Diversified technical routes sib tw rau pem hauv ntej, thiab kev loj hlob ntawm lub hwj chim lithium roj teeb kev lag luam accelerates
In the context of rising raw material prices, my country's power lithium-ion battery industry has withstood the pressure and once again achieved a good result of doubling its performance. According to the data released by the Power Li-ion Battery Application Branch, from January to November this year, the installed capacity of power lithium-ion batteries in the Chinese market was about 128.3GWh, a year-on-year increase of 153.1 percent , and the annual installed capacity is expected to reach 150GWh.
Attack "big and strong"
Since 2015, my country's new energy vehicle production and sales have ranked first in the world for six consecutive years, and domestic brands have risen rapidly. According to the statistics released by the my country Association of Automobile Manufacturers, from January to November this year, the new energy vehicle market was still hot, and the production and sales volume reached a new high.
In addition, the penetration rate of the new energy vehicle market has also increased rapidly this year, from 5.4 percent last year to 12.7 percent today. An important factor is the substantial increase in the proportion of private consumption, which provides strong support for the increase in sales of new energy vehicles. This also shows that with the continuous maturity of power lithium-ion battery technology, consumers' acceptance of new energy vehicles has become higher and higher, and the new energy vehicle market has shifted from policy-driven to market-driven.
Gao Yanmin, yav dhau los tus thawj coj ntawm Consumer Goods Industry Department ntawm Ministry of Industry thiab Information Technology, tau hais tias txoj kev loj hlob ntawm lub zog tshiab tsheb kev lag luam tau ua rau muaj kev vam meej sai ntawm lub zog lithium{0}}ion roj teeb kev lag luam. Niaj hnub no, lub zog lithium- ion roj teeb cov khoom siv thev naus laus zis tau tsim thiab tsim kho tshiab, thiab cov txheej txheem thev naus laus zis tau hloov kho tas li, thiab cov nqi tsim hluav taws xob tau txo qis ib xyoos ib zaug. Nws tuaj yeem hais tau tias kev nce qib ntawm kev lag luam tsheb tshiab lub zog yog qhov sib cais los ntawm kev pab ntawm lub zog lithium - ion roj teeb.
Statistics from the Power Li-ion Battery Application Branch show that in the first 11 months of this year, the market share of the top 10 companies in my country's market by installed capacity reached 92 percent , of which 9 are independent brands; among the top 10 companies in the global market by installed capacity, Chinese companies occupy 6 seats.
In this regard, Liu Yanlong, Secretary-General of my country Chemical and Physical Power Industry Association, pointed out that in a fully open and competitive market, my country's top battery companies are in the world's first group in terms of product research and development, technological breakthroughs, cost control, and service capabilities. Achieving the goal of "big and strong".
In order to ensure the standardized development of the power lithium-ion battery industry, the relevant state departments have issued a number of policies and planning measures. In November this year, the Ministry of Industry and Information Technology officially issued the "Lithium-ion Battery Industry Standard Conditions (2021 Version)" and "Lithium-ion Battery Industry Normative Notice Management Measures (2021 Version)", and publicly solicited opinions from the whole society, aiming to guide Lithium-ion battery companies reduce manufacturing projects that simply expand production, strengthen technological innovation, and improve product quality. In addition, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Ecology and Environment and other five ministries and commissions jointly announced the "Administrative Measures for the Echelon Utilization of New Energy Vehicle Power Batteries" to further guide car companies, battery companies, recycling companies, and echelon utilization companies to jointly promote the use of waste power lithium-ion batteries. The cascade utilization and recycling work will truly realize the green development of the new energy vehicle and power lithium-ion battery industry.
Cov khoom siv raw cov nqi txuas ntxiv nce ntxiv, kev lag luam yog nyob rau hauv kev nyuaj siab heev
Thaum lub zog lithium-ion roj teeb kev lag luam tab tom ua kom nws txoj kev loj hlob sai, nws tseem tab tom ntsib kev nyuaj siab loj. Kev nce nqi ntawm cov khoom siv raw tau coj cov teeb meem loj rau cov saw hlau ntawm lub zog lithium-ion roj teeb tuam txhab.
Yang Hongxin, tus thawj coj thiab CEO ntawm Honeycomb Energy, tau taw qhia tias txij li thaum pib ntawm lub xyoo no, kev muag khoom ntawm lub zog tshiab tsheb tau nce sai, tab sis kev sib koom ua ke ntawm cov khoom siv sib txuas tau ua rau poob qis dua qhov kev loj hlob tag nrho ntawm kev lag luam. Tus nqi ntawm lithium hexafluorophosphate, LFP (lithium hlau phosphate), tsis zoo electrode graphitization, PVDF (polyvinylidene fluoride), thiab SP (conductive carbon dub) txuas ntxiv mus, thiab cov khoom siv nruj heev. Nws kwv yees tias qhov tsis txaus ntawm cov khoom siv thiab kev thov yuav txuas ntxiv mus, thiab lwm yam ntaub ntawv tseem yuav muaj kev nruj heev nyob rau yav tom ntej vim qhov kev nthuav dav ntev, kev soj ntsuam ib puag ncig cov lus tshaj tawm rau kev nthuav dav tshuaj lom neeg, thiab cov khoom siv tsis txaus.
