Divèsifye wout teknik konpetisyon pou devan an, ak devlopman nan endistri batri ityòm pouvwa akselere
In the context of rising raw material prices, my country's power lithium-ion battery industry has withstood the pressure and once again achieved a good result of doubling its performance. According to the data released by the Power Li-ion Battery Application Branch, from January to November this year, the installed capacity of power lithium-ion batteries in the Chinese market was about 128.3GWh, a year-on-year increase of 153.1 percent , and the annual installed capacity is expected to reach 150GWh.
Attack "big and strong"
Since 2015, my country's new energy vehicle production and sales have ranked first in the world for six consecutive years, and domestic brands have risen rapidly. According to the statistics released by the my country Association of Automobile Manufacturers, from January to November this year, the new energy vehicle market was still hot, and the production and sales volume reached a new high.
In addition, the penetration rate of the new energy vehicle market has also increased rapidly this year, from 5.4 percent last year to 12.7 percent today. An important factor is the substantial increase in the proportion of private consumption, which provides strong support for the increase in sales of new energy vehicles. This also shows that with the continuous maturity of power lithium-ion battery technology, consumers' acceptance of new energy vehicles has become higher and higher, and the new energy vehicle market has shifted from policy-driven to market-driven.
Gao Yanmin, ansyen direktè Depatman Endistri machandiz Konsomatè nan Ministè Endistri ak Teknoloji Enfòmasyon, te di ke devlopman wòdpòte endistri machin enèji nouvo te kondwi pwogrè rapid nan endistri batri ityòm -ion pouvwa. Jodi a, teknoloji materyèl batri ityòm -ion pouvwa a toujou ap devlope ak inovasyon, ak teknoloji pwosesis la toujou ap amelyore iterativman, ak pri fabrikasyon batri a ap diminye ane pa ane. Li ka di ke pwogrè nan endistri machin enèji nouvo se inséparabl nan èd nan pil ityòm -ion pouvwa.
Statistics from the Power Li-ion Battery Application Branch show that in the first 11 months of this year, the market share of the top 10 companies in my country's market by installed capacity reached 92 percent , of which 9 are independent brands; among the top 10 companies in the global market by installed capacity, Chinese companies occupy 6 seats.
In this regard, Liu Yanlong, Secretary-General of my country Chemical and Physical Power Industry Association, pointed out that in a fully open and competitive market, my country's top battery companies are in the world's first group in terms of product research and development, technological breakthroughs, cost control, and service capabilities. Achieving the goal of "big and strong".
In order to ensure the standardized development of the power lithium-ion battery industry, the relevant state departments have issued a number of policies and planning measures. In November this year, the Ministry of Industry and Information Technology officially issued the "Lithium-ion Battery Industry Standard Conditions (2021 Version)" and "Lithium-ion Battery Industry Normative Notice Management Measures (2021 Version)", and publicly solicited opinions from the whole society, aiming to guide Lithium-ion battery companies reduce manufacturing projects that simply expand production, strengthen technological innovation, and improve product quality. In addition, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Ecology and Environment and other five ministries and commissions jointly announced the "Administrative Measures for the Echelon Utilization of New Energy Vehicle Power Batteries" to further guide car companies, battery companies, recycling companies, and echelon utilization companies to jointly promote the use of waste power lithium-ion batteries. The cascade utilization and recycling work will truly realize the green development of the new energy vehicle and power lithium-ion battery industry.
Pri materyèl bwit yo kontinye ap monte, endistri a se anba presyon grav
Pandan ke endistri batri ityòm-ion pouvwa a ap akselere devlopman li, li tou ap fè fas a gwo presyon. Pri k ap monte nan matyè premyè te pote gwo defi nan chèn ekipman pou konpayi batri ityòm -ion pouvwa.
