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2021-10-15
How about CJK technology
The sudden changes of auto companies have transformed China’s electric battery vehicles to a certain degree. However, for the electric vehicle industry to really catch up with the German Super Japan, further technological research and industrialization are needed.
To grow into the technological foundation of China's electric vehicle battery companies, but the electric vehicle industry really needs to catch up with the German Super Japan, it needs further technological research and industrialization.
China's electric vehicles are about to enter a year. As the power battery of electric vehicles, its industrial restructuring has appeared in both ice and fire.
In 2017, the manufacturer of the fifth global power battery sales and the third Chinese power battery sales factory, its parent company Jianrui Woneng (300116.SZ) blew 20 debt defaults in early April, and the overall debt was as high as 221.38. In addition, in the later period Small and medium power battery companies closed down under overall pressure. On the other hand, the 2017 global power sales first Ningde Times New Energy Technology Co., Ltd. (hereinafter referred to as CATL) successfully held the meeting in early April. , Up to more than 1,300 US dollars.
In addition to internal Japanese brands, in the fierce competition among Korean companies in the global market, how will China's new energy vehicles disguise? Will there be a chance to overtake in a curve? Executive Vice President Ouyang Minggao accepted an exclusive interview with a reporter from Caijing and said that the bottom line of China's electric vehicle technology has been formed. Refunds can be guaranteed with lithium iron phosphate batteries, and there is also a new generation of lithium-ion power batteries in the import.
Offense and defense of China's power battery
Caijing: What is the development route of power batteries in China?
Ouyang Mingming focused on the development of lithium iron phosphate cathode batteries in the 11th Five-Year Plan period, focused on the development of ternary cathode lithium-ion batteries during the 12th Five-Year Plan period, and focused on high-nickel ternary anode + silicon-carbon lithium batteries in the 13th Five-Year Plan period.
Caijing: Is the domestic research on iron-reducing lithium batteries mature? What are the advantages and disadvantages of ternary lithium batteries compared with reduced iron lithium?
Ouyang Minggao: Lithium iron phosphate battery is the technical bottom line for electric vehicle transformation. The current advanced lithium iron phosphate battery technology is mature, but the lithium iron phosphate battery technology is mature, the quantity and cost are controllable, and the safety is high. Lithium batteries have achieved a 500-kilometer cruising range on the DENZA electric battery, taking into account safety and economy.
The ternary lithium battery improves the specific energy, and has problems such as safety, raw material cost, and life span. The increase in technical strength is to encourage technological progress, and the safety requirements for lithium-ion batteries have also increased.
"Ternary lithium batteries are now considered to be a mainstream power battery route. Many companies produce energy and energy batteries and produce more complex ternary power batteries. What is the current status of China's ternary lithium battery technology? where?
Ouyang Minggao: In the current study, the battery car with a specific energy of 300 watt-hours/kg is a ternary NCM811+ silicon-carbon-magnesium lithium battery, but the safety, especially the rechargeability, is a big challenge. In 2020, the combination of 811 lithium, silicon-silicon battery carbon fiber, and sunset may become mainstream products (some Korean and Japanese battery experts believe that 622 collective workers would be a better choice from the perspective of comprehensive performance balance).
The industrialized ternary soft-pack battery will reach the target manufacturing process of 300 Wh/kg in 2020. From the perspective of industrialization, it will be very difficult to achieve 350 Wh/kg.
Caijing: Is high nickel development a trend?
Ouyang Minggao: High nickel is currently a trend, mainly to reduce the dependence on cobalt, so as to make the cost controllable. The decline in the use of cobalt is an inevitable trend.
Caijing: Will China check the development route of Japan's Panasonic? For example, the development of the 18650 811 lithium battery.
Ouyang Mingming's 18650 is easier to achieve high specific energy due to its small size. The battery can avoid problems such as material synchronization and tracking after amplification. . However, China will not follow Panasonic's research path, and the selection of materials will be different. My name is NiCoMn, and Panasonic is NiMgAl.
Caijing: Will lithium batteries be the main mainstream route?
