At the forum of China electric vehicle hundred people’s meeting held today (26th), Contemporary Amperex Technology Co.Limited(300750) showed two innovative achievements:
Wu Kai, its chief scientist, said, Contemporary Amperex Technology Co.Limited(300750) through continuous technical iteration, launched the third generation CTP technology, which is internally called “Kirin battery”, and its system weight, energy density and bulk energy density continue to lead the highest level in the industry under the same chemical system and the same battery pack size, the power of Kirin battery pack can be increased by 13% compared with 4680 system this battery will be officially released in April this year.
In addition, Wu Kai said that the Ministry of industry and information technology has released the essentials of automobile standardization in 2022, and clearly proposed to revise the safety standard of power battery and improve the level of thermal runaway warning and safety protection Contemporary Amperex Technology Co.Limited(300750) non thermal diffusion battery technology with a endurance of 1000km and higher specific energy will be mass produced in 2023
Since the second half of last year, the prices of core raw materials such as cobalt, lithium and nickel have risen sharply. In 2022, the prices of raw materials are still high, and the middle and lower reaches of lithium batteries are under great cost pressure. Technological innovation is the source of enterprises’ competitiveness and is often used as an important cost reduction means.
innovation trend: structural system moves towards high integration, large capacity materials move towards high nickel and ferromanganese lithium
CTP technology, i.e. no modularization, is the realization way of highly integrated battery , which can increase energy density by 20% and reduce cost by 10%. It was popularized by Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) last year, and the fourth generation CTP technology of Contemporary Amperex Technology Co.Limited(300750) is under development.
On the same day, Nan Jianxiong, President of Panasonic electric, mentioned that 4680 battery will become the mainstream of cylindrical battery in the future 4680 battery is a “double innovation” in battery structure and materials: it adopts large cylindrical structural parts, and its capacity is 5 times higher than 2170 battery; High nickel ternary cathode material is used, and the cathode material is upgraded to silicon carbon composite material containing silicon. New electrolyte containing lifsi, carbon nanotube conductive agent and new lithium salt are also used
It is worth noting that after the mass production of 4680 large cylinders gradually stepped on the right track, musk showed his interest in manganese based cathode batteries. Recently, musk said that manganese has potential, and Tesla has been exploring the use of more manganese in batteries.
lithium manganese iron phosphate is one of the upgrading directions of lithium iron phosphate batteries data show that lithium manganese iron phosphate has the advantages of lithium iron and can increase energy density by 20%, but it has poor conductivity, difficult process and high barriers. At present, battery end Contemporary Amperex Technology Co.Limited(300750) and material end Shenzhen Dynanonic Co.Ltd(300769) are making rapid progress. Some analysts predict that lithium manganese iron phosphate battery will be mass produced in the first half of 2023, and Contemporary Amperex Technology Co.Limited(300750) of m3p new technology route will become a new direction in the future.
future technology research and development or pay more attention to battery safety
In the past, manufacturers took the pursuit of energy density as the starting point, actively promoted the evolution of battery technology, and achieved remarkable results in promoting battery cost reduction. As Miao Wei, deputy director of the Economic Committee of the CPPCC National Committee, said, from 2017 to 2021, the energy density of China Shipbuilding Industry Group Power Co.Ltd(600482) battery system increased day by day, and the cost of power battery system decreased by 41% in five years.
but in the future, energy density may no longer be the most important indicator of power battery
Wang Chuanfu, chairman and President of Byd Company Limited(002594) said at the forum of China electric vehicle hundred people’s Congress that safety is the cornerstone of the development of new energy vehicles, and cost is an important indicator that must be faced, when the range has crossed a certain threshold, the importance of power battery energy density is decreasing, and the most important indicators may become safety, cost and cycle life
Non thermal diffusion technology is the safety design innovation of Contemporary Amperex Technology Co.Limited(300750) in September 2020. Contemporary Amperex Technology Co.Limited(300750) took the lead in realizing non thermal diffusion on 811 products. Since then Sunwoda Electronic Co.Ltd(300207) scheme, GAC magazine battery, Dongfeng amber battery and Great Wall Dayu battery have adopted this technology.
Soochow Securities Co.Ltd(601555) analyst Zeng duohong recently released a research report saying that lithium battery technology is an important direction in 2022. From the two aspects of material system upgrading and packaging form improvement, the technological progress will accelerate in 2022, while the leader will lead the technological upgrading , and the leading advantage will be further improved Contemporary Amperex Technology Co.Limited(300750) focuses on the energy density, fast charging, safety and cost of the battery, and has a deep technical reserve from the two aspects of electrochemical system upgrading and structural innovation, supporting the continuous improvement of the subsequent global share.
Analysts said they are optimistic about the main lines of battery technology upgrading, which include: high nickel ternary (recommended for Ningbo Ronbay New Energy Technology Co.Ltd(688005) ), additives (recommended Jiangsu Cnano Technology Co.Ltd(688116) ).