Yang Hongxin, Prezidan ak Direktè Jeneral Honeycomb Energy, fè remake ke depi kòmansman ane sa a, lavant nouvo enèji machin yo te ogmante rapidman, men devlopman kowòdone nan chèn ekipman an te siyifikativman reta dèyè to kwasans jeneral endistri a. Pri yo nan ityòm hexafluorophosphate, LFP (ityòm fè fosfat), grafitizasyon elektwòd negatif, PVDF (polyvinylidene fliyò), ak SP (kondiktif kabòn nwa) kontinye ap monte, ak rezèv la te trè sere. Li predi ke dezekilib sa a nan rezèv ak demann ap kontinye, ak lòt materyèl yo pral tou fè eksperyans ekipman sere nan lavni an akòz sik ekspansyon pwodiksyon long, deklarasyon evalyasyon enpak anviwònman an pou ekspansyon pwodiksyon chimik, ak pwodiksyon ekipman ensifizan.
Dapre done, depi nan konmansman an nan ane sa a, pri a nan ityòm cobalt oksid, yon materyèl katod, te ogmante pa plis pase 200 pousan, ak pri a nan elektwolit te ogmante pa plis pase 150 pousan; rezèv la nan materyèl anod ak lòt materyèl te kontinye ap sere, sa ki lakòz yon ogmantasyon sibstansyèl nan pri a konplè nan pouvwa ityòm -pil ion. Anba presyon kontinyèl, konpayi batri tankou BYD, Penghui Energy, ak Guoxuan Hi-Tech te bay lèt ogmantasyon pri. Pami yo, BYD ajiste pri inite C08 ak lòt pwodwi batri, ak ogmantasyon inifye a pa t mwens pase 20 pousan. Nan sans sa a, BYD te di ke ajisteman pri a se sitou akòz chanjman mache ak ogmantasyon nan pri matyè premyè ki te koze pa pouvwa ak restriksyon pwodiksyon an. Guoxuan Hi-Tech te admèt tou nan lèt ajisteman pri a ke kòm pri matyè premyè pou selil batri yo ap kontinye ap monte, konpayi batri pouvwa ityòm-ion yo ap fè fas ak pi gwo difikilte depi nouvo kouwòn lan. trapan.
In Liu Yanlong's view, the "price surge" caused by the mismatch between supply and demand in the industrial chain is rooted in the "disease" of insufficient attention and layout of resources and materials, and a series of chain reactions have occurred. In the future, the power lithium-ion battery industry should keep in mind the lessons and pay enough attention to the layout of key resources and materials.
Sepandan, li vo mansyone ke nan sikonstans ke Marge nan pwofi brit nan pouvwa ityòm-ion pil kontinye ap bese akòz gwo ogmantasyon nan pri matyè premyè, dirijan konpayi yo toujou montre gwo anti-risk. kapasite yo. Dènyèman, CATL planifye envesti 13.5 milya dola Yuan pou konstwi yon nouvo pwodiksyon batri ityòm-ion ak baz fabrikasyon nan vil Yichun, pwovens Jiangxi. Endistri yo kwè ke baz batri a espere ede akselere amelyore endistri batri ityòm-ion. Pou lòt konpayi batri ityòm -yon pouvwa, kliyan, pwodiksyon, ak koule lajan kach yo toujou pwen depa enpòtan pou devlopman ki estab yo anba matyè premyè k ap monte. Dènyèman, Honeycomb Energy te anonse fini B plis wonn nan finansman ak yon total de 6 milya dola Yuan. Lajan yo ranmase nan wonn finansman sa a pral sitou itilize pou rechèch ak devlopman nouvo teknoloji, konstriksyon baz pwodiksyon Changzhou Faz IV, sant RD Changzhou ak sant jesyon katye jeneral Changzhou. An menm tan an, Honeycomb Energy te deklare ke sib planifikasyon pwodiksyon mondyal la nan 2025 te ogmante a 600GWh.
