A brief analysis of the urgent need to master the core technology of power lithium batteries -Lithium - Ion Battery Equipment
Lithium-ion battery manufacturers briefly analyze the urgency of mastering the core technology of power lithium-ion batteries
As one of the important raw materials for lithium-ion batteries, the price of lithium carbonate has been rising, and some analysts predict that the price of lithium carbonate is expected to continue to rise by 10% this year. These all reflect that the market demand is gradually increasing. The four key materials will be further developed and mature during the "Thirteenth Five-Year Plan" period. But there is a shortcoming that cannot be ignored: China currently does not have the core technology for high-end lithium-ion battery production materials.(Lithium - Ion Battery Equipment)
The power lithium-ion battery industry is a capital- and technology-intensive industry. Currently, there are not many lithium-ion battery companies that are doing well in the power lithium-ion battery industry. CATL and BYD are the leaders in the industry. Since the new energy automobile industry is a policy-led market, the grasp of policies, the selection of technical routes, and the application of business models are extremely important. Blind expansion will inevitably lead to elimination.
As far as our country's economy is concerned, the new energy automobile industry is gaining momentum, and research on the core technology of lithium-ion batteries is urgent. Starting from market demand, when making lithium-ion battery products, we used to introduce advanced equipment, but now that we have the strength, we must Independent research and development, only by mastering core technology can we be truly competitive. The key to lithium-ion batteries is reliability and safety. Every battery must be 100% safe.
The key core technology of lithium-ion batteries is separator technology, which determines the production cost of lithium-ion batteries. The production technology of lithium-ion battery separators is still a problem around the world. Currently, 95% of the separators of domestic automotive power lithium-ion batteries are imported. The price of imported lithium-ion battery separators is 1.5 million yuan/ton. If we produce independently, the cost can be reduced by half.
It is urgent to achieve a breakthrough in the core technology of power lithium-ion batteries
At present, the overall domestic industrial manufacturing level is still far behind that of developed countries, because the manufacturing of key components of power lithium-ion batteries places extremely high requirements on the production stability and production accuracy of related equipment, and the production lines of most domestic companies are not yet able to Achieve fully automated and high-precision production. At present, the biggest problem faced by domestic companies in the production of cathode materials and separators for power lithium-ion batteries is the poor consistency of product quality.
The biggest bottleneck in the development of the domestic power lithium battery industry is the high cost of battery manufacturing, which has greatly affected the healthy development of the industry. With the development of the domestic lithium-ion battery industry, the mining and purification technology of upstream lithium mineral products needs to be improved urgently. In addition, related foreign companies have entered the domestic market one after another, and some have also formed strategic alliances with domestic vehicle companies, which has brought greater competitive pressure to domestic power lithium-ion battery production companies.
After 2020, power lithium-ion batteries will usher in a period of truly healthy development. After a long period of reshuffle, power lithium batteries will be a relatively mature market by 2020. At this time, the power lithium-ion battery market is large enough. There is no national policy subsidy, it is just market choice. In a sense, the future competition among automobile manufacturers will mainly focus on the performance of power lithium-ion batteries. Whoever masters the leading technology of power lithium-ion batteries and industrializes it will take the lead in the future automobile market.