Production of new energy vehicles will exceed 1.2 million in 2018

In recent years, the new energy vehicle officially ushered in the outbreak period, the power battery industry chain is gradually transformed from policy-driven to market-driven. From the perspective of the market demand for power batteries, the number of devices installed in 2018 May no longer boom but tend to grow steadily. In this case, the overall power battery industry has excess capacity and structural capacity is insufficient, while the rising industry leading enterprises are accelerating the expansion of the power battery industry, which intensifies the market competition and exacerbates the differentiation of the industry.

On the other hand, due to the national requirements for lithium battery energy density, research and technical breakthroughs in new materials for power batteries are imminent. From the perspective of power battery preparation, the development space of power battery equipment is huge at present, and the localization rate of equipment is expected to increase.

Currently, the lithium electric equipment industry has a certain scale of strength, and the equipment giant covering the main manufacturing links of power batteries has gradually taken shape. The concentration degree of lithium electric equipment industry is gradually increasing, and the industry integration is also accelerating.

In order to help the industry figure out the industry development situation, explore the follow-up strategic choice. On May 21, OFweek2018 (the second China power lithium battery technology and application seminar) was successfully held at Marco Polo good day hotel in shenzhen. Over 300 senior executives attended the seminar.

Be worth what carry is, at the summit, from ulvac Orient, festo, shenzhen west lake, send new energy, new energy and transportation, Shanghai Shanghai card resistance to new energy, Massachusetts solid energy companies in the United States and other executives and to deliver a speech from Beijing university of aeronautics and astronautics, and to share in their respective niche technology bottleneck breakthrough, interpretation in the prospect of the market and industry development of the judgment of the situation.

It is time to turn waste into treasure

In this BBS, professor du wenlong from Beijing university of aeronautics and astronautics brought the analysis of "current situation and trend of power lithium battery scrapping". He believed that with the increasing market share of new energy vehicles, the recycling and utilization of power batteries are extremely urgent.

According to the data, China produced 88.7Gwh of lithium batteries, 44.5Gwh of power batteries, 35.3Gwh of consumer lithium batteries, and 8.9Gwh of energy storage and other lithium batteries in 2017. It is estimated that by 2020, the scrap amount of lithium battery will reach 32.2Gwh, about 500,000 tons. By 2023, the scrap volume will reach 101Gwh, about 1.16 million tons.

Later, professor du wenlong introduced the technology route of power battery cascade utilization in detail. He believed that the cascade utilization of power battery requires the participation of enterprises in the whole industrial chain, so as to turn waste into valuable resources and jointly create a green circular economy.

Helium leak detection improves battery consistency

Qu qilong, chief research and development officer of new technology research institute of aifa east vacuum (chengdu) co., LTD, introduced the application of helium leak detection technology in power battery industry.

"High precision, high reliability and high efficiency are required for airtight detection of power batteries. Helium leak detection is the best choice." Qu qilong believes that helium molecules are very small, easy to penetrate the leakage hole, and helium is non-toxic, non-flammable, harmless to humans. And helium, which is an inert gas, doesn't react with anything else, so helium leak detection is the most appropriate solution.

On the other hand, the detection of true empty container helium is completed automatically without human error. The helium content in the atmosphere is only 5PPM, which can meet the need of high-precision leak detection. Qu qilong introduced, if the configuration of helium recovery system, recovery and recycling of helium, reduce the use of helium.

"It is recommended that the qualified rate of the product should be more than 90%, and the detection accuracy should be more than 1e-2pa.m3 /s. According to qu, the empty tank helium leak detection technology can help improve the consistency of lithium battery manufacturing.

Promote the automatic informatization of power battery

Liu liang liang, senior manager of lithium battery industry in greater China of festo (China) co., LTD., introduced the "production line integrated system solution of power lithium battery".

"It is very important to make scientific management in the manufacturing process of power batteries." Liu believes that integrated automation and intelligent manufacturing will be the inevitable requirement for power battery manufacturing to enter a higher stage.

"Festo is able to facilitate the automation and informatization of battery production processes throughout the manufacturing process of power batteries." Liu gaoqiang takes the winding link as an example. The scheme of Festo is a minimalist electrical connection. Easy to optimize the air circuit layout, no need for a large control cabinet, discrete distribution, easy to maintain, reduce TCO, reduce the complexity of the air pipe layout, equipment more beautiful, improve energy efficiency

Money to play the new energy car rental

Yu huaiyong, deputy general manager of shenzhen xihu new energy transportation development co., LTD, Shared the innovation of charging and changing mode of new energy vehicles.

He believes that new energy vehicles have become a national strategy. Although China's new energy vehicles are not technologically dominant, they are the first in the world in terms of policy promotion and market progress.

According to yu huaiyong, the new energy car rental market is the "blue ocean" of the sharing economy. The selection of new energy car rental models, ranging from zhidou with tens of thousands of yuan per car, to byd, guojin, baic new energy and high-end tesla and BMW, is very competitive. But this industry is the strong support that needs capital, have capital to operate ability and the ability that understands new energy car to work well.