Raws li cov ntaub ntawv, txij li thaum pib ntawm lub xyoo no, tus nqi ntawm lithium cobalt oxide, cov khoom siv cathode, tau nce ntau dua 200 feem pua, thiab cov nqi ntawm cov electrolyte tau nce ntau dua 150 feem pua; Cov khoom siv ntawm cov khoom siv anode thiab lwm yam khoom siv tau txuas ntxiv nruj, ua rau muaj kev nce nqi ntau ntawm cov roj teeb lithium -ion roj teeb. Nyob rau hauv lub siab tsis tu ncua, cov tuam txhab roj teeb xws li BYD, Penghui Zog, thiab Guoxuan Hi-Tech tau tshaj tawm cov ntawv nce nqi. Ntawm lawv, BYD tau kho cov nqi tsev ntawm C08 thiab lwm yam khoom siv roj teeb, thiab kev sib koom ua ke nce tsis tsawg dua 20 feem pua. Hauv qhov no, BYD tau hais tias kev hloov kho tus nqi feem ntau yog vim kev hloov pauv ntawm kev lag luam thiab kev nce nqi ntawm cov khoom siv raw los ntawm kev txwv lub zog thiab kev tsim khoom. Guoxuan Hi-Tech kuj tau lees paub nyob rau hauv tsab ntawv hloov nqi hais tias raws li tus nqi ntawm cov khoom siv raw rau cov roj teeb txuas ntxiv nce, lub zog lithium-ion roj teeb tuam txhab tam sim no tab tom ntsib qhov teeb meem loj tshaj txij li lub kaus mom tshiab sib kis mus.
In Liu Yanlong's view, the "price surge" caused by the mismatch between supply and demand in the industrial chain is rooted in the "disease" of insufficient attention and layout of resources and materials, and a series of chain reactions have occurred. In the future, the power lithium-ion battery industry should keep in mind the lessons and pay enough attention to the layout of key resources and materials.
Txawm li cas los xij, nws tsim nyog hais tias nyob rau hauv qhov xwm txheej uas cov nyiaj tau los tag nrho ntawm lub zog lithium- ion roj teeb tseem poob qis vim qhov nce siab ntawm cov khoom siv raw khoom, cov tuam txhab tseem ceeb tseem muaj zog tiv thaiv - pheej hmoo peev xwm. Tsis ntev los no, CATL npaj yuav nqis peev 13.5 billion yuan los tsim ib lub lithium tshiab -ion roj teeb tsim thiab tsim hauv paus hauv Yichun City, Jiangxi Province. Cov neeg sab hauv kev lag luam ntseeg tias lub hauv paus roj teeb yuav tsum pab ua kom qhov kev txhim kho ntawm lithium -ion roj teeb kev lag luam. Rau lwm lub zog lithium-ion roj teeb tuam txhab lag luam, cov neeg siv khoom, kev tsim khoom, thiab cov nyiaj ntsuab ntws tseem yog cov ntsiab lus tseem ceeb rau lawv txoj kev txhim kho ruaj khov nyob rau hauv cov ntaub ntawv raw skyrocketing. Tsis ntev los no, Honeycomb Zog tau tshaj tawm qhov ua tiav ntawm B ntxiv rau ib puag ncig nyiaj txiag nrog tag nrho 6 billion yuan. Cov nyiaj tau los ntawm cov nyiaj txiag no yuav yog siv rau kev tshawb fawb thiab kev tsim cov thev naus laus zis tshiab, kev tsim kho ntawm Changzhou Phase IV ntau lawm puag, Changzhou RD center thiab Changzhou lub hauv paus chaw tswj hwm chaw haujlwm. Nyob rau tib lub sijhawm, Honeycomb Energy tau hais tias lub hom phiaj tsim khoom thoob ntiaj teb hauv 2025 tau nce mus rau 600GWh.
