Shuffle is imminent, power battery to master the core technology is imminent

New energy vehicle development, power battery is the core, this has almost reached a consensus in the new energy vehicle industry. With the development of new energy in full swing, the development of power battery has become the core of discussion in the industry.

On April 21, the first China new energy battery and energy storage industry conference 2018 was held in taizhou, jiangsu province, with the theme of "new kinetic energy conversion · high-quality development". Experts from new energy industry and representatives of first-line enterprises of new energy power battery conduct in-depth discussion on the technical development route, battery safety, industry dilemma and other topics of the power battery industry, centering on the current development status, existing problems and future trend of domestic power battery.

Data shows that the total number of new energy vehicles in China has reached 1.8 million, accounting for 50% of the global market. In the first quarter of 2018, China's new energy vehicle production and sales grew by 136 percent year-on-year, reaching 117,000 units.

The surge in sales of new energy vehicles has stimulated the rapid development of the new energy battery industry. In 2017, the total supporting capacity of new energy power batteries reached 37.06 billion WH. Among them, the supporting amount of ternary battery reached 16.55 billion WH, accounting for 44.87% of the supporting amount of lithium electronic battery. The supporting capacity of lithium iron carbonate battery reached 18.07 billion WH, accounting for 48.96% of the supporting capacity of lithium electronic battery.

The rapid development of new energy battery industry has not only promoted the growth of battery enterprises, but also accelerated the competition and elimination of the industry. Ningde era 24 days later, is about to enter the A share start-up version, refreshing foxconn's 36 days of the speed of the meeting, and in the power battery industry in the third quarter of the watma is now in debt clouds.

In addition, the industry on the new energy vehicles should use what kind of power battery has been debated. The problems of battery recycling and safety are solved one by one.

Technical path hundred schools of thought contend

Although the ternary lithium battery and lithium iron carbonate battery have become the main choices of Chinese new energy automobile enterprises, due to cost control, safety of new energy and raw material channels and other reasons, there are still disputes and variables about which battery should be used in the future new energy automobile.

Yang yusheng, an academician of the Chinese academy of engineering, stressed: "the original intention of developing electric vehicles is to save energy and reduce emissions. Yang yusheng bluntly pointed out that tesla is the representative of "only fuel saving, not emission reduction". "Tesla's punishment in Singapore is to install more batteries because of its pursuit of long mileage," he said.

Zhang chunyu, director of the second business division of byd's battery business group, believes that the availability of raw materials and cost should also be considered when deciding which battery to use in the Chinese market.

According to zhang, the development of power batteries has caused the price of cobalt in ternary materials to skyrocket. "After the subsidy is removed, the market will be more price sensitive. "" from our perspective, it is likely that the adoption of batteries will return to lithium iron phosphate batteries to reduce reliance on subsidized prices." " "Said zhang chunyu.

He also has a different view of the hydrogen fuel cell technology that many carmakers are keen to develop. According to academician Yang yusheng, there are at least four problems with hydrogen fuel at the current stage of technology: the variety of fuel cells, hydrogen and energy efficiency, hydrogen supply and cost, and PM fuel cell power system life.

Battery safety is at the heart of development

Toutiao APP noticed that at the power battery conference, almost all the speakers focused on the safety of power batteries.

The industry's assessment of new energy power batteries is divided into performance, energy, density, safety and cycle life. Security is an important part of this.

"The first consideration in the development of power batteries is safety. Not flammable, not explosive. At the beginning of his speech, academician Yang yusheng first emphasized the safety of the development of power batteries.

Ensuring the safety of power batteries is no easy task. "We believe that battery safety should be a systems engineering, from materials to batteries to BMS to systems, at multiple levels and with a full life cycle involved." Wang fang, chief expert at the China automotive technology research center.

Due to the different properties of power batteries, researchers need to conduct safety testing and research for different batteries. This is an extremely complex task.

Liu yanlong, secretary general of the China chemical and physical power industry association, said: "to improve the performance and safety of lithium battery products, on the one hand, we need to purchase high-capacity products, and on the other hand, we need to use high-quality materials."

He also revealed a detail about the industry's exploration of the safety of power batteries: "the use of ternary batteries was suspended in 2016 due to concerns about the safety of ternary batteries."

Now, the power battery has entered a rapid reshuffle period. From 2015 to 2017, the number of enterprises that can support the power battery has been reduced from 150 to about 100, and the trend will be further accelerated in the future. And the safety of power battery or will become the most important screening factor in the process of power battery shuffle. "With fierce competition in the power battery industry, continuous industry integration and further concentration of market to competitive enterprises, the safety of power batteries is put in the first place." Mr Liu said.

Focus on the future of battery recycling

With the development of new energy vehicles, the recycling of power batteries is gradually put on the agenda. This is also the power battery conference participants discuss the focus.

It is worth mentioning that shortly before the power battery conference, the ministry of industry and information technology and other seven ministries and commissions jointly issued the "interim measures for the management of the recycling and utilization of new energy vehicle power battery". While the recycling of power batteries has drawn the attention of the government, the upstream and downstream enterprises of new energy vehicles have also drawn great attention.

"We have a certain scale of recycling production line," says Mr Zhang. After retired batteries come back, we apply to the field of energy storage, or such a cascade utilization will eventually take the battery back to disassemble, recycling, this part of the physical separation with automation, and finally back to the raw materials. At the present stage, we have completed the feasibility study on the recycling of lithium iron phosphate, ternary materials and our anode materials to the raw material level.

It is reported that byd will also open the battery recycling work in the future, and do recycling with the industry, including recycling battery return situation for layout.

Wu hui, research director of ivey economic research institute, revealed his research results on power battery recycling at the meeting. "In 2020, the theoretical scrap volume will reach about 220,000 tons, and its weight will drop," wu said. Some of these recycled batteries are used, some are taken apart, and in this expensive metal system, they are taken apart. The dismantling size is about 2.2 billion yuan in 2024.

However, wu hui also said, "there is still a problem to be solved, which is where the batteries of new energy vehicles will be used and whether they can be used in other markets."

In the lips of the experts who participated in the war of words, the development of new energy power battery outline of the current situation. As ye shengji, deputy secretary general of China association of automobile industry, said: "our whole market has not been completed and formed, and our industrialization has not reached the requirements as a mature industry. We need to master our key technologies and core technologies well. In terms of our core components, especially the theme of the conference -- power batteries, there is indeed a lot of room for development, including the control of the performance of power batteries in China and the cost in China.

"The world is so new, everything has not yet named", very aptly describes today's new energy power battery industry. Under the general direction of the development of new energy vehicles, the rapid growth of power batteries is imminent. Such a huge project, only the high-level government, new energy upstream and downstream enterprises to work together, can be the fastest harvest results.

The page contains the contents of the machine translation.