Ou Mingyang Gao: Lithium batteries will always be the main ones and will not be destroyed. But positive, lithium and electrolyte can all happen. In addition, lithium and lithium air sulfur are in the car because they are meaningless. Industrialized life remains to be seen.
Advantages and disadvantages of China's lithium battery technology
Caijing: How did the world's lithium batteries and the writing rights of China, Japan and South Korea form this pattern?
Ouyang Minggao is mainly because of the industrial foundation of China and South Korea's reserve battery. Needless to say, Japan and South Korea, China's industrial foundation started with mobile phone batteries. When lithium battery technology emerged, most of the world's auto companies were studying fuel. China began to focus on fuel cell research, but there was no relevant foundation for fuel cells. Basic materials and thin-film coatings were hostile to Japanese industries. Advantages and characteristics of the transportation system, and proposing a "pure electric drive strategy" strategy characterized by lithium battery first behavior, can finally take the lead in the world in the industrialization of new energy electric vehicles with the future and in the future.
Large-scale lithium battery companies are now appearing in Europe and America, mainly for their old age and industrial foundation.
Caijing: Why do we say that China's industrial advantages and transportation system have the development of pearl lithium batteries?
Ouyang Minggao: Toyota of Japan has been developing hybrid power on the basis of fuel. At that time, it was formulating the first two five-year plans for new energy vehicles. It also tracked Toyota’s focus on hybrid power development. Domestic backbone vehicles will raise a large number of domestically produced vehicles until 208. The demonstration operation effect of hybrid vehicles, especially hybrid movies, is not ideal.
Overall, lithium-ion battery technology has made breakthrough battery developments after 2007. Hydrogen batteries have been collected in a short period of time, making it possible to develop pure electric power. Ensure competitive advantage.
China's transportation system has an electrification foundation. High-speed rail, electric bicycles, and electric public transportation have already formed the characteristics of electric mobility in Chinese society. At the same time, the comprehensive technology of pure electric vehicles is relatively small, so China is suitable for pure electric vehicles. The application scenario fits, this is an achievement of the rapid development of pure electric.
Caijing: What is the level of China's lithium battery reserves and research in the world?
Ouyang Minggao: According to my information, there are about 1 million international papers on global materials research in the past 10 years. China and Taiwan account for 40%. China is twice as much as the United States. Material research is very important. . The giants who study batteries in the United States are also Chinese.
Caijing: Insufficient high-end production capacity of lithium batteries in China?
Ou Mingyang: High-end production capacity is a high-end talent in all industries in China. But the high-end talents in China's battery industry are high-end, and technological innovations are billions of examples. Ningde has an annual output value of 200 and has more than 100 PhDs. And compared to some in the domestic era. There are only 50 auto companies with an annual output value of 500 billion. Such a high talent structure and ratio are completely different from other industries.
": Does the existing domestic power industry exist, and will "Industry Standards" occur?
Ou Mingyanggao: China's lithium battery standards have established strict standards and have obvious indicators. The international standard for lithium batteries that has just been adopted has adopted the Chinese standard. With the development of technology, lithium battery companies will improve technical indicators by increasing specific energy. Specific energy is an important reminder to adjust the change of production capacity structure, and the low-end production capacity in the market will definitely be enlarged.
"Ningde Times" has won large global orders from Volkswagen and Mercedes-Benz, and the price is 6% higher than that of LG. Why did these foreign auto companies intend to buy Chinese power batteries at a price?
Ouyang Minggao: First of all, Ningde's product quality is comparable to LG, and sometimes it may even be out of breath; LG second, there are no large lithium battery manufacturers in Europe; third, China is the largest single market for these auto companies, such as the global public 40% of sales; Finally, the integrity of China's lithium battery industry chain is better than that of South Korea, and the industrial scale and development prospects are also expected.
Battery capacity breaks
Caijing: At present, the most popular ternary cathode material is rich in manganese. Why are there hot spots and what are the advantages and disadvantages?
Ouyang Minggao: The use of lithium-rich lithium-ion batteries as cathode materials is currently a global research hotspot. Can reduce the dependence on cobalt and nickel, reduce costs, especially costs. Recently, Professor Dingguo of Peking University synthesized a 400mAh/g positive electrode in the laboratory, but the battery life of the lithium-rich battery is relatively short.
