Shulou(Shulou.com)11/24 Report--

In the process of double-carbon goal-driven traffic electrification acceleration, power battery innovation has become the key to strengthen the competitive level of new energy vehicles, build national industrial competitiveness, and stabilize the competitive advantage of enterprises. whether it is the first country of the new energy vehicle or the catching-up country, or the main body of the power battery chain, aim at the new technology and layout a new generation of power battery. At present, the innovation potential of power battery is still great, the competition pattern of new technology is far from being formed, and the market players are expected to reshape the market and industrial pattern through the development of innovative technology.

In the critical period of technological innovation of power batteries, the China Electric vehicle Association of 100 people and CICC compiled a report on "Innovation-driven New Generation Battery Prosperity". This report pays special attention to the four key aspects of vehicle power battery material innovation, process innovation, structure innovation and system innovation, through literature review, enterprise investigation and expert visits, Hangzhou management is carried out on some of the promising industrialization prospects, the main development drivers of widely concerned innovative technologies, industrialization progress and bottleneck development trends in the next 5-10 years, and some suggestions are put forward.

Core content of the report

"Innovation" is the main theme of the development of the power battery industry. The goal of carbon neutralization drives the acceleration of traffic electrification transformation, the continuous improvement of the permeability of new energy vehicles, driving a sharp increase in global demand for power batteries. By 2025, the global installed capacity of power batteries will reach 1370GWH and enter the TWH era.

In order to meet the needs of multiple application scenarios, promote the development of the industry and stabilize competitive advantage, technological innovation is the key. High energy density, high safety, low cost requirements, etc., drive a new generation of power battery innovation. Many countries have issued planning goals to strive to gain advantages in the development of a new generation of power batteries. The technological innovation of the whole industry chain deepens the competition pattern of power battery industry.

The long chain and multi-system characteristics of power battery life cycle provide a huge space for innovation and development. The comprehensive innovation of power battery industry chain promotes the development of a new generation of battery technology. The development of the new generation of power battery technology is mainly reflected in material innovation, process innovation, structure innovation and system innovation.

The innovative development of high-nickel, low-cobalt / cobalt-free cathode materials driven by a new generation of batteries is the main driving force for the development of the new generation cathode materials, and the cathode such as high-nickel, low-cobalt / cobalt-free cathode has become the main development direction. at present, some cathode innovative products have been in the stage of large-scale application. In the next stage, the safety of some materials, the preparation process and the cost reduction are still the important direction of the development of the industry.

Looking forward to the future development trend of high-nickel low-cobalt / cobalt-free cathode materials industry: high-nickel low-cobalt / cobalt-free cathode materials have great development potential, and it is expected that the theoretical value of raw materials will exceed 10 billion yuan by 2025; the market concentration of ternary cathode materials will further increase in the future; high-nickel low-cobalt / cobalt-free cathode materials will have more cost advantages in the future.

The innovative development of silicon-based anode materials driven by a new generation of batteries to improve the energy density of power batteries drive the development of negative electrode materials from graphite to silicon-based materials, foreign enterprises take the lead in realizing the application of silicon-based anode, and Chinese enterprises gradually catch up. At present, the silicon-based negative electrode is still in the introduction stage, and there are still some difficulties in large-scale industrialization. In the next stage, the improvement of the performance of anode materials, the improvement of preparation process, the external layout of patents and the continuous cost reduction of products will become the focus of innovation and development.

Looking forward to the future development trend of the silicon-based anode material industry: the silicon-based negative electrode combined with lithium supplement technology can improve its low-efficiency short board; the domestic demand for high-performance electric vehicles is expected to stimulate the growth of silicon-based negative electrode shipments.

The innovation and development of laminated process driven by the new generation of batteries is the guarantee of the development of the new generation of power battery technology. the demand for improving battery performance, structural innovation and development, reducing cost and increasing efficiency have become the main driving forces of process innovation. lamination technology has become an important choice and has broad application potential. At present, Chinese enterprises speed up the layout of stacking machine subdivision, and have made some progress in lamination efficiency. To improve the manufacturing efficiency, reduce the equipment input cost, improve the rate of quality products, solve part of the equipment neck jam technology, and accelerate the introduction and verification of square battery stacker equipment is the focus of the next stage of development.

