Which companies are at the forefront of automotive battery technology?

For lithium batteries, the eternal development direction is high energy density. At high energy density, consider acceptable safety, cost, etc. At the same time, considering that the energy density cannot be increased quickly, from the perspective of use, there is fast charging.

Due to its particularity, cylindrical cells are the first to use NCA+ silicon carbon, and Tesla is at the forefront in this regard. (Due to the particularity of the cylinder, the overall PACK energy density is not much higher, and the cycle life is sacrificed) At present, CATL's 3C fast charging products are being evaluated by several domestic car companies and are expected to be seen in the market in 2019.

If you want to say that you are at the forefront of the application of automotive battery technology companies, I think Panasonic is particularly famous, since 1994, Panasonic has been developing lithium-ion batteries, which is not yet CATL and BYD. In 2008, it became the exclusive distributor of Truss and developed rapidly.

CATL doesn't seem to be much famous. No fame does not mean that people do not have strength. Recently, the company signed a 4 billion euro contract with BMW, which has also attracted worldwide attention.

CATL has reached cooperation with many car companies and is the world's largest automotive battery manufacturer. It is a close partner with SAIC, Changan and Geely.

LG Chem, a South Korean LG Group, is mainly engaged in the research and development of automotive batteries. LG Chem has been working with Hyundai Kia for a long time to produce ternary lithium batteries. Not only Hyundai-Kia has partnered with LG Chem, but Nissan, GM and Renault also use batteries from this company.

In recent years, LG Chem has entered the Chinese market and established a battery production base in Nanjing, hoping to occupy a larger market share.

Waterma, a very foreign name, is a domestic brand. This is one of the earliest enterprises in China to develop lithium iron phosphate batteries, and cooperates with FAW, Dongfeng and Lifan and other car companies, as well as more than 40 overseas countries and regions. A company that is at the forefront of the application of automotive battery technology.

Jiangsu Guotai, lithium battery electrolyte. The main holding subsidiary, Guotai Huarong Chemical New Materials, mainly produces lithium battery electrolyte and silane coupling agent, and the domestic market share of lithium battery electrolyte exceeds 30%. Accounting for 30% of the operating profit of listed companies, the company is expected to usher in new development opportunities with the large-scale application of lithium-ion power batteries.

CITIC Guoan, cathode material for automotive lithium battery. The company is currently the largest manufacturer of lithium cobalt oxide and lithium manganese oxide, the cathode materials of lithium batteries, and the only manufacturer of large-scale production of power lithium-ion secondary batteries in China. During the 08 years, the power battery with lithium manganese oxide products as the cathode material of Mongoli Company was assembled in 50 pure electric buses.

BYD, which is the leader of China's new energy vehicles, is also far ahead in battery technology. At present, the main object of research is ternary lithium battery, which has a high density and can effectively improve the cruising range. However, BYD has no foreign exchanges and has always been self-sufficient, so it has been surpassed by CATL.

At present, BYD is developing openly, and it is estimated that it will soon be able to develop its own batteries to the world.

There are six aspects, and the first one is solar charging technology. The second is fast charging technology. The third is a new type of lithium-ion battery derived from it.

These 4 are also derived solid-state batteries. The fifth is a flexible battery. The sixth is a new type of battery that can be powered by the human body**.

Highly integrated blade power battery. This technology breaks through the constraints of traditional drawing and extrusion processes, and overcomes the ultra-thin aluminum shell welding technology, and successfully develops an ultra-long and ultra-thin aluminum shell blade battery with an aspect ratio of 10:1 and a thickness, breaking the module concept of the traditional battery system, and using the unique aspect ratio characteristics of the blade battery to realize the tight arrangement of ultra-long cells, and obtain a volume integration efficiency of more than 60%.

New energy vehicles have the use of these high-tech technologies in practice, such as hydrogen fuel cells and solar cells.

With the country's macro-control of new energy vehicles, electric vehicles are becoming more and more popular, and at the same time, people are more concerned about the batteries of electric vehicles, whether they use more advanced lithium batteries or other types of batteries.

<> power batteries of electric vehicles can be divided into secondary batteries (including lead-acid batteries, nickel-cadmium batteries, nickel-metal hydride batteries, lithium batteries) and fuel cells. According to the research report of the State Information Center, liquid lithium-ion batteries, lead-acid batteries and nickel-metal hydride batteries are used at this stage. However, due to energy density and power density, it will not be the future development direction.

The future direction is metal-air batteries (possibly lithium), all-solid-state lithium-ion and fuel cells.

At present, there are also calls for hydrogen energy vehicles, and it can be seen that hydrogen energy vehicles will not replace lithium battery vehicles, and they will develop in harmony. However, other batteries have the potential to replace traditional ternary lithium batteries. I have a friend who does this, often communicate together, with his understanding of the industry, the Japanese German system has a disagreement on the battery strategy, the Japanese focus on fuel cells, Toyota is at the forefront, there is already mass production of fuel cell technology, Honda and Nissan are also actively promoting fuel cells (as can be seen from their corporate technical reports, a large introduction to fuel cell technology research), auxiliary all-solid-state batteries.

