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Without a breakthrough in lithium battery technology, it is impossible to talk about it

Without a breakthrough in lithium battery technology, it is impossible to talk about it


After BYD released information in June, it said that its NCM811(the ratio of nickel, cobalt and manganese in the cathode material is 8:1) : 1 of the three lithium ion battery, on behalf of the current power lithium battery field of the highest energy density and the highest technical content of the line) power lithium battery research and development has made significant progress, and will be put into use in the second half of 2019, Ningde Times recently announced that next year will be mass production of NCM811 power lithium battery.

Two domestic companies have made a breakthrough in the NCM811 lithium-ion battery technology, which is good news for China's auto industry as it moves toward electric vehicles. It should be understood that although many people are optimistic about China's development prospects in the field of electric vehicles, and even think that China may eventually surpass the traditional car manufacturers such as Germany, Germany and Japan, but they set a premise -- to achieve a breakthrough in battery technology. Now, Chinese companies are competing for a say in the NCM811 lithium-ion battery technology, showing that they are serious about achieving "transcendence".

"Know yourself and know your enemy, and you can win a hundred battles." Before catching up with the leading companies, it is crucial to know how far behind they are. Currently, Panasonic is the world leader in the technology of high-nickel ternary power lithium batteries. Tesla, considered the benchmark for electric cars, relies on Panasonic for most of its lithium-ion batteries. Panasonic supplies 21700 cylindrical batteries for Model3, the largest production vehicle of Tesla. The energy density of the single cell reaches 300Wh/kg. At present, no other company in China can achieve the mass production of such high energy density and high nickel ternary batteries. Under BYD's three-way battery plan, the company aims to achieve an energy density of 240Wh/kg by 2018 and 300Wh/kg by 2020. The goal of the Ninde era was the same.

Obviously, Panasonic in high nickel three lithium power lithium battery industrialization, leading our company 2 ~ 3 years. Tesla had previously said in a production report that some of its battery's performance metrics were already better than those of its competitor's next-generation battery. Considering any one piece of battery is not a company can be produced, but by the whole industrial system matching can be manufactured, if the whole industrial chain is compared, the strength gap of our country is more obvious.

After years of development, China's lithium ion battery industry chain has basically formed, and has been relatively complete, but in some important areas are still restricted by foreign technology or resources. Such as membrane material, domestic diaphragm starts late, the domestic company's technology is not high, the maturity of improved localization rate of though in recent years, especially in dry diaphragm has had the very big promotion, but at the high end of the wet membrane technology with obvious gap between foreign and diaphragm pE raw materials and production equipment heavily reliant on imports. In addition, in the PVDF (polyvinylidene fluoride), water-based binder, aluminum plastic film, automation equipment, cobalt ore and other aspects, there is a similar situation. The biggest hidden danger of external dependence is the lack of discourse power and the risk of choking at the critical moment. Following the outbreak of the trade war between China and the US, the US imposed punitive tariffs on some of China's trade products, which taught those companies with weak technology and heavy external dependence a painful lesson.

To change the situation of being subject to others, shorten the gap and achieve surpassing, it is absolutely not possible without technical support. So where does the technology come from? There is no alternative but to invest more in research and development. However, as for the company, there will be input to consider the benefits and risks, which may make some strength is not strong enough to hesitate, hovering. This is where the role of government comes into play. In fact, the government's job is easy: as one scholar put it, "to minimize the costs and costs of research and to maximize the rewards when research is done." Specifically, by providing start-up funds, opening special channels for project approval, and providing project policy support, the research costs can be shared and reduced. Set up research subsidies or project funds, and give different degrees of financial incentive and reputation incentive according to preset standards after the approval of research achievements.

With favorable conditions and generous incentives given by the government, battery research projects and charging research projects will become hot investment projects, thus attracting a large influx of capital. Battery research and charging research will no longer be the sole province of government agencies, and funding will be beyond imagination. The combination of government and capital will promote an unprecedented boom in battery research and charging research.

Of course, battery companies, while investing more in research and development, can enhance their ability to resist risks by strengthening in-depth cooperation with car companies. Panasonic's partnership with Tesla is a good example. These two run in for many years, has reached quite tacit understanding degree, some people call its relation "mutual achievement". It is reported that Ningde Times frequently conducts joint ventures with car factories, a large part of which is due to its technological depth is not ahead compared with foreign giants, hoping to bind car companies and share risks with this move. And BYD, a few days ago also in power lithium battery field and Changan joint venture.

Although at present our country on the electric vehicle technology has many backward place, but we still have reason to believe that as long as the domestic companies have the determination to catch up, action research and development innovation, coupled with the government and the strong support of the whole society, has great market potential in our country as the backing, in not too long, "transcendence" is expected to become a reality.

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