Looking forward to the future development trend of the lamination process industry: as the lamination process is suitable for the production of large-size square cells, the permeability of the stacking machine in the production of square cells is expected to increase in the future; by 2025, the domestic market space for lithium battery equipment will exceed 50 billion yuan, and the permeability of the stacking machine is expected to reach about 10%.

Structural innovation and development driven by a new generation of batteries structural innovation is an important support for the development of a new generation of battery technology. At present, domestic industrial chain enterprises lead the development of structural innovation, and are accelerating the evolution of large modules and non-modules of power battery packs. The manufacturing, maintenance and standardization under the high integration of power battery are the key problems that the industry needs to solve in the next stage, and it will also bring further game between battery and vehicle enterprises.

Looking forward to the future development trend of power battery structure innovation industry: the degree of integration of power battery will be further improved, the size of power battery will be gradually standardized, the development of power battery to platform, and the scheme of few modules / no modules in battery package. or it will help to increase the proportion of square batteries.

The innovation and development system innovation of solid-state battery driven by the new generation of battery is the strategic layout of the development of the new generation of power battery technology. Solid-state battery is a widely recognized new generation of power battery technology. At present, the main body of the industrial chain in Europe, America, Japan, South Korea and China actively arranges solid-state batteries, but there are still differences in technical routes, among which Japan and South Korea occupy the first-mover advantage in sulfides. Breaking through the technical difficulties, reducing the impact on the existing industrial chain and greatly reducing the cost are the key points of the industry development in the next stage.

Looking forward to the future development trend of solid-state battery industry: hybrid solid-liquid battery may be an important development direction of short-term industrialization of solid-state battery, and the industrialization of all-solid-state battery still has a long way to go. With the support of the whole vehicle demand of electric vehicles, the scale effect will lead to the reduction of the cost of hybrid solid-liquid batteries. The development of solid-state battery industry needs more industrial chain enterprises to participate, which can accelerate the process of industrialization and key technological breakthroughs.

The innovative development of the new generation of battery-driven sodium-ion battery sodium-ion battery will become an important supplement to lithium battery. Alleviating the upstream resource supply and being compatible with lithium electronic batteries are the main driving forces for the development of sodium ion industrialization. At present, the sodium ion battery is in the early stage of industrialization, and the technical research in China is in the forefront of the city boundary. Increasing energy density, improving cycle characteristics, improving the industrial chain and further reducing costs are the focus of industry development in the next stage.

Looking forward to the future development trend of sodium ion battery industry: with the progress of the industry and large-scale development, the cost of sodium ion battery will gradually decrease. Sodium ion battery is expected to have an advantage in energy storage, low-speed cars and other fields in the future, as the technology matures, or gradually move towards power.

In the next stage, the state and industry management departments should strengthen the attention to the new generation battery from the aspects of strategy formulation, system construction, environment shaping, financial support, material reserve, as well as standard construction and personnel training. Enterprises should also increase investment in research and development of innovative technologies and ensure product quality, at the same time promote the application of digitization in enterprises, and build a cooperative relationship between enterprises based on the industrialization of the new generation of power batteries.

At the national level, we should formulate a national development strategy for the new generation power battery industry, further improve the construction of the power battery innovation system, and the government creates a standardized and benign market competition environment for the technological innovation of the power battery industry. the government leads the establishment of a power battery industry guidance fund and carries out strategic reserves of key upstream resources around lithium batteries and new battery systems.

At the industry level, give full play to the role of research institutions in battery-related industries, lay out the relevant standards of the new generation of power batteries in advance, promote high-quality cooperation among all subjects of the power battery industry chain, and strengthen the construction of talents in the new generation power battery industry. We will speed up the innovative application of green financial tools in the power battery industry chain.

At the enterprise level, increase investment in research and development of power battery innovation technology, clearly ensure product quality is the foundation of enterprises, and promote the application of intelligent factories in the power battery industry. Based on the development of the new generation of power battery industrialization to promote the coordinated development of local industrial chain enterprises.

This article comes from the official account of Wechat: che Bai think Tank (ID:EV100_Plus)

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