Financial Associated Press, February 19 – Tesla announced on February 19 that it had produced 1 million 4680 batteries at a pilot plant in California.
4680 battery cell energy increased by 5 times
The 4680 battery Tesla will mass produce is a cylindrical battery with a diameter of 46mm and a height of 80mm. The electrodeless ear design and large volume increase the battery range by 16%, power output by 6 times and energy by 5 times.
On the one hand, the design and production process of 4680 battery are innovative. For example, the 4680 battery released by Tesla mainly adopts and applies the following important technologies: 1) adopt electrodeless lug and establish a new standard for wound cell; 2) The negative electrode adopts silicon-based negative electrode, which breaks through the energy density limit of existing lithium battery materials; 2) Adopt dry electrode and set up a new standard for power battery.
4680 battery will increase the demand for carbon silicon cathode, nickel and PVDF materials
The current 4680 battery will use silicon carbon cathode material. According to the latest progress of silicon carbon negative electrode in Shandong Shida Shenghua Chemical Group Company Limite(603026) minutes, the mixing amount of silicon carbon negative electrode (siox-c) is expected to increase from 10% to 15%. The 1GWh 4680 battery consumes about 750 tons of silicon carbon cathode material. Haitong international predicts that the demand for silicon carbon cathode materials will be about 56000 tons in 2022 and about 2.37 million tons in 2030.
The positive pole of the 4680 battery will make maximum use of nickel. According to the calculation of Haitong international, according to the current ncm811 ternary high nickel system, 1GWh 4680 battery consumes about 3086 tons of nickel sulfate, 413 tons of cobalt sulfate, 248 tons of manganese sulfate and 619 tons of lithium LCE. It is estimated that the demand for nickel sulfate will be about 231000 tons in 2022 and about 9752000 tons in 2030.
Both the positive and negative electrodes of the 4680 battery will be coated with PVDF (polyvinylidene fluoride resin) on the diaphragm. According to the national energy information platform, the consumption of 1GWh of ternary battery containing 2% PVDF is about 20 tons. Haitong international calculates that the consumption of 4680 batteries containing 8% PVDF and 1GWh PVDF will be increased to about 80 tons.
4680 battery has higher requirements for lithium battery equipment. According to Yu nengfei’s research report, 4680 battery adopts electrodeless ear technology, which greatly reduces the internal resistance of the battery and greatly improves the energy density of the battery. On the other hand, the production process requirements of 4680 battery are further improved, and the equipment requirements are further improved due to the new technology (such as electrodeless ear). Equipment enterprises with technical reserves are expected to obtain the first mover advantage and high share orders.
list of layout enterprises
In the material link, Guangdong Fangyuan Environment Co.Ltd(688148) , Cngr Advanced Material Co.Ltd(300919) are mainly positive material precursors, both of which have entered the Tesla supply chain; China Baoan Group Co.Ltd(000009) , Jiangsu Cnano Technology Co.Ltd(688116) , Guangzhou Tinci Materials Technology Co.Ltd(002709) have laid out 4680 battery materials one after another.
Equipment link, Shenzhen Yinghe Technology Co.Ltd(300457) has begun to supply customers with key equipment to meet the production of 4680 batteries in batches; Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) high speed laser film maker is mainly used for cutting the electrode ear of lithium battery; The Zhejiang Hangke Technology Incorporated Company(688006) 4680 prototype has been completed and delivered to the customer.
In terms of parts, Shenzhen Kedali Industry Co.Ltd(002850) has laid out 4680 battery structural parts.
