Under the premise of ensuring safety, improving energy density, reducing production costs, and improving product consistency are topics of widespread concern in the power battery industry. The production cost curve is constantly fluctuating, and product consistency is not easy to quantify. To evaluate the technical level of power battery companies, comparing the energy density of batteries is the most intuitive method.

　　Under the premise of ensuring safety, improving energy density, reducing production costs, and improving product consistency are topics of widespread concern in the power battery industry. The production cost curve is constantly fluctuating, and product consistency is not easy to quantify. To evaluate the technical level of power battery companies, comparing the energy density of batteries is the most intuitive method.

　　This article takes the ternary battery as an example. According to the three packaging systems of square shell, cylinder and soft package, referring to the views of some characters, without satellites, it analyzes the current technical level of domestic power battery companies based on energy density.

　　Square shell: Ningde era and BYD may not lag behind

　　Official data show that the energy density of square shell cells in the CATL era has reached 240Wh/kg. The technical plan is to increase the cell energy density to 300Wh/kg by 2020.

　　While increasing the energy density through the 811 ternary positive electrode + silicon/carbon hybrid negative electrode, the cycle, high temperature performance, cost, safety, etc. must be sacrificed. At the same time, the production process and environmental requirements are relatively harsh. People familiar with the matter revealed to the First Electric Network that the energy density of the square shell batteries supplied in large quantities in 2017 from CATL is between 190-210Wh/kg, and it is likely to increase to 210-230Wh/kg in 2018.

　　As early as the beginning of 2017, CATL started the "New Generation Lithium-ion Power Battery Industrialization Technology Development" project to develop lithium-ion power batteries with high nickel ternary materials as the positive electrode and silicon-carbon composite as the negative electrode. In 2017, CATL’s total production capacity was 17.09Gwh, and the new version of the prospectus just announced shows that when the Huxi lithium-ion power battery production base project reaches production, CATL will add 24GWh of new capacity, and the total capacity will reach 41.09GWh.

　　And BYD insiders broke the news that the energy density of BYD's mass production of batteries at this stage is 220Wh/kg, and the goal is to achieve 300Wh/kg by 2020. Today, BYD’s total power battery capacity is 16GWh, of which lithium iron phosphate batteries account for 9GWh, and ternary lithium batteries account for 7GWh.

　　Internationally, square shell batteries are also the main products of Samsung SDI. In 2017, Samsung SDI Co., Ltd. Deputy President Zheng Shixiong publicly stated that the energy density of Samsung SDI power batteries is currently 250Wh/kg and is expected to reach the target of 350Wh/kg in 2023. Perhaps in 2017, Samsung has indeed achieved mass production of 250Wh/kg square shell batteries, but it is estimated that NCA ternary cathode materials may be used.

　　There are many types of square-shell batteries. According to customer requirements, battery companies can customize in terms of capacity, shape and size. Taking into account the difference in the formulation of the positive and negative materials, the energy density between the square shell cells of the same specification is more comparable. The gap between leading domestic and foreign square-shell power battery companies in terms of cell energy density may be very small. Perhaps from the perspective of this technical condition alone, China may not lag far behind.

　　Cylindrical: Can Piccolo surpass Panasonic?

　　As one of the few domestic companies that focus on cylindrical power batteries, BAK told No.1 Electric Network that the energy density of its 2.75Ah power battery cells (18650) has reached 240Wh/Kg and plans to achieve 300Wh/kg in 2020. .

　　At the same time, BAK is also committed to the development of high-energy ratio 21700 cylindrical power battery cells. Officials revealed that compared with the 18650 product, the energy density of BAK 21700 has increased by 35% (to the level of 324Wh/kg?). It currently has mass production capacity and is expected to achieve mass production in 2018.

　　BAK’s two major production bases in Shenzhen and Zhengzhou have a total annual production capacity of 8GWh; in 2018, the production capacity will be expanded to 12GWh; it is expected that by 2020, BAK’s total annual production capacity will reach 20GWh.