Reconstruction of the core value chain, continuous innovation and accelerated development of power battery companies

On October 28th, Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Council, stated at the 8th China International Battery New Energy Industry Summit that starting from the second half of this year, the new energy vehicle market began to show high growth characteristics, driving momentum The battery industry chain is growing rapidly, and the industry's prosperity is improving. With the emergence of global competition in the new energy automobile industry, the power battery industry chain will be reconstructed, and domestic enterprises will break through through continuous technological innovation. Core Value Chain Reconstruction, Ministry of Industry and Information Technology spokesperson and director of the Operation Monitoring and Coordination Bureau, Huang Libin, said that my country's new energy automobile industry has entered a development period from the cultivation period and has become an important force leading the transformation of the global automobile industry. The total domestic investment in the entire industrial chain has exceeded 2 trillion yuan, which has increasingly become a new driving force for development. The new energy market has ranked first in the world in terms of trading volume for 5 consecutive years, with a cumulative sales volume of more than 4.8 million vehicles, accounting for more than half of the world's total. 'With the rise of new powers such as Tesla, and the cross-border entry of technology giants such as the Internet and semiconductors, the auto industry has reshaped the competitive landscape and restructured the core value chain.' Yuan Chengyin, general manager of the National New Energy Vehicle Innovation and Technology Center Said: 'The core value of the future automotive industry will no longer be the engine, body, chassis, but batteries, chips, on-board systems, and data.' Under the general trend of global competition, the power battery industry will further increase its development and market competition. Full opening and breakthrough through continuous technological innovation have become the common choice of most domestic enterprises. In terms of technology research and development, Yuan Chengyin believes that high-capacity ternary materials and artificial graphite are the current mainstream positive and negative materials for high-energy-density batteries. Silicon-carbon materials, low-cobalt or cobalt-free cathode materials continue to develop, and high-nickel materials are still the main direction. The market for lithium iron phosphate in the low-cost field may continue to expand, and solid-state batteries may become an important development direction. 'Solid-state batteries based on solid electrolyte design are currently a hot spot in the development of secondary batteries, and are an effective way to solve the safety energy density of lithium (sodium) secondary batteries.' said Wen Zhaoyin, director of the Energy Materials Research Center, Shanghai Institute of Ceramics, Chinese Academy of Sciences , By effectively modifying the electrolyte and interface, solid-state lithium batteries and solid-electrolyte sodium chloride batteries already have the basis for quantitative manufacturing. Focus on technological breakthroughs Industry insiders said that this year is an important year for the transformation and upgrading of the global automotive industry and accelerating changes. The integration of electrification, intelligence, and sharing has become the theme of today's development of new energy vehicles and power batteries. Driven by favorable factors such as policies and markets, the power battery industry has ushered in a period of development opportunities. Power battery companies should focus on technological breakthroughs and disruptive technological innovations, and better participate in international competition. Since 2020, 'cobalt-free' batteries have become a key word in the power battery industry, and industry leaders such as Tesla, BYD, and CATL have entered. Pan Hua, deputy general manager of GEM Co., Ltd., said that the cost of the cobalt-free layered cathode material is relatively low, and it shows certain advantages in price-sensitive fields. It is expected to have better application prospects in the fields of electric two-wheelers and energy storage. However, the first discharge capacity, cycle performance and rate performance of the cobalt-free layered cathode material need to be improved. There is still a long way to go to replace the NCM or NCA cathode material, which requires technical efforts. The 'cobalt-free' power battery is mainly based on cost considerations. Gao Fei, general manager of the Honeycomb Energy Cell Ru0026D Center, said at the forum that consumers are price-sensitive. To promote the popularization of electric vehicles, cost reduction is a key requirement for the development and popularization of electrification. For the cost reduction of power batteries, raw materials are especially important. important. Gao Fei said that the price of cobalt fluctuated sharply in the past ten years. In 2018, the price of cobalt materials rose to 600,000 yuan/ton, which seriously affected the healthy development of the entire industry. Therefore, the development of cobalt-free or cobalt-less technology, or reserve and lock cobalt prices in advance , Is an important guarantee to promote the continuous cost reduction of batteries. Qian Yitai, an academician of the Chinese Academy of Sciences, pays more attention to high-safety water-based secondary batteries. He believes that lithium-ion batteries have made significant progress in power batteries, but organic electrolytes have potential safety hazards. The application of electric bicycles and energy storage still needs further research. Water-based ion batteries are highly safe, and water-based metal oxide batteries can further increase energy density. Water-based zinc-ion batteries are beneficial to inhibit the growth of dendrites and are expected to gradually replace lead-acid batteries. Regarding the development of hydrogen energy and fuel cell technology in China, Chai Maorong, the chief hydrogen energy expert of the State Power Investment Group, suggested that first, there must be a technical research organization at the national level to break through the complete localization of key technologies and core materials; the second is to benchmark the most advanced international Fuel cell technology, rather than relying on technology introduction to seek subsidies; third, the core of fuel cell is material technology, the industrial chain is long, strategic planning is required, and division of labor is required. my country's new energy automobile industry has become an important force leading the transformation of the global automobile industry, and the total domestic industry chain investment has exceeded 2 trillion yuan.