When will the era of power battery 811 come?

As the ternary battery technology market develops unceasingly, lithium, cobalt and other resources are in shortage. Especially due to the elasticity of supply is small, if mainstream manufacturers choose NCM622 course, it will lead to a serious shortage of supply of cobalt, and it will be reversed transmission route development of new energy car companies toward NCM811.

Since last year, thanks to rising demand for range, to the requirement of new energy vehicles power battery energy density is becoming more and more high. Especially in the domestic, but also will be directly contacted with the subsidy standards and energy density, taking three yuan line gradually become mainstream battery enterprise common choice; At the same time, along with cobalt metal raw materials, such as supply shortage caused by the rise in price, high nickel ternary gradually become the development trend of power battery.

According to the dosage proportion of nickel, cobalt, manganese, ternary cell specific can be subdivided into 111 type, 523 type, 622 type and 811 models. Power battery mainly three yuan in 2017, 111 type, 523 type is given priority to, the industry forecast this year and the next three yuan type 622 and type 622 will become the new direction." For now, it is transition from 523 to 622, will direct transition to the 811 type." Research institutions.

High nickel into three yuan battery important trend "in 2017, the upstream raw material prices make battery makers feel a lot of pressure, including the cost pressure from the positive cobalt raw materials prices is the largest. In order to alleviate the pressure of the cost, including bick, power battery companies choose by ternary cathode material innovation to reduce the use of cobalt proportion, is use the 811 high nickel anode material. Bak battery vce president of Lisa said in an interview with reporters.

It is understood that in addition to the Bak battery, including BYD, the porch high-tech era, Ningde, Shanshan energy, Ningbo gold and mo, when science and technology, Tianjin, Xiamen tungsten industry, and other enterprises, both in the field of high nickel battery 811 launched the layout of the positive. By raising the proportion of nickel, can not only realize the battery energy density increase, at the same time reduce the use of cobalt, in terms of cost also resist the ternary material price rising cost pressure.

Multiple pressure driven 811 status highlight NCM811 attention, first of all lies in its high energy density. Earlier this year, four ministries on the adjustment to perfect the fiscal subsidy policy of new energy automobile application notice. Notification requirements, 2018 subsidies coefficient and energy density. Passenger cars are going to get the highest energy density times the subsidy system to be > 140 wh/kg; The class with pure electric passenger cars to get the highest times faster subsidies also need > 140 wh/kg.

And from the published this year in the first two group of the directory, whether it is applied to the new energy buslithium iron phosphate batteries or three yuan batteries used in new energy passenger car, the proportion has reached 140 wh/kg standard. So far, battery energy density is highest on the list has amounted to 158 wh/kg. In spite of this, however, distance 2020 system energy density need to accomplish the goal of 260 wh/kg, still far.

It is understood that NCM523 highest energy density of 200 wh/Kg, while NCM622 and NCM811 can reach more than 230 wh/Kg and 280 wh/Kg. If need to rely on the ternary battery achieve the goal of 260 wh/kg in 2020, only 811 are going to be able to do. Energy density compared with NCM523 material and NCM622, NCM811 advantage more. In you opinion, instead of using 622 to slow transition, return not equal to one pace reaches the designated position.

Achieve energy density is only 811 material capable of at the same time, due to the ascension of 811 battery capacity, for the cost control more effectively. Research data show that the market mature18650 power battery532 the anode materials, batteries capacity is 2.5 AH, and adopts 811 anode materials, capacity can reach 2.75 AH. In 811 units wh cost 0.39 yuan, and in 532 units wh cost is 0.414 yuan, which is 6% lower cost, very tempting for battery enterprises.

In addition, using 811 single weight batteries battery anode materials fell by 9%, according to this judgment corresponding materials such as diaphragm, electrolyte and copper foil cost will be decreased. So even by conservative estimates, batteries used after 811, the comprehensive unit wh costs decreased from 6% to 8%, while considering the use of 811 save 9% of the cost of PACK, comprehensive unit wh costs drop conservative estimates will be above 8%.

Crucially, using 811 reduced the amount of cobalt. On March 29, the latest price is 664200 yuan/ton, compared to this year on March 1, 608600 yuan/ton rose 9.12%.This also means that the price was up 130% last year, on the basis of this year in just less than 3 months, price also rose by nearly 30%.And according to forecast of related institutions, cobalt is still in the tight supply in the next few years, there are still up space.

If the ternary material with high nickel NCM811 calculation, by 2020Lithium ion batteries of cobalt demand will reach 64600 tons, of which the demand of new energy vehicles is about 27900 tons; If with a low nickel NCM111 measurement, 2020 lithium ion battery of cobalt demand will reach 171600 tons, and increase the proportion of new energy vehicles demand for cobalt. Development 811, therefore, can reduce the dependence on cobalt, cobalt price become more rational. Companies in 811 have bulk supply although high nickel three yuan 811 anode materials at that time, but as a result of technical barriers is higher, in the preparation process, equipment and meet the requirements of the production environment was significantly higher than ordinary ternary material, so far, only Japan Panasonic, sumitomo chemical companies have high nickel ternary production technology. But the industry development of high nickel battery materials "tone" is set, so the domestic material and battery industry is already clear objectives, to 811 in active layout.

