Cylindrical battery of High nickel ternary will become the main battlefield of 811 material.

With the policy subsidy tilting towards high energy density and the cost pressure caused by the increase of cobalt price, the power battery enterprises begin to lay out to improve the battery energy ratio from the perspective of reducing cobalt content.

In the pursuit of higher energy density of power battery, tesla has always been to lead the domestic automakers. As the first 18650 battery mount the electric car companies, in recent years, tesla has always been a measure of domestic enterprises to emulate.

Panasonic's latest 21700 cylindrical batteries

Energy density has increased, from the source, must rely on the progress of material technology, from the point of material route, the potential of the ternary material is far higher than that of lithium iron phosphate, and domestic high power battery manufacturers have also focused on nickel ternary direction. Especially under the policy reversed transmission NCM811 materials technology mature, and began to gradually release of production capacity, form small batch trial.

In industry change the present situation, in 2018 to become high nickel material 811 outbreak of the first year?

811 small batch supply material has been formed

So-called military forces, hay, battery material technology is the key to improving the battery energy density, tesla was always able to high energy density batteries, screens is to provide the NCA with Japan panasonic battery as the key support.

Can be mass production of high energy density cathode material is the precondition of high energy density of power battery manufacturing, domestic power battery can be closer to high energy density, to a large extent also depends on the three yuan high nickel material can form bulk supply.

In fact, due to car companies and battery enterprises, the import demand for high nickel ternary material urgently, advancing speed accelerating, since the first quarter of this year, NCM811 material has present a serious short supply.

Industry data show that in the first quarter of 2018, the domestic ternary material production 31670 tons, an increase of 64.26%.78% than conventional sliding model, NCM622 model accounted for 14%, NCM811 / NCA accounted for 8%. Including NCM811 production has soared.

From the industry trends, the current domestic mainstream power type of cathode material is NCM523, development direction is NCM811 and NCA, panasonic and tesla has in large-scale use of NCA in advance. Although the domestic power battery enterprises compared with panasonic and a distance, but has begun to small batch trial NCM811 materials.

ErSanLiu on the market at present the positive enterprise cannot produce high nickel ternary material, the product is relatively scarce, so research and development ability, technical strength, high science and technology leading advantages are more obvious.

Recently, ternary material leading domestic enterprises when l science and technology in the quarterly report, said the company power ternary cathode material customer base includes the top 10 domestic battery manufacturers, new development this year several big customer. Company 622 product size and quality industry, at the same time company has production, 811 positive downstream customers in the pilot stage at present, in the second half is expected to start contribution income.

Battery technology to mature cylindrical battery will become the main battlefield

NCM811 materials market demand rapid growth is mainly the strong demand from the downstream power battery enterprises." Previous problems in the 811 materials has been breached, the next step will go through the application of small batch validation."Lishen battery technology, vice general Su Jinran said, part of the power battery manufacturers, including lishen basic solved 811 technical problems in cylindrical battery applications.

In fact, not just the lishen battery, the current domestic at least 3-4 preliminary solved the power battery manufacturers, high energy density of power battery core problem.

Recently, member of Chinese academy of sciences ming-gao ouyang explicitly, ningde hin high-tech era, lishen battery, countries such as a few team, has been basically achieved 300 watts/kg power battery research and development.

"Our expert panel on battery technology development trend of the judge made a optimization iteration (not as a basis for the national battery technology roadmap, for reference only)."Ouyang academician, said in 2020, when 300 watts of power battery than energy/kg, than when the power is 1000 w/L, circulation more than 1000 times, cost is zero. Within 8 yuan/Wh, this is certain.

And the present stage high energy density batteries for material is high nickel three yuan.

"You know we are now domestic from nickel, cobalt, manganese proportion 3:3:3 steering 6:2:2, again to 8:1:1, is gradually realize."Ming-gao ouyang stressed that nickel into 8, cobalt cobalt further down to 1, and even further below zero.5. Negative to silicon carbon negative transformation from carbon negative, this is China's current power battery technology feasible direction change.

NCM811, on the other hand, accelerated the application in the field of power battery, also thanks to subsidies policy adjustment, the continued high price and quality, and the authors of the enormous pressure.

According to the measure, after using high nickel materials, battery integrated unit costs decline is about 8% above the highest, cost advantage is obvious. Contradiction between supply and demand of cobalt price fluctuation is also helping manufacturers to low to high cobalt nickel products.

In this context, NCM811 material import process in the field of power battery has quickened significantly. Since the second half of last year, like bak power, lishen battery, great energy, a few power battery enterprise, the basic has already been completed from the product technological breakthroughs to small batch production to the customer directly or certification test process.

Bick battery said foreign company's high nickel 811 battery has been successfully applied in jianghuai, saic chase, baic new energy, xiao peng, cloud and other electric vehicles related models, models have been shortlisted for the new energy recommended directory, application situation and market feedback is good as a whole.

It is reported that the highest energy of 18650 cell mass production can reach 3.5 Ah, the next step will develop 21700 battery, by combining the high nickel and silicon carbon, achieve 21700 battery production energy 6.0 Ah. While others like lishen battery, great energy to achieve NCM811 small batch production enterprises, is also the basic choice cylindrical battery as the breakthrough point, the future a period of time, cylindrical battery will become NCM811 material for the main battlefield.

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