On January 22, Ganfeng Lithium Co.Ltd(002460) subsidiary Ganfeng lithium official micro disclosed that the first batch of 50 Dongfeng E70 electric vehicles equipped with Ganfeng solid-state batteries were officially delivered, and the commercialization path of solid-state batteries became more and more clear. Dongfeng Group executives said that this will be the first shot in the industrialization of solid-state batteries in China.
Industry insiders predict that the steady-state market share of solid-state batteries is expected to reach 20% by 2030, and the market space for lithium consumption will be significantly increased in the long term. According to the planning of major automobile enterprises, some products equipped with solid-state batteries will be mass produced in 2022.
accelerated industrialization
Ganfeng lithium said that among the first batch of mass-produced electric vehicles, solid-state batteries used solid materials such as solid electrolyte diaphragm to completely improve the battery safety and energy density from the dimension of material system. In many tests, solid-state batteries maintain excellent safety characteristics under harsh conditions such as acupuncture, extrusion or high temperature.
Insiders said that the solid-liquid hybrid lithium battery launched by Ganfeng lithium battery this time is a battery form between liquid lithium battery and all solid lithium battery, that is, semi-solid lithium battery. The module of this hybrid solid-liquid lithium battery adopts aluminum alloy frame and high-precision seam laser welding technology, which reduces redundant structural design and improves the group efficiency by more than 86%.
You Zheng, deputy general manager of Dongfeng Group, said that Dongfeng Ganfeng high specific energy solid-state battery demonstration operation will be launched globally and will take the lead in launching the first shot of solid-state battery industrialization in China.
the prospect is promising
Solid state batteries are favored by the market because of their high energy density. According to the plan, by 2020, the energy density of lithium battery will reach 300wh / kg, 400wh / kg in 2025 and 500wh / kg in 2030, while the upper limit of liquid battery energy density may be 350wh / kg, which is difficult to meet the final requirements of energy density improvement. In addition, the traditional liquid lithium-ion battery is prone to electrolyte leakage, electrode short circuit and other phenomena, and the liquid lithium-ion battery uses metal lithium as the negative electrode to improve the energy density, which is prone to the problem of lithium dendrite. The problem of safety has been criticized, and the solid-state battery can effectively solve these problems.
China Industrial Securities Co.Ltd(601377) according to the research report, the liquid battery is still the mainstream for a long time. According to the existing technology path, the steady-state solid battery is expected to be used in cost insensitive fields such as consumption and military industry, and the field of vehicle power is expected to be mainly loaded on high-end models. It is estimated that the steady-state market share of solid-state batteries is expected to reach 20% by 2030, with limited impact on the existing liquid battery system; And the solid-state battery does not change the existing positive and negative material system.
Solid state batteries will increase the market space of lithium consumption in the long term. Lithium mining giant Yabao once disclosed that the all solid-state battery uses metal lithium as the negative electrode, and the unit consumption of lithium doubles the storage space.
It should be noted that the development of solid-state battery technology still faces many difficulties, including supply chain reconstruction and cost reduction. In addition, the conductivity of solid electrolyte is only one tenth of that of electrolyte, and the fast charging efficiency is poor, which affects the practical application.
many companies compete to layout
In recent years, well-known overseas auto companies including Toyota, Nissan, BMW, Daimler, Volkswagen and Ford, as well as a number of Chinese auto companies including SAIC, great wall, Weilai and BAIC, have accelerated the layout of solid-state battery business in order to put relevant technologies and products into the market faster.
In 2022, a number of semi-solid batteries will be launched. Among them, on January 9, 2021, Weilai automobile released the Weilai intelligent electric flagship car et7, which will be equipped with 150kwh semi-solid battery pack technology and is expected to be launched in the fourth quarter of 2022. Gotion High-Tech Co.Ltd(002074) the 2021 semi annual report disclosed that the ternary semi-solid battery promoted by the company is entering a key research and development stage.
Many listed companies actively layout solid-state battery business. Beijing Easpring Material Technology Co.Ltd(300073) it was announced on December 7, 2021 that the company signed a strategic cooperation agreement with Weilan new energy to cooperate in the layout of solid-state lithium batteries. The agreement stipulates that from 2022 to 2025, Weilan new energy will purchase no less than 25000 tons of solid-state lithium battery materials from Beijing Easpring Material Technology Co.Ltd(300073) , jointly layout and develop solid-state lithium battery business in the future, and actively carry out the feasibility study on the joint investment and construction of solid-state lithium battery and its key material production base. Gem Co.Ltd(002340) said that the company is optimistic about the development prospect of solid-state batteries. Since 2019, it has been actively preparing the cutting-edge manufacturing technology of high nickel precursors required by solid-state batteries to meet the needs of the commercial market of solid-state batteries.