Wout divèsifye fleri
Nan pwosesis la nan devlopman nan nouvo enèji machin nan mache a, fenomèn nan plizyè wout teknik konpetisyon pou pouvwa ityòm -pil ion te parèt. Nan sans sa a, Liu Yanlong te di ke nan pèspektiv nan teknoloji batri, ityòm fè pil fosfat yo te piti piti rekonèt pa itilizatè akòz avantaj yo nan ekonomi ak sekirite, ak demann mache a te ogmante. Soti nan janvye jiska novanm ane sa a, kapasite enstale ityòm fè fosfat pil nan mache Chinwa a te rive nan 64.8GWh, ki te pi wo pase sa yo ki nan pil ternary (63.3GWh) pou premye fwa.
Te avantaj nan pri nan ityòm fè pil fosfat tou atire atansyon a ak favè nan anpil konpayi machin gwo atravè mond lan, ki gen ladan Tesla, Volkswagen, Daimler, GM, Ford, Hyundai ak lòt konpayi entènasyonal machin endikap yo te eksprime entansyon yo prezante ityòm fè. fosfat Ion pil, LG New Energy, SKI ak lòt konpayi batri yo tou akselere layout nan ityòm fè pil fosfat.
Anplis wout teknik orijinal la, gras a devlopman nouvo materyèl ak nouvo pwosesis, pi plis ak plis nouvo teknoloji pou pouvwa ityòm -ion pil yo te kòmanse parèt.
Pou egzanp, gwo teknoloji batri silendrik ki Yiwei Lityòm Enèji konsantre sou tap mete deyò se tou direksyon teknoloji batri ke Tesla, Panasonic ak lòt konpayi konsantre sou. Yo rapòte ke Yiwei Lityòm Enèji gen yon rezèv konplè teknik nan jaden an nan gwo pil silendrik, ak plan yo envesti nan konstriksyon an nan yon 20GWh gwo liy pwodiksyon batri silendrik ak enstalasyon oksilyè pou machin pasaje yo.
Anplis de sa, pil anod Silisyòm ak pil sodyòm -ion yo te lakòz anpil chalè tou. Nouvo batri nikèl-cobalt-manganèz ternary ityòm-ion ekipe ak GAC AIONLXPlus gen yon dansite enèji sistèm nan 205Wh/kg. Diferan de pil òdinè nikèl-cobalt-manganèz ternary ityòm-, yo ajoute gauf Silisyòm nan elektwòd negatif nouvo batri a. Konsepsyon sa a fè ekspansyon ak kontraksyon nan Silisyòm pandan pwosesis chaj ak egzeyat limite ak tampon (pa kase), epi an menm tan an absòbe dlo tankou yon eponj, sa ki pèmèt anod Silisyòm nan fè egzèsis avantaj nan gwo kapasite, ak karakteristik debaz li yo se diminye anpil kalite batri a ak volim.
Soti nan pèspektiv nan devlopman nan teknoloji anod Silisyòm, konsantre nan amelyore dansite enèji nan pouvwa ityòm -pil ion te elaji soti nan elektwòd pozitif la nan elektwòd negatif la ak lòt konpozan. Nan kontèks endistri sa a, ityòm metal segondè pil lè l sèvi avèk metalik ityòm kòm materyèl anod te resevwa tou plis atansyon.
Dènyèman, ibrid ityòm metal batri founisè SES la te anonse Apollo ityòm metal batri a ak yon kapasite ki rive jiska 107Ah.
In recent years, the independent research and development of power lithium-ion battery systems by vehicle companies has become a new trend. From BYD's "Blade", GAC Aeon's "Magazine", to Great Wall's "Dayu", to the "Amber" and "Mica" self-developed by Lantu Auto, the battery systems independently developed by car companies have their own characteristics. , In addition to high safety, the selling points such as improving driving ability and energy-saving management are also attractive.
Industry insiders pointed out that as the market's driving force for the new energy vehicle industry continues to increase, the demand for power lithium-ion batteries for vehicles has also begun to differentiate, which also promotes power lithium-ion battery companies to conduct diversified explorations of technical routes. In the future, under the market-oriented use, there will be multiple tracks on the battery technology route, advancing in parallel.
