Power lithium battery technology fast charge and slow charge who is better?

China is already the world's largest consumer, in the future lithium battery technology is biased fast charge or slow charge? Is there a safety risk and a short life span? This has been controversial in the market.

Last year's results were impressive, as the company's annual reports on lithium batteries and related industrial chains in 2016 became better. China is already the world's largest consumer, in the future lithium battery technology is biased fast charge or slow charge? Is there a safety risk and a short life span? This has been controversial in the market. With the Advancement of technology and in-depth research on lithium battery materials, the difficulties that have been encountered by fast charging technology may also be solved one by one.

Last year's performance increased significantly.

According to media reports, the profits of lithium battery materials listed companies include Tianqi lithium industry, Luoyang Molybdenum industry, Zhangzhou Pearl, polyfluoride, and fir shares. In addition, the earnings and growth of Hong Kong battery companies are also impressive. For example, Tianneng Power's electric car battery business achieved revenue of 1.928 billion yuan, an increase of 10.17 % year-on-year, accounting for 8.98 % of sales.

According to the consolidation of industry organizations, the main power battery companies in China also present the pattern of large companies and medium-sized enterprises.

BYD, CATL, Wotema, Guoxuan Gaoke, Ricoh, Micro macro power, Guangyu Group and other companies are constantly expanding their sales and market share. The 2016 data has not yet been fully completed, while the 2015 data shows that CATL is already approaching BYD (market share of 23.2 %), shipping 2.43 GWh, and market share of 15.3 %. Other big companies are also quickly getting orders.

However, one problem that can not be ignored is that new energy subsidies are "receding". Songhan, vice president of micro macro power market, said in an interview with First Financial reporter that at a time when the industry has not yet fully achieved marketization, the reduction of subsidies has indeed brought some pressure on companies in the entire industrial chain. "But we should see that. State support for industry has not changed. In addition, when the transition from policy-driven to market-driven gradually, it also helps to break local protection and avoid the appearance of bad money expelling good money. "

With the reduction of subsidies, pressure from the market level will also be transmitted to power battery companies. The market is more sensitive to power cell prices and there is a clear downward demand. "In order to better meet the requirements of the market, we control product costs through product technology upgrading, optimized production management, optimized supply chain, and expanded large-scale production to provide customers with more competitive products. Recently, we have also launched three phases of construction projects. " said Songhan.

Xuheyi, chairman of Beijing group Co., also told the media that while the industry was concerned about the impact of new energy subsidies on the market, such concerns were unnecessary because the cost and price of batteries were falling rapidly as domestic battery technology progressed and production grew.

"Only if the cost of batteries crosses the $200 per kilowatt-hour threshold can electric power enter rapid development. At present, this goal is gradually becoming a reality at home. "He told the media that the annual cost of batteries in China has dropped by 15 % to 20 %. At the beginning of electric power in China, the price of batteries per kilowatt-hour was more than 4,000 yuan, and now it is 1,500 yuan to 2,000 yuan. He predicted that it would be possible to break the 1,000 yuan mark. In the future, the global competitiveness of pure electric vehicles in China will be greatly enhanced.

Who's better, quick or slow?

In 2016, China's finished power lithium battery production capacity has exceeded 100 GWh, of which the three-yuan production capacity is about 39 %. Huatai Securities predicts that in the future 2020, the total demand for lithium batteries in China will reach 84 GWh, and the triple demand may be 65 GW.

From the end of 2016 to March 2017, this round of expansion continued.

In December, the new 3GWho new energy vehicle power (energy storage) lithium battery plant in Changxing, Zhejiang Province, was put into production and will have 5.5 GWh of production capacity in the future. On February 13, 2017, Wotema also stated that the factory building of 55,000 square meters and 600,000 units of Nissan power battery cores will also be released soon. On March 9th, the first phase of the 6GWh project of Lions Technology's three-way power lithium ion battery was also announced.

The soaring sales of new energy vehicles are also the driving force for batteries to increase production capacity and increase revenue.

The statistics of the China Automobile Association show that in 2014, China's new energy vehicle sales volume was 74,800, an increase of 324 % year-on-year; In 2015, the product sold 331,100 vehicles, an increase of 343 % year-on-year. In 2016, the annual sales of new energy vehicles exceeded 500,000 vehicles, a year-on-year increase of 53 %, and it also surpassed the United States in one fell swoop to become the world's largest consumer of new energy vehicles. Such a big step forward, naturally prompted the expansion of lithium batteries.

In this industry, although there are many technical routes, they can be roughly divided into two categories: fast charge and slow charge. The representative enterprise of fast charging is micro-macro power, and slow charging is mainly BYD, CATL, etc. (of course, BYD and CATL also have their own fast charging products). The penetration of fast charging technology is mainly due to the increase in the demand of domestic bus customers.

"If we want to truly realize the market-oriented promotion of new energy vehicles, so that consumers can use new energy vehicles more confidently and conveniently, it is an inevitable trend to develop high-safety, fast-charging and long-life battery technology. First, security is something we need to consider. Second, batteries need to have the ability to charge quickly to meet the mobility needs of consumers. The long life (that is, the synchronous life of the car) is the basic principle of car design, which also ensures that the circulation of second-hand vehicles is possible. " said Songhan.

While micro macro power insists on the above ideas, it has developed several generations of battery products. As the first company to industrialize lithium titanate technology in China, the company is in the forefront of the world in the field of lithium titanate battery technology, and has also launched a series of fast rechargeable battery products.

In fact, the future technology of new energy lithium batteries depends on the requirements of automotive customers. From the existing new energy car layout, passenger car sales are undoubtedly the largest, accounting for more than 50 %. Next is the passenger car, which has a proportion of more than 30 %, while the special car is only 13 %. Although passenger cars are complex in terms of driving distance, charging and switching power, and they can adapt to speed and speed, they are likely to be later than the bus system in terms of speed and quantity. Therefore, the fast charging market is not behind the slow charging. It is conceivable that the development of both fast charge and slow charge technologies will go hand in hand.

The page contains the contents of the machine translation.