Elon Musk, CEO of Tesla, said that it is expected that the delivery volume will easily increase to more than 50% in 2022, and the delivery volume can increase by 50% only by Fremont and Shanghai plants; Full automatic driving will be realized this year. Tesla is producing a model y equipped with 4680 batteries at its Austin plant, and the first batch of 4680 battery vehicles will be delivered this quarter.
In September 2020, Tesla publicly promoted the 4680 battery for the first time on the battery day. In terms of battery cell, compared with 217004680, the battery capacity is increased by 5 times, the mileage is increased by 16%, the battery power is increased by 6 times, and the energy density is as high as 300wh / kg. In terms of battery pack, the 4680 adopts a module free design, and fewer cells can reduce the difficulty of battery thermal management. In addition, the 4680 removes the main heating components of the battery by using the laser electrodeless ear technology, reduces the internal resistance of the battery and improves the thermal stability of the battery.
According to the theme database of financial Associated Press, among the relevant listed companies:
Shenzhen Yinghe Technology Co.Ltd(300457) has begun to supply customers with key equipment to meet the production of 4680 large cylindrical batteries.
Zhejiang Great Southeast Co.Ltd(002263) indicates that the size of 4680 cylindrical battery is enlarged on the basis of traditional 18650 cylindrical battery, and the winding process can be changed slightly. Other manufacturing processes basically do not need to be changed. The lithium battery production line of the company can be produced through technical transformation.
