Ningde Times pushes millions of kilometers of battery life, is it a new benchmark?

It may no longer be a sci-fi scene if the new energy vehicle is replaced without changing the battery. According to foreign media reports on June 9th, CATL chairman and founder Zeng Yuqun stated that the company is ready to produce its million-mile battery. On the evening of June 9th, an insider of the Ningde Times revealed to the editor that on June 10th, the Ningde Times will announce content related to battery technology with a battery life of one million kilometers. Regarding the million-kilometer battery life of the Ningde era, some experts said that they were very optimistic, while others believed that there were some gimmicks. Continue to drive 2 million kilometers, first supply Tesla? How many years can a new energy vehicle drive? 5 years? 10 years? No, in the mind of Zeng Yuqun, the head of the Ningde era of lithium-ion battery giant, it can be opened for 16 years! Zeng Yuqun revealed that this new battery can continue to run for 16 years and can allow electric vehicles to continue driving 1.24 million miles (approximately 2 million kilometers). But compared with the batteries currently supplied to electric car manufacturers (including Tesla's domestically produced Model 3), the production cost of this battery will be 10% higher. Earlier, some media reported that this new battery will be launched in my country first, because Tesla plans to launch a new lower-cost, longer-life battery Model 3 in my country. The launch time of this car is in China. At the end of 2020 or the beginning of 2021, it is expected that the cost of electric vehicles will be at the same level as that of fuel vehicles. Who is the test product? It is reported that this million-mile battery will be the first to be applied to new cars produced by Tesla in China. In February of this year, Tesla and CATL signed a two-year contract (from July 2020 to June 2022). According to the contract, CATL will supply batteries for the Model 3 produced by Tesla's Shanghai plant. Industry insiders pointed out to the editor that the competition among powerful companies in the field of power lithium-ion batteries is fierce, and if they do not advance, they will retreat. CATL is currently launching battery technology with a battery life of one million kilometers, which has the consideration of strengthening its position. In the first quarter of 2020, CATL, which has a market value of more than 300 billion yuan, lost its previous position as the global leader in power lithium-ion batteries. According to the power lithium-ion battery survey published by the market research agency SNEResearch, in the first quarter of 2020, LG Chem defeated the largest competitors Panasonic and CATL with a market share of 27.1%, becoming the world’s largest power lithium-ion battery with a market share of 27.1%. Ion Battery Company. Panasonic and CATL ranked second and third with 25.7% and 17.4% market share respectively. Except for these three companies, other battery manufacturers have market shares below 10%. At the same time, CATL’s financial report for the first quarter of 2020 showed that the company achieved operating income of 9.03 billion yuan, a year-on-year decrease of 9.53%; and realized net profit of 742 million yuan, a year-on-year decrease of 29.14%. Affected by the epidemic and the market, the installed capacity of new energy vehicles has dropped significantly, resulting in a decline in the company's power lithium-ion battery sales revenue in the first quarter. Super battery, is it a new benchmark or a big gimmick? Unlike traditional gasoline vehicles, the core component is the engine. For electric vehicles, the battery is one of the most important components that determine its performance. At present, many power lithium-ion battery manufacturers around the world are studying longer-life power lithium-ion batteries. Great Wall Motor has made a breakthrough. In May, the domestic battery company Honeycomb Energy, which it invested, demonstrated its self-developed battery with a lifespan of one million kilometers, and General Motors of the United States also announced that it will launch a power lithium-ion battery with a life of more than 1.6 million kilometers. The current warranty period of power lithium-ion batteries is about 8 years or 240,000 kilometers. By comparison, it can be found that a million-kilometer battery will increase the service life of power lithium-ion batteries by several times. Do super batteries really come? 'One million kilometers of battery life means that if you can run 500 kilometers on a single charge, you can charge two thousand times.' Zhang Xiang, a senior automotive industry analyst, told the editor that he is very optimistic about the million kilometers of battery life in the Ningde era. In Zhang Xiang's view, to improve battery life, not to fundamentally change the current battery technology, but to improve safety, stability, and durability through improvements. However, Shi Shuai, a power lithium-ion battery expert and director of Roland Berger, pointed out that a million-kilometer battery is a technological advancement, but the concept itself is a bit gimmick. To put it bluntly, it actually extends the battery life, literally called a million-kilometer battery life. Ordinary batteries can support hundreds of thousands of kilometers before they are retired. Some technical improvements are used to increase the battery life, which is a more conventional battery innovation. 'Electric vehicles are the main track in the future. Tesla and CATL supply chain-related listed companies will have opportunities one after another.' Deng Xue, chief analyst of the auto industry at Tianfeng Securities, told the editor. As a component supplier of complete vehicle companies, CATL has many domestic listed companies that are suppliers of CATL. Among them, Shanshan is one of the major customers of CATL’s lithium-ion battery materials business, and both positive and negative products are available. . Putailai is also a supplier of Ningde Times, mainly engaged in the business of anode materials and lithium battery equipment. Long is better than short. It's just that there are some things that are too late. Will super batteries with long lifespan be favored by car manufacturers and end consumers?