapidly, which is related to the decline of government subsidies. According to Mei Songlin, lithium battery technology is developing faster and faster, so it is difficult to draw a conclusion on which technical route is better or worse.

Mei Songlin said that in the past few years, Chinas lithium battery industry has indeed made great progress, including the increase of energy density and the decrease of cost. At present, one of the core challenges is the contradiction between high energy density and safety of batteries. Next, we should pay more attention to how to further improve the energy density and further reduce the cost under the premise of ensuring sufficient safety.

In his view, these aspects are both challenges and opportunities. Zhang Xiang, a senior battery analyst, also believes that Chinas lithium battery industry needs to continue to improve. At present, some new power car manufacturers improve the relevant data in the short term by improving the automobile wind resistance coefficient. However, further research is needed on the battery energy density, a key battery index. Strive for more breakthroughs from 0 to 1. Li Meng, Vice Minister of the Ministry of science and technology, revealed at the 2020 world new energy vehicle conference that in terms of power batteries, the Ministry of science and technology will focus on the research of new generation lithium-ion battery material system, all solid lithium or lithium-ion battery, metal lithium battery, multivalent metal and reaction material system, so as to lay the foundation for the future development of the industry. Source of this article: Yang Bin, editor in charge of Shanghai Securities News_ NF4368

In his view, these aspects are both challenges and opportunities.

Zhang Xiang, a senior battery analyst, also believes that Chinas lithium battery industry needs to continue to improve. At present, some new power car manufacturers improve the relevant data in the short term by improving the automobile wind resistance coefficient. However, further research is needed on the battery energy density, a key battery index.

Strive for more breakthroughs from 0 to 1. Li Meng, Vice Minister of the Ministry of science and technology, revealed at the 2020 world new energy vehicle conference that in terms of power batteries, the Ministry of science and technology will focus on the research of new generation lithium-ion battery material system, all solid lithium or lithium-ion battery, metal lithium battery, multivalent metal and reaction material system, so as to lay the foundation for the future development of the industry.