At present, the power battery industry is experiencing overall overcapacity and structural undercapacity. However, the rising industry leaders are accelerating the capacity expansion of the power battery industry, making market competition more fierce and intensifying the differentiation of the industry.

　　In recent years, new energy vehicles have officially ushered in an outbreak period, and the power battery industry chain is gradually changing from policy-driven to market-driven. From the perspective of market demand for power batteries, the installed capacity in 2018 may no longer increase sharply and tend to grow steadily. Under this circumstance, the power battery industry has overall overcapacity and structural undercapacity, while the rising industry leaders are accelerating the capacity expansion of the power battery industry, making market competition more fierce and intensifying the differentiation of the industry.

　　On the other hand, due to the country's increased requirements for lithium battery energy density, research on new materials for power batteries and technological breakthroughs are imminent. From the perspective of power battery preparation, the current development space for power battery equipment is huge, and the localization rate of equipment is expected to increase.

　　The current lithium battery equipment industry has a certain scale and strength. The equipment giants covering the main manufacturing links of power batteries have gradually formed. The concentration of the lithium battery equipment industry is gradually increasing, and the industry integration is also accelerating.

　　In order to assist the industry insiders to understand the development trend of the industry and discuss the follow-up strategic choices. On May 21st, the "OFweek2018 (Second) China Power Lithium Battery Technology and Application Seminar" was successfully held at the Marco Polo Hotel in Shenzhen. 300+ corporate executives participated in the seminar.

　　It is worth mentioning that at this summit, companies from Aifa Branch Oriental Vacuum, Festo, Shenzhen West Lake New Energy Transportation, Shanghai Gepai New Energy, Shanghai Canai New Energy, Massachusetts Solid Energy Corporation and other companies Senior executives and people from Beijing University of Aeronautics and Astronautics gave a speech, sharing their breakthroughs in their respective technical bottlenecks in their respective subdivisions, their interpretation of market prospects and their judgments on the development of the industry.

　　Turn waste into treasure

　　At this forum, Professor Du Wenlong from Beijing University of Aeronautics and Astronautics brought an analysis of "power lithium battery scrap status and trends". He believes that as the market share of new energy vehicles continues to increase, the recycling and utilization of power batteries is imminent.

　　Data shows that in 2017, China’s total output of lithium batteries was 88.7Gwh, power battery output was 44.5Gwh, consumer lithium battery output was 35.3Gwh, and energy storage and other lithium battery output was 8.9Gwh. The power lithium battery is expected to be scrapped up to 32.2Gwh, or about 500,000 tons by 2020; by 2023, the scrapped amount will reach 101Gwh, or about 1.16 million tons.

　　Later, Professor Du Wenlong introduced the technical route of the echelon utilization of power batteries in detail. He believes that the echelon utilization of power batteries requires the participation of enterprises in the entire industry chain to turn waste into treasure and jointly create a green circular economy.

　　Helium leak detection improves battery consistency

　　Qu Qilong, head of the R&D Section of the New Technology Research Institute of Aifa Branch Oriental Vacuum () Co., Ltd., focused on the "application of helium leak detection technology in the power battery industry".

　　"Power battery air tightness testing requires high precision, high reliability, and high efficiency. Helium leak detection is the best choice." Qu Qilong believes that helium molecules are very small and can easily penetrate leaks, and helium is not Toxic, non-flammable, and harmless to humans. In addition, helium inert gas does not react with other substances, so the vacuum box helium leak detection technology is the most suitable solution.

　　On the other hand, the helium inspection of the vacuum box completes the inspection automatically without any mistake. The content of helium in the atmosphere is only 5PPM, which can meet the needs of high-precision leak detection. Qu Qilong introduced that if a helium recovery system is equipped, helium can be recycled and reused, and the use of helium can be reduced.

　　"It is recommended that the product pass rate is more than 90% of the movable independent parts, the detection accuracy is more than 1E-2Pa.m3/s." Qu Qilong introduced that the empty box helium leak detection technology can help lithium battery manufacturing to improve consistency.

　　Improve the automatic informationization of power batteries

　　Festo (China) Co., Ltd. Greater China Lithium Battery Industry Senior Manager Liu Gaoliang introduced the "Integrated System Solution for the Production Line of Power Lithium Battery".

　　"How to achieve scientific management in the manufacturing process of power battery manufacturing is very important." Liu Gaoliang believes that integrated automation and intelligent manufacturing will be the inevitable requirements for power battery manufacturing to enter a higher stage.

　　"Festo can help the battery production process automation and information level in the whole process of power battery manufacturing." Liu Gaoliang took the winding link as an example. The Festo solution is a minimalist electrical connection; an easy-to-optimize gas circuit layout does not require a huge Control cabinet, discrete distribution, easy to maintain, reduce TCO, reduce intricate air pipe layout, equipment is more beautiful, and energy efficiency is improved

　　Only if you have money can you play new energy car rental

　　Yu Huaiyong, deputy general manager of Shenzhen West Lake New Energy Transportation Development Co., Ltd., shared the innovation of charging and swapping modes for new energy vehicle operation.

　　He believes that new energy vehicles have become a national strategy. Although China's new energy vehicles are not technically superior, they are the world's first in terms of policy promotion and market development.

