The reshuffle is imminent, and it is imminent for the power battery to master the core technology

　　In the development of energy vehicles, power batteries are the core, which has almost reached a consensus in the new energy vehicle industry. With the development of new energy in full swing, the development of power batteries has also become the core of discussions in the industry.

　　In the development of new energy vehicles, power batteries are the core, which has almost reached a consensus in the new energy vehicle industry. With the development of new energy in full swing, the development of power batteries has also become the core of discussions in the industry.

　　On April 21, the "2018 First China New Energy Power Battery and Energy Storage Industry Conference" with the theme of "New Kinetic Energy Conversion · High-quality Development" was held in Taizhou, Jiangsu. Experts from the new energy industry and representatives of first-line enterprises of new energy power batteries will conduct in-depth discussions on topics such as the current domestic power battery development status, existing problems and future trends, on the technical development route of the power battery industry, battery safety, and industrial dilemmas.

　　Data shows that the cumulative number of new energy vehicles in China has reached 1.8 million, accounting for 50% of the global market. In the first quarter of 2018, China's new energy vehicle production and sales increased by 136% year-on-year, and sales reached 117,000.

　　The surge in sales of new energy vehicles has stimulated the rapid development of the new energy power battery industry. In 2017, the total supporting capacity of new energy power batteries reached 37.06 billion WH. Among them, the matching amount of ternary batteries reached 16.55 billion WH, accounting for 44.87% of the matching amount of lithium electronic batteries; the matching amount of lithium iron carbonate batteries reached 18.07 billion WH, accounting for 48.96% of the matching amount of lithium electronic batteries.

　　The rapid development of the new energy battery industry has spawned the growth of battery companies, and at the same time has accelerated the competition and elimination of the industry. The Ningde era will have a 24-day meeting and will soon be listed on the A-share startup version, refreshing Foxconn’s 36-day meeting speed. However, Waterma, which ranks third in the power battery industry, is now caught in a cloud of debt.

　　In addition, the industry has been arguing about which power battery should be used in new energy vehicles. The recycling and safety issues of batteries need to be solved one by one.

　　Technology path a hundred schools of thought contend

　　Although ternary lithium batteries and lithium iron carbonate batteries have become the main choices of China's new energy vehicle companies, due to various reasons such as cost control, safe new energy, and raw material channels, which battery should be used for new energy vehicles in the future is still There are controversies and variables.

　　Yang Yusheng, an academician of the Chinese Academy of Engineering, emphasized: “The original intention of developing electric vehicles is to save energy and reduce emissions. Some electric vehicles only save fuel but do not reduce emissions.” Yang Yusheng bluntly pointed out that Tesla is “only saving fuel, not reducing emissions. The representative of platoon. He said: “Tesla was punished in Singapore for installing more batteries for pursuing long mileage. The car is heavy and consumes a lot of electricity. It needs to generate electricity once and emits a lot of carbon dioxide, so it does not reduce emissions.”

　　Zhang Chunyu, director of the second division of BYD’s battery business group, believes that which battery to use in the Chinese market also needs to consider the acquisition of battery raw materials and cost issues.

　　According to Zhang Chunyu, the development of power batteries has caused the price of cobalt in ternary materials to soar, and the largest producer of cobalt is in Congo, which will also be affected by politics and diplomacy. "After the subsidy is cancelled, the market will be more sensitive to prices. From our point of view, it is likely that the use of batteries will return to lithium iron phosphate batteries to reduce dependence on subsidized prices." Zhang Chunyu said.

　　Academician Yang Yusheng also has different views on the hydrogen fuel cell technology that many car companies are keen to develop today. Academician Yang Yusheng believes that as far as current technology is concerned, hydrogen fuel has at least four problems: the variety of fuel cells, hydrogen and energy efficiency issues, hydrogen supply and cost issues, and PM fuel cell power system life issues.

　　Battery safety becomes the core of development

　　Automobile Toutiao APP noticed that in the power battery conference, almost everyone focused on the safety of power batteries in their speeches.

