As the most cost-effective power battery material, ternary materials are accelerating the replacement of lithium iron phosphate batteries . Judging from the installed capacity of battery manufacturers in July this year, the proportion of ternary batteries has reached 74.63%.
Three-way power battery is still the trend of the times
On the one hand, consumers' demand for battery life continues to increase, and the development of domestic lithium iron phosphate capacity technology lags behind market demand. On the other hand, lithium iron phosphate is not the mainstream in the international market, such as Europe, Japan, South Korea and other battery manufacturers. Panasonic, LG, Samsung SDI, Tesla , etc. only do ternary instead of lithium iron phosphate.
In the context of a global market, it is an inevitable choice for China to be in line with international standards. In China, there are also companies that focus only on ternary batteries, such as Tianchen New Energy.
The four major positives focus on the development of ternary batteries:
1 policy is good for ternary power battery. According to the "China Made 2025" clear development plan for power batteries, by 2020, the energy density of power battery cells should reach 350Wh/kg, and in 2025, it will increase to 400Wh/Kg. According to this value, the theoretical energy density of lithium iron phosphate is 170 Wh/Kg, which is technically impossible to achieve. The biggest advantage of the ternary battery is the high energy density, which can be more than 300Wh/Kg.
2 promote the catalog to benefit the ternary battery. In order to maximize subsidies, new energy vehicles are directly linked to the cruising range, that is, the energy density of the battery. In the promotion catalogue of the first seven batches of this year, the energy density of pure electric passenger cars and buses has increased compared with the basic batch, and the proportion of passenger cars and logistics vehicles using ternary batteries has increased significantly.
2017 1-7 batch of new energy vehicle car recommended catalog battery ratio analysis:
3 The market is good for ternary batteries. At present, the mainstream market of lithium iron phosphate tends to be saturated. According to the data from the starting point (SPIR), in 2016, the electric bus in the passenger car market has accounted for nearly 90% of the market share. In contrast, the application model of the ternary battery, the first quarter of 2017 New energy passenger vehicles accounted for 91.6% of the overall sales.
4 performance is good for ternary batteries. First of all, the energy density of the general ternary power battery has reached 180Wh/kg, and there is still much room for improvement in the future. This is hard to match with lithium iron phosphate battery ; secondly, the ternary power battery has excellent low temperature performance at -30 °C. Under normal battery capacity.
That is to say, at present, whether it is policy-oriented or the production capacity of enterprises has turned to the ternary system, the future ternary technology has become the mainstream technical route of China's power battery, and domestic and international mainstream companies such as Panasonic, LG, Samsung SDI, and special Sla is in line.
Do a fine industrial chain
The development after the integration is more worth looking forward to. In the international market, Panasonic, LG, Samsung SDI, Tesla and other enterprises all represent the development direction of the new energy automobile industry chain. Their every move affects the nerves of the new energy automobile industry chain.
From the perspective of the international market, the ternary lithium battery will continue to heat up to occupy the market, but its development needs to be determined and take the technical route, PACK, BMS, system integration, recycling, equipment and other aspects need to be laid out, in order to Further development and growth. From the perspective of domestic layout, companies such as Ningde Times, BYD, Tianchen New Energy, and Guoxuan Hi-Tech have a forward-looking awareness in the layout of the industrial chain.
Some time ago, Tianchen New Energy invested 600 million yuan to set up a system assembly company - Tianchen New Energy Co., Ltd., behind it is actually the grand layout of Tianchen New Energy to the new energy industry, first building a 70W battery core. The intelligent automation production line, the establishment of the research institute, and then the establishment of the system assembly company, completed a series of industrial chain layout from technology research and development, intelligent automated production, PACK, BMS, equipment.
Ladder utilization layout energy storage
Recently, Tesla collaborated with wind turbine manufacturer Vestas to study how to combine their batteries with Vestas wind turbines to store excess wind power to release it when there is insufficient wind.
In fact, major power generation companies around the world are exploring or improving their energy storage technologies. In the battery technology transformation, Tesla has made great progress, and an agency under the US Department of Energy said that they have found the "Holy Grail" of energy storage.
In this direction, domestic companies are also working in the field of energy storage. Starting point for research (SPIR) data show that in 2016, lithium batteries used in the field of energy storage of 3.79GWh, expected annual energy storage market in 2017 will reach 6.19GWh, the growth rate of more than 60%; by 2020, the energy storage The market size will reach 16.4GWh.
Tianchen New Energy has deployed energy storage in the field of energy storage, providing ESS (Energy Storage System) solutions for large-scale intelligent energy storage power stations and backup power supplies. It has 48V, 300V, 380V and other types of backup power products.
In general, the domestic market is now closely following the development of the new energy industry chain in the international market, and a number of outstanding enterprises have emerged. More than that, more forward-looking companies have already led the trend!
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