Yu also analyzed the financing leasing mode and battery leasing mode of new energy vehicles. He believed that the problems of high manufacturing cost, short battery life, short mileage and short life cycle of new energy vehicles need to be solved.

Production of new energy vehicles will exceed 1.2 million in 2018

In the last part of BBS in the morning, hu linlin, consulting project manager of OFweek industry research center, brought wonderful research report sharing, discussing "data analysis lithium battery market trend and lithium battery supply chain innovation".

"Central NEV policy: a policy support system has been initially established in the development, scientific and technological innovation, finance and taxation of the new energy vehicle industry, covering the whole industrial chain from research and development, industrialization to promotion and application." Hu linlin, a consulting project manager at OFweek industry research center, believes that the impact of the national vehicle policy on power batteries is indirect but powerful!

Hu believes that in the next five years, China's new energy vehicles will maintain a growth rate of more than 30 percent, and the production of new energy vehicles will exceed 1.2 million in 2018. The track of the power cell market is gradually solidified, and the trend of the upstream and downstream extension and vertical integration of the new energy automobile industry chain is obvious. Manufacturers with strong strength in each link start to expand new businesses in order to strengthen the core competitiveness of the industry chain.

The industrialization of lithium-manganese based materials has been mature

In the afternoon seminar, zhao shixi, professor of graduate school of tsinghua university, introduced the "current lithium battery anode material selection and technology research progress".

Professor zhao shixi believes that with the continuous expansion of the application field, the performance of lithium battery is improving more and more significantly, and at the present stage, the price fluctuations of lithium carbonate and other raw materials restrict the reduction of the cost of power battery.

"China's battery routes have always been susceptible to the influence of Japan and South Korea and have not formed their own." Professor zhao shixi believes that Chinese lithium battery industry colleagues should not blindly follow Japan, South Korea and Europe and the United States, to start from the basic research and development, the formation of their own unique advantages of the material route.

"Now high nickel ternary has become a hot spot in the industry, which is largely subject to the rising price of cobalt materials." Professor zhao shixi believes that high nickel materials are not stable enough at present and face challenges at low temperatures, and lithium-rich layered manganese oxide anode materials are a good solution.

Material investment can choose overseas target

Cao dongqiang, chairman of Shanghai gepai new energy technology co., LTD., Shared "the exploration of nickel-cobalt lithium investment strategy and new energy" in the seminar.

"China also relies heavily on imports of nickel-cobalt materials." Cao said that the cobalt resources mainly come from Congo, and the change of the situation in Congo has a direct impact on the global supply and price of cobalt. China has become a major processing base for cobalt mines, with 70, 000 tonnes of refined cobalt produced in 2017, 97 per cent of which was imported, mainly from Congo.

The output of the main mines is expected to remain stable, the possibility of large-scale expansion of production this year is not. Cao also gave investment advice, he believes that the current domestic in nickel, cobalt and other raw materials in the lack of sufficient quality resources, investment can consider overseas targets.

Safety control is the first element under the trend of high nickel content

Zhang hailin, deputy general manager of Shanghai kainai new energy co., LTD., analyzed the development trend of power battery technology. Zhang hailin believes that under the premise of meeting the safety, life and other indicators, it has become the common expectation of major new energy vehicle enterprises to significantly improve the battery energy density, extend driving range and reduce cost.

"Safety is the primary indicator of power batteries, and the safety of batteries cannot be sacrificed simply for the sake of high energy density." Zhang hailin believes that the main reason for the recent accidents of tesla's electric vehicles is that the nickel-cobalt-aluminum material used by tesla is prone to the risk of runaway heat when subjected to collision.

Subsequently, zhang hailin also focused on the analysis of power battery safety control in the high nickel trend. In his opinion, the thermal stability of NCM, NCA, manganese based solid solution and other anode materials is poor, and there is decomposition and heat release within the range of 200-300 degrees, which aggravates the potential safety problems of batteries and leads to more prominent battery safety problems. In view of the trend of high nickel, more stringent safety design and production control must be carried out!

500Wh/kg solid lithium metal industrialization to be started

Qqichao hu, founder and CEO of SolidEnergy, introduced lithium batteries with energy density up to 500 watt-hours per kilogram.

Hu qichao first introduced the development trend of lithium battery technology. From the route development chart, solid lithium metal battery is the optimal scheme for pursuing energy density. At present, pure solid metal batteries are generally used in the military,specials, drones and other high-end applications.

"Lithium can outperform graphite and silicon-carbon electrodes in performance, and can be made smaller." According to hu, the solution based on solid electrolyte to control lithium dendrite technology can largely solve the problem of life attenuation. But at present, solid-state lithium metal batteries are more expensive and more suitable for lightweight and less cost-conscious applications.

After the speech in the afternoon, the speakers also held a roundtable discussion and exchanged views on three topics: the increase of raw material prices, the way to reduce the cost of power batteries, the way to improve the energy density of power batteries and the cascade utilization of lithium batteries. And actively interact with the audience.

The page contains the contents of the machine translation.