What is the R & D and production progress of 4680 large cylindrical batteries?
4680 large cylindrical battery means 46mm in diameter The cylindrical lithium battery with a height of 80mm has different degrees of innovation in battery cathode material, cathode process, diaphragm coating process, battery structure and integration technology, cathode material scheme, etc. Panasonic and Tesla are two companies that have made rapid progress in the research and development of 4680 batteries in the international market. Chinese companies bick battery and Eve Energy Co.Ltd(300014) have developed relatively rapidly The two Chinese enterprises have launched 4680 large cylindrical batteries and corresponding integration technologies, and have given relatively specific plans. It is expected that 4680 large cylindrical batteries will usher in the inflection point of large-scale market application in 2023
Technology benefiting from the development trend of 4680 large cylindrical battery
Revenue Technology: with the popularization and application of 4680 large cylindrical batteries Cost reduction and efficiency enhancement schemes such as CTC technology and all pole ear process will be further developed and applied. Graphite negative electrode or gradually iterate from doped silicon material to high proportion silicon carbon negative electrode, and additives such as single wall carbon nanotubes will also be better developed. High nickel ternary, high nickel cobalt free or even quaternary cathode and PVDF coating will be positively affected to a certain extent.
Technologies negatively affected: square battery and graphite negative electrode. In addition, battery additives will also change with the increase of battery energy density. In the future, they will iterate from upf6 to lifsi with higher conductivity and thermal stability. At this stage, the cost of lifsi is still high. With the progress of lifsi production process and the further decline of price, It will gradually replace LiPF6 as the main additive choice for high nickel positive lithium batteries
Products benefiting from the development trend of 4680 large cylindrical battery
Beneficiary products: 1 CTC technology Beneficiary: Tesla; 2. All pole lug process Beneficiary objects: BIC battery, Eve Energy Co.Ltd(300014) ; 3. Silicon carbon negative electrode Beneficiary objects: Shenzhen snow, Shanghai Putailai New Energy Technology Co.Ltd(603659) ; 4. Carbon nano additives, beneficiary targets: Jiangsu Cnano Technology Co.Ltd(688116) , ocsial; 5. PVDF coating, beneficiaries: sanaifu and Dongyue Group; 6. High nickel cobalt free cathode and quaternary cathode, benefiting from LG Chemical and honeycomb energy
Products negatively affected: 1.2170, 1865 cylindrical battery technology; 2. Square battery technology; 3. Graphite negative electrode; 4. Modular integration technology; 5. Upf6 additive
The rebirth of cylindrical battery — the innovation of 4680 large cylindrical battery
The main innovation of 4680 cylindrical battery is the use of all pole lug process, silicon carbon negative electrode process and CTC integration technology. Because of its cylindrical structure The heat generation rate brought by high power density (if the monopole ear scheme is used, the heat rise rate in the local confluence area is too high, which is not conducive to the battery thermal management, while the full pole ear scheme is conducive to the battery thermal management due to the uniform distribution of the pole ears), and the competitive pressure brought by the square cell (the square cell also uses CTC Technology) And other factors make the 4680 large cylindrical battery have a rigid demand for CTC technology. At the same time, the cylindrical structure can effectively restrain the expansion of silicon-based negative electrode and inhibit the gas generation expansion caused by silicon-based negative electrode. Therefore, more silicon-based materials can be added to the negative electrode of 4680 battery, and the silicon-based negative electrode can be used instead of graphite negative electrode
