What are the risks and opportunities of lithium battery development

A team of senior us officials recently visited China to negotiate a trade war with China. As a result of the china-us economic and trade consultation, the two sides have reached some consensus in some areas, but there are still big differences on some issues. Clearly, a us-sponsored trade war against "made in China 2025" won't stop there. However, in this trade war, "zte incident" triggered an industry earthquake, and then the United States pointed the finger at huawei... Incidents such as zte's ban have touched a nerve in China by exposing the country's manufacturing sector's lack of core technology. From these events, as the key industry of made in China 2025 -- new energy vehicles, in order to avoid "stuck in the heart", lithium battery power should also beware of the crisis, and actively find a way out.

Since the development of China's new energy vehicles ushered in the outbreak, as the core parts of the power lithium battery also ushered in the "highlight moment."

Once upon a time, Chinese companies accounted for seven of the top 10 global sales of power batteries. Up to now, China has the world's largest power battery enterprises, statistical results show that China's power battery enterprises have exceeded 200. China is expected to account for more than 70 percent of the global battery market by 2020, Forbes news reported.

In addition, the development of the lithium power industry has led to the rise of upstream and downstream companies in the industrial chain. China has formed a large and relatively complete power battery industry chain. However, it is not "strong" enough. Some key core equipment and technologies are still abroad, and there is a risk that the core equipment and technologies will be cut off.

Diaphragm is the short board of lithium - electric material

In lithium ion battery materials, with the rise of positive and negative electrode material manufacturers such as tianqi lithium, ganfeng lithium and shanshan co., LTD., as well as electrolyte enterprises such as tianjin jinniu and tianci materials, China's positive and negative electrode materials and electrolytes have completed the process of localization. At present, the diaphragm preparation of lithium battery is a weak link in China's power battery industry.

As we all know, the diaphragm is one of the four key components of lithium battery. Therefore, the quality of the diaphragm will directly affect the power of lithium ion battery capacity, life and safety performance and other characteristics, the better the quality, the better the performance of the diaphragm, the better the comprehensive performance of the battery.

In recent years, the localization rate of lithium battery diaphragm in China has been improving, but after all, it started late, and domestic enterprises are not mature in technology. They mainly occupy the low-end 3C battery diaphragm market, and the localization rate of high-end 3C battery and diaphragm for power battery is still very low.

It is estimated that by 2020, China will need hundreds of millions of square meters of diaphragm material for vehicle power batteries every year. However, the main problem of diaphragm preparation technology in China is not high consistency. It is mainly manifested in irregular defects, substandard porosity, uneven thickness, pore distribution and pore diameter distribution. In addition, the porosity of bidirectional and stepwise stretch PE diaphragm is usually lower than that of foreign products, and the pore size distribution is not ideal... The existence of these problems caused our country diaphragm, if the solution is not good may curb the healthy development of China's lithium power industry.

Although it is not as complicated as chip manufacturing, high-end diaphragm technology has a rather high threshold. It not only requires a huge investment, but also requires a strong research and development and production team, skilled process technology and high-level production line, which cannot be broken through in a short time. Sino-us trade war and zte huawei incident have sounded the alarm bell for China's manufacturing industry. For the whole power battery industry, it is urgent to break through the high-end diaphragm technology of lithium battery as soon as possible.

The consistency of the manufacturing process of lithium battery is poor

The manufacturing process of power battery is complex. The main links of cell manufacturing include: preparation of positive and negative electrode paste, paste coating, roll pressing of positive and negative electrode sheet, producing of positive and negative electrode, battery assembly and other links. Each process will affect the performance of power battery.

The development of lithium battery in China is still not perfect. The big problem of power battery manufacturers is that it is difficult to achieve the fine control of every detail of each process to achieve a high consistency. For example, in the preparation process of positive and negative electrode slurry, if there are problems such as poor consistency of raw materials, imprecise material ratio and solid-liquid ratio, the active material, conductive agent and binder will not be fully mixed and dispersed evenly. The dispersion of slurry is influenced by the environment, stirring process, stirring speed, stirring temperature and stirring time. Moreover, even under strict control of these conditions, it is difficult to maintain consistent mechanical properties of fluids under current equipment and process conditions.

Crisis and opportunity coexist. After the fact that be like missing core is put out, the value degree that home makes to chip reached all-time high. Therefore, although the current manufacturing process consistency is poor, but through the development of large-scale intelligent manufacturing roadmap for power batteries, including the establishment of research battery manufacturing process, manufacturing methods, manufacturing equipment; Establish the manufacturing standard and equipment standard of power battery; It may be better to develop special research on these methods and methods to support the process and equipment of semi-solid, solid and lithium-sulfur batteries.

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