　　In Yu Huaiyong's view, the new energy car rental market is the "blue ocean" of the sharing economy. The choice of new energy car rental models ranges from tens of thousands of yuan a Zhidou, to mid-range BYD, China National Finance, BAIC New Energy, and then To high-end Tesla and BMW, everything is available, and the competition is fierce. But this industry needs the strong support of capital, and the ability to operate capital and understand new energy vehicles can make a difference.

　　Yu Huaiyong also analyzed the new energy vehicle financial leasing model and the battery leasing model. He believes that new energy vehicles have high manufacturing costs, short battery life, short vehicle mileage, and short vehicle life cycles. These problems need to be resolved. .

　　In the last part of the morning forum, Hu Linlin, Consulting Project Manager of OFweek Industry Research Center, brought a wonderful research report sharing, discussing "data analysis of lithium battery market trends and lithium battery supply chain innovation".

　　"Central NEV policy: A policy support system has been initially established in terms of new energy vehicle industry development, technological innovation, fiscal and taxation, covering the entire industrial chain from research and development, industrialization to promotion and application." According to Hu Linlin, consulting project manager of OFweek Industry Research Center, The impact of the national vehicle policy on the power battery is indirect but powerful!

　　Hu Linlin analyzed that China's new energy vehicles will maintain a growth rate of more than 30% in the next five years, and the output of new energy vehicles will exceed 1.2 million in 2018. The power cell market track is gradually solidified, and the trend of upstream and downstream extension and vertical integration of the new energy automobile industry chain is obvious. Manufacturers with strong strength in each link have begun to expand new businesses in order to strengthen the core competitiveness of the industry chain.

　　The industrialization of lithium-rich manganese-based materials has matured

　　In the afternoon seminar, Zhao Shixi, a professor at the Graduate School of Tsinghua University, introduced the "Current Lithium Battery Cathode Material Selection and Technology Research Progress".

　　Professor Zhao Shixi believes that with the continuous expansion of application fields, the performance improvement of lithium batteries has become more and more significant. At this stage, the price fluctuation of raw materials such as lithium carbonate restricts the reduction of power battery costs.

　　"For a long time, China's battery route is easily affected by Japan and South Korea, and it has not formed its own route." Professor Zhao Shixi believes that colleagues in China's lithium battery industry cannot blindly follow Japan, South Korea, Europe and the United States, and start from basic research and development to form their own unique advantages. The material route.

　　“Now that the high nickel ternary has become a hot spot in the industry, it is largely controlled by the increase in the price of cobalt materials.” Professor Zhao Shixi believes that high nickel materials are currently not stable enough and face challenges at low temperatures, while lithium-rich layers Shaped manganese-based oxide cathode material is a good solution.

　　Material investment can choose overseas targets

　　"China still relies mainly on imports in terms of nickel and cobalt materials." Cao Dongqiang introduced that cobalt resources mainly come from Congo, and changes in the situation in Congo directly affect the global supply and price of cobalt. China has become the main processing base for cobalt ore. In 2017, China's refined cobalt output was 70,000 tons, 97% of which came from imports, and mainly from Congo.

　　The output of the main mine is expected to remain stable, and the possibility of large-scale production expansion this year is unlikely. Cao Dongqiang also gave investment advice. He believes that the current domestic lack of sufficient high-quality resources in raw materials such as nickel and cobalt, investment can consider overseas targets.

　　Safety control is the first element under the trend of high nickel

　　Zhang Hailin, deputy general manager of Shanghai Kanai New Energy Co., Ltd., analyzed the development trend of power battery technology. Zhang Hailin believes that under the premise of meeting safety, life and other indicators, it will greatly increase battery energy density, extend cruising range, and reduce costs. The common expectation of new energy car companies.

　　"Safety is the primary indicator of power batteries, and the safety of batteries cannot be sacrificed solely for the pursuit of high energy density." Zhang Hailin analyzed that the main reason for the recent accidents of Tesla electric vehicles is that the nickel, cobalt, and aluminum materials used in it are affected. In the event of a collision, the risk of thermal runaway is prone to occur.

　　Subsequently, Zhang Hailin also focused on analyzing the safety management and control of power batteries under the trend of high nickel. He believes that the thermal stability of cathode materials such as NCM, NCA and manganese-based solid solution is poor, and there is a release heat in the range of 200-300 degrees, which aggravates the safety hazards of the battery and causes the battery safety problem to become more prominent. Trend, there must be stricter safety design and production control!

　　500Wh/kg solid state lithium metal industrialization to be started

　　Hu Qichao first introduced the development trend of lithium battery technology. From the road development map, solid-state lithium metal batteries are the best solution for pursuing energy density. At present, pure solid metal batteries are generally used in high-end fields such as military, satellite and unmanned aerial vehicles.

　　"Lithium metal can surpass graphite and silicon-carbon anodes in performance, and can be made smaller." Hu Qichao introduced that the control of lithium dendritic technology and the solution based on solid electrolyte can largely solve the problem of life attenuation. . But at present, the cost of solid-state lithium metal batteries is higher, and they are more suitable for lightweight and cost-conscious applications.

　　After the afternoon speech, the speakers at the meeting also held a round table discussion and exchanged views on three topics: raw material price increase and power battery cost reduction, power battery energy density improvement, and lithium battery echelon utilization. . And actively interact with the audience in the audience.

　　At the end of this seminar, OFweek2018 China Lithium Battery Industry Annual Selection Ceremony was officially launched!