Soft bag battery has become industry hotspot -Lithium - Ion Battery Equipment
From the perspective of the energy battery market, the soft bag batteries have recently become industry hotspots. Many car companies and battery suppliers have begun strategic steering and tilt their focus to soft bag batteries. From the perspective of the recent market movement, Jiewei Power, which focuses on the three -yuan soft bag stacked battery, has received Fosun investment; Fu Neng Technology, who note the three -yuan soft bag battery, completes more than $ 1 billion in Series C financing; Yimei Lithium Energy and Dai Energy and Dai The "Supply Agreement" signed the "Supply Agreement" to provide Daimler's supply of ternary soft bag power lithium batteries. From the recent perspective of the battery industry, car companies and battery companies have begun to lay out soft -packed batteries. So why can soft bag batteries be favored by car companies quickly? Compared with the previous cylindrical batteries, what kind of performance advantages have soft bags?(Lithium - Ion Battery Equipment)
New energy retreat subsidy may become the biggest pusher
In the ternary lithium ion battery industry, columnar batteries are the most common structural forms. This structure is important to use steel and aluminum shell wrap. Of course, it is also packed in special shells such as plastic shells. In part of the weight, in the new energy subsidy policy, the energy consumption coefficient of vehicle is also an important provision of subsidies. Therefore, the shell that occupies a considerable quality has become the key to the energy consumption factor.
In this place, the soft bag battery came into being. In fact, literally, the soft bag battery can be described as very appropriate. The soft bag uses an aluminum -plastic packaging film as a packaging material for packaging materials. The overall weight is reduced, and the energy consumption factor is lower. Therefore, the soft bag battery is better than the cylindrical battery in terms of unit density. According to data, the soft bag battery is 20%lighter than the aluminum -shell packaging battery of the same capacity, and the capacity is 50%higher than the aluminum shell battery of the same size.
From the perspective of battery density, it can be seen in the new energy subsidy in 2018 that its highest energy battery subsidy density is 160Wh/kg, and in the "Mid -term Development Planning of the Automotive Industry" in the Ministry of Industry and Information Technology, it can be seen The year of the new energy steam power lithium battery ratio is more than 300Wh/kg, and strives to achieve 350Wh/kg. The system compares the energy to reach 260Wh/kg, and the cost is reduced to less than 1 yuan/WH.
Under the premise that the ternary lithium -ion battery has not been qualitatively breaks, the market significance of the soft -packed battery is evident. Due to its structural reasons, its energy density is easily across 140Wh/KG, a subsidy threshold. The 260WH/KG battery product has reached the level of mass production. Compared with the columnar batteries of NCM622 and NCM811, which have not yet been mass -produced, Soft bag batteries have more room for development and more adaptable to the current situation of new energy subsidies.
Compared with column -like batteries, the soft bag battery has the characteristics of flexible design, light weight, small internal resistance, not easy to explode, many circulation times, and high energy density. When corresponding, the development of the cylindrical battery industry chain is relatively stable. Due to its standard problems, the proportion of industrial automation production is low, and the overall quality is difficult to control. In addition, the most important aluminum -plastic film in soft -pack batteries generally needs to be imported. Battery companies have a low degree of acceptance of domestic aluminum -plastic films. Therefore, this has also caused its cost to be higher than columnar batteries.
Battery company competes to occupy a high point
As the market share of the soft bag battery has increased, many domestic battery companies have begun to develop targetedly. Among them, Guoxuan Hi -Tech, Jiewei, Kaei, Guoreng, Tianjin and other companies have been at the forefront of the industry.
Guoxuan Hi -Tech recently announced that the density of the three yuan 811 soft bag samples developed has reached 302WH/kg, and the cycle has exceeded 1500 weeks. The overall performance is still more eye -catching, but its production time will wait until 2020.