Why are the hidden worries of lithium battery ternary material technology prominent?

　　Take the invention patent "Preparation method of titanium sol-coated modified ternary cathode material" of a domestic research institute as an example. This invention patent modifies the ternary cathode material by optimizing the coating process, which can effectively improve the first-time coulomb of the material. Efficiency and discharge specific capacity, but there is no obvious improvement in other aspects such as the cycle performance of the material. In addition, a large amount of alcohol is used in the coating process, which requires high process equipment and workshop conditions (explosion-proof workshop). The recycling of alcohol also requires additional processing costs.

　　Based on the above analysis, the agency believes that there are two points that need to be paid attention to by domestic cathode material companies:

　　First, domestic ternary material patent applications are relatively scattered, especially leading companies are less involved, and the overall research atmosphere is not strong. Domestic companies need to pay attention to the research and development of cathode materials and the protection of intellectual property rights;

　　Second, there is much room for development in the safety and cost of ternary materials. The layout of foreign applicants is not perfect. If domestic enterprises can increase R&D investment in these areas and master core patents as soon as possible, it is possible to achieve "curving overtaking" in the field of ternary materials.

　　Patent license or helplessness

　　The industry consensus is that in addition to actively attaching importance to independent research and development and the protection of intellectual property rights, domestic cathode material companies should also license patents among companies as an option for sustainable development of the industry. The recent patent layout of cathode material companies is as follows:

　　Judging from the above-mentioned licensing information, as domestic power battery and ternary materials companies accelerate their entry into the international market, some domestic ternary materials companies have to strengthen their patent layouts to obtain relevant operating freedom and cooperate with battery customers to deal with the harshness of foreign countries. Qualification certification.

　　The life and death enlightenment of lithium iron phosphate

　　There is no doubt that domestic ternary materials companies can eliminate the risk of patent infringement litigation before they can become bigger and stronger globally.

　　learn from past experience. Those who are familiar with the development of the domestic lithium battery industry must remember the “patent invalidation case” in the lithium iron phosphate battery industry in 2012-Quebec Hydropower and other three companies claiming to have patents for lithium iron phosphate battery technology sued the China Patent Reexamination Board on The ruling that the patented technology of its lithium iron phosphate battery is invalid is invalid.

　　It is understood that the patent application of the Canadian company covers almost all aspects of the current lithium iron phosphate battery production technology. If you follow this patent, most domestic battery manufacturers are infringing. Moreover, if the foreign party wins the lawsuit, it means that if Chinese battery manufacturers produce lithium iron phosphate batteries in the future, they will need to pay patent fees to the patent holder. The foreign party's asking price is also very high: a one-time payment of US$10 million in patent entry fees or US$2500 per ton of lithium iron phosphate. Fortunately, this patent lawsuit, which was crucial to the development of China's lithium iron phosphate battery industry and the new energy automobile industry, ended in failure.