The competition of power battery companies is fierce \"Million kilometers\" The era of batteries may be opened-reprinted

BYD blade battery

Earlier, according to the power battery report released by the market research organization SNE Research, LG Chem defeated Panasonic and Ningde Times with a market share of 27.1% in the first quarter of 2020 and became the world's largest power battery company in terms of market share. Ningde Times ranked third with a market share of 17.4%.

With the continuous expansion of cooperation between domestic power battery companies and foreign car manufacturers, international competition is gradually fierce, and the domestic new energy vehicle market is sluggish. As the world's largest single car consumer market, China has attracted auto manufacturers to share this piece of the Chinese car market. \"Cake\", with the popularization of new energy vehicles, traditional and non-traditional manufacturers have entered the field of new energy vehicle manufacturing, which is accompanied by an increase in demand for power batteries, while intensifying competition in power battery companies. At present, the market for new energy vehicles is sluggish, and consumers' demand for cars is still mainly due to the need for traditional fuel. Among them, the anxiety of mileage and the inconvenience caused by the shortage of new energy vehicles still hinder consumers from buying new energy vehicles. Important reasons, market competition and consumer demand are constantly promoting the improvement and promotion of battery technology by power battery manufacturers.

Recently, the competition of domestic power battery companies has become increasingly fierce. First, the \"blade battery\" was released, and then Hive Energy released a million-kilometer battery. In addition, Tesla also intends to create a long-life super battery. It seems that because of the downturn in the new energy vehicle market, companies need to launch new technologies and products to boost the market.

Recently, Ningde Times said that the company will release batteries with a total cycle life of up to 2 million kilometers and a life span of 16 years. It can now accept orders and produce them. At present, the total mileage of most electric vehicle batteries on the market is 250,000 kilometers, and the life span is 8 years.

According to the company, the core of the self-repairing long-life battery technology in the Ningde era is to slow down the capacity decay rate, that is, to control the rate of active lithium consumption. Capacity attenuation is related to the positive electrode, negative electrode, and electrolyte. In the positive electrode, the new technology reduces the activity of the storage process through self-dormant passivation film technology, and then activates when used, thereby greatly reducing the side reactions of the positive electrode material during cycling and storage. In the negative electrode, the new technology has significantly enhanced the surface stability and bulk stability of the negative electrode material through the low lithium consumption technology, greatly reducing the active lithium consumption during the use of the battery cell, and achieving the performance requirement of ultra-long life. At the same time, the bionic electrolyte technology can display adaptive protection characteristics according to the needs of film formation in different life cycles of the battery cell, and improve the cycle and storage performance of the battery cell.

At the same time, the recent increase in the popularity of power battery acupuncture experiments also seems to show the secret rivalry between Ningde era and BYD, the two major domestic power battery companies. In March this year, BYD released \"blade battery\" with its latest technology. According to the data, the \"blade battery\" is essentially a lithium phosphate battery, and the runaway temperature is higher, safe and reliable. The safety performance of the material is better than other ternary lithium batteries. In addition, according to the manufacturer's publicity, this battery has a service life of 1.2 million kilometers for 8 years and more than 3,000 recharge cycles. These are currently unattainable by the mainstream product ternary lithium battery. At present, BYD has announced that the pure electric vehicle \"Han\" to be launched in June will be equipped with this product. At the same time, due to the demand exceeding expectations, BYD will expand \"blade battery\" production capacity, the Chongqing plant will start from the current annual production capacity of 2GWh Expansion to 12GWh by the end of this year.

In addition, not long ago, Great Wall's subsidiary Honeycomb Energy also released its own \"\"cobalt-free\"\" battery, the first product has a capacity of 115Ah, and the energy density of the battery core is 245wh/kg, which can be carried in most of the current pure electric The platform can achieve 1.2 million kilometers of 15-year warranty and is expected to be launched in June 2021. At the same time, the L6 thin cobalt-free long core product with longer cruising range has a capacity of 226 Ah and can achieve a cruising range of 880 kilometers. It is expected to be mass-produced in the second half of 2021.

In addition to the increasingly fierce competition among domestic battery manufacturers, foreign manufacturers have not stopped moving forward. Samsung said in May this year that the company will produce the fifth-generation Gen5 battery (that is, high-nickel NCA ternary square battery), which will be mass-produced at its Hungarian factory in 2021, which can help electric vehicles drive 600 on a single charge. Above a kilometer (its energy density is at least 600Wh/L), the main advantage of this battery is that the nickel content exceeds 80% (making its energy density 20% higher than competitors), while the cost per kWh is reduced by 20%.

Tesla \"Battery Day\", which has been bounced continuously, has been paid attention to by the market. Although there is no wind, the market rumors about Tesla’s own battery are always endless. According to some media, Tesla has made improvements to its new \"Million Mile Battery\", which is to reduce cobalt and increase the energy density of the battery, which may reduce battery costs. This is a lithium-ion battery that uses a new-generation \"single-crystal\" NMC532 cathode and a new advanced electrolyte to enable electric vehicles to continue driving for 1 million miles (about 1.61 million kilometers). In addition, Tesla CEO Musk also claimed that the company will launch a new battery that can last 1 million miles this year.

The fierce collision of advanced technology and excellent products is the best manifestation of the benign development of the industry. The emphasis on technology by various enterprises in the industry will also stimulate the benign progress of the new energy vehicle market.