Subsidy Slave Threshold How to improve the power lithium battery company to create the future

2022/04/08

  Author :Iflowpower – Portable Power Station Supplier

The announcement of a new round of new energy car subsidy policies, the energy density of the power lithium-ion battery battery is rapidly increased, less than 140WH / kg, market competitiveness will be significantly reduced. In the high-than-energy era, the three-dimensional ion battery has been clear as energy, and the company "getting up" has won. In the Australian Shuichang Annual Road, the company's chairman, the chairman of the company, said that the future lithium-ion battery will become the big head of profits, the positioning of the power lithium-ion battery sector is to be the head name of my country's cylindrical lithium-ion battery.

Its power lithium-ion battery sector-Tianpeng power supply general manager Chen Wei clearly stated that it is necessary to targeting the high-nickel system, oath "my country Xiaoxin". It is reported that in 2017, Aoyang Shunchang achieved operating total income of 3.64 billion yuan, an increase of 82.

9% over the same period of the previous year; 350 million yuan in shareholders of listed companies, rising 72.4% over the same period of the previous year, more than 2008 Rising nearly 10 times. Among them, as the strategic focus of Australian Shunchang, the lithium battery sector revenue is 680 million yuan, up 92% year-on-year, net profit of 190 million yuan, up nearly 2 times year-on-year.

"my country's manufacturing 2025" related to the dynamic lithium-ion battery clearly proposed, to achieve single energy density 350Wh / kg in 2020. In the interior of the three-dimensional high nickel camp, the battery positive material selects nickel-cobalt manganese (NCM) or nickel-cobalt aluminum (NCA), the package form is a selective square or cylinder, and the route of each company is not the same. On the technical route, with the price of cobalt soaken, under the pressure of cobalt, the company tends to reduce cobalt usage.

According to Chen Wei, the proportion of cobalt required by the NCA system is relatively small, affected by cobalt price fluctuations, and thus more popular. However, the new system must form a strategic cooperative relationship with excellent material suppliers at home and abroad, in order to ensure the number of supply chains, quality layout and support in the next few years. "In 2018, Tianpeng Power NCA system will be fully mass production, including the first NCA product that was introduced with a year 200,000 car enterprises.

"The game in the form of packages is more complicated. Even in Japan, it is a realistic reality that occupies a high-end dominance, it also begins the technical route outside the solder high-end cylinder. Recently, its Dalian Factory has also begun to provide a car square power lithium-ion battery.

Chen Wei believes that in the high nickel + silicon carbon era, the cylindrical battery is opposite, the soft bag core is in the process of cycling. Have a large structure and security advantage. Domestic car companies do not need cylindrical batteries to essentials of understanding of battery philosophy, plus cylindrical batteries (PACK) challenges.

To this end, Tianpeng Battery handed in with domestic leading Pack to establish strategic cooperation, and successfully entered the supplier of SAIC's General Wuling and other models. From the market, although the battery company that chooses the three yuan route will see NCM and NCA as next-generation products, there are also companies that can achieve mass production in the year, but in general, high-ni-nickel three-yuan battery market is still in large-scale industrialization. There is a certain space, most companies still take the wait-and-see strategy, don't want to go too fast, I hope that the verification and reserve time is longer.

This year's government work report shows that the opening of the new energy vehicle field will continue to increase, and the strategy to put the squid will promote my country's lithium company to do strong consensus. Zeng Qinghong, a representative of the National People's Congress and Guangqi Group, suggested that in the proposal: "Let foreign high-quality dynamic lithium-ion battery suppliers participate in market competition, which is both beneficial to improve the cost of electric vehicles, strengthen my country's electric vehicle influence, and also contribute to China The company strengthens R & D investment on the battery and promotes the development of the industry. "The vision of" Xiao Song, ", Chen Wei, said:" The core of establishing battery brands is the credibility of the product, and behind this, it is a comprehensive result of the company, manufacturing, process, performance, security.

This is something that should be serious, only thickness is profitable to create the future. ".

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