Now, I already have a 300 watt-hour/kg lithium-rich manganese-based fast battery, but I still have to maintain it again and again, and it cannot meet the requirements of the car. I need to continue to work hard. The above needs to seek improvement. Secondly, the voltage that needs to be matched for the lithium-rich base is wider and farther.
Caijing: Is there a timetable for tungsten-rich industrialization?
In the national special project, Ouyang Minggao will achieve 811 ternary: the industrialization of lithium batteries by 2020. In the same paragraph, the lithium-rich tungsten base continues its basic research, because the relevant projects have not been completed, and the exact time point for industrialization cannot be realized at present, using around 2025.
At that time, the expected richness is comparable to the comprehensive comparison 11 among the 8 lithium material batteries, excellent, and worse than the capacity 811, which shows that it is an important factor for comparison. A new type of industrialized cathode material for lithium batteries.
Caijing: Focusing on the research of solid-state and all-solid-state battery cameras, where are the research difficulties?
Ouyang Minggao: Although the research of solid-state hard drives is a hot spot, the core of the realization of all-solid-state batteries is to solve the problem of the interface between the detector and the detector, and sun protection is still needed. In the next 5 to 10 years, the characteristics of the battery will gradually decrease, and it may be a trend from partial occurrence to half of the child's full development.
All inventions are successful, it is completely possible to be safe, and can completely change the behavior of the battery. Because silicon solves the battery battery problem, the battery can be made into a battery to upgrade the energy. Basic research is constantly improving the specific energy, and fuel cells also have the potential for fast charging.
Caijing: What is the current status and planning of Japan's research in solid-state batteries and other fields?
Ouyang Mingming demonstrated energy lithium batteries in outer space. They were born in 202222023 and realized or industrialized them.
Can fuel cells replace fuel cells?
Caijing: From pure electricity to the main fuel cell, what is the problem with the development of this kind of battery?
Ouyang Minggao: Great progress has been made in fuel cell research, and the performance of fuel cell vehicle systems has been optimized. Probably, the technology will be relatively mature in 2025. If mass production is achieved, the cost will also drop.
At present, the more important issue is hydrogen energy technology, that is, cutting-edge hydrogen fuel, such as the consumption of power for production, transportation, storage, and compression. Now everyone only pays attention to fuel cell system manufacturing. But hydrogen-related technologies and infrastructure, such as the development of hydrogen storage technology, have the following problems: high carbon fiber inventory, heavy hydrogen storage, and relatively large energy loss. Therefore, the key is to deepen the impact on hydrogen energy-related basic research and technology, and related infrastructure. Construction.
Caijing: There is no reduction in fuel cells. Does it determine that the development of fuel cells is more practical?
Ouyang Minggao: From the perspective of the energy of the entire system (not from the perspective of vehicle use), hydrogen fuel cell technology does require national development. If the energy requirements reach a certain level, lithium batteries cannot be realized. satisfy.
But I also agree with the statement that hydrogen is the "ultimate energy source" and hydrogen fuel cell vehicles are the "ultimate environmentally friendly vehicles". Hydrogen and electric energy carriers, and "ultimate". Lithium batteries may play a role. Therefore, as far as new energy vehicles are concerned, gas-fired and pure electricity will coexist in symbiosis in the future.
Caijing: For passenger cars, where is the cost balance between fuel cells and pure electric vehicles in the future?
Ouyang Minggao: Some studies believe that by 2025, 350 kilometers may become the balance point for choosing fuel cell vehicles and battery electric vehicles for the middle and above mid-level regions. With a mileage of more than 350 kilometers, the cost of fuel cells is better; within 350 kilometers, lithium batteries have the advantage.
The current extendable high-speed rail network can fully meet the endurance of long-distance travel, so the renewal of ultra-long and short-distance electric vehicles will not be extended to a certain extent. Fuel cells can be used as a range extender for lithium-ion batteries, which can be increased through electric mixing. And reduce battery consumption.