talk about electric vehicles, first talk battery, absolutely can not do without the battery. Currently, due to the high cost of the battery, resulting in electric car price remains high. So many people have boasted: If the policy of subsidies disappear, the electric vehicle market will collapse.
August 12, the Chinese car Blue Book Forum, several battery companies predict, ternary lithium battery prices will drop to 500 yuan per kWh in 2025, which means, By then the electric car will cost than fuel vehicles.
However, restricting development of electric vehicles, or factors restricting cell development is not only the price, but also including safety, life Wait. At present, we want to further develop electric vehicles, breaking the key points Where?
energy density, related to the core consumer demand for electric vehicles – Mileage and fast charge rate. Higher energy density, allowing battery life and charging speed is more in line with market demand, but the attendant security risks, are all want to see. Electric
According to the engineering lithium statistics, in July 2020, there are 14 cases publicly reported car fire accident. We can say that the current safety performance of electric vehicles, consumers have been questioned much, how to respond to consumer expectations, it will be a problem that all new energy automobile enterprises must face.
Lishen Battery, executive vice president Wang Nian move once said: “From 1991 to 2016, battery energy density average 5 -8 percentage each year to enhance the percentage currently in 300Wh / kg this bottleneck, will stay for a long time. “the Fu Science and Technology chairman Wang Yu said,” if we can improve the energy density of 400Wh / kg, OEMs will more options. “
You can do it? On the basis of ensuring security, further improve the energy density. The issue seems simple, but the actual operation is very difficult, and even less control costs. According to the engineering lithium statistics, three yuan lithium and the average price of lithium iron phosphate, respectively, of 1.08 yuan /Wh,0.5 yuan / Wh. I.e. (kWh) 1080, $ 500 per unit. As electric vehicle battery life generally crossed 400km, in a multi-capacity battery pack 50 degrees. If the ternary lithium battery, an electric car, only battery costs more than 50,000 yuan. Under this cost, the electric car really can not do without the subsidy policy.
Thus, the battery price is imperative, in order to ensure endurance can, to enhance the energy density is also imperative. More importantly, in order to respond to consumer questions about electric vehicles, car companies must also ensure that the safety performance of the battery. Under all the difficulties, car companies how to break through?
Triads lithium iron phosphate and the lithium battery, is the mainstream at present the development path of both cells. By contrast, terpolymers, since the lithium cobalt valence limitations, so the price is much higher than lithium iron phosphate. In addition, the safety of three yuan lithium battery generally inferior to lithium iron phosphate, lithium iron phosphate may be not satisfactory performance in energy density. Generally speaking, both temporarily be called “perfect solution.”
It is because of the presence of both a controversial issue so under different options, different battery manufacturers choose a different development path, the competition between them has become more intense. May, BYD a “prick test” once again “battle line” placed in the table.
In this experiment, the BYD success with “Blade cell” harvest large remarkable, and some manufacturers also ” pops on her face, “behind this line of a seemingly indisputable, but in reality is the right to compete for power battery market discourse. But even so, BYDThe “Blade battery” can not be called absolute “justice”, “lithium iron phosphate is absolute justice.” This statement is not accurate.
to see today’s market, the use of lithium iron phosphate can insert BYD battery life development of more than 600km, and mounted three yuan lithium Tesla can embrace the new energy Howe car list first. Both have their merits, but it also has shortcomings, there is room for improvement and may continue. More can only say that this is different under different development path chosen, only withstand the end of that one, to be eligible to talk about right and wrong.
Although the new energy subsidies extended, but the beginning of the forum, said referring to the Blue Book, 2025 battery costs need to compressed to a degree superior fuel vehicles. That in the new energy battery back slope and this time failed to reduction of costs, how the development of electric vehicles?
Zeng Yu, chairman of Ningde age group, said: “Ningde era thinking about the future, including not only the automotive industry, but also new energy battery industry companies want sustainable development requires that material. innovation, system architecture innovation, intelligent manufacturing innovation, business model innovation have made a breakthrough. “
from the market structure to look, today’s battery industry while Matthew obvious. The current global power battery share, basic monopoly in Japan and South Korea, most of which has been carved up Ningde era, BYD, LG Chemical, Panasonic and Samsung SDI and other head companies. According to Wind data, in 2019, and global concentration of Chinese power battery industry reached 72.6 percentage, 81.6 percentage.
Even so, China’s new energy development is largely linked with the policy. Therefore, after 2020, China’s new energy vehicle sales will likely be beyond Europe. At the present time, the new energy automotive industry worldwide are still a policy-based industries. Therefore, under the post-subsidy era,A company can maintain the sensitivity of the market and have the courage to face the challenges of technology and will determine whether it can continue the key to better development.
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