Many battery companies have begun to layout, and high nickel is overwhelming

Recently, when the company said that the company has now achieved high nickel 811 positive material mass production, the production of 811 positive material is mainly used for new energy car power batteries. At the beginning of 2018, Guoxuan Gaoke stated that it had developed a ternary 811 material soft package core with an energy density of 302 wh/kg. In addition, there are still domestic high nickel 811 materials such as fir energy, Ningbo Jinhe and other companies to achieve mass production, and the high nickel 811 projects such as Tianjin Bamo, Xiamen tungsten, and Tianli Lithium are also steadily advancing.

High nickel is overwhelming.

According to the ratio of nickel, cobalt, and manganese, ternary batteries can be subdivided into 111, 523, 622, and 811 models. The 2017 power battery is mainly based on the three-way 111 and 523 models. However, with the increase in cobalt prices, in order to reduce the cost pressure on cobalt metals, take into account high energy density(& GT; 200 H/kg) Requirements, high-nickel ternary batteries have become a choice to adapt to the current situation. "At present, the transition from 523 to 622 is not significant, and it will directly transition to 811. "The research institution mentioned.

High nickel can increase the energy density of the battery and reduce the use of cobalt

The mass production of high-nickel ternary materials means that China's power batteries have begun to enter the era of high energy density. At present, 811 materials are mainly mass-produced on technically mature cylindrical batteries, and will be gradually applied to square and soft-pack batteries. According to industry sources, the current price of 523 is 235,000 yuan per ton, and the price of 811 is 260,000 yuan to 270,000 yuan per ton. 811 is more cost-effective.

National policy support

The explosion of the high nickel trend, in addition to the increasing demand for mileage, is also related to the direct domestic linkage between subsidy standards and energy density. According to the "Medium-and Long-term Development Plan for the Automobile Industry" jointly issued by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Science and Technology, it is clear that by 2020, the annual production and sales of new energy vehicles will reach 2 million vehicles, and the single energy density of power batteries will reach 300 Wh/kg or more.

At present, the mainstream three-way 523 material battery energy density can reach 160-200 wh/kg, while the three-way 622 material can reach 230 wh/kg, but it is difficult to reach the 2020 target. Therefore, vigorously developing high-nickel ternary NCM811 and NCA materials can be said to be an inevitable trend.

The disruption of commercialization

Although the prospects are good, due to the technical shortcomings of the 811 ternary system materials, the current commercialization process is not very smooth. Ningbo Jin and the person in charge mentioned that the main technical problems existing in high-nickel ternary materials are: first, the phase transformation of the particle surface, which can easily cause the attenuation of battery capacity and cycle performance; The second is the fragmentation of the particles after the cycle, causing the electrochemical performance of the 811 battery to decay, resulting in a decrease in thermal stability and safety. Because the safety problem is not well solved, the difficulty of certification is high, and new energy car companies are afraid to try to use it easily.

But in any case, with the input of the battery company in the 811 ternary material process and material improvement, the quality of its products must be further optimized and eventually stabilized. Perhaps the power battery industry in China is not far from entering the era of high energy density.

The page contains the contents of the machine translation.