There has been a long-standing dispute over the technical route of power battery ternary materials and lithium iron phosphate. Previously, domestic mainstream battery manufacturers generally used lithium iron phosphate as the main product.

　　There has been a long-standing battle between power battery ternary materials and lithium iron phosphate technical routes. Previously, domestic mainstream battery manufacturers generally used lithium iron phosphate as the main product. Foreign giants such as Samsung, LG and Panasonic have long used ternary materials as their main direction. As Tesla uses Panasonic's ternary material battery to create the myth of a driving range of more than 400 kilometers, domestic battery manufacturers have begun to deploy the development and production of ternary material batteries. For a while, ternary materials seem to have the upper hand and become the driving force. The mainstream direction of battery development, but lithium iron phosphate is still widely adopted by new energy vehicle manufacturers due to its inherent high-temperature performance stability. It is difficult to conclude at present which is better.

　　From a policy perspective, the state has not clearly stated which power battery technology routes it focuses on, but high-energy density and low-cost power batteries have become a key development direction. The set development goal is "the specific energy of the battery cell will reach more than 400Wh/kg, and the cost will be reduced to 0.8 yuan/Wh; the system cost will be reduced to 1 yuan/Wh." The first batch of project application guidelines for the planned pilot project in 2016> "New Energy Vehicles" Pilot Project, high specific energy lithium-ion battery technology is also highlighted, and the project evaluation index is set as "battery cell energy density ≥ 300Wh/ kg, cycle life ≥1500 times, cost ≤0.8 yuan/Wh". Judging from the current development situation, the energy density of ternary materials is significantly better than that of lithium iron phosphate. The theoretical energy density of lithium iron phosphate is about 160Wh/kg, while the energy density of ternary materials can reach 200Wh/kg. In terms of achieving policy goals, Ternary materials have obviously become a key research and development direction supported by the state, and have become a hot spot for the industry.

　　Just as the industry responded to the national call to increase the production line and production capacity of ternary materials, the Ministry of Industry and Information Technology released a heavy news at the meeting of 100 people. In consideration of the safety of power batteries, the Ministry of Industry and Information Technology will organize a risk assessment of ternary lithium batteries. , Before the completion of the evaluation, the suspension of ternary lithium battery buses from the list of recommended models for the promotion and application of new energy vehicles; at the same time, the China Railway Vehicle Technical Service Center has suspended the acceptance of the announcement of electric buses using ternary materials. This move instantly triggered the industry Hot discussion.

　　Comprehensively comparing the pros and cons of ternary materials and lithium iron phosphate in practical applications, I believe that ternary materials cannot be completely denied solely because of safety risks. The key depends on the relevant technical standards and safety control levels. At present, although the ternary material is not as mature as lithium iron phosphate technology, and the cobalt reserve as the core material is relatively small, the price is relatively high, but from the perspective of material characteristics and charging performance, the ternary material has obvious advantages in energy density and fast charging performance is better than phosphoric acid Lithium iron; From the perspective of safety performance, the decomposition temperature of the ternary material is much lower than that of lithium iron phosphate, and the high temperature performance is poor, but its safety can be improved by strengthening the safety control of the battery cell and the management of the battery pack and improving the matching of the whole vehicle; From the perspective of consumption, the continued driving range worry has become one of the important thresholds restricting the popularization of new energy vehicles. Because of its higher energy density, the large-scale application of ternary materials in passenger cars has become a general trend.

　　Since there is no conclusive evidence to prove that there is a high safety hazard during the operation of the ternary material power battery, why not suspend the catalog application for the ternary lithium battery bus after the evaluation is completed, if there is a problem; or since it is determined that the ternary material power battery exists Security risk, why did not consider this when setting the threshold of promotion catalog at the beginning, but when the national policy strongly supports the research and development of ternary material battery, the enterprise suddenly decided to "suspend" the three Yuan lithium bus is listed in the promotion catalog. How long will it be suspended? How to evaluate it? Or how to deal with it after evaluation? There is no following at all. This makes battery and bus companies completely at a loss as to how to deal with them. Who will make up for the company's losses.

　　Practice is the only criterion for testing the truth. Fire incidents of passenger cars using lithium iron phosphate batteries also occur from time to time. Why, in the absence of scientific and rigorous investigations, only suspend the acceptance of the announcement of ternary materials lithium electric passenger cars? Is it contrary to the previous direction of national policy support? . In my opinion, under the conditions of a socialist market economy, the government should not stretch its hands too far. Whether ternary or lithium iron phosphate, please leave it to the hands of the market to make a ruling, and it is up to the enterprise to decide. Whether it is a passenger car or a passenger car, safety issues must be the primary factor considered by automobile companies in the research and development and manufacturing of products. The first task for the government is to formulate relevant safety technical standards and strengthen industry supervision to prevent the industry from being mixed up and expelling bad money. The phenomenon of good money, and how to use the battery of the technical route, how to meet the mandatory standard requirements, please let the enterprise weigh and make a decision.

　　Related doubts are also manifested in the low-speed electric vehicles using lead-acid batteries. Since the vast counties and rural markets have such a strong demand for this product, why the competent authority has always been vacillating instead of setting relevant production technical requirements as soon as possible. Safety standards, traffic regulations, and battery recycling policies should comply with market demand and cultivate superior enterprises to become bigger and stronger.

　　It is believed that the Ministry of Industry and Information Technology will continue to accept applications for the announcement of ternary lithium battery buses after comprehensive assessment and verification. However, it is hoped that the safety assessment process will be speeded up and the suspension of announcement acceptance should be as short as possible, so as to reduce the loss of batteries and automobile companies. drop to lowest.

　　finally used a sentence written by Dickens at the beginning of "A Tale of Two Cities": "This is the best era, this is the worst era." For the new energy automobile industry, this is indeed the best era. State support continues to increase, the policy market is two-way force, and production and sales continue to be hot. my country has become the world's most important new energy automobile market; but it is the most important one. In the bad era, with the rapid development of the new energy automobile industry, bad phenomena such as fraudulent compensation continue to emerge. If some problems are not solved in time, the healthy and orderly development of the industry may be endangered. Can it succeed in renewing its glory? The development of the automobile industry constructs a bright future, and the decision is in the hands of our generation!