As early as in March last year, Shanshan energy announced yearly produces 5000 tons of three yuan 811 turnkey project production line construction in workers at Shuizuishan base, is expected to formally put into production within the year. Announced in October, Shanshan energy making base ternary 622/811 turnkey project, the annual output of 7200 tons of common production line construction successfully has entered the stage of equipment installation to an end, and will try and put into operation in December 2017, reaches producing in March 2018.

When lifting technology for $1.5 billion 811 material layout, Ningbo, let the lithium electricity (formerly ningbo gold and) the progress of the more advanced, as the first domestic production of high nickel ternary materials enterprises, in the second half of 2016, Ningbo gold and NCM811 has begun small-scale production, by December 2017 output of 500 tons/month. In accordance with the ningbo gold and the latest plan, the third quarter of 2018 NCM811 monthly production capacity of 1000 tons/month;2019 will be 2019-2000 tons/month.

When l announcement on March 1, 2018, science and technology to increase 1.5 billion yuan overweight lithium battery project. Funds intended to "Jiangsu when litres of li-ion battery cathode material production base in three phase", "Jiangsu when l li-ion battery materials technology research center", etc. Including jiangsu three phase of the project of building production capacity 18000 tons of three yuan 811 / NCA, three phase is expected in the first half of 2019 reaches producing, cohesion power battery 811 market demand and international customers.

In addition, green beauty in accepting the investment institutions research foreign said, has successfully launched last year to 811, NCA high nickel products; Day power lithium can release announcement, the company research and development of three yuan 811 materials and NCA products has entered the stage of pilot, has been in the car companies were directly or indirectly; Tianjin ba maw said its high nickel (NCM811) materials, has been to the international big batch supply customers;811 system of battery has already begun to mass production, etc.

Bick group vice President Liao Zhenbo mentioned, from a technical perspective, Bick will mainly higher nickel cobalt less technical route, development 811 system of ternary lithium electricity. Currently bick has been completed in the early period of the 811 system arrangement, all production lines are high nickel and NCA production line 811.Cloud car use is Bick high nickel 811 batteries, Jianghuai auto also plans to use the Bick high nickel battery, 811 now have complete security testing.

Ternary material directly will transition to the 811 people in the industry forecasts, due to the 811 system of ternary lithium electricity energy density increase, state subsidies than the original system of 622 and 532 the ternary lithium electricity material, such a high nickel battery comprehensive performance can be fully reflected. Is expected by the end of 2018, can achieve 2018 production enterprises will be increased to 5 to 6.Under the high energy density threshold, a lot of new energy vehicles will begin to use high nickel 811 battery. High technical requirements for commercial slow progress, however, despite the enthusiasm of 811 ternary system, and even this year as of the first year of 811, but its technology lead to the road to the commercialization of the board but should not be ignored. Liao Zhenbo openly mentioned, now 811 system especially hard to make technology products, particularly high requirements for the environment, and to the material manufacturers and battery manufacturers requirements are high. That led to the current 811 enterprise, and energy production.

In charge of Ningbo gold and also noted that the current main technical problems of high nickel ternary material: first is the phase transition of particle surface, easy to cause the battery capacity and cycle performance attenuation; Second, circulation after grain fracture, 811 cell electrochemical performance attenuation, led to the decrease of the thermal stability, safety performance. Due to security issues is not very good solve, certification difficulty is high, the new energy car companies did not dare to try to use easily.

So, despite the material enterprise declared 811 have bulk supply, and few carry 811 battery of new energy vehicles. Until recently, the south Korean modern issued KonaEV all-electric SUV. It is worth noting that the KonaEV power battery is provided by LG chem, adopt NCM811 high nickel batteries, is considered to be the first global NCM811 batteries, new energy vehicles, opens the 811 applications in the field of new energy vehicles.

"In fact, in addition to the high technical threshold low, safety, including 811 battery thermal management system, supply system restore and other issues need to be solved. At present, the domestic enterprises have developed NCM811 material, but there are still many gaps from the commercialization of the actual application.811 battery, in my opinion, if you want to enter the large-scale promotion, it will be a long time." In view of the commercial road 811 batteries, some listed battery enterprise director said.

But given the strong market potential, 811 domestic enterprises also strive for improvement of process and material to solve the problems existing in the material 811.As in lattice material doped with some metallic ion and nonmetallic ion, solve the problem of battery heating; In the material surface coating thickness of some suitable metal compounds, improve the stability of the ternary structure of materials; To optimize electrolyte additives form a protective film, effectively restrain electrolytic melt oxidation decomposition, etc.

On the whole, as the ternary battery market expand continuously, bring lithium, cobalt, such as resource shortage, resulting in lithium cobalt resources in short supply in the next few years, brings to the battery and new energy car companies enormous cost pressure. Especially due to the elasticity of supply is small, cobalt and if mainstream manufacturers choose takes NCM622 course, will lead to a serious shortage of supply of cobalt, so will be reversed transmission to NCM811 path of development of new energy car companies.

The page contains the contents of the machine translation.