Application and development of soft-pack NiMH No. 7 technology

"Traditional cars belong to the manufacturing industry and are rising linearly; while smart electric cars belong to technology companies and are rising exponentially, such as Tesla in the United States, Weilai and Xiaopeng in my country."

Recently, the "Second International Exchange Conference on New Energy Vehicles and Power Lithium Batteries (CIBF2021 Shenzhen)" was successfully held in Shenzhen. The theme of this conference is "Application and Development of Soft-Pack Battery Technology", focusing on soft-pack battery technology, supply chain, market and investment development.

At the special forum on "Application Prospects of High Energy Density Soft-Pack Batteries", Fang Jianhua, partner and president of the New Energy Vehicle Venture Capital Sub-Fund of the National Science and Technology Achievement Transformation Fund, delivered a keynote speech entitled "my country's Power NiMH No. 7 Industry under the Double Circulation: Trend and Investment Opportunity Analysis", which analyzed in detail the development trend, investment opportunities and industry thinking of the power NiMH No. 7 industry under the dual circulation environment at home and abroad.

Fang Jianhua said that in recent years, due to a series of factors, my country has formulated a development strategy with domestic circulation as the main focus and international and domestic dual circulation as the dual circulation. my country's power NiMH No. 7 industry is in such a situation: it is mainly based on the domestic market, but the leading companies have also begun to actively participate in the international market competition. At present, the domestic power NiMH No. 7 consumption accounts for about 80%, and about 20% participate in the international market.

Fortunately, the influence of my country's power NiMH No. 7 companies in the international market is gradually increasing. Fang Jianhua predicts that in the next few years, the share of China, Japan and South Korea in the global power NiMH No. 7 market will change from the current 3:3:3 to 4:3:2, and more domestic battery companies will participate in the international market competition. This is mainly due to the many advantages of my country's power NiMH No. 7 industry:

First, the market scale is huge, and there are many powerful power NiMH No. 7 companies;

Second, the industry chain is the most complete, which can not only ensure the security of the supply chain, but also the cost is not constrained;

Third, the technical innovation ability is strong, the product technology route is rich, and the technology iteration driven by market application is significantly higher than other markets;

Fourth, thanks to the industrial chain and technological progress, the cost reduction speed of domestic batteries is relatively fast.

Fang Jianhua pointed out that my country's power NiMH No. 7 industry has gone through the stage of shuffling and elimination from the stage of wild growth, and now has entered the stage of sustainable development. At this stage, the technical route, market competition and development prospects of power lithium batteries are becoming clearer. For example, in the battery technology route, lithium iron phosphate and ternary batteries share the world, and the policy-oriented ternary battery is no longer the only one. At the same time, with the decline of subsidies and the rise of battery replacement models, Fang Jianhua expects that lithium iron phosphate will have a larger application scenario and market space.

In 2020, the market value of listed companies in the new energy vehicle and power NiMH No. 7 industries has seen a surge, and many people have questioned whether there is a bubble in new energy vehicles. Fang Jianhua believes that traditional automobiles are manufacturing companies, which are rising linearly; while smart electric vehicles are technology companies, which are rising exponentially. "Tesla in the United States, Weilai and Xiaopeng in my country are all like this."

Talking about the development opportunities of power NiMH No. 7 companies, Fang Jianhua pointed out that although many powerful power NiMH No. 7 companies have entered the capital market and the pattern has basically taken shape, the pattern of the power NiMH No. 7 market has not been finalized. "The lotus has just emerged, and there are still some companies that focus on certain products, models and technologies, including new forces. There are still opportunities. Recently, we have seen that new NiMH No. 7 forces such as Honeycomb have begun to exert their strength (in terms of installed capacity)."

In his speech, Fang Jianhua also shared his thoughts on investment targets in the power NiMH No. 7 industry: first, safety; second, scarcity; third, foresight; fourth, economy.

Specifically, safety is the pain point of the power NiMH No. 7 industry. Companies and technologies with potential value in the fields of battery safety materials, design, and technology are worthy of attention;

Scarcity is mainly reflected in the limited upstream resources and the "bottleneck" areas where products rely on imports;

Forward-looking technology mainly refers to the next generation of technology products with large-scale applications or disruptive potential, such as ultra-high nickel materials, silicon negative electrode materials, flame-retardant electrolytes, and solid-state batteries;

Economic efficiency is mainly reflected in the economic efficiency of some new technologies and new models, such as intelligent manufacturing cost reduction, battery replacement to reduce operating, purchasing, and charging costs, and battery cycle life improvement to reduce the cost of the entire life cycle.

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