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 YYW-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, take actions in R&D and innovation, 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.

Read recommendations:

Lithium Battery LQ12-100

Lithium battery improvement.18650 lithium-ion battery

Lithium ion batteries

18650 battery pack

18650 battery 1800mah