Jun 11, 2019 Pageview:515
In the recent China international battery technology exhibition (CIBF2018), zhejiang logyou power system co., ltd. brought its new technology products rich lithium manganese power battery, logyou power deputy general manager ai qun told reporters, in the research and development of materials, logyou power not only adhere to the target of industrialization, but also strive to reduce costs.
As a new lithium power company, how to arrange the capacity?
Ai qun: zhejiang logyou power system co., ltd. was established in November 2016 with a registered capital of 200 million yuan. It is located in the national huzhou economic and technological development zone and affiliated to zhejiang zhixin holding group. Headed by Dr Chen Guangsen international first-class lithium ion power battery technology team, in the domestic first focus on the r&d and production of polymer lithium ion battery, battery preparation industry leading technology, with the battery related patent more than 20, its research and development production of electric vehicle power battery system on the buses for three consecutive years (2015 ~ 2017) driving 300000 km trouble-free performance, the interpretation of star passenger cars, dongfeng motor, chongqing lifan, etc. The use of customers and trust.
At present, our company has two bases. Nanxun is the starting base, and huzhou is 2.5 kilometers away from the high-speed railway station. With zhaoqing base, our planned capacity in 2018 is 4.5GWh. In February 2017, the first phase of zhaoqing 200-mu land production base began to be transformed and the equipment entered the factory. By August and September, the trial production began. At present, the production line in zhaoqing has formed a production capacity of 1.5GWH.
At the beginning of this year, our company invited bids for the second production line of zhaoqing and the first production line of huzhou. It is expected that the equipment will be in place in June, the trial production in August and the production will be completed in October.
What are our current customers in the automotive industry?
Ai qun: at present, the customer development is relatively smooth, because the production capacity is planned for this year. The estimated production capacity is 800 million watt-hours for lithium iron phosphate, 600 million to 800 million watt-hours for ternary materials, and the new product rich lithium manganese power battery. The planned production capacity is about 250 million to 300 million watt-hours. lithium iron phosphate products are mainly supplied to commercial vehicles, with CRRC, ankai, nanjing jinlong are supporting.
Passenger cars are mainly cooperation with liuqi, as well as didi project services, rich lithium manganese for new Japan, land ark and other supporting facilities. In addition, the logistics vehicle has signed an order with dongfeng. Basically, the production capacity of one line has been fully allocated and will face the phenomenon of insufficient production capacity. Therefore, the construction of the second and third production lines should be accelerated to form new production capacity.
How do you see three south Korean companies on the power battery whitelist?
Ai qun: I think Chinese battery companies should not underestimate themselves and overestimate others. Korean enterprises have advantages in technology and other aspects, which will have some impact on domestic enterprises. However, we should take the leading enterprise CATL as the benchmark, work hard to master the core technology, and establish and improve the quality system. We will not necessarily do worse than samsung or LG. We have seen some data, and we believe that some aspects are absolutely not backward, or even better than them, but the competition will certainly intensify.
South Korean enterprises do a good job of cost control, our momentum in the price of an advantage?
Ai qun: unless it is large-scale production, at present, the cost of materials accounts for more than 70% of the whole sales, plus the gross margin of manufacturing expenses in 20% or even less than 15%, basically in the state of break-even or loss. So cost reduction is the most important, there are many ways to control costs, all kinds of costs should be reduced, the most important thing is to control from the source of research and development. Our lithium manganese rich battery is produced in this state of application, after eight years of research and development, can now enter the industrialization state.
What are the advantages of rich lithium manganese? What is the specific energy level?
Ai qun: rich lithium manganese is the solid solution of lithium manganate and intermediate superplated oxide, including excessive lithium element, so called rich lithium, rich lithium manganese cost from the point of view of the cathode material, can be less than three yuan 20% to 40%. At present 3 yuan price is in 230-250 thousand yuan, rich lithium manganese basically can achieve 180-200 thousand yuan between, as the price of lithium carbonate returns to normal level, rich lithium manganese price will fall further
In addition to the cost advantage, rich lithium manganese has the advantages of energy density and safety. The content of cobalt and nickel can be only about 1/3 of ternary, even without cobalt, and the positive capacity can reach up to 300 mah/g. If it can give full play to its capacity, it can achieve 350wh/kg, so it is the most promising material in the current state.
Our current energy density of lithium-rich manganese can be consistent with that of sanyuan622. With the continuous development, it is estimated that the mass production of products this year can achieve the monomer 260-280wh /kg, and to achieve more than 300wh/kg requires the use of silicon carbon materials, and further improvement is needed. Rich lithium manganese battery long life, high safety, low cost, can be affordable in the absence of subsidies, is to solve the cost of power battery pressure of new products.
Rich lithium manganese also has shortcomings, low efficiency, poor conductivity, high voltage electrolyte matching is difficult, has been the obstacle to the development of rich lithium manganese, after eight years of research and development, we finally made a breakthrough in this respect, reached the industrialization level. In the past, lithium iron phosphate, ternary, and lithium manganese acid could be industrialized in about one year, while lithium manganese rich has made a full eight years of efforts. The industrialization of our drive will enable the industry to pay more attention to lithium manganese rich batteries, I believe in the next two years, rich lithium manganese technology will be significantly improved.
In terms of battery recycling, what does our initiative do?
Ai qun: in terms of battery recycling, power batteries are dominant, and the paid recycling mechanism is used to promote recycling power. The modules with standardized design first consider cascade utilization and apply in low-speed vehicles, two-wheeled vehicles or energy storage. Disassembled used batteries are mainly disposed by signing cooperation agreements with qualified recycling institutions. With the development of business, expansion to the lithium battery material recycling sector is not ruled out.
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