If Li Bin was the worst person in 20 19, then Zeng Yuquan was probably the most prosperous person in the automobile circle in 20 19. Contemporary Ampere Technology Co., Ltd. NCM8 1 1 Battery 20 19 is growing rapidly and its performance is booming.
With the support of performance, the share price of Contemporary Ampere Technology Co., Ltd. has also maintained a rapid growth, firmly sitting on the "Growth Enterprise Market". As of the date of publication, Contemporary Ampere Technology Co., Ltd. has a total market value of about 257 billion yuan per daily 1 16.7 yuan, which is eight times that of Weilai, and almost the sum of the market values of all domestic new force car-making enterprises.
The opposite of the overall victory of contemporary Ampere Technology Co., Ltd. is BYD's rout.
In 20 19, the total installed capacity of power batteries in China is about 62.2? GWh, in which ternary batteries accounted for 65.2% of the total assembly, with a cumulative increase of 22.5% year-on-year, and the total load of lithium iron phosphate (iron battery) batteries was 20.2GWh, with a cumulative decrease of 9.0% year-on-year.
Affected by this, Contemporary Anpu Technology Co., Ltd., which is mainly engaged in lithium battery business, accounted for 58% of the installed capacity of power batteries in China in 20 19, while BYD, which is good at iron batteries, only got 20% of this big cake. The battlefield of power batteries has evolved from the past "hegemony between the United States and the Soviet Union" to a super-strong pattern.
In fact, BYD's worry goes far beyond the erosion of market share. At the 20 19 Frankfurt Motor Show, Contemporary Ampere Technology Co., Ltd. introduced CTP (direct integration of battery cells into battery packs) technology. The volume utilization rate of CTP battery pack is increased by 15%-20%, the energy density is increased by 10%- 15%, and the cost is reduced by about 30% (estimated).
There are tigers before, and wolves behind. The Honeycomb Energy hatched by Great Wall Motor also announced on 20 19 that it has developed the lamination technology of cobalt-free batteries and square shell batteries.
In addition, with the cancellation of the white list of power batteries, Japanese and Korean companies such as LG Chem and Panasonic, which originally had deep technical accumulation in the field of lithium batteries, have also been gearing up and started to stare at the cake in front of BYD.
It can be seen that the "blade battery" recently revealed by Wang Chuanfu is the last "resistance" of BYD in terms of market share and technical reserve.
Recently, at the China Electric Vehicle 100 Committee, Wang Chuanfu revealed that BYD's "Super Lithium Iron Phosphate Battery" will be mass-produced in March 2020 and named as "Blade Battery".
This battery also adopts CTP technology, and its energy density can reach 1.80 Wh/kg. It will be loaded in BYD Korea, making its cruising range exceed NEDC of 600 kilometers and long cycle life of 654.38+200,000 kilometers in 8 years.
What's the point of blade batteries?
"From the safety point of view, iron battery is a good battery in the field of passenger cars," Wang Chuanfu said in his speech.
Indeed, compared with the lithium battery with the largest installed capacity at present, iron battery has great advantages in safety. The spontaneous combustion temperature of ternary lithium battery is 200 degrees, and that of iron battery is 800 degrees, which is much more stable than lithium battery.
In addition, iron batteries have two advantages: low cost (no precious metals) and long cycle life. If we can solve the two most intractable problems of low energy density and poor low temperature performance, iron battery is indeed a more ideal power battery than ternary lithium battery.
Blade battery solves two thorny problems of iron battery.
The blade battery flattens the battery core, the thickness is only 13.5, and the longest is 2500mm, which is more than 10 times that of the common lithium iron phosphate battery.
This battery design has two advantages. On the one hand, it is thin and easy to control the battery temperature. Secondly, the battery cells erected higher than Yao Ming are convenient to be directly integrated into the battery pack, and at the same time, the space utilization rate and energy density are improved.
According to China National Intellectual Property Administration information, the patent of blade battery can increase the energy density of battery pack from 25 1Wh/L to 332 wh/l. ..
It is reported that the estimated cost of blade battery is 0.6 yuan /Wh, that is to say, based on 80 kWh, the battery cost is about 48,000 yuan, far lower than the current price of lithium batteries.
Moreover, because the blade battery solves the shortcomings of low energy density and poor low-temperature performance of iron batteries to a certain extent, it has the advantages of safety, reliability and long cycle life. It can not only obtain state battery subsidies, but also greatly solve the pain points (spontaneous combustion and mileage attenuation) of consumers buying electric vehicles. It sounds like a boat with a leaf.
Is the blade battery reliable?
At present, BYD officials have not announced the specific details of the blade battery, and the official will meet with the media at the technical analysis meeting in March 2020. Therefore, although BYD officially claims that there are 300 core patents for blade batteries, people from all walks of life are still skeptical about the leading edge of blade batteries.
Although the specific technical details of the blade battery are not known at present, the realization difficulty can be understood by understanding the technical difficulties that need to be overcome in realizing the blade battery.
At present, according to the official information disclosed by BYD and the design data held by the Intellectual Property Office, there are at least three problems to be solved in the blade battery: how to control the current density distribution of the internal battery with a length of 2500mm? Is the internal ratio of the battery optimized? Is the lamination process used? How to integrate the battery cells into the battery pack, how to use a more efficient BMS to ensure the performance of the battery pack, and how to ensure that the battery pack has sufficient structural strength?
At present, it is not easy for BYD to achieve the advertised performance of blade battery, but it is also possible to solve it.
If BYD's blade battery can achieve the advertised performance, it is bound to be a new technology that can change the battlefield situation of the existing power battery, and China battery enterprises will also have stronger competitive strength when facing the battery enterprises of Japan and South Korea that are about to launch an offensive.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.