In 2017, the power lithium-ion battery company faced the awkward state of "squeezing at both ends". On the one hand, the prices of raw materials such as cobalt, nickel, and copper have continued to rise; on the other hand, in accordance with the new subsidy policy, the new energy vehicle subsidy in 2017 has been reduced by 40% compared with 2016, and car companies have required power lithium-ion battery companies to reduce prices by 30%. -40%.
In addition, the subsidy amount is also linked to the energy density of the battery system. Under heavy pressure, reducing costs, increasing energy density, improving performance, and seeking development have become urgent common topics for power lithium-ion battery companies.
Beijing Guoneng Battery Technology Co., Ltd. has increased the energy density of lithium iron phosphate monomer to 160 wh/kg through technological upgrading, product optimization design, and intelligent manufacturing, and the system energy density has also broken through to 125 wh/kg. The output of Guoneng battery has reached 3.3 billion ampere hours.
It is expected that by the end of this year, the energy density of Lithium Iron Phosphate Battery of National Energy Battery is expected to exceed 180wh/kg, and the energy density of ternary battery will exceed 240wh/kg.
At the same time, the market share of Guoneng Battery has gradually increased. It has already competed with more than 80% of domestic buses including Foton Motor, Ankai Bus, Nanjing Jinlong, Changan Automobile, Zhengzhou Nissan, Zhuhai Yinlong New Energy, and Bailujia. The company carries out matching and batch supply. In the 293 and 295 batches of new product announcements issued by the Ministry of Industry and Information Technology in 2017, the number of assembly of Guoneng batteries ranked second.
As the largest soft-pack lithium iron phosphate power lithium-ion battery production company in China, the development strategy of Guoneng Battery in the critical period of the development of the power lithium-ion battery industry is undoubtedly worthy of the industry's reference and consideration.
Dr. Wu Congxiao, "" Expert of the Organization Department of the Central Committee of the Communist Party of China
To this end, Gaogong Electric Vehicle Network entered Guoneng Battery, focusing on the layout and future planning of the power lithium-ion battery market, and the technical route of power lithium-ion batteries. The conversation, the record of the conversation is as follows:
Gaogong Electric Vehicle Network: What is the overall development of National Energy Battery in 2016? In 2017, what are the production plans and goals of Guoneng Battery in the field of power lithium-ion batteries?
Wu Congxiao: In 2016, the overall development trend of Guoneng Battery was good, and it has provided supporting and batch supply to more than 80% of domestic bus companies.
At present, our battery output has reached 3.3 billion ampere-hours, and the mass-produced lithium iron phosphate monomer energy density has reached 160wh/kg, and the energy density of the battery pack has reached 125wh/kg; The energy density of mass production has also reached 200wh/kg.
This year, we will comprehensively improve battery performance and energy density through research and development, design, and intelligent manufacturing, while reducing battery manufacturing costs. It is estimated that by the end of this year, the single energy density of our lithium iron phosphate battery will exceed 180kh/kg, and the single energy density of the ternary battery will exceed 240wh/kg.
Gaogong Electric Vehicle Network: Under the new subsidy policy, the battery energy density is linked to the subsidy amount. At present, every battery company is accelerating the development of large-capacity, high-energy-density batteries. What do you think of this phenomenon? How can Guoneng further increase the energy density of the battery?
Wu Congxiao: With subsidies gradually declining, the new energy automobile industry will face huge cost pressures. The subsidy standard is linked to battery energy density, forcing battery companies to continuously increase battery energy density. I believe that increasing energy density and reducing production costs must be carried out under the premise of ensuring battery safety and performance.
As the largest soft pack lithium iron phosphate power lithium-ion battery production company in China, National Energy Battery mainly improves the energy density of batteries through the improvement of cell energy density, the use of standard battery boxes, lightweight battery boxes, and PACK process automation.
On the one hand, we mainly improve the energy density of the monomer by improving the properties of raw materials and increasing the gram capacity of the positive electrode material; on the other hand, the new battery box of Guoneng Battery adopts new materials, new structures and new processes, which guarantees safety. , Greatly reducing the weight of the battery box.
In addition, Guoneng Battery uses a new and intelligent automatic production line, fully optimizes the module structure design, and realizes the lightweight development of battery packs.
Gaogong Electric Vehicle Network: In an important period when subsidies have fallen sharply, the new energy vehicle industry has started a cost war, and "cost reduction" has become an important keyword for the new energy vehicle industry in 2017. Would you please share the relevant experience of Guoneng Battery in reducing battery costs?
Wu Congxiao: Although it is important to reduce the production cost of batteries, cost reduction is not the primary consideration. The safety of the battery and the superiority of the performance are the first consideration for the National Energy Battery, followed by the cost issue.
Beginning last year, we established an intelligent manufacturing R&D center and a new battery R&D center to fully respond to the future international market demand. In terms of battery cost control, we are important to reduce costs by improving process design and intelligent manufacturing.
In the long run, battery companies can only reduce manufacturing costs and after-sales costs by strengthening internal strength training and improving production efficiency and yield.
Gaogong Electric Vehicle Network: At present, lithium iron phosphate has an absolute advantage in the field of pure electric passenger cars, while the ternary battery has a relatively high market share in the field of passenger cars and logistics vehicles. At the same time, the application of lithium manganate, lithium titanate and other batteries is also How do you see the development of these technical routes in the power lithium-ion battery market in the future? How is the layout of Guoneng Battery?
Wu Congxiao: Due to the substantial price increase of upstream raw materials such as cobalt and nickel, the cost advantage of ternary batteries has begun to weaken, and the safety performance of ternary batteries still has hidden dangers. If the energy density of the lithium iron phosphate battery can be more than 220wh/kg, the advantages of the ternary battery will be less obvious.
In fact, each technical route has different characteristics and advantages, which is to see which technical route is the first to break through. It is undeniable that the future battery technology route is contended. In addition to the above-mentioned ternary lithium, lithium iron phosphate, and lithium titanate, energy storage technologies will be further diversified in the future, such as the upcoming market-based fuel-powered lithium battery. , There are solid-state batteries, lithium-sulfur batteries, etc., maybe one day it will erupt.
At present, National Energy batteries are still mainly based on soft-pack ternary batteries and soft-pack lithium iron phosphate batteries. We have accumulated a wealth of relevant experience in the field of soft pack batteries, and have formed a certain market scale. At present, we have established a complete research and development system and sound experimental conditions. For example, we have a battery high-tech research center, a battery simulation platform, Battery management system and battery development experiment platform, etc.
Gaogong Electric Vehicle Network: What is the market layout and thinking of Guoneng Battery in the field of power lithium-ion batteries?
Wu Congxiao: New energy is an irreversible trend. With the gradual decline of subsidies, the new energy vehicle market will shift from policy-driven to market-driven. At present, Guoneng Battery has eight production bases in Beijing, Zhongmu in Henan, Haining in Zhejiang, Xiangyang in Hubei, Nanchang in Jiangxi, and Longyan in Fujian. Next, we also plan to establish production bases in Chongqing and Chengdu.
At the same time, we will also accelerate the research and development of fast charging technology, and improve the safety performance and energy density of the battery to meet the needs of the vehicle for long cruising range.
In addition, we will reduce the cost of batteries by optimizing product design, intelligent manufacturing, etc., to make new energy vehicles more economical.
More importantly, we will explore new business models that adapt to the development of new trends as soon as possible, and work with bus companies and automakers to jointly promote the development of the new energy vehicle industry.
Manly Battery which located in Shenzhen,China. A leading Lithium battery manufacturer over 12 years , ,pls feel free tosend email to info@manlybatteries.com
