Power batteries into new energy vehicles, the next tuyere, domestic brands of Japan and South Korea
2016-04-13 17:06:02
At present, China's new energy automotive market continues to expand, while as a new energy vehicle “ heart ” the power battery is standing in the air outlet. The reporter visited a number of battery companies found greatly in China battery research and manufacturing capability, some domestic power batteries are competitive in energy density, cycle life and safety performance, but still can not go beyond Japan's Matsushita, Samsung and other international top brands of batteries.
Data map: Liuzhou city management department to use 50 new energy vehicles as law enforcement vehicles. Photo by Lin Xin /
Data map: Liuzhou city management department to use 50 new energy vehicles as law enforcement vehicles. Photo by Lin Xin /
Whether the power battery industry can develop healthily will directly affect the realization of the strategic goal of the development of new energy automotive industry in china. At present, China's power battery has many problems, such as technical route diversification, standard and process is not unified, and the level of intelligent manufacturing is not enough. Insiders pointed out that, in countries to accelerate the power battery industry layout critical period, China must speed up the standardization system construction, help power battery to take advantage.
&ldquo has become the core technology in the hands of the wolves; potential
Mastered the most advanced power battery technology, mastered the future of new energy vehicles. After nearly ten years of silence, China's new energy automotive battery industry has entered a period of rapid development, the emergence of a number of leading enterprises, their breakthrough in battery core technology, with strong competitiveness in the international market.
From the production and sales, power battery in China is &ldquo in the international market; the potential of &rdquo wolves;. According to statistics, in 2016 the global battery enterprise sales rankings, BYD, CATL, waltmal, China Xuan tech and other 7 enterprises to enter the top ten Chinese. China lithium battery sales accounted for more than half of the world, it is more important to the development speed of the Chinese lithium industry, China share in the world will continue to rise.
Some experts estimate that in 2017, China's power battery demand will increase to 31Gwh, by 2020 the demand for power batteries will reach 125Gwh. “ the biggest difficulty we have now is the insufficient production capacity. ” Jiang Junwei, executive vice president of Fu Technology Research Institute, introduced that in 2016, more than 10000 sets of power batteries were sold by Fu technology, and more than 10000 units in the first quarter of 2017, and the number of shipments ranked first in the country. Far east Fortes new energy Co., Ltd. located in Jiangxi, Yichun, Asia, has produced a sharp increase in its output value, from 5 million yuan in 2010 to 1 billion 500 million yuan in the current year. It is expected to reach 3 billion yuan in 2018.
From the core technology point of view, the domestic power battery breakthroughs in the subdivision field, reaching the international advanced level.
Dr. Wang Yu, chairman of Fu technology, is the national “ thousand people plan ” experts have led the team to develop lithium batteries in the United states. In 2009 he took the Silicon Valley to the forefront of lithium technology R & D team to return home, the three yuan package lithium battery energy density has more than Tesla used batteries. Enterprises are currently in cooperation with Mercedes Benz, BMW and other international top car companies. In 2016, the cooperation between Fu Neng science and technology and Beijing Automotive, the mileage of Beiqi new energy vehicles first exceeded 300 kilometers, and will increase to about 550 kilometers by 2018.
Is located in Jiangxi city of Fuzhou battery company is currently working overtime DBY, while three yuan for production of lithium batteries, with the U.S. side Zhengdao automobile companies jointly developed graphene lithium titanate battery. This power battery can be fully charged in 6 minutes, the cycle charge discharge can reach 20 thousand times, because the low voltage, its safety is also higher than the three yuan lithium battery and lithium iron phosphate battery. Enterprise R & D personnel told reporters that once the graphene lithium titanate battery has overcome the problem of low energy density, will get great market prospects.
In addition, researchers from all over the world are on the road to commercialize solid-state batteries, and many domestic battery companies have started or will soon be producing solid-state batteries. The safety of all solid state lithium battery is high, the solid electrolyte is non flammable, non corrosive, non volatile, no leakage, but also overcome the phenomenon of spontaneous combustion of lithium dendrite, the probability of carrying all solid state lithium battery cars will be greatly reduced.
Jiang Junwei introduces, at present the ternary lithium battery is still the mainstream international, although our country in this technology on a late start, but has mastered the core technology, and has the huge market, in the next three to five years will become more mature. He believes that, regardless of the technical route, power batteries capture the direction of high energy density, fast charge, good circulation, and safety and low cost. According to the market positioning demand, enterprises will choose different technical routes, find the balance point in technology, and make the largest degree of real estate industrialization.
Intelligent Manufacturing Competitiveness:
Regardless of how capital speculation, the battery industry manufacturing property will not change, the quality of the battery still depends on innovation technology, manufacturing technology and manufacturing level. The gap between high-end domestic batteries and Panasonic and Samsung batteries is mainly reflected in the consistency of batteries. Intelligent manufacturing is the future trend of battery production, it is an important way for enterprises to improve battery quality and occupy the market, while the level of Intelligent Manufacturing in our country needs to be improved.
