New trend of power rechargeable lithium battery -Lithium - Ion Battery Equipment
The sales data of new energy vehicles in China in 2018 are impressive. The sales volume in June was 84,000, a year-on-year increase of 42.9%. From January to June, a total of 412,000 new energy vehicles were sold, with a year-on-year growth rate of 111.5%.
Recently, the power lithium-ion battery unicorn CATL has won a large purchase order of about 4 billion euros from BMW, and plans to invest 240 million euros to build Europe's largest lithium-ion battery factory in Germany, which is considered to be a sign of my country's power lithium battery going out. At the same time, TSLA also announced that it will plan to build a super factory with an annual output of 500,000 pure electric vehicles in Shanghai.(Lithium - Ion Battery Equipment)
Going out and bringing in, my country's new energy vehicle industry is booming. As a power lithium-ion battery that occupies an important cost in the industry, its technological development will be crucial.
1. The rise of new energy vehicles brings explosive demand for power lithium-ion batteries
The sales data of new energy vehicles in my country in 2018 are beautiful. The sales volume in June was 84,000, a year-on-year increase of 42.9%. From January to June, a total of 412,000 new energy vehicles were sold, with a year-on-year growth rate of 111.5%.
As more and more countries promote energy transformation, traditional internal combustion vehicles will withdraw from the stage of history. Many countries have announced the timetable for banning the sale of fuel vehicles. The Netherlands and Norway will ban sales in 2025, Germany will ban sales in 2030, and the United Kingdom and France will ban sales in 2040. sale. The increase of new energy vehicles will drive the explosive rise of power lithium batteries. It is expected that the compound growth rate will reach 31% in 2018-2020 and 44% in 2016-2020.
2. Policies guide the development of high energy density battery technology
In order to speed up the elimination of backward low-energy density technologies, my country's new energy subsidy policy has obvious orientation on high-energy-density batteries, and 120Wh/kg is an important watershed. In the future, the ternary technology route of high energy density will become a development trend.
The National Lithium New Energy Industry Chain Research Group visited Ningbo Rongbai New Energy Technology Co., Ltd.
3. High nickel ternary battery has obvious advantages
At present, the energy density of lithium iron phosphate batteries is at the level of 150Wh/kg, the energy density of ordinary ternary lithium-ion batteries NCM523 and NCM622 is at the level of 160Wh/kg, and the future energy of high-nickel ternary lithium-ion batteries represented by NCM811 The density will reach more than 300Wh/kg.
Considering that cobalt is an important raw material for ternary battery cathode materials, its price rose rapidly in 2017, from $15 per pound at the beginning of the year to $35.5 per pound at the end of the year, an increase of 145%; and it rose after entering 2018. The momentum did not stop.
The high nickel ternary material reduces the amount of cobalt used while ensuring the energy density improvement: the amount of cobalt in NCM523 and NCM622 is 0.20kg/kwh, and the proportion of cobalt is about 12%; while the amount of cobalt in NCM811 is only 0.091kg/kwh kwh, the proportion of cobalt dropped rapidly to 6.06%.
4. High-nickel ternary battery becomes the best way for battery manufacturers
At present, the quotation of NCM811 is about 240,000 yuan/ton, which is higher than the NCM523 power battery which is quoted at 210,000-215,000 yuan/ton, which is about 25,000-30,000/ton. The cost of NCM811 is about 14,000/ton lower than that of 523, and the gross profit per ton will increase by 39,000-44,000.
Therefore, at present, the price of battery raw materials is rising, and the subsidy level of the whole vehicle is decreasing. The battery manufacturers are facing the dual pressure of upstream and terminal, and high-nickel ternary materials have become the best solution. In the future, with the improvement of the yield rate, high-nickel ternary materials are expected to become an effective means for battery manufacturers to control costs and obtain excess profits.
