Power cell to meet 811 high nickel high performance quality reduction is the main theme of the power battery industry

With the lifting of the three-dimensional lithium battery bus market and the new energy vehicle policy for energy density requirements, three-dimensional lithium battery will be the inevitable choice of the market. However, the current mainstream energy density of the three-yuan 523 material battery can reach 160-200wh/kg, while the three-yuan 622 material can reach 220-230wh/kg, which is also difficult to meet the 2020 requirements. The demand for high energy density has driven the rapid rise of high nickel 811 in the market.

Far East Wisdom Energy

With the continuous development of the new energy vehicle market, the demand for battery life ability and specific energy has been continuously increased, promoting the shift of positive polar materials from low nickel 532/622 to high nickel 811, and the state subsidy policy has been lowered. The subsidy coefficient is directly linked to indicators such as energy density and mileage. High nickel 811 has advantages such as high energy density, and the subsidy amount is high. The environment, equipment, technology, research and development, management and other changes in the newly added production capacity of cylindrical core manufacturers have enabled it to have a stable production capacity of high nickel core. Changes in the prices of metals such as lithium cobalt nickel at the upstream resource end, especially cobalt price increases, resource scarcity, etc., directly promote the development of cathode materials to high nickel and low cobalt, in order to reduce the impact of upstream resources on the price of cathode materials. The high nickel 811 gradually became the mainstream of the positive terminal ternary material market.

Recently, smart energy(600869) said at the high nickel expert meeting that the company has been developing high-nickel 811 products since 2014, and has been supporting the vehicle factory in recent years. Among them, 2600-2900 mA products(energy density between 200-220Wh / kg) have begun to use high nickel 811. There have been a small number of shipments last year, shipments have begun in March this year, and will also be used in conjunction with the continuous development of high capacity products using Silicon carbon materials. It is expected that 50 % of batteries will use high nickel 811 in 2018.

Judging from the energy density of batteries, lithium iron phosphate is currently limited by material properties and technologies, and the energy density of the core can not meet the requirements of 300Wh / kg or more in the "Medium-and Long-term Development Plan for the Automobile Industry" in 2020. With the lifting of the three-dimensional lithium battery bus market and the new energy vehicle policy for energy density requirements, three-dimensional lithium battery will be the inevitable choice of the market. However, the current mainstream energy density of the three-yuan 523 material battery can reach 160-200wh/kg, while the three-yuan 622 material can reach 220-230wh/kg, which is also difficult to meet the 2020 requirements. The demand for high energy density has driven the rapid rise of high nickel 811 in the market.

From the point of view of battery cost, the unit cost of high-nickel 811 positive material will decrease by about 7 %, and after considering PACK, the overall unit cost will decrease by more than 8 %, which is a very significant decrease; Judging from the battery capacity, the mature ternary 18650 power battery uses 532 materials with a core capacity of 2.5 AH and a high nickel 811 material with a capacity of 2.75 AH.

In addition, because the energy density of the 811 material battery is relatively high, the amount of new energy vehicle subsidy for the 811 material battery is also higher than that for the 622 and 532, so that the comprehensive price of the high nickel battery has a considerable advantage. The use of high nickel 811 in battery plants is an inevitable trend.

Guotai Junan also stated that as the "quality drop" has become the main theme of the development of the power battery industry in recent years, the use of high-nickel 811 pairs of battery plants and positive pole material manufacturers is a win-win situation. In 2018, 811 is the first year of mass production in cylindrical batteries. The demand is expected to surge by 500 %. In 2019, 811 will be fully promoted on soft packs and square batteries, and demand will break out. It is expected that the three-year compound growth rate will be 130 %.

It is understood that smart energy(600869) three-yuan 18650 lithium battery has production capacity of more than 3GWh, the company continues to improve the new energy smart car power system technology, production capacity and shipments, battery capacity of 100,000 groups. In 2017, the company entered the top six domestic passenger car installed capacity, and formed supporting partnerships with domestic mainstream new energy smart car companies such as Jiangling, Zhongtai, and Shaanxi Auto Tong, and continued to expand strategic customers such as Hua Chen, Qi Rui, and Dongfeng.

At the same time, the company launched the "Development and Industrialization of 3GWh High Energy Density lithium battery" project, focusing on the layout of 21700 batteries, and the construction of six 21700-5Ah automatic production lines with 200 PPM. The single energy density can exceed 265 Wh / kg, which is at the leading level in the industry.

In Yixing, Jiangsu Province, Smart Energy(600869) is also actively promoting the construction of the Smart Energy Industry Park, deploying high-performance lithium-ion soft-pack batteries, and planning production capacity of 6GWh(which can be expanded to 12GWh in the future). The first phase of the plan will be completed and put into operation by the end of 2018. In the future, it will build a leading domestic, world-class automation, intelligent soft pack and square aluminum shell lithium battery production base in Yixing, Jiangsu Province.

Smart Energy(600869), as a leading Chinese power battery company, has a diversified product structure and is one of the few companies that can mass-produce cylindrical 811 batteries. At the same time, the release cycle of soft packs and square batteries is consistent with the promotion cycle of high nickel 811. Under the long-term support of the state for new energy vehicles, it is believed that smart energy(600869) can continue to benefit in the era of high nickel 811, helping the Chinese automotive industry to achieve "change roads".

The page contains the contents of the machine translation.