Is the high nickel 811 coming?

Recently, Dangsheng Technology said that the company has already achieved mass production of high-nickel 811 cathode materials, and its 811 cathode materials are mainly used in new energy vehicle power batteries. At the beginning of 2018, Guoxuan Hi-Tech said that it has developed a ternary 811 material soft-packed battery with an energy density of 302 wh/kg. In addition, at present, there are also high-nickel 811 materials produced by Shanshan Energy, Ningbo Jinhe and other enterprises in China, and Tianjin Bamo, Xiamen Tungsten, Tianli Lithium and other high-nickel 811 projects are also steadily advancing.

High nickel trend is unstoppable

According to the proportion of nickel, cobalt and manganese, the ternary battery can be subdivided into 111, 523, 622 and 811 models. In 2017, the power battery is mainly based on the ternary 111 and 523 models. However, with the increase of cobalt price, in order to reduce the cost pressure brought by cobalt metal, and at the same time taking into account the high energy density (>200Wh/kg) requirements, high-nickel ternary battery has become a choice to adapt to the situation. "At present, the transition from the 523 to the 622 is not significant, and will directly transition to the 811," the research institute said.

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 are beginning to enter the era of high energy density. At present, 811 materials are mainly mass-produced on relatively mature cylindrical batteries, and will be gradually applied to square and soft-pack batteries. According to industry insiders, the current price of 523 is 23-23.5 million yuan / ton, the price of 811 is 26-27 million yuan / ton, and the price of 811 is higher.

National policy support

The outbreak of the high nickel trend, in addition to the continuous improvement of people's demand for cruising range, is also directly related to the direct link between subsidy standards and energy density in China. According to the "Medium and Long-term Development Plan for the Automotive 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, and the energy density of power battery cells will reach 300Wh. /kg or more.

At present, the energy density of the mainstream ternary 523 material battery on the market can reach 160-200 wh/kg, while the ternary 622 material can reach 230 wh/kg, but it is difficult to achieve the 2020 goal. Therefore, it is an inevitable trend to vigorously develop high-nickel ternary NCM811 and NCA materials.

Commercialization is blocked

Although the prospects are good, due to the shortcomings in the technical aspects of the 811 ternary system materials, the current commercialization process is not very smooth. The person in charge of Ningbo Jinhe mentioned that the main technical problems of the current high-nickel ternary materials are: firstly, the phase transition of the particle surface, which easily causes the battery capacity and cycle performance to decay; secondly, the particle breaks after the cycle, causing 811 battery electricity attenuation of chemical properties leads to a decrease in thermal stability and safety performance. Because the security problem is not well solved, the certification is difficult, and new energy vehicles are afraid to try it out easily.

However, in any case, with the investment of battery companies in the 811 ternary material process and material improvement, the quality of their products will be further optimized and finally stabilized. Perhaps China's power battery industry is not far from the era of high energy density.

The page contains the contents of the machine translation.