According to data released by the China Association of Automobile Manufacturers in the first half of 2018, the sales volume of new energy vehicles in China was 412,000. In the same period, the total sales volume of China's automobiles was 14.066 million, accounting for 2.93%. The "Long-term Development Plan for the Automotive Industry" (hereinafter referred to as "Planning") proposes that by 2025, new energy vehicles will account for more than 20% of automobile production and sales. At present, due to factors such as short cruising range, slow charging and short service life, the new energy vehicles have seriously restricted the growth of new energy vehicle sales. At the same time, as the subsidies for new energy vehicles fall, the cost disadvantages of new energy vehicles will also appear compared to fuel vehicles. On the other hand, the "Planning" also requires that by 2020, the power battery unit specific energy will reach 300Wh/kg or more, the system will strive to reach 260Wh/kg and the cost will be reduced to 1 yuan/Wh; by 2025, the power battery will be The system specific energy reaches 350Wh/kg. According to the battery China network, this year's domestic mainstream enterprise power battery products are mostly between 200-250Wh/kg, the system specific energy is mostly between 140-150Wh/kg, and the system cost is around 1.3 yuan/Wh. There is still a long way to go from the above goals, and under the existing battery material system, this section is not good at all.
At this stage, the relatively mature lithium iron phosphate battery, due to its limited conductivity and low specific capacity, can not achieve the goal of 2020 energy battery energy density of 300Wh / kg; and currently generally optimistic ternary lithium The battery, its physical limit will also be around 350Wh / kg, it is difficult to continue to break, and the accompanying safety and service life risks will also increase. The development of lithium batteries is in a bottleneck period, and the energy density of existing lithium battery materials will approach its physical limit within a few years. In order to enhance the competitive advantage of new energy vehicles and traditional fuel vehicles, and promote the large-scale application of new energy vehicles, we need new materials or technologies to achieve the overall breakthrough of the battery.
In recent years, with the efforts of research institutes and enterprises, some emerging battery technologies have been verified in the laboratory. In order to gain the initiative and competitive advantage in the next-generation battery technology route, some emerging technologies have a slight emergence. Or the company will make great efforts to tackle the problem. For example, solid-state batteries have just emerged, and Japan has already made a national effort to lay out solid-state battery technology research. The national research institute of Japan, the New Energy Industry Technology Development Organization, has announced the launch of a second-stage solid-state lithium-ion battery research and development project. 10 billion yen (about 90 million US dollars), including 23 complete vehicles and batteries, materials manufacturers, and 15 universities and public research institutions; South Korea's Ministry of Trade, Industry and Energy recently announced that the Korean government and domestic related The company decided to invest 2.6 trillion won (about 2.33 billion US dollars) in the next five years to accelerate the development of the country's hydrogen fuel cell vehicle ecosystem and strive to take the lead in the development of the global hydrogen fuel cell vehicle industry; Central South University of China Recently, it has announced a breakthrough in the research and development of lithium-sulfur battery technology, and its high-energy lithium-sulfur battery and lithium-ion battery new cathode material industrialization technology transfer costs as high as 290 million yuan.
Enterprises fiercely compete for new technologies in power batteries in order to gain a favorable position in the next generation of technology and market competition, and the development and application of new technologies will also provide strong support for the popularization of new energy vehicles.
The active embrace of the ternary lithium battery technology route has made a number of outstanding battery companies such as the Ningde era. However, some companies' hesitation in cutting-edge technology has also become an irreversible situation. Once the old brother BYD lost the championship because of the "love" of lithium iron phosphate, he had to let Xian. BYD has suddenly announced that starting from this year, all of BYD's passenger car parts will use ternary batteries. At the same time, Battery China Network also learned that BYD's battery plant with 10Gwh ternary battery capacity expanded in Qinghai has been put into production in June this year, and the project is planned to reach full production in 2019. It is not known whether BYD's struggle to catch up with it can help it regain its throne. However, we can see that the attitude towards new technology and new routes can fully rewrite the pattern of enterprises in the market, and lay out the next generation of technology research and development. Followers can not only make the company's foundation long-term, but also continue to obtain considerable profits.
In the rapid development of the new energy automobile industry, new technologies are constantly emerging, and almost every month, some performance indicators can be seen in the laboratory with high imagination. However, what route is right, is it good? Experts in the industry are indifferent to each other. However, any technical route, regardless of the actual application of the indicators are "floating", the feasibility of large-scale application of the technical route is the first consideration. Battery China Network believes that high energy density, good safety performance, long service life, strong environmental adaptability, low cost, etc. will undoubtedly become a common feature of the good technical route of power batteries, and will also be the mainstream battery that can be applied in new energy vehicles. Product development trends.
In recent years, in addition to the continuous improvement and improvement of the existing lithium battery material system, in the innovation of power battery technology, domestic and foreign scientific research institutions and enterprises have made different attempts, and in advanced lithium-ion batteries, solid-state batteries, rich Some progress has been made in new battery technology routes such as lithium-manganese batteries, lithium-sulfur batteries, metal-air batteries, and hydrogen fuel cells. These emerging power battery technology routes have shown their unique advantages in some aspects, and some new technologies. Still emerging. So which technical route is more feasible and the technology maturity is faster, these are the eagerness of enterprises, governments and industry insiders to answer.
Japan's national power to force solid-state battery technology, hopes to dominate the future of new energy vehicles and power battery industry competition, and if domestic companies continue to fight each other, it is likely to miss opportunities in the next round of technical route competition. In order to set aside the cloud, from the perspective of many technologies, which technologies will be an alternative to the next generation of technology, as soon as possible, China Chemical and Physical Power Industry Association and Battery China Network will be held in November 2018 to "break the new era." "The Road to Industrial Turn in the Future" is the theme of "Lithium" 2018 Third International Conference on Power Battery Applications (CBIS2018), which organizes domestic and foreign industry experts, well-known enterprise technical representatives and industry-related department leaders and other industry elites. Explore the development and application of emerging technologies for power batteries. It analyzes the relevant elements of the development and application of new technologies for power batteries from various dimensions such as industry, policy, technology and application, and provides reliable reference for enterprises, governments and industry stakeholders to help China's new energy vehicles and power battery industry flourish.