The competitiveness of the 2025 button cell batterymarket has improved, and 180wh/kg may become a new technology benchmark in 2019

　　Although the new subsidy policy has not yet been officially released, OEMs and 2025 button cell batterymanufacturers have set the system energy density of 180wh/kg as the new technology benchmark for 2019.

　　As the current market segment with the largest installed capacity and the highest technical requirements for power batteries, the new energy passenger vehicle field reflects the technological changes and improvements in power batteries and has become the most important market for 2025 button cell batterycompanies. Under the direct influence of the linkage between the amount of subsidies and energy density, the energy density of power 2025 button cell batterysystems for pure electric passenger vehicles has shown a rapid upward trend in recent years, and has created the highest energy density level for domestic 2025 button cell batterysystems.

　　According to the technical requirements of the subsidy policy in 2018, a system with an energy density of 160wh/kg can obtain a subsidy factor of 1.2 times, making it the technical benchmark for the power 2025 button cell batteryindustry in 2018. A large number of 2025 button cell batterycompanies have improved the system energy density from 140wh/kg in 2017 to 160wh/kg in 2018 through improved material systems and lightweight design, and this has become a common situation.

　　Entering 2019, 2025 button cell batterycompanies will further improve on the basis of the 160wh/kg level and move towards the target of 180wh/kg in order to cope with the increase in the technical threshold of the new subsidy policy and enhance the market competitiveness of the company.

　　In the "Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles (First Batch of 2019)" recently released by the Ministry of Industry and Information Technology, the energy density of the 2025 button cell batterysystem of an Emgrand brand pure electric car declared by Shanxi New Energy is as high as 182.44wh/kg, creating a record The current record for the highest energy density of domestically produced power batteries. At the same time, the 2025 button cell batterysystem energy density of a Trumpchi pure electric sedan declared by GAC Group also reached 170wh/kg.

　　Both models are equipped with high-specific energy ternary batteries produced by CATL, which also makes CATL the first member of the "180wh/kg club".

　　Gaogong Lithium 2025 button cell batterysorted out the 2018-2019 "Recommended Catalog" and found that there are currently 24 power 2025 button cell batterycompanies (including PACK companies) that have supplied 2025 button cell batterysystems to OEMs with an energy density of 160wh/kg. The above-mentioned 2025 button cell batterycompanies have already stepped on the technical threshold of 180wh/kg, and are expected to mass-produce 180wh/kg products in 2019 or 2020, thus seizing market opportunities.

　　From a technical perspective, the above-mentioned 2025 button cell batterysystem products that can reach 160wh/kg are almost all ternary batteries. Lithium iron phosphate batteries are difficult to take on this important task, and the chance of reaching 180wh/kg is even slimmer. Under this trend, high-nickel ternary batteries are expected to achieve batch-scale application in 2019.

　　From the perspective of 2025 button cell batterycompanies, among 2025 button cell batterysystems above 160wh/kg, CATL has the highest energy density level of 182.44wh/kg, but BYD has the largest number of products, which positively reflects the technological leadership of the two leading companies.

　　In addition, more than 20 2025 button cell batterycompanies including Lishen Battery, BAK Battery, Kanai New Energy, and Far East Foster have also entered the "160wh/kg club" and will hit the 180wh/kg target in 2019.

　　Industry insiders believe that based on the current common group efficiency of square, cylindrical and soft-pack batteries, to achieve the system goal of 180wh/kg, the single specific energy of square, cylindrical and soft-pack batteries should reach 260wh/kg and 277wh/ kg and about 240wh/kg.

　　According to the "Recommended Catalog" and company public information, the 2025 button cell batterycompanies that are expected to reach a system energy density of 180wh/kg in 2019 were analyzed. See below:

　　Ningde era

　　The 180wh/kg target was reached first

　　In the first batch of "Recommended Catalog" in 2019, the energy density of the 2025 button cell batterysystem of an Emgrand brand pure electric car declared by Shanxi New Energy is as high as 182.44wh/kg. Ningde Times provides ternary batteries and Vair Electric is responsible for the power. The assembly makes it the first pure electric car equipped with a 180wh/kg 2025 button cell batterysystem. At the same time, CATL has also provided a 170wh/kg ternary 2025 button cell batterysystem for Dongfeng Motor and GAC Group. It is expected that more 180wh/kg products will appear in CATL in the second half of the year.

