Brief description of the development of NCM811 power battery market application

Under the pressure of adjustment of the subsidy policy, the upstream NCM811 material production capacity was released, and the vehicles/battery companies accelerated the promotion of high-nickel ternary battery applications. In 2018, it was considered to be the first year of high-nickel 811 large-scale application.

Industry data show that in the first quarter of 2018, domestic three-yuan material production was 31,670 tons, an increase of 64.26 % year-on-year. Among them, 78 % were conventional NCM models, 14 % were NCM622 models, and 8 % were NCM811/NCA models. Among them, NCM811 production has soared.

Gaogong Li-electric learned that due to the urgent need for the introduction of high-nickel ternary materials into the vehicle/battery company, the speed of introduction has been accelerating. In the first quarter of this year, the NCM811 material has shown a serious shortage of supply.

"In the first quarter of this year, there was a shortage of NCM811 materials, mainly due to the increase in the market in the power sector. "In terms of technology, some power battery manufacturers, including Lishen, have basically solved the technical difficulties of 811 in the application of cylindrical batteries," said Jinran, deputy chief engineer of Lishen batteries.

It is worth mentioning that the speed of NCM811's application in the power cell field is mainly due to the adjustment of subsidy policies, the continued high price of cobalt, and the huge pressure to raise the quality of the price.

Hewei, technical director of lithium-weft battery division, said 811 will be faster in the domestic car market this year, and some customers are asking the company to go ahead with 811 production capacity as soon as possible. Looking at the overall environment, it is expected that 10,000 tons of the 811 tons of production this year will be used for power.

In general, under the large-scale application of high-nickel technology, technology-driven upgrades will form a winning situation for positive materials, lithium batteries, and vehicles.

Recent Application Progress of High Nickel 811 in Power Market

Since the second half of last year, there has been a marked acceleration in the introduction of high nickel 811 into the dynamic sector. Power battery manufacturers, including Bic Power, Li Shen Battery, and Peng Hui Energy, have basically completed the process from product technology breakthroughs to small batch production to customer delivery certification tests.

Prior to this, Penghui Energy stated that the company's 2.8 Ah and 3.0 Ah cylindrical 1,8650 batteries have begun to use 811 materials, and mass production began in August 2017, and provided relevant vehicle plant test certification.

Gaogong Li-electricity survey learned that this year's application of high-nickel 811 in the power battery field is, even more, showing a burst of growth. Some of the battery manufacturers 'supporting models that mass-produced 811 have already entered the recommended catalog and are listed for sale.

Su Jinran said to Gaogong Lidian that in the first half of this year, the related models of the Lishen powered NCM811 battery have successfully entered the recommended catalog and the models are ready to be listed.

Bic power insiders also revealed that the Bic high nickel 811 battery has been successfully applied to Jianghuai, SAIC Chase, Beiqi New Energy, Xiaopeng, Yundu and other brand models, models have been shortlisted for the new energy recommendation catalog, and the overall market application situation feedback is good.

"Bic Power successfully mass-produced the high-nickel 811 in 2017 and gradually introduced the new energy passenger car company. At present, Bic is also the largest manufacturer of NCM811 batteries in the domestic power field. "The above Bic people emphasized.

It is understood that in terms of vehicle companies, in addition to Jianghuai, SAIC Chase, Beiqi New Energy, Xiaopeng, Yundu and other car companies, Zhongtai, General Wuling, Dongfeng and some logistics car companies are also very active in the introduction of 811 batteries.

NCM811 first broke out in the cylindrical battery field

At present, the technology of NCM811 on cylindrical digital batteries has been fully matured. In the field of power batteries, downstream car companies have gradually expanded their acceptance and application of cylindrical NCM811 batteries.

Industry insiders agree that this year's NCM811 production will first erupt in the cylindrical battery field, and the application of square and soft packs is expected to be effectively solved in 2019. Next year's 811 market increment may include cylindrical increments and additions on square and soft packages.

At the technical level, the basic problems of NCM811's application on cylinders have been solved, but there are still many problems on square and soft-pack batteries.

Hewei said that in terms of control, there are many methods to deal with the failure of cylindrical batteries, and the chain reaction of small batteries is relatively easy to control. However, when used on soft packs and aluminum shell batteries, the first is the material problem, the design and testing of the core, and the design of the vehicle battery pack. When a single battery fails, it will not trigger a chain reaction. The industry is cautious and needs further validation.

At the market application level, the industry expects that the amount of NCM811 applied to power cells in 2018 will be greater than 3C digital, accounting for about 10 % of the total power cells.

Driven by demand from the power market, the industry expects that the total volume of NCM811 shipments this year will reach 15,000-20 ,000 tons, an increase of more than 500 % year-on-year.

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