The overall performance of the battery pack follows the “ the short board effect ” and the battery with the worst performance determines the battery performance. Panasonic and Samsung's battery can do a batch of batteriesAlmost every performance is the same. To solve the problem of power battery consistency, the key is to improve the level of intelligent equipment, to ensure the consistency of the battery in each manufacturing node.
Dibico also used domestic equipment and Korean equipment, they found that the production efficiency and failure rate of domestic equipment and imported equipment have a gap. All the Far East Forster is using imported equipment in South Korea, President Assistant Liao Zhenggen told reporters that the degree of automation of domestic equipment can basically meet the requirements, but the equipment is difficult to get through, because each port of the device are different. “ the money invested in smart devices in the power battery field was basically made by koreans! ” Liao Zhenggen said.
According to the analysis of industry experts, there are many reasons for this phenomenon. First of all, equipment manufacturers lack of funds and technology, does not have the ability to upgrade, while domestic battery production enterprises purchase equipment basically cramming, not advance into research and development, when the production capacity can not meet the demand of orders, the urgent need to expand the production scale of the procurement of equipment, therefore, basically no time with equipment manufacturers to jointly develop their own production line; secondly, battery production enterprises lack of overall design, the production process is also worried about the disclosure of commercial secrets tell manufacturers, manufacturers would not listen to advice, usually only to the scope of equipment use, little mention between the connection equipment requirements, and equipment manufacturers do not have the initiative development, so also does not want to put on the development of new technology too much.
Under the premise of market driven, how to improve the quality of products, how to reduce costs will become an issue that enterprises need to consider. Battery technology, as one of the core technologies of new energy vehicles, is also faced with this challenge. With the increasing demand for power batteries, some power battery manufacturers will be forced to withdraw from the stage of history. Facing the increasingly severe competitive environment, technological innovation promotes the development of enterprises and wins the market opportunity, which will be the only way for power battery enterprises.
However, Fu technology insists on using domestic equipment. They &mdash in manufacturing enterprises and the leading robot; — SIASUN robotic company, with the design of the intelligent battery production line equipment, and provides the key technology, effectively solve the connection problem between devices. By using domestic equipment to reduce manufacturing costs, it has become one of the core competitiveness of this enterprise.
Recently, the State Ministry of the relevant person in charge of the Ministry of development of the power battery on the deployment of the next step in China automotive battery industry innovation alliance 2017 annual meeting, which mentioned the need to provide support for new energy vehicles, improve the battery equipment development and manufacturing level, speed up large-scale intelligent manufacturing technology development and equipment. It is foreseeable that the promotion of intelligent manufacturing capacity will be one of the main force of power battery manufacturing enterprises in the next step.
Quality control is the key to the level of
Power battery industry is lack of “ Haier smashed refrigerator ” strength and courage. Far east Forster and Samsung use the same smart device produced by a Korean company, but the product consistency is still far from Samsung's products. South Korea also uses intelligent equipment dbk is also facing similar problems.
“ the stability of battery quality depends not only on the intelligent level of manufacturing equipment, but also on the level of quality control. ” general manager of Department of industrial battery DBY Jiang Guolong worked in a South Korean energy company, his analysis, Samsung a production line one day to produce about 300 thousand batteries, commissioning period of ten days time all all scrap battery production. According to a battery 10 yuan calculation, several production line debugging period will lose billions of dollars. Panasonic also maintained a high rate of product scrap, the product has the slightest risk to be scrapped.
“ they have huge subsidies, and we can't afford to change them. ” many battery companies responsible person said, investors and local governments are eager to see corporate earnings, compared to Samsung and Matsushita Battery are state subsidies ten billion investment, they did not have the strength and courage to South Korea mode, perform the most stringent quality control.
At present, the new energy vehicle market “ take the doctrine of ” popular, low quality competition appears. In 2016, China's new energy vehicles produced an annual output of 51.7 million vehicles, but as of the end of 2016, China's power battery capacity has reached 120Gwh, to meet the needs of 2 million new energy vehicles. By the end of 2016, the Ministry of industry and industry put forward the 8Gwh benchmarking enterprise productivity recommendation standards, aimed at leading enterprises to become bigger and stronger with high standards, inhibit low-end production capacity, but was mistakenly understood as the capacity threshold.
In 2016, Ningde and BYD were the two standards to reach this standard. And now a large number of enterprises frequently exceed 8Gwh capacity. If the capacity expansion plan to production, China's battery capacity will exceed 170Gwh. “ there is no core technology, that is, burn money everywhere to dig people, imported equipment. ” general manager of Jiangling company of new energy vehicles Liu Nianfeng observation, compared with the power battery capacity expansion, the overall R & D investment is obviously insufficient.