Square lithium battery to be a sudden rise?

The power batteries are classified according to the package form, and are square, soft, and cylindrical. At present, the square battery and the soft battery have come to the fore, surpassing the cylinder and ranking the top two. But the three are still secretly competing.

Because of its small internal resistance, long cycle life, high package reliability, good tolerance, relatively simple grouping, and high energy efficiency, the square battery has firmly occupied the first place in the power battery technology route: statistical data shows that 2016 The domestic production of cylindrical, soft-pack and square lithium batteries were 13.92GWh, 21.64GWH and 28.14GWh, respectively, accounting for 21.85%, 33.97% and 44.17% respectively.

Since the beginning of this year, power battery companies have increased the layout of square batteries: cylindrical power battery companies began to layout square batteries, and square battery companies are also adjusting product size, research and development of large-capacity batteries.

Foreign companies producing square power batteries include Samsung SDI, one of the three major Japanese and Korean battery manufacturers. Domestic companies include BYD, Ningde Times, Guoxuan Power, Yiwei Lithium Energy, lishen, AVIC Lithium, Maike New Energy, and Zhongtian. Technology, Lixin Energy, Nandu Power, Harbin Coslight, Camel Battery. etc.

In order to provide reference for colleagues in the industry, Lithium Power Big Data will summarize some of the power battery companies whose product types are square batteries and have capacity planning as follows:

Samsung SDI: A strong international power battery company, the positive electrode uses ternary materials, and the package form is mainly square. Samsung SDI power battery cathode material uses ternary NCM and NCA materials. In 2016, Samsung Note7 frequently caused battery explosions, which caused world concern. Its battery was manufactured by Samsung SDI. Samsung SDI lost many orders in the field of consumer lithium-ion batteries, but it has little impact on the power battery business.

With Tesla picking up the 21700 battery trend, Samsung is also following up plans to launch the same model battery, aiming to further expand the market, while actively following the production of 21700 battery. The Samsung SDI battery plant in Ged, Hungary has also been completed, but will not be officially put into production until the second quarter of 2018. It is expected that the annual production capacity will meet the demand of 50,000 electric vehicles.

In addition to the Hungarian battery factory that will be put into production next year, Samsung SDI also has a power battery production base in Ulsan, South Korea and Xi'an, China. The plant in Ulsan, South Korea is the earliest, and currently supplies power batteries for the BMW I3 and I8. Xi'an Plant Samsung Ring New is a joint venture power battery production base of Samsung SDI and Anqing Ring. The current annual production capacity can meet the demand of 40,000 electric vehicles.

BYD: China's first rising lithium battery brand, but also the leader of China's power battery. The power battery is mainly made of square aluminum shell, and the cathode material is mainly lithium iron phosphate. The research and development and technical reserve of ternary battery have been carried out. It is expected that ternary batteries will be used in the newly-launched passenger cars next year.

Thanks to the specialization of lithium iron phosphate route, BYD's technical strength in lithium iron phosphate is very mature. At present, the monomer energy density reaches 130Wh/kg, and it will reach 160Wh/kg in 18 years, and 200Wh/kg by 2020. Basically close to the theoretical limit.

BYD has two power battery production bases in Huizhou and Hangyong. At present, there is a total production capacity of 10Gwh. BYD will expand the production capacity of 6Gwh in the pothole base. It is expected to reach production this year. In the past 16 years, BYD has also built an annual production capacity of 10GWh power lithium battery project in Qinghai, and an annual output of 20,000 tons of power battery material production and recycling projects. The future lithium battery industry will further develop and grow.

It is worth noting that in addition to the expansion of the project production base, BYD is also studying the addition of manganese and upgrading to lithium iron manganese phosphate battery, the energy density will be increased to 150Wh/kg. The fourth batch of new energy vehicles are exempt from the tax collection catalogue, the new Bienna e6 is equipped with a new lithium iron manganese phosphate battery, and the cruising range is increased from 300km to 400km. The future goal is to achieve more than 500km.

