Thornton New Energy is committed to building a new ecosystem of lithium-ion open-ended industrial chain

A few days ago, the research team of the "Change 2018 Exploring the Future Pattern of Power Battery" conducted by China Power and Physical Power Industry Association Power Battery Application Branch and Battery China Network came to Thornton New Energy Technology Co., Ltd. (hereinafter referred to as "Sang" "New Energy"), and Dr. Xiaowei Yang, Executive Vice President of Thornton New Energy, and Jiesheng Yang, Manager of Marketing Management Department, have conducted in-depth exchanges and discussions on issues such as the development of the power battery industry.

Xiaowei Yang, executive vice president of Thornton New Energy, introduced to Battery China Network that Thornton New Energy is an innovative new energy company under the Sander Group. At present, Sander Group is taking the lithium-ion battery manufacturing as the axis, and strives to reshape the new open ecological pattern that adapts to the common development of new energy-related industries. Relying on the Group's industrial advantages, Thornton's new energy business has covered the development, production and sales of lithium battery material precursors, lithium battery cathode materials, lithium ion power batteries; battery system integration (PACK), battery system management (BMS), battery management, cloud platform development; battery recycling, battery ladder utilization, waste battery recycling technology and other fields. Future Group will also increase its layout in the end-use of new energy vehicle manufacturing, new energy vehicle charging operations, and time-consuming leasing of new energy vehicles, from upstream material manufacturing, midstream battery production, downstream new energy vehicle production and leasing, Power battery ladder utilization, battery recycling and regeneration, to form a complete open-type full-value lithium battery new ecology.

Xiaowei Yang said that Thornton New Energy, as the key lithium-ion battery manufacturing enterprise of the Group, is the core link of the Group's entire industrial chain layout. At present, the company mainly produces soft-packed batteries. The technical route is based on ternary materials and lithium iron phosphate auxiliary. The company's product development strategy adopts platform and standardized development. It is expected that the company's production capacity will reach 8GWh in the third quarter of 2018. At present, the energy density of the company's products has reached 230Wh/kg. It is expected that the energy density of the company's soft-package battery products will exceed 260Wh/kg in the middle of 2018, and the batch production of 300Wh/kg soft-package batteries will be realized in the first half of 2019. In the future, the company will also lay out a square battery production line for the battery pack of the energy storage market.

At the same time, in response to the market demand for new energy vehicle battery in 2018, Xiaowei Yang told the battery China network that Thornton New Energy will adopt the market of “logistics vehicles, supplemented by passenger cars, and gradually shifting from logistics vehicles to passenger cars” strategy. Xiaowei Yang introduced that the company's PACK integration capability has been continuously improved. At present, the energy density of the company's PACK system has reached 140-145Wh/kg, which has strong market competitiveness. Since the first quarter of this year, the company has reached 13 models of announcements, and it is expected to reach 30-40 models throughout the year. In the layout of the positive electrode material, the company's 2018 cathode material production capacity will reach 52,000 tons, the product covers high-nickel ternary materials, lithium manganate and lithium iron phosphate and other systems, NCM811 material has entered the mass production stage, is expected in 2019 The company's cathode material capacity will reach 80,000 tons. At present, the company's cathode materials have entered the domestic mainstream lithium battery enterprise supply system, and the market performed well.

In response to industrial development, Xiaowei Yang believes that with the further improvement of industry concentration, the competition of power battery companies in the future will present three characteristics: products must be developed towards standardization and platformization; attention should be paid to research and development, maintaining their own technological leadership; Self-equipment level and scale competition. Thornton's new energy is developing in this direction, consolidating its foundation, working hard, and preparing for the more brutal market competition in the future. At the same time, Xiaowei Yang also believes that the current domestic lithium battery manufacturing industry, whether it is materials or equipment, or battery technology, is not much different from Japanese and Korean companies, but from the overall level, lithium battery products have a large gap. This is mainly due to the excessive investment in the domestic lithium battery industry, the uneven distribution of high-quality resources, the serious internal consumption of the industry, and the failure to form a synergy. The new industrial ecology created by the Sander Group is also due to the reversal of the current passive situation of enterprises. At the same time, we also welcome the participation of all parties in the lithium battery industry to build a new ecosystem of industry development.

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