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

On August 22, SAIC and Qingtao Energy jointly held the "2023 SAIC Technology Tour-stepping into solid State batteries". The two sides jointly demonstrated the latest achievements in the field of solid state batteries and said at the event that SAIC will install solid state batteries in its new Zhiji series of models next year, which will also become the first mass-produced car with solid state batteries.

This is the first time that SAIC has invited the media to visit SAIC and Qingtao Energy to build a joint laboratory and some production lines of solid-state batteries after confirming several times that Zhiji will launch a production car with solid-state batteries. Behind this, SAIC not only has a strong confidence in technology and products in the field of new energy, but also reveals that SAIC has shown a strong executive ability around the goal of selling 3.5 million new energy vehicles in 2025.

In July this year, SAIC Zhika meeting site, SAIC Group Chief engineer Zu Xijie led SAIC technology and product line leaders, including zero beam technology CEO Li Jun, SAIC Innovation and Research Institute Executive Vice President Lu Yong and so on SAIC's technology and product roadmap in the field of new energy, a clear technology self-research route.

One of SAIC's efforts in the field of new energy is behind the introduction of solid-state batteries into Zhiji production cars.

Behind the popularity of new energy vehicles, the internal volume is becoming more and more intense. this year, China's passenger car market has maintained a growth trend. For example, in the past July, according to the data of the Federation of passengers, retail sales of the passenger car market reached 1.775 million in July, the second highest for the year.

July is generally the off-season for the car market, and the main driving force behind the "off-season is not weak" is new energy vehicles. Sales of new energy vehicles reached 641000 in that month, an increase of 31.9% over the same period last year. At the same time, according to the China Automobile Association, sales of new energy vehicles completed 3.747 million in the first half of 2023, an increase of 44.1 percent over the same period last year.

Along with the market, there is also the function and technology of new energy vehicles.

For example, new energy vehicles have evolved to an infinite volume in the field of intelligent driving and intelligent cockpit. Nowadays, almost all mainstream new cars are equipped with lidar, and even models under 200000 can compete with each other in terms of radar number and performance. In the cockpit, Qualcomm Snapdragon 8155 chip has become the mainstream, and even double 8155 chip, some models prices have reached the level of 100000 yuan.

In addition to intelligence and other aspects, many car companies also pay attention to the chassis, four-wheel drive and other aspects, in short, the technological competition of new energy vehicles will be more and more fierce, more and more "internal".

The "volume" of all industries is essentially caused by the lack of innovation, for new energy vehicles, the real innovation is actually in the three-electricity system, the battery is the top priority. Among them, solid-state battery is generally regarded as the "next generation" battery technology, which is the real innovation.

The timetable for mass production of cars on solid-state batteries announced by SAIC and Qingtao Energy is not only SAIC's technological trump card in the new energy power battery competition, but also its technical plan to jump out of the new energy field.

SAIC and Qingtao jointly build a moat and traditional lithium-ion batteries use solvents, lithium salts, additives and other liquid electrolytes, while solid-state batteries use solid-state electrolytes, which can effectively avoid the safety risks caused by battery leakage and lithium dendrite puncture, and greatly improve the safety of the battery.

At the same time, the energy density of solid-state batteries is also significantly higher than that of traditional liquid batteries, which will help to greatly improve the range of electric vehicles in the future.

Moreover, based on the characteristics of solid-state cells, solid-state batteries can also achieve low-cost battery development by innovating from cathode materials, cell processes and battery systems.

A variety of cross-generational characteristics make solid-state batteries become a hot value highland in the new energy vehicle industry, attracting countless car companies and lithium enterprises to compete for investment.

Among the many enterprises engaged in solid-state battery technology, the combination of SAIC and Qingtao Energy has taken the lead in achieving tangible results.

According to the introduction, the first-generation solid-state battery jointly developed by SAIC and Qingtao has completed the loading test, which can achieve "system-level zero heat out of control", and the single energy density can reach 368 Wh/kg. Compared with lithium iron phosphate battery, the energy density is increased by more than 100%. The maximum mileage of the test vehicle is 1083 km, charging for 10 minutes, and the mileage can be increased by 400km.

At the same time, as mentioned earlier, in 2024, the first new Zhiji car model with 800v super fast charging solid-state battery will be put into mass production, which will be the first time in the industry.

In SAIC's plan, by 2025, the new generation of solid-state battery products jointly developed by SAIC and Qingtao will be applied in SAIC's Zhiji, Feifan, Roewe, MG and other mass production models, and the annual sales volume will exceed "100, 000 vehicles".

We are getting closer and closer to mass production of "revolutionary" solid-state battery new energy vehicles.

This is naturally inseparable from the close cooperation between SAIC and Qingtao Energy.

Data show that Qingtao Energy was established in 2016, one of the leaders in the upstream technology of solid-state batteries, independent control of core materials and production processes, is the key competitiveness of Qingtao Energy.

In addition, they have also taken the lead in realizing the industrialization of solid-state lithium batteries, with the first solid-state lithium battery production line in China and a complete independent intellectual property system.

SAIC also began to pay attention to the development of solid-state battery technology from a long time ago.

SAIC participated in the e + round financing of Qingtao Energy in 2020. In 2022, SAIC and Qingtao Energy established a solid-state battery joint laboratory to jointly promote the joint development of automotive solid-state battery materials, batteries and systems.