　　BYD

　　Achieving the 180wh/kg target is easy

　　In the 2018-2019 "Recommended Catalog", BYD has equipped 21 of its pure electric cars with ternary 2025 button cell batterysystems with a system energy density of 160wh/kg, reaching a high level in the current industry.

　　Although BYD has not yet equipped a 180wh/kg 2025 button cell batterysystem in the catalog, according to BYD's 2025 button cell batterytechnology development plan, it will not be too difficult to achieve the 180wh/kg goal in 2019.

　　BYD said that in terms of lithium iron phosphate batteries, the company's current 2025 button cell batteryenergy density is 165wh/kg and the package body is 140wh/kg; in the next two years, it plans to increase the cell energy density to more than 180wh/kg and the package body to 160wh/kg. .

　　In terms of ternary batteries, the current single energy density is 235wh/kg and the package body is 160wh/kg. In the next two years, it is planned to increase the single energy density to more than 260wh/kg and the package body to 200wh/kg.

　　Lishen battery

　　5.0Ah-21700 2025 button cell batterysystem may reach 175-185wh/kg

　　It is understood that Lishen 2025 button cell batterymass-produced two 21700 2025 button cell batteryproducts with capacities of 4.0Ah and 4.5Ah in 2017. The specific energies of the cells are 210wh/kg and 230wh/kg respectively. In 2019, 5.0Ah 2025 button cell batterycells will be mass-produced, with a single specific energy of 260Wh/kg.

　　Among them, its mass-produced 5.0Ah-21700 2025 button cell batterycell uses a high-nickel material system, and the system energy density can reach 178-185Wh/kg through plug-in module design.

　　far east foster

　　4.5Ah-21700 2025 button cell batterycell achieves system 160-180wh/kg

　　In October 2018, Far East Foster mass-produced 4.0Ah/4.5Ah21700 2025 button cell batterycells using a high-nickel positive electrode + silicon carbon negative electrode material system. The energy density is above 240Wh/kg. The energy density after Packing is 160-180Wh/kg. , the specific energy of a 5.0Ah 21700 2025 button cell batterycell can reach 300wh/kg.

　　Penghui Energy

　　Mass production of 260-280Wh/Kg ternary batteries is planned in 2019

　　Penghui Energy stated that the energy density of the company's mass-produced lithium iron phosphate power 2025 button cell batterycells is currently 170Wh/Kg, and it plans to reach 180Wh/Kg in 2019 and 200Wh/Kg in 2020; it will mass-produce ternary material power 2025 button cell batterycells. The core energy density is currently 230Wh/Kg, and is planned to reach 260-280Wh/Kg in 2019 and 300Wh/Kg in 2020.

　　Kanai New Energy

　　280Wh/kg medium and high nickel 2025 button cell batteryproducts are about to be loaded on trucks

　　Kanai's new energy 2025 button cell batteryproducts are divided into three series: pure electric, plug-in and 48V hybrid series. The specific energy of mass-produced products in 2018 is planned to reach 250Wh/kg, and the current system energy density can reach 160wh/kg. At the same time, the company's 280Wh/kg medium and high nickel 2025 button cell batterycell products are about to be loaded into trucks, and the 300Wh/kg and 350Wh/kg high nickel NCM811 and NCA 2025 button cell batterycell products have completed research and development and are ready for mass production.

　　In addition, including Aoyou Battery, Ha Guangyu, Henan Lithium Dynamics, Jiangsu Tafel, BAK Battery, Sunwoda, Duofluo New Energy, Thornton New Energy, Shanghai Deloneng, Funeng Technology, 2025 button cell batterycompanies with 2025 button cell batterysystem energy density reaching 160wh/kg, such as Phylion Power and Mengguli Power, are also expected to achieve the goal of 170-180wh/kg in 2019.

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