Panasonic 4680 battery will start trial production in April. Tesla expects to deliver the first batch of model y equipped with 4680 battery at the end of the first quarter of 2022.
Panasonic or April trial production of 4680 batteries
give priority to Tesla
According to foreign media reports, Panasonic is renovating factory equipment and will trial produce 4680 batteries. Matsushita CFO Zhongxin Hefu said that it plans to start trial production of 4680 batteries in Wakayama County near Osaka headquarters, and the trial production is expected to start in the fiscal year starting in April. he also said that Tesla is very eager for 4680 batteries. If it can deliver 4680 batteries, it will give priority to Tesla.
LG energy solution also said recently that they are trying to diversify the cylindrical battery product lineup and are developing 4680 batteries.
At Tesla's revenue teleconference for the fourth quarter and the whole year of 2021 held last month, Tesla said that all its partners and suppliers were developing its 4680 battery. Tesla CEO musk confirmed that 4680 has been deployed on the sample vehicle. He said that at Tesla's Texas plant, 4680 batteries are already being used to produce model y, but they need to complete relevant product certification before they can be delivered to the market.
Drew Baglino, vice president of engineering technology of Tesla, said that the supply of 4680 batteries will not be limited this year, and it is expected that the first batch of model y equipped with 4680 batteries will be delivered by the end of the first quarter of 2022.
4680 battery greatly improves cell energy density
4680 large cylindrical battery, with a diameter of 46mm and a height of 80mm, is referred to as 4680 battery, also known as electrodeless ear battery. Compared with the 2170 battery commonly used by electric vehicle enterprises at present, the battery cell capacity of 4680 battery is five times that of 4680 battery, which can improve the endurance mileage of corresponding models by 16%, and is expected to improve production efficiency. Tesla estimates that the cost of 4680 scheme will be reduced by 14% compared with 2170 scheme.
At the same time, the production speed and dry cell density of the battery are further improved by using 4680 cell technology. Previously, the 2170 battery pack applied by Tesla was composed of about 4000 cells in a car, while the number of 4680 batteries could be reduced to 800, greatly reducing the production time of battery equipment.
At present, major battery manufacturers are accelerating the landing of 4680 battery industry. Battery manufacturers such as BIC battery and Eve Energy Co.Ltd(300014) have launched their own "4680 scheme", and LG Chemical and Samsung SDI are also promoting R & D and production. On November 5, 2021, Jingmen Power Energy Storage Battery Industrial Park was started. Liu Jincheng, chairman of Eve Energy Co.Ltd(300014) , said that the industrial park may be the first production base of 4680 and 4695 batteries in the world. Dr. Lin Jian, chief scientist of BIC battery, revealed that the 46x0 series large cylindrical batteries of BIC battery cover 80mm to 120mm, of which 4680 large cylindrical batteries are expected to be mass produced in 2022.
4680 battery concept stocks fell
Soochow Securities Co.Ltd(601555) pointed out that 4680 battery has improved energy density, production efficiency, fast charging performance and reduced battery cost through large cell + full polar ear technology. It is expected that Tesla and Panasonic will start mass production of 4680 battery in the first half of 2022. China Ningde Yiwei has an existing layout, which will drive the demand for high nickel cathode + silicon carbon cathode + carbon nanotube conductive agent + large cylindrical structural parts + new lithium salt, Corresponding leading companies benefit.
Anxin Securities said that the delivery of Tesla 4680 battery may further drive the prosperity of nickel lithium sector, and the improvement of battery technology is also expected to open incremental space for the growth of high nickel. The energy storage sector continues to be concerned about or policy support.
According to the statistics of securities times · databao, from the market in 2022, 4680 battery concept stocks fell generally due to the correction of the whole battery sector, and concept stocks such as Guangdong Fangyuan Environment Co.Ltd(688148) , Shenzhen United Winners Laser Co.Ltd(688518) , Wuhu Token Sciences Co.Ltd(300088) fell by more than 20%. The layout of some concept stocks keeps moving.
Jdm Jingda Machine(Ningbo)Co.Ltd(603088) said on the investor interaction platform on February 7 that the company's first 4680 shell stamping production line in China has been delivered.
Zhejiang Hangke Technology Incorporated Company(688006) the 2021 semi annual report revealed that the prototype of 4680 and other large cylinders was completed.
Shenzhen Yinghe Technology Co.Ltd(300457) said on the investor interaction platform on January 22 that it had begun to supply customers with key equipment to meet the production of 4680 large cylindrical batteries in batches.
The high-speed laser film maker of Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) is mainly used for cutting the lug of lithium battery.
