The ternary battery ushered in the second spring Lithium - Ion Battery Equipment

The ternary battery ushered in the second spring -Lithium - Ion Battery Equipment

After the four-month transition period of the subsidy policy ended, the new version of the new energy vehicle subsidy policy was finally officially implemented on June 12. In contrast, the subsidy policy has retreated ahead of schedule. New energy vehicles with a range of less than 150 kilometers no longer enjoy state subsidies, and the subsidies for more than 300 kilometers can be compared with 2017. In addition, there are higher requirements for comprehensive indicators such as battery system energy density and energy consumption per 100 kilometers.(Lithium - Ion Battery Equipment)

A new standard for energy density

In the new subsidy policy, the core technical threshold of power lithium battery is "energy density", which requires "the mass energy density of pure electric passenger vehicle power lithium battery system is not less than 105Wh/kg", no matter the level of battery life, any energy density Those who meet the standards will not receive policy subsidies. Compared with the minimum requirement of 90Wh/kg in 2017, it has been improved a lot.

In addition, the minimum requirements for the energy density of power lithium battery systems for pure electric trucks or special vehicles and non-fast-charging passenger cars have also been raised to 115Wh/kg.

Inventory of backward production increased

According to statistics, in the 1-10 batches of recommended catalogues in 2017, about 35% of the battery energy density of pure electric passenger vehicles is lower than 105Wh/kg, about 50% of pure electric special vehicles and about 65% of passenger cars have a battery energy density below 105Wh/kg. 115Wh/kg. In other words, these electric vehicles are currently unable to enjoy the New Deal subsidies.

At the same time, the removal of subsidies for new energy vehicles with a range of less than 150 kilometers has also pushed up inventories. According to the latest data from the Passenger Association, a total of 92,000 new energy vehicles were sold in May, of which A00 and A0 models accounted for 74% of the market share, and the cruising range of A00 and A0 models currently on sale is generally in this area. scope.

Taken together, the formal implementation of the new subsidy policy will lead to an increase in the inventory of these "backward" production.

Lithium iron phosphate battery "falls out of favor"

According to industry analysts, it is expected that lithium iron phosphate batteries will completely withdraw from the pure electric passenger vehicle market in 2019, and their proportion in pure electric passenger vehicles will also decrease. As of 2017, lithium iron phosphate batteries still account for a large proportion in the pure electric vehicle market. The annual installed capacity of lithium iron phosphate batteries is 16.33GWh, accounting for 48.68%, or nearly 50%.

However, due to the limitation of materials for lithium iron phosphate batteries, it is difficult to improve the energy density. Under the influence of today's general environment, various power lithium battery companies have moved closer to the development of ternary lithium ion batteries.

It is understood that among the power lithium batteries sold by Waterma in 2017, lithium iron phosphate batteries with an energy density of 115Wh/kg accounted for only 14.3%, and most of their inventories were power systems with a system energy density of 90-115Wh/kg. lithium battery. At present, leading companies such as CATL and BYD are increasing their production of ternary lithium-ion batteries.

Ternary lithium-ion battery ushered in the second spring

The data shows that in recent years, the sales of ternary lithium-ion batteries are gradually increasing. In 2017, the sales volume of ternary batteries in lithium-ion batteries has increased to 44.68%, going hand in hand with lithium iron phosphate batteries. It is predicted that the output of ternary batteries will increase to about 112GWh this year, surpassing lithium iron phosphate batteries and ushering in the second spring.

Compared with lithium iron phosphate batteries, ternary lithium-ion batteries have higher energy density, longer cruising range, and comprehensive performance more suitable for the pure electric passenger vehicle market. According to the current development trend of the electric vehicle market, ternary lithium-ion batteries are also more able to meet market demand, and the announcement of the New Deal seems to be encouraging the development of ternary lithium-ion batteries in disguise.



Contact Us

24 hours online service