22 Years' Battery Customization

It is more important to improve the rate of power batteries

Jul 18, 2019   Pageview:513

Rooted in the industrial chain with power batteries as the core, we have to look at the industry in the ups and downs of policies; In the wind and cloud of capital, forecast the direction of the pattern; In the generous debate of the experts, condense their own views.

And this industry is still rapidly developing, in the face of the overwhelming media reports, the author also has some of his own opinions, in the form of comments with you to do a share, the right to throw a brick.

Original text: Three yuan transition from NCM523 to NCM622 5 power battery enterprises in-depth layout

It is reported that at present, the three-part material system batteries that can achieve stable mass production and supply are still mainly 523, and some power battery companies can mass-produce 622 three-part batteries.

Comments:

Not 811 seems to be embarrassed to say so, given the popularity of solid-state batteries and high-nickel materials.

However, in fact, the domestic Sanyuan is still dominated by 523, and there are also many companies that can mass-produce the 622 system, but few can maintain a stable supply of quality and quantity. The reason for this is that nothing more than the 622 after mass production, the good quality rate is too low.

Some industry insiders pointed out that when the nickel content of the ternary system exceeds 70 %, under the existing battery system, it will not have the value of large-scale commercialization. I used to think that this argument was too absolute, but now it is a bit shaky. The fact is that the domestic 622 system has not been widely promoted, and Tesla's NCA battery supply is also seriously inadequate.

Personally, the author believes that perhaps when the solid electrolyte matures, it is the time when the energy density of the high nickel ternary system is completely liberated. Prior to this, it was perhaps more important than all kinds of "black technology" to sink in to increase the rate of good quality of the 622 system and make its large-scale application.

The Guangdong Provincial Quality Supervision Bureau selected 20 batches of lithium batteries for electric bicycles.

Recently, the Guangdong Provincial Bureau of Quality Supervision sampled 20 batches of electric bicycle battery products produced by 20 companies in the province. After inspection, it was found that 9 batches of products produced by 9 companies were unqualified, and the discovery rate of unqualified products was 45 %. The unqualified project is a puncture project.

Comments:

Every battery company should have a painful experience with piercing.

As far as I know, two years ago, no company should be able to ensure that the production of power battery products can 100 % through the puncture project. The reason for this is that the puncture directly causes a short circuit, which causes the temperature at the puncture to rise sharply and exceed the controlled temperature range within a short period of time, eventually causing the battery to catch fire, burn or explode.

Even now, the puncture project is still a cloud across the battery field. In order to puncture, major battery companies have no less efforts. For the current level of technology, the author can not jump to conclusions, but this is the experimental results are actually on the author's expectations.

The 45 % failure rate seems to be very high, but it has been a great improvement for the puncture project. Of course, for the entire lithium industry, further improvements are needed.

Original: Total investment 237 million US dollars BMW investment and construction battery R&D center

According to foreign media reports, BMW announced that it plans to establish a battery research and development center in Munich, Germany, within the next four years, with a total investment of 237 million U.S. dollars(about 1.85 billion yuan). In the future, BMW will conduct battery technology analysis and research through the factory. The center will be opened as soon as 2019.

Comments:

In fact, the market competition for electric cars is to some extent the competition for power cells.

Some industry insiders believe that with the development of smart cars, the core competitiveness of future cars will be concentrated in the software section. But in my opinion, this day is still very far away. For a long time, battery technology will influence the market value of electric cars.

And even on an intelligent day, the battery is still one of the core of the vehicle. For example, even if consumers are more concerned about the comfort provided by the NVH, they can not deny the importance of the internal combustion engine to the car because the internal combustion engine is the cornerstone of the vehicle. Similarly, higher power batteries represent the infinite possibilities of electric vehicles.

The current power battery is still far from consumer expectations, and the deeper the car companies understand battery technology, the more conducive to the development of the most competitive models with the times. At this point, domestic car companies are relatively lagging behind.

The page contains the contents of the machine translation.

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