Therefore, under the trend of developing high energy density, under the dual pressure of rising raw materials and falling downstream subsidies, high-nickel ternary cathode materials have become the best solution at present, and the improvement of high-tech thresholds and premium capabilities will reshape Power lithium-ion battery industry pattern.
Recently, the power lithium-ion battery unicorn CATL has won a large purchase order of about 4 billion euros from BMW, and plans to invest 240 million euros to build Europe's largest lithium-ion battery factory in Germany, which is considered to be a sign of my country's power lithium battery going out. At the same time, TSLA also announced that it will plan to build a super factory with an annual output of 500,000 pure electric vehicles in Shanghai.(Lithium - Ion Battery Equipment)
Going out and bringing in, my country's new energy vehicle industry is booming. As a power lithium-ion battery that occupies an important cost in the industry, its technological development will be crucial.
1. The rise of new energy vehicles brings explosive demand for power lithium-ion batteries
The sales data of new energy vehicles in my country in 2018 are beautiful. The sales volume in June was 84,000, a year-on-year increase of 42.9%. From January to June, a total of 412,000 new energy vehicles were sold, with a year-on-year growth rate of 111.5%.
As more and more countries promote energy transformation, traditional internal combustion vehicles will withdraw from the stage of history. Many countries have announced the timetable for banning the sale of fuel vehicles. The Netherlands and Norway will ban sales in 2025, Germany will ban sales in 2030, and the United Kingdom and France will ban sales in 2040. sale. The increase of new energy vehicles will drive the explosive rise of power lithium batteries. It is expected that the compound growth rate will reach 31% in 2018-2020 and 44% in 2016-2020.
2. Policies guide the development of high energy density battery technology
In order to speed up the elimination of backward low-energy density technologies, my country's new energy subsidy policy has obvious orientation on high-energy-density batteries, and 120Wh/kg is an important watershed. In the future, the ternary technology route of high energy density will become a development trend.
The National Lithium New Energy Industry Chain Research Group visited Ningbo Rongbai New Energy Technology Co., Ltd.
3. High nickel ternary battery has obvious advantages
At present, the energy density of lithium iron phosphate batteries is at the level of 150Wh/kg, the energy density of ordinary ternary lithium-ion batteries NCM523 and NCM622 is at the level of 160Wh/kg, and the future energy of high-nickel ternary lithium-ion batteries represented by NCM811 The density will reach more than 300Wh/kg.
Considering that cobalt is an important raw material for ternary battery cathode materials, its price rose rapidly in 2017, from $15 per pound at the beginning of the year to $35.5 per pound at the end of the year, an increase of 145%; and it rose after entering 2018. The momentum did not stop.
The high nickel ternary material reduces the amount of cobalt used while ensuring the energy density improvement: the amount of cobalt in NCM523 and NCM622 is 0.20kg/kwh, and the proportion of cobalt is about 12%; while the amount of cobalt in NCM811 is only 0.091kg/kwh kwh, the proportion of cobalt dropped rapidly to 6.06%.
4. High-nickel ternary battery becomes the best way for battery manufacturers
At present, the quotation of NCM811 is about 240,000 yuan/ton, which is higher than the NCM523 power battery which is quoted at 210,000-215,000 yuan/ton, which is about 25,000-30,000/ton. The cost of NCM811 is about 14,000/ton lower than that of 523, and the gross profit per ton will increase by 39,000-44,000.
Therefore, at present, the price of battery raw materials is rising, and the subsidy level of the whole vehicle is decreasing. The battery manufacturers are facing the dual pressure of upstream and terminal, and high-nickel ternary materials have become the best solution. In the future, with the improvement of the yield rate, high-nickel ternary materials are expected to become an effective means for battery manufacturers to control costs and obtain excess profits.
Therefore, under the trend of developing high energy density, under the dual pressure of rising raw materials and falling downstream subsidies, high-nickel ternary cathode materials have become the best solution at present, and the improvement of high-tech thresholds and premium capabilities will reshape Power lithium-ion battery industry pattern.