In May this year, SAIC participated in Qingtao Energy G + round capital increase and share expansion, becoming the largest institutional investor in Qingtao. Next, SAIC and Qingtao will set up a joint venture to jointly develop a new generation of solid-state battery products with better safety performance, energy density and cost than traditional lithium iron phosphate batteries.

The cooperation between SAIC and Qingtao can be said to be a unified goal and complementary advantages. To achieve 2024 super fast-charging solid-state battery Zhiji new car mass production launch is not easy. As Li Zheng, general manager of Qingtao Energy, said in an interview:

"We define that batteries should not only look at energy density, but also safety, cycle life and power performance of charge and discharge. these comprehensive parameters are finally a comprehensive index for evaluating a battery, and we are finally looking for a balance in the comprehensive index."

The arrangement and combination of different materials and technologies is like making a jigsaw puzzle, but whether the assembled picture, life, power and cost can meet the requirements of the car's brand and market positioning requires very full communication and design.

At the same time, when developing solid-state batteries, the two sides took into account the layout of the design industry and the integration of resources, including innovation in production processes and equipment, rather than research and development in the laboratory.

In this process, Qingtao and SAIC need to give full play to their advantages in their respective fields. Qingtao Energy focuses on solid-state battery development and leads the industry, while SAIC Jiereng has advantages in battery system development, management system, software and hardware. From the battery to the system, to the car, to the user, the whole link is seamlessly connected by the joint venture company to learn from each other, thus forming a joint force and becoming a platform for common integration of resources.

All these will become a technical moat jointly built by SAIC and Qingtao in the field of solid-state batteries, and may become a sharp weapon to reduce dimensionality in SAIC's new energy field.

The source of SAIC's confidence behind the "3.5 million" target is that SAIC sold a total of 463000 new energy vehicles from January to July this year, ranking second among Chinese automakers, according to official data released by SAIC. In July, SAIC sold 91000 new energy vehicles, maintaining a "month-on-month rise" since January, and will further push forward the target of "monthly sales of 100000 vehicles" in the third quarter.

Last year, SAIC's sales of new energy vehicles exceeded the 1 million mark, and in this year's SAIC's "three-year Action Plan for the Development of New Energy vehicles", it even set the target of annual sales of 3.5 million new energy vehicles in 2025, of which independent brands account for 70%.

Such a goal undoubtedly reflects SAIC's confidence in its own technology and products.

So, this confidence comes from it?

The first is the strategic height. At present, SAIC is in the stage of speeding up the transformation of electric intelligence, and new energy vehicles, together with independent brands and overseas sales, have become one of the "troika" driving SAIC's development. On the other hand, solid-state battery is the supporting technology point of SAIC's new energy strategy, and it is the technology that SAIC has cultivated for many years.

The second is the correct and comprehensive product concept. For new energy vehicles, SAIC's goal is to create a "technological life" with "smart brain", "agile body" and "strong heart".

Among them, the intelligent brain represents the extremely intelligent driving experience. SAIC said that in 2025, the industry-leading full-stack 3.0 smart car solution of "central computing + regional control" will be fully launched, when the vehicle will have super self-learning, self-evolution and self-growth ability. to achieve the ultimate intelligent experience of continuous scenes.

"Agile body" represents an extremely safe and comfortable driving experience. In the next three years, SAIC will devote itself to building a platform for the central coordinated motion controller of the whole vehicle, through further integrating braking, driving, steering, suspension control and other functions, to achieve six degrees of freedom centralized control of the car body, so that the vehicle can maintain its stability on the way to any scene.

"strong heart" represents the ultimate accelerated experience. In the second half of this year, SAIC Zhiji model will be produced and landed with a new generation of electric drive system of silicon carbide module and stator and rotor dual oil cold motor + 800V electric shaft, which can achieve the industry-leading power level of "100km acceleration for 3 seconds". In 2024, the motor covered with carbon fiber can be lighter, that is, the third-generation electric shaft products can sprint the "2-second club" and achieve a 100-kilometer acceleration of less than 3 seconds.

At the same time, with SAIC's iteration in electrification technology, such as the new achievements in the field of solid-state batteries, and practicing the "basic skills" of new energy vehicles, it will bring users a safer, more power-saving and more economical experience and spend the least amount of electricity. run a long way.

The realization of all these goals and ideas needs the support of independent core technology. behind the word "scientific and technological life", it is also enough to see SAIC's accumulation and precipitation in SAIC's new energy technology, intelligent driving technology and other fields.

Finally, the ecological consciousness of "opening up and cooperation" is also the source of SAIC's strong and self-confidence. The cooperation with Qingtao Energy on solid-state batteries is the best example. In addition to solid-state batteries, SAIC has cooperated with companies such as specification-level chips, domain controllers and Horizon, with ecological partners such as Tencent, Ali and OPPO in software, and recently with Audi in the field of electrification, as well as opening up the whole link of "develop-test-release-purchase and activate operation" at the SOA application level, and work with developers to establish a "co-create and share" business model. Such a layout, both in the face of fierce market competition and extensive opening up and cooperation, can continue to deepen its competitiveness in the world of "new energy", a new species, and at the same time push the industry to new heights.

Solid-state battery is the strategic fulcrum of new energy vehicles in the second half. SAIC and Qingtao have joined hands to take the lead.

But at the same time, the future of new energy vehicles is not only solid-state batteries, but also a "scientific and technological life" with extreme power and intelligence.

SAIC is relying on the depth of technology research and development and the breadth of open cooperation, step by step towards the future of the new energy vehicle industry, perhaps a long way to go, but the line is coming.

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