The German system mainly focuses on metal-air batteries and all-solid-state lithium-ion batteries, supplemented by fuel cells. Volkswagen's electrification strategy clearly states that the all-electric driving range is more than 600 km and the charging time is 5 minutes, which is difficult to solve by relying on lithium-ion batteries.

In my personal opinion, hydrogen energy will not become the mainstream of mobile transportation, but there must be a market. According to Toyota's internal technical report, even by 2050, hydrogen energy will only account for 5% of Toyota's market, and there is no large-scale hydrogen energy plan in Germany at present, so it is difficult to say what proportion of the total amount will be in the world. Therefore, even Toyota, which is at the forefront of hydrogen energy, does not think that fuel cells will become the mainstream, but should pay attention to whether there will be new power batteries to replace lithium-ion batteries.

Now the batteries of electric vehicles are all relatively advanced lithium batteries, which charge quickly, have large capacity, and are relatively safe to charge.

Yes, and in this case, the car will travel farther, and it can also improve people's quality of life, and the cost performance is relatively high.

BYD's battery safety technology will be stronger, they have their own production system, and the complaint rate of their vehicles is very low.

GAC Aion's battery safety technology is relatively strong,The battery life is particularly strong,Especially resistant to high Sun Xiaowen and cold,**Compared with other TVs, it is also relatively cheap。

BYD, GAC Aion's battery technology is very strong, the safety of new energy vehicles is concerned by the industry liquid, BYD and GAC Aion will Sanxin Yuanyuan lithium and lithium iron phosphate two battery technology route competition to the public eye.

<> "Looking at the lithium battery industry from new energy vehicles.

1) New energy vehicle industry chain.

Compared with the traditional automobile industry chain, power batteries are an important part of the new energy vehicle industry chain. The "three electrics" system (battery, motor, electronic control system) is an important indicator to evaluate the performance of new energy vehicles. Among them, ternary batteries have the characteristics of high energy density, high capacity, and low temperature resistance.

2) Industry characteristics.

1) There are many ternary material enterprises, but the strength is not strong. According to the statistics of the senior industry research institute, as of the end of 2016, the domestic ternary material shipment of more than 8,000 tons of enterprises has not yet appeared, and the product homogeneity of major enterprises is serious. At the same time, driven by Tesla, the domestic ternary power battery has set off an expansion boom.

With the continuous progress of technology, the demand for long-lasting batteries is increasing, and the market demand for ternary materials is in a period of strong production and sales. Against a favorable backdrop, a large number of new entrants will emerge in the market.

2) Lack of core patents and repeated construction of low-end production capacity. The patents for nickel-cobalt-lithium manganese oxide are mainly in the hands of 3M and Argonne laboratories in the United States. BASF, Umicore, Ruixiang, etc. all have the right to use the patents of 3M or Argonne laboratories, while the awareness of domestic patents is relatively weak.

3) At present, the domestic ternary material model is mainly 523. Regardless of whether it is a ternary material for digital or power, the 523 model is still the most widely used.

4) Enterprises have deployed high-nickel materials, such as 811, NCA, etc. High capacity is the long-term demand of digital and power batteries, and the bottleneck of lithium iron phosphate energy density is emerging, and high-nickel ternary materials have become the focus of enterprises due to their high energy density.

3) Relevant policies.

Cathode materials belong to the "Encouraged Category" of the "Industrial Structure Adjustment Guidance Catalogue (2019 Edition)".

Ten. 1. Science and technology service industry".

The 13th Five-Year Plan for the Development of Strategic Emerging Industries proposes to systematically promote the R&D and industrialization of fuel cell vehicles, and realize the mass production and large-scale demonstration application of fuel cell vehicles by 2020.

In 2025, the sales of new energy vehicles are expected to exceed 5.3 million, and the sales of new energy vehicles will account for 20% of vehicle sales. The investment in the new energy industry chain in the past five years has remained at about 39.4 billion yuan, and the mileage of the new energy industry chain in 2020 will be 380km, an increase of 2 times compared with 2014.

Power batteries are an important part of pure electric vehicles. According to the cathode material, it can be divided into ternary battery and lithium iron phosphate battery. Between 2013 and 2018, the installed capacity increased by 72 times.

However, when the sales of new energy vehicles declined in 2019, the growth rate of power battery installed capacity fell below 10%. Part of the positive growth was due to the rush to install before the subsidy was removed. Therefore, power batteries are closely related to the prosperity of the new energy vehicle market.

At the same time, ternary batteries are favored by car companies because of their higher energy density, capacity and low-temperature performance. In 2019, the installed capacity of ternary batteries accounted for an increase compared with 2017.