Analysis of the development trend of the automotive power battery industry in three aspects

Power batteries are the focus of attention whether they are used in cars or energy storage. However, the most important thing for power batteries is in automobiles. This article will introduce the development trend of the power battery industry from three aspects.

First, the development background of the power battery.

At present, from the international point of view, hybrid vehicles have achieved industrialization, plug-in pure electric is in the promotion stage, fuel cell vehicles are in the demonstration stage, but plug-in and pure electric will develop rapidly by 2020, by 2030 Fuel cell vehicles will see a significant increase.

China's new energy vehicles have formed a relatively complete R&D and industrial system, and have also developed a series of products that have been sold on a large scale in the market. Globally, the sales of new energy vehicles in China have exceeded 50% of the total market. For the development trend of new energy vehicles in the future, China has already made a good plan. In the “Long-term Development Plan for the Automobile Industry” released in 2017, it is mentioned that by 2020, the production and sales of new energy vehicles in China will reach 2 million, and the new 2025 will be launched. The production and sales of energy vehicles account for more than 20% of the total production and sales of automobiles.

Analysis of the development trend of the automotive power battery industry in three aspects

In addition, the total number of energy-saving and new energy vehicles will reach 5 million by 2020. From the current development trend, to achieve these goals, the problem will not be great. It is in this context that domestic and foreign research on the key parts of new energy vehicles - power batteries, related research directions and content have been better planned. For example, some major developed countries in the world, especially the automobile powers such as Japan, the United States, Germany, South Korea, etc., have made detailed research and development and research plans for the power batteries of new energy vehicles, involving materials and batteries. System integration, standard systems, new system batteries, and next-generation battery content have all been developed.

Second, the development status and trends of power battery technology.

At present, everyone has higher requirements for batteries, and hopes to achieve the level of competition with fuel vehicles. For example, battery energy density, power density, safety, cycle life, fast charging, temperature range and cost can all meet expectations. The goal. However, it is very difficult to achieve such a goal completely. Only through the efforts of everyone, some of them can meet the corresponding requirements.

The technology of lithium-ion battery is a hot spot for everyone to develop. Whether it is integrated from materials or battery systems, safety is still an important aspect. However, the energy density, power density, and life and cost control of lithium-ion batteries have been greatly improved, and have become an upgraded product of lead-acid batteries, enabling the replacement of lead-acid batteries. Previously, the power battery technology was rapidly improved through the support of the country's three five-year plans.

In fact, the technological upgrading of power batteries is closely related to the country's overall strategic orientation. The country uses pure electric drive as the main direction. From this perspective, lithium-ion batteries should be developed in the direction of high-quality products, and the entire battery material system is also Some changes should be made slowly. At present, the state has made some layouts in solid-state batteries, and some universities and research institutions have done a lot of research work and made relatively great progress.

Driven by the state subsidy policy, the industrialization of China's power battery is progressing rapidly. The subsidy is mainly based on the energy density of the battery. The energy density of lithium iron phosphate has now reached 150 watt-hours per kilogram. If such an indicator is reached, Get a 1.2% subsidy. The density of lithium iron phosphate is increased by means of subsidies. In 2018, the energy density of lithium iron phosphate will reach 160 watt-hours per kilogram or even 170 watt-hours per kilogram, and by 2019 it will reach 180 watt-hours per kilogram.

For ternary materials, the energy density is roughly 120-250 watt-hours per kilogram, and 120 watt-hours per kilogram can be used on fast-filled buses; in the passenger vehicle field, it should be based on 230 watt-hours per kilogram. Add or subtract 20. Through the increase of energy density, especially driven by subsidies, the promotion of the entire battery technology will indirectly promote the advancement of vehicle technology.

Third, the status quo and trends of the power battery industry.

At present, the power battery is mainly concentrated in the East Asia region. From a global perspective, Japan's technology is relatively leading, and the progress of China's battery technology is also huge. I believe that in the next three to five years, China's battery technology will do To the first place in the world.

According to statistics, the number of enterprises producing power batteries in China has exceeded 200, making it the world's largest producer of power batteries. From the perspective of industrial investment, investment in power batteries is also very popular.

From the current point of view, the hardware investment per watt-hour per unit has shown a rapid decline. China's roughly three or four cents a watt-hour, if further capacity increase, there will be a relatively large decline. From the perspective of the investment in the whole hardware, it is possible to achieve a dime of one watt hour. However, the entire domestic investment is mainly based on high investment. Now everyone is mainly investing 3 billion and 5 billion yuan. . From the perspective of the power battery industry chain, China has formed the most complete industrial chain in the world, mainly in the Yangtze River Delta, the Pearl River Delta and the Central Plains. For example, many companies in Taizhou are doing industrialization of power batteries, which will form a relatively small regional advantage.

Finally, the application of power batteries is mainly concentrated in four major areas.

The first is the A-class car, which is the pure electric vehicle-based mini-car; the second is the plug-in-based B-class car; the third is the pure electric-based commercial vehicle, if the bus is the best in the field Fast charging is the main; the fourth is the 40V hybrid, micro hybrid or weak hybrid vehicle field.

For power batteries, the most important are these four application areas. The low-speed electric vehicles we usually see are very large application areas for power batteries. China has done it every year with a million units. In addition, we should pay attention to two aspects of the problem, one is the technical aspect, and the other is the industrial level.

At the technical level, safety should be the main focus, and a balance should be sought between energy density, power density, safety cycle and cost.

We need to use automated equipment to improve the consistency of battery production, and improve the battery development and industrialization by improving the design of the battery system.

From the perspective of the state, it is necessary to make a standardized development of the battery industry at the industrial level to improve the high-quality production capacity of power batteries and to make coordinated development from the perspective of the industrial chain. For enterprises, it is necessary to consider both subsidized and non-subsidized conditions in order to plan and respond to the technical route of the battery and the route of the industry.

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