Why do you say the technical route of power battery is determined?

Lithium iron phosphate batteries "dominant" situation is changing.

This year, according to the data, before August 3 yuan/manganese battery installed capacity is the largest, with 6.4 GWh accounted for 55%, lithium iron phosphate battery installed are rare playing second fiddle, with 5.1 GWh accounted for 44.1%.It is worth noting that last year the lithium iron phosphate GWh installed capacity proportion is as high as 71.5%, at 15.2 and 3 yuan/manganese battery is less than half of lithium iron phosphate installed, only 7.3 GWh, accounted for only 26.3%.

Lithium iron phosphate line only on China?

True lithium research CEO mo ke told reporters, lithium iron phosphate battery route now only China in insist, advocate the original route of the United States, as A123 systems of the company's bankruptcy, Valence waning, has basically no battery maker in walked this route.

For a long time, for safety performance and cycle life of lithium iron phosphate has great advantages power battery manufacturers are widely used. However, since this year, with the policy requirements of ascension, the energy density of power battery lithium iron phosphate are generally seen as being reached the limit, relatively speaking, the ternary battery due to the high with high specific energy.

16 November this year, always stick to the route of the lithium iron phosphate byd in accepting the institutional research, said the company all the PHEV passenger cars have been using the ternary cell, the future of the company's planning may be in addition to the field of public transport will continue to use the lithium iron phosphate battery, other new models of batteries will use three yuan. According to planning in BYD, by the end of this year there will be 16 GWH power battery capacity. Six GWH ternary batteries 10 GWH of lithium iron phosphate batteries, next year will increase 10 GWH ternary capacity of the battery.

Even always stick to the route of the lithium iron phosphate BYD began to "shake", indicates the power battery technology route is set? Reporters found that there are still many companies adhere to the route of the lithium iron phosphate. Shenzhen a power battery business, said an official with the lithium iron phosphate long cycle life, security, stability is strong, more environmentally friendly than three yuan, costs are also gradually reduce, believe that now is still the mainstream choice.

For lithium iron phosphate referred to in the industry to achieve the technical bottleneck that doesn't agree with, director of the Shenzhen power battery enterprises. Lithium iron phosphate, he said, to continue to research and development, the emphasis is not the improvement of material itself, but need to study to match what kind of lithium iron phosphate anode materials to better play to the excellent performance.

"Is a kind of can quick charge at low temperature, the other is a can have higher specific energy, the former is rapid charging of graphene materials under low temperature, this is we have model has been applied in many cities in the north, the latter is silicon carbon materials have higher specific energy, and must be nanoscale silicon, this we are also increasing research and development". The above said, head of the power battery enterprises.

Monthly capacity serious imbalance

In addition to the technical route, power battery whether excess capacity also become the focus of the discussion. According to the true lithium study released the lithium battery market from 2017 to 2018 development situation analysis and forecast report, in 2015 and 2016, installed capacity of more than half of the battery is in the two months implementation: two months after 2015 GWh 8.15 installed, accounting for 50.8% of the annual installed capacity;14 GWH installed two months after 2016, accounting for 50.3% of the annual installed capacity.

Mo Ke believed that the first two years mainly is caused by the annual subsidy policy adjustment, and not TuiPo subsidy policy this year, car companies expected to be relatively balanced allocation of production tasks, the situation of the assault by the end of the installed will be eased.

According to a study in true lithium do preliminary statistics, this year China's auto power battery capacity may be achieved 130 GWH, average monthly 11 GWH, does this mean that the excess?

"I consult research to this question is a lot of companies, including first to science and technology, bak battery, Zhenhua new energy sources, such as Saic era acknowledge that overall is excess power battery capacity, structural surplus, but also is one of the effective capacity and quality may not be overcapacity." Mo Ke said.

In many industry insiders point of view, monthly capacity of serious imbalance, car power battery is one of the leading causes of excess capacity. In addition, the development of electric vehicles of positive psychology, etc., is also the cause of excess capacity.

However, for excess capacity, capital has different sounds. Jinsha river capital Wu is chairman of the board, the founder, said in the past few years power battery industry is still at the early stage, it is still a sunrise industry, as for the worry whether overcapacity problem in China, actually could not enough.

"Now both Guangdong and Jiangsu, Tianjin, are limited to 1 GWH capacity between 2 GWH, but Germany's a plant is 30 GWH, if we still stay here, surely do not have any competitive advantage, need scale and increment, on the one hand, is the new factory on the other hand is an old factory." Wu Jun said.

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