　　The industry's evaluation of new energy power batteries is divided into performance, energy, density, safety and cycle life. Among them, security is an extremely important part.

　　"How to develop power batteries, the first thing to consider is safety. To be non-flammable and non-explosive." Academician Yang Yusheng first emphasized the safety issues of power battery development at the beginning of his speech.

　　It is obviously not easy to ensure the safety of the power battery. "We believe that battery safety should be a systematic project, from material to battery, to BMS to system, it is multi-level and involves the entire life cycle." said Wang Fang, chief expert of the China Automotive Technology Research Center.

　　Due to the different properties of power batteries, R&D personnel need to conduct safety tests and research on different batteries. This is an extremely complex task.

　　Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, said: "To improve the performance and safety of lithium battery products, on the one hand, it is to purchase high-capacity, and on the other hand to use high-quality materials."

　　He also revealed a detail of the industry's exploration of the safety of power batteries: "In 2016, considering the safety of ternary batteries, the use of ternary batteries was suspended."

　　Today, power batteries have entered a rapid reshuffling period. From 2015 to 2017, the number of companies that can support power batteries has dropped from 150 to about 100, and the future trend will further accelerate. The safety of power batteries may become the most important screening factor in the process of power battery shuffling. "Competition in the power battery industry is fierce, industry integration continues, and the market is further concentrated on dominant companies. The safety of power batteries is put first." Liu Yanlong said.

　　Focus on the future and discuss battery recycling

　　With the development of new energy vehicles, the issue of power battery recycling is gradually being put on the agenda. This is also the focus of discussion among the guests at this power battery conference.

　　It is worth mentioning that shortly before the power battery conference was held, seven ministries including the Ministry of Industry and Information Technology jointly issued the "Interim Measures for the Management of Recycling and Utilization of Power Batteries for New Energy Vehicles." While the recycling of power batteries has attracted the attention of senior government officials, the upstream and downstream enterprises of new energy vehicles have also attracted great attention.

　　BYD Zhang Chunyu said: “We have a certain scale of recycling production line. After returning from retired batteries, we apply them to the energy storage field, or after such a cascade of use, we will finally take the batteries back for disassembly and recycling. This part is physically automated. Sorting and finally returning to raw materials. At this stage, the entire recovery of the cathode material lithium iron phosphate, ternary materials and our anode materials is realized, and the recovery to the raw material level has been completed. At this stage, the feasibility study has been completed."

　　It is reported that in the future, BYD will also open up battery recycling work, and work with the same industry to do recycling, including the layout of the return of recycled batteries.

　　Wu Hui, research director of the Ivey Economic Research Institute, revealed his research results on power battery recycling at the meeting. Wu Hui said: "In 2020, the theoretical scrap volume will reach 220,000 tons, and its weight will drop. Some of these recycled batteries are used, and some will be disassembled. Under such an expensive metal system, they will be dismantled. Dismantling. The scale of dismantling is about 2.2 billion in 2024."

　　However, Wu Hui also said: "The remaining problem to be solved is where the batteries of new energy vehicles are used, and whether they can be used in other markets."

　　Under the verbal battles of the participating experts, the current development status of new energy power batteries is beginning to appear. As Ye Shengji, deputy secretary-general of the China Association of Automobile Manufacturers, said: "Our entire market has not yet completed its formation, and our industrialization has not yet reached the requirements of being a mature industry. We must master our key technologies and core technologies well. Our core In terms of parts and components, especially the core technology of power batteries, the theme of the conference, there is indeed considerable room for development, including the control of Chinese performance of power batteries and the control of Chinese costs."

　　"The world is so new, everything hasn't been named yet", which aptly describes today's new energy power battery industry. Under the general direction of the development of new energy vehicles, the rapid growth of power batteries is imminent. And for such a huge project, only the joint efforts of high-level government officials and new energy upstream and downstream companies can achieve the fastest results.