Lithium-powered battery development meets new chance again

This year's government work report for the first time put forward "resolutely fight against the blue sky." It has made arrangements to address coal pollution, improve pollution sources, strengthen vehicle exhaust control, and encourage the use of clean energy vehicles. In addition, the Ministry of Industry and Information Technology issued the "List of Recommended Vehicles for the Promotion and Application of New Energy Vehicles(Batch 2)". In this promotion catalogue, the three lithium battery passenger vehicles have significantly improved compared to the supporting models in the first batch of catalogues, of which the three lithium passenger vehicles accounted for. The ratio was increased from the first batch 55 % to about 64 %. The proportion of lithium ion batteries used in new energy vehicles has been significantly increased, which represents the future development trend.

According to the latest forecast of the Roadmap for Energy Conservation and New Energy Technologies, China's sales of new energy vehicles will reach 40 percent of total auto sales and 80 million vehicles in 2030, Xinhua News Agency and other media reported. New energy will become a lasting driving force for social and economic development. From the perspective of long-term development, new energy is one of the "strategic priorities" of many games.

The development of power batteries will be diversified. Power cell is the focus and core of the development of the new energy vehicle industry. Having mastered power cell technology is equivalent to having the core advantage of the development of new energy vehicles. The key indicators of market concern for batteries focus on five main areas: safety and stability, cycle life, wide temperature resistance, charging speed, and energy density.

As far as power batteries are concerned, lithium ternary batteries and lithium iron phosphate batteries and lithium titanate batteries are currently used in the field of electric vehicles. At present, the market share of lithium iron phosphate batteries and ternary batteries is 70 % and 25 %, respectively.

Data show that in 2016, the output of ternary materials increased by about 50 %. Monita, a research institute, predicted that the output of three-Yuan lithium will grow by 110 % to 120 % year-on-year in 2017.

By contrast, the number of companies investing in lithium-phosphate power cells has dropped significantly since the fourth quarter of last year, making it difficult to raise the price of lithium carbonate, its upstream material. Lithium carbonate has fallen by 30 % since April. In January, some companies raised their prices for lithium carbonate by 1,000 to 3,000 Yuan, but the market did not close the deal.

& GT; & GT; Three-dimensional lithium battery

The ternary lithium battery refers to the three metals in addition to lithium, nickel cobalt manganese, or nickel cobalt aluminum. The price of lithium trioxide battery relative to lithium iron phosphate is slightly higher, but it has the advantages of high energy density, long cycle life, low cost, and conducive to light weight of the entire vehicle. Due to the high capacity density of ternary lithium batteries and the relatively long mileage, domestic passenger vehicles have turned to use ternary lithium batteries, including Beiqi, BYD, and Jianghuai. However, the thermal stability of the ternary is slightly poor, and battery and vehicle manufacturers need to do a good job of thermal management of the battery. At the beginning of 2016, Sanyuan Lithium was also stopped by the Ministry of Industry and Information Technology, and Sanyuan Lithium battery passenger cars were suspended from being included in the list of recommended models for the promotion and application of new energy vehicles. In 2017, the first batch of new new energy car models were publicized. A total of five passenger cars used three lithium batteries, and three Yuan was lifted. This will inevitably cause new shocks to domestic counterparts.

Related companies: Yi-Wei Li-Neng, Guoxuan Gaoke

& GT; & GT; lithium iron phosphate battery

Compared to ternary batteries, lithium iron phosphate batteries refer to lithium iron phosphate for positive electrode materials and graphite for negative electrode materials. Due to the advantages of stable safety performance, good high temperature performance and light weight, this kind of battery is more and more active in the electric bus market. However, the low temperature performance and low density of positive electrode materials have no advantages in miniature batteries. Due to the early application of lithium iron phosphate, some of the battery products in the early stages of new energy promotion were uneven, and the serious decay of individual brands of batteries has affected the normal use of users. These early data have become the main competitive basis for other current technology routes. At present, domestic manufacturers of lithium iron phosphate for passenger cars mainly include BYD, CATL, and China Airlines Lithium.

Related companies: Nandu Power Supply, Dangsheng Technology

& GT; & GT; Lithium titanate battery

Lithium titanate battery refers to a lithium ion battery that uses lithium titanate instead of graphite as a negative electrode material. Its positive electrode materials can be lithium iron phosphate and lithium ternary. Lithium titanate battery is also the longest and safest battery in lithium. Lithium titanate batteries have a long cycle life and can achieve more than 10,000 times of charging and discharging cycles, which is higher than ordinary lithium batteries. Moreover, lithium titanate has a very good fast charging performance, and its recharging ratio greatly exceeds that of lithium iron phosphate and lithium ternary batteries. This on the other hand proves that the use of lithium titanate is actually very extensive.

As a representative of lithium titanate batteries, Zhuhai Yinlong's core technology is the lithium titanate battery branded "Yinlong Titanium". At present, Zhuhai Yinlong has mastered the world's leading lithium titanate core technology and has overcome the recognized "five major issues" in the industry. ", Realize 6 minutes of fast charging, wide temperature, 30 years of circular life, no fire and no explosion and other excellent characteristics.

At present, lithium titanate batteries are relatively mature in the domestic market, and are mainly used in buses and ferries in the application of electric vehicles. However, the low energy density of lithium titanate batteries is its biggest drawback. It is reported that the fourth-generation high-energy density lithium titanate batteries developed by Yinlong now have a 40 % reduction in cost and a 60 % increase in energy density compared to the third generation. The hydrogen titanium technology developed by Yinlong will also effectively solve the problem of battery energy density, and through the combination of lithium titanate batteries and fuel cells, it has successfully solved the problem of the range of new energy vehicles. Coupled with the positive factor that lithium titanate battery technology has entered the subsidy policy catalogue, the industry is optimistic that lithium titanate batteries will develop rapidly in the next 3 to 5 years, and together with lithium trioxide batteries and lithium iron phosphate batteries in the power lithium. The market forms a three-pronged situation.

Although there are still many problems in the development of new energy vehicles, the development trend is irreversible. In this situation, exploring the development model of new energy industry should move toward coordinated development, and the application of power cell should also seek benign competition to jointly promote the deeper development of new energy industry and jointly achieve the goal of beautiful China.

The page contains the contents of the machine translation.