Ningde era: China's only power battery company to enter the international car supplier system, quickly became the first echelon of domestic power battery companies. The product is mainly made of square aluminum shell battery, and the cathode material contains lithium iron phosphate and ternary. The lithium iron phosphate technology route is mainly used for energy storage and buses. In 2015, Ningde era began to turn to ternary materials in an all-round way, providing ternary battery packs for passenger cars of BMW and Geely.

In 2016, the Ningde era invested 10 billion yuan in Changzhou Fuyang to build a lithium battery factory with an annual production capacity of 10GWh. It is expected to reach production in 2019. Previously, CATL had established production bases in Ningde, Fujian and Xining, Qinghai. And the Ningde era said that the production capacity will reach 50GWh in 2020.

According to relevant institutional data, in 2016, CATL's market share in the automotive lithium iron phosphate market was 22.9%, ranking second; in the ternary battery market, the market share was 25%, ranking first. At present, CATL can achieve a monomer energy density of 120Wh/kg on lithium iron phosphate, a battery pack of 100Wh/kg, and an energy density of 250Wh/kg for a ternary battery cell.

Guoxuan Hi-Tech: The first echelon of China's power battery, the cathode material is mainly lithium iron phosphate. The 2017 capacity plan is 11.5GWH and in 2018 it is 16.5GWH. A total of four projects are under construction. In the first half of this year, the first phase of Tangshan Base will be expanded. The first phase capacity will be 1GWH and the investment will be 3 billion yuan. The investment of Nanjing Liuhe will be 1.5 billion yuan, the project with a capacity of 1.92GWH and the investment of Zhangzhou will be 1 billion yuan. Projects with a capacity of 1GWH will be completed this year; Qingdao will invest 3 billion yuan, and the project with a capacity of 3.5GWH will be opened in the second phase of this year, and the third phase will be built in 2018.

Yiwei Lithium Energy: The first power battery company to eat "crab", the square battery cathode material is mainly lithium iron phosphate. The first domestic enterprise to lay out 21,700 battery production lines, as of July 31, Yiwei Lithium could form 2.5GWh square lithium iron phosphate capacity in Jingmen, Hubei. The total production capacity of Huizhou and Jingmen bases reached 6GWh, and it is planned to reach 9GWh capacity by the end of this year. In 2018, Jingmen Base will invest 2.518 billion yuan, of which the first phase of the project will reach 2GWH.

At present, the most important production project of Yiwei Lithium Energy is Hubei Jinquan New Material Industrial Park. The third phase of the project has an investment of 2.5 billion yuan. Construction started in October 2016. The total number of 9 units under construction is about 57,000 square meters. It is a manufacturing workshop for power and energy storage battery integrated systems. After completion, the annual production capacity is 4.5GWh. After the completion of the third and fourth phases of Jinquan New Materials, it will become the largest new energy lithium battery industrial park in Central China, forming a closed-loop layout of the lithium battery production industry chain.

AVIC Lithium: The products are mainly square aluminum battery, and the material system includes lithium iron phosphate and ternary materials. In the first half of 2017, the capacity of China Aviation Lithium Power Luoyang Industrial Park was 1.54 (the third phase of GWH project is expected to be completed; the total investment of Zhonghang Jintan Changzhou Jintan is 4.783 billion yuan, and the second phase of capacity of 5GWH will be completed in 2018. It is understood that AVIC Lithium is expected to complete the second and third phases of the Jiangsu Industrial Park by the end of 2020, when the total production capacity will reach 14.5GWh.

Maike Lithium: On June 28, Maike Lithium (Jiangsu) high-performance lithium-ion battery project held a groundbreaking ceremony in Jintan. The project plans to invest a total of 5 billion yuan in three years and three phases, mainly producing square aluminum shells. The lithium-ion battery and the supporting power battery system can form an annual production capacity of 8GWh after the completion of production, and the output value is expected to exceed 10 billion yuan. In 2018, it plans to achieve 8GWH capacity.

Zhongtian Technology: It is planned to complete the project with a total investment of 2 billion yuan and a project capacity of 4GWH square iron lithium set up in Nanjing in 2018.

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