Following the information released by BYD in June, its NCM811 (that is, a
ternary lithium battery with a nickel-cobalt-manganese content ratio of 8:1:1 in
the cathode material, representing the highest energy density and highest
technical content in the current power battery field) power battery After making
significant progress in research and development and putting it into use in the
second half of 2019, CATL recently announced that it will mass-produce NCM811
power batteries next year.
Two domestic companies have made breakthroughs in NCM811 power battery
technology, which is naturally good news for the Chinese automobile industry,
which is moving towards electric vehicles. You know, although many people are
optimistic about China's development prospects in the field of electric vehicles
and even believe that it may eventually surpass traditional automobile
manufacturing countries such as the United States and Japan, they have set a
premise - to achieve a breakthrough in battery technology. Now, Chinese
companies have begun to compete for the right to speak in NCM811 power battery
technology, which shows that they are serious about achieving
"transcendence".
"Know yourself and the enemy, and you will never be defeated in a hundred
battles." Before catching up with leading companies, it is crucial to understand
how big the gap is. Currently, Japan's Panasonic is the world's leading company
in high-nickel ternary material power battery technology. Tesla, regarded as the
benchmark for electric vehicles, basically supplies its power batteries to
Panasonic. The 21700 cylindrical battery provided by Panasonic for Tesla's
largest mass-produced car Model 3 has a single cell energy density of 300Wh/kg.
Currently, no domestic company can achieve such a high energy density and high
nickel ternary battery. mass production. According to BYD's ternary battery
plan, the target is for battery energy density to reach 240Wh/kg in 2018 and
300Wh/kg by 2020. The goal of CATL is the same.
Obviously, Panasonic is 2 to 3 years ahead of Chinese companies in the
industrialization of high-nickel ternary lithium power batteries. Tesla has
previously stated in a production report that some performance indicators of its
batteries are already stronger than those of competitors' next-generation
batteries. Considering that any battery cannot be produced by one company, but
can only be produced by the cooperation of the entire industrial system, if the
entire industrial chain is compared, the gap in my country's strength will be
even more obvious.
After years of development, my country's lithium battery industry chain has
basically taken shape and is relatively complete. However, it is still
restricted by foreign technology or resources in some important areas. For
example, in separator materials, domestic separators started late, and the
technological maturity of domestic enterprises is not high. Although the
localization rate has increased in recent years, especially in dry process
separators, there has been a great improvement, but in high-end wet process
separators There is a clear gap between diaphragm technology and foreign
countries, and the raw material PE and production equipment of diaphragms are
heavily dependent on imports. In addition, similar situations also exist in PVDF
(polyvinylidene fluoride), water-based adhesives, aluminum-plastic films,
automation equipment, cobalt ore, etc. The biggest hidden danger of external
dependence is the lack of voice and the risk of being strangled at critical
moments. After the Sino-U.S. trade war broke out, the United States imposed
punitive tariffs on some Chinese trade products, which caused those companies
with weak technological capabilities and heavy reliance on foreign countries to
suffer. The lessons were 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 other way but to increase
investment in research and development. However, for enterprises, returns and
risks must be considered when investing, which may make some enterprises that
are not strong enough to hesitate and hesitate. At this time, the role of the
government becomes prominent. In fact, the work that the government has to do is
not difficult. As one scholar said: "Reduce the cost and price of research as
much as possible, and at the same time, maximize the returns when research makes
achievements." Specifically, through Provide start-up funds, open special
channels for project approval, and provide project policy support to share and
reduce research costs; set up research subsidies or project funds, and provide
varying degrees of financial incentives and reputational incentives based on
preset standards after approval of research achievements. .
Through the favorable conditions and generous incentives provided by the
government, battery research projects and charging research projects will become
popular investment projects, thus attracting a large influx of capital. By then,
battery research and charging research will no longer be areas solely supported
by government agencies, and the financial support received will be far beyond
imagination. The two-pronged approach of the government and capital will promote
unprecedented vigorous development in the field of battery research and charging
research.
Of course, while battery companies are increasing investment in research
and development, they can also enhance their ability to resist risks by
strengthening in-depth cooperation with automobile companies. Panasonic's
cooperation with Tesla is a good example. The two have been working together for
many years and have reached a level of tacit understanding. Some people call
their relationship "mutual achievement." It is reported that CATL’s frequent
joint ventures with car manufacturers are largely due to the fact that its
technological depth is not as advanced as that of foreign giants. It hopes to
use this move to bind car companies and share risks. BYD has also recently
entered into a joint venture with Changan in the power battery field.
Although our country is still lagging behind in electric vehicle
technology, we still have reason to believe that as long as domestic companies
have the determination to catch up, have R&D and innovation actions, and
have strong support from the government and the whole society, there will be
With the support of my country's huge market potential, it won't be long before
"transcendence" becomes a reality.
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