There is no technical support for power batteries, beyond which there is no way to talk.
following BYD's release in June, it said that its ncm811 (that is, the ternary lithium battery with nickel cobalt manganese content in the cathode material of 8:1:1, representing the current route of the highest energy density and the highest technical content in the field of power batteries) power battery research and development has made significant progress and will be put into use in the second half of 2019, Ningde times also announced a few days ago, Ncm811 power battery will be mass produced next year
two domestic enterprises have made breakthroughs in ncm811 power battery technology, which is naturally good news for China's automotive industry, which is making efforts in the direction of electric vehicles. You know, although many people are optimistic about China's development prospects in the field of electric vehicles, and even think that it may eventually surpass traditional automobile manufacturing countries such as Germany and Japan, they set a premise - to achieve a breakthrough in battery technology. Now, Chinese enterprises have begun to seize the voice in ncm811 power battery technology, which shows that they are really doing something to achieve "transcendence"
"know yourself and your enemy, and you will be invincible in a hundred battles". Before catching up with leading enterprises, it is crucial to find out how big the gap with them is. At present, Panasonic is the leading enterprise in the world in the technology of high nickel ternary material power battery. Tesla, which is regarded as the benchmark of electric vehicles, is basically powered by Panasonic. The 21700 cylindrical battery provided by Panasonic for Tesla's largest mass production vehicle model 3 has a single cell energy density of 300wh/kg. At present, no domestic enterprise can achieve the mass production of such a high energy density high nickel ternary battery. According to BYD's ternary battery plan, the goal in 2018 is to achieve a battery energy density of 240wh/kg and 300wh/kg by 2020. The goal of Ningde era is the same
obviously, Panasonic is 2-3 years ahead of Chinese enterprises in the industrialization of high nickel ternary lithium power batteries. Tesla previously said in a production report that some performance indicators of its battery have been stronger than the next generation of competitors. Considering that any battery can not be produced by one enterprise, but can only be manufactured by the whole industrial system, if we compare the whole industrial chain, the strength gap of our country is even more obvious411.9
after years of development, China's lithium battery industry chain has basically taken shape and has been relatively perfect, but it is also restricted by foreign technology or resources in some important fields. For example, diaphragm materials, domestic diaphragms started late, and the technical maturity of domestic enterprises is not high. Although the localization rate has increased in recent years, especially in dry diaphragm, there has been a great improvement. In terms of technology, we should also consider heating methods such as double-sided heating or far-infrared heating. However, there is a significant gap between high-end wet diaphragm technology and foreign countries, and the raw material PE and production equipment of diaphragms are heavily dependent on imports. In addition, there are similar situations in PVDF (polyvinylidene fluoride), aqueous binder, aluminum-plastic film, automation equipment, cobalt ore, etc. The biggest hidden danger of external dependence is the lack of voice and the risk of strangulation at critical moments. After the outbreak of the Sino US trade war, the United States took the measure of imposing punitive tariffs on some of China's trade products, which made those enterprises with weak technical strength and heavy dependence on foreign countries suffer, and the lesson was painful enough
to change the situation of being controlled by others, shorten the gap and achieve transcendence, it is absolutely impossible without technical support. So where does technology come from? There is no alternative but to increase investment in research and development. However, for enterprises, they must consider benefits and risks when they have investment, which may make some enterprises that are not strong enough hesitate and hesitate. At this time, the role of the government is highlighted. In fact, the work that the government has to do is not difficult. As a scholar said, "let the cost and cost of research be reduced as much as possible, and at the same time, let the return when research makes achievements be increased as much as possible." Specifically, through the provision of starting funds on September 20 (2) 2, 2017, the special channel for project approval is opened to provide project policy support, so as to share and reduce the research cost; Set up research subsidies or project funds, and give different degrees of financial incentives and reputation incentives according to the preset standards after the approval of research achievements
through the favorable conditions and generous rewards given by the government, battery research projects and charging research projects will become popular investment projects, thus attracting a large influx of capital. At that time, battery research and charging research will no longer be the field supported by government agencies alone, and the financial support will be greatly beyond imagination. The combination of government and capital will promote the unprecedented vigorous development of battery research and charging research
of course, while increasing investment in research and development, battery enterprises can enhance their anti risk ability in the aerospace industry because of their ultra light and ultra strong characteristics by strengthening in-depth cooperation with automotive enterprises. Panasonic's cooperation with Tesla is a good demonstration. These two have been running in for many years, and have reached a considerable degree of tacit understanding. Some people call their relationship "mutual achievement". It is reported that Ningde times' frequent joint ventures with automakers are largely due to its technological depth, which is not ahead of foreign giants. It is hoped that this will bind automakers and share risks. BYD is also a joint venture with Chang'an in the field of power batteries
although there are still many backward places in China's electric vehicle technology, we still have reason to believe that as long as domestic enterprises have the determination to catch up, have the action of R & D and innovation, plus the strong support of the government and the whole society, and rely on China's potential market, it will not be long before "Surpassing" is expected to become a reality