Diversified txoj kev vam meej
Nyob rau hauv tus txheej txheem ntawm kev txhim kho lub zog tshiab tsheb mus rau kev ua lag luam, qhov tshwm sim ntawm ntau txoj kev kev sib tw rau lub zog lithium - ion roj teeb tau tshwm sim. Hauv qhov no, Liu Yanlong tau hais tias los ntawm kev xav ntawm cov cuab yeej siv roj teeb, cov roj teeb lithium hlau phosphate tau maj mam lees paub los ntawm cov neeg siv vim lawv qhov zoo ntawm kev lag luam thiab kev nyab xeeb, thiab kev lag luam xav tau nce ntxiv. Txij Lub Ib Hlis Ntuj txog Lub Kaum Ib Hlis xyoo no, lub peev xwm ntawm cov roj teeb lithium hlau phosphate hauv Suav lag luam tau nce mus txog 64.8GWh, uas yog siab dua li cov roj teeb ternary (63.3GWh) thawj zaug.
Tus nqi kom zoo dua ntawm lithium hlau phosphate roj teeb kuj tau nyiam thiab nyiam ntawm ntau lub tuam txhab tsheb loj thoob ntiaj teb, suav nrog Tesla, Volkswagen, Daimler, GM, Ford, Hyundai thiab lwm lub tuam txhab tsheb loj thoob ntiaj teb tau qhia lawv lub hom phiaj los qhia lithium hlau. phosphate Ion roj teeb, LG Tshiab Zog, SKI thiab lwm lub tuam txhab roj teeb kuj tseem ua kom cov roj teeb lithium hlau phosphate.
Ntxiv nrog rau cov txheej txheem qub, ua tsaug rau kev txhim kho cov ntaub ntawv tshiab thiab cov txheej txheem tshiab, ntau thiab ntau cov thev naus laus zis tshiab rau lub zog lithium{0}}ion roj teeb tau pib tshwm sim.
Piv txwv li, lub roj teeb loj cylindrical thev naus laus zis uas Yiwei Lithium Zog tsom rau kev tso tawm kuj yog lub roj teeb thev naus laus zis uas Tesla, Panasonic thiab lwm lub tuam txhab tsom mus rau. Nws tau tshaj tawm tias Yiwei Lithium Zog muaj kev ua tiav kev tshwj xeeb hauv thaj chaw ntawm cov roj teeb loj cylindrical, thiab npaj yuav nqis peev hauv kev tsim kho 20GWh cov roj teeb loj cylindrical ntau lawm thiab cov chaw pabcuam rau cov neeg caij tsheb.
Tsis tas li ntawd, cov roj teeb silicon anode thiab sodium -ion roj teeb kuj tau teeb tawm ntau heev. Cov nickel tshiab -cobalt-manganese ternary lithium- ion roj teeb nruab nrog GAC AIONLXPlus muaj lub zog ceev ntawm 205Wh / kg. Sib txawv ntawm cov nickel zoo tib yam -cobalt-manganese ternary lithium- ion roj teeb, silicon wafers ntxiv rau qhov tsis zoo electrode ntawm lub roj teeb tshiab. Qhov kev tsim no ua rau kev nthuav dav thiab kev cog lus ntawm silicon thaum lub sij hawm them nqi thiab tso tawm cov txheej txheem txwv thiab buffered (tsis tawg), thiab tib lub sij hawm absorbs dej zoo li daim txhuam cev, tso cai rau cov silicon anode ua kom zoo dua ntawm lub peev xwm loj, thiab nws cov ntsiab lus tseem ceeb yog kom txo tau qhov zoo ntawm lub roj teeb thiab ntim.
Los ntawm qhov kev xav ntawm kev txhim kho ntawm silicon anode technology, lub hom phiaj ntawm kev txhim kho lub zog ceev ntawm lub hwj chim lithium- ion roj teeb tau nthuav dav los ntawm qhov zoo electrode mus rau qhov tsis zoo electrode thiab lwm yam khoom. Hauv cov ntsiab lus kev lag luam no, cov roj teeb lithium hlau thib ob siv cov roj ntsha lithium ua cov khoom siv anode kuj tau txais kev saib xyuas ntau dua.
Tsis ntev los no, hybrid lithium hlau roj teeb xa khoom SES tshaj tawm Apollo lithium hlau roj teeb nrog lub peev xwm txog li 107Ah.
In recent years, the independent research and development of power lithium-ion battery systems by vehicle companies has become a new trend. From BYD's "Blade", GAC Aeon's "Magazine", to Great Wall's "Dayu", to the "Amber" and "Mica" self-developed by Lantu Auto, the battery systems independently developed by car companies have their own characteristics. , In addition to high safety, the selling points such as improving driving ability and energy-saving management are also attractive.
Industry insiders pointed out that as the market's driving force for the new energy vehicle industry continues to increase, the demand for power lithium-ion batteries for vehicles has also begun to differentiate, which also promotes power lithium-ion battery companies to conduct diversified explorations of technical routes. In the future, under the market-oriented use, there will be multiple tracks on the battery technology route, advancing in parallel.
