后来者居上?蜂巢能源120GWh动力电池产能瞄准全球市场

日日博娱乐城

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【电池中国网7月9日保定新闻闫志刚】近年来,经过市场的深度洗牌,动力电池市场“寡头时代”的趋势日益明显。根据动力电池应用分部的数据,今年上半年,前10大动力电池企业新能源汽车装机容量达到26.06GWh,占市场总量的86.83%。其中,两家公司的装机容量占到了市场的66.86%,动力电池市场格局似乎已经“固定”。另一方面,新能源汽车产业方兴未艾,国内外主流汽车制造商正在大力推进电动汽车市场的发展。未来,高品质动力电池容量的差距将依然巨大。尽管如此,对于拥有强大敌人的动力电池市场,新进入者如果不具备技术,资金,产业链,客户渠道和规模的优势,仍然难以参与“领主”的游戏。

2012年,长城汽车成立动力电池项目团队,开始对电池进行预研工作。就在前一年,曾益群与福建ATL的团队建立了宁德时代(CATL)。利用“东风”政策和市场爆发,宁德时代用了七年时间才实现了世界第一。近年来,长城汽车似乎仍然只关注电池研究。直到2016年,长城汽车将其原装动力电池项目组升级为动力电池部门。

然而,如果我们说长城汽车有点尴尬,作为一家汽车公司,面对工业变革,如果你坐下来观看,你必须哭的最后一件事绝对是你自己。面对汽车电气化时代的到来,长城汽车只是以低调的方式宣布建立电池项目团队,但事实上它一直积极储存相关技术和人才,布局动力电池行业在项目团队下,实际上它一直是暗流。

2018年2月12日,蜂巢能源宣布成立。同年年底,长城汽车分别以对价人民币1.64亿元及4770.07万元出售123项公司专利,非专利技术资产及部份资产给蜂巢能源及蜂巢能源保定分公司。至此,蜂巢能源完全从长城汽车独立出来,其定位也变成了第三方的动力电池企业,面向国内和全球的整车企业开放。

长城汽车这一系列操作的背后,正是其为了大举进军动力电池市场开路。在动力电池市场蛰伏了七年之后,长城汽车(确切地说是“蜂巢能源”)也正式掀起了对动力电池市场的“猛攻” 7月9日,蜂巢能源在河北保定召开蜂巢能源品牌战略规划及产品发布会。在发布会现场,蜂巢能源一口气发布了三款新品,多项新技术,以及到2025年的全球布局规划。据电池中国网了解,三款新品中,有两款产品均为全球首创,分别是“全球首款NMX无钴电池”,“全球首款NCMA四元电池”。同时,公司未来六年将在中国,欧洲和北美布局总产能达120GWh动力电池项目。

产能规模直逼第一梯队

据蜂巢能源总经理杨红新介绍,目前正在建设的常州金坛动力电池工厂,总投资100亿元,规划产能为20GWh,项目分两期建设:其中一期项目将于2019年10月投产公司在2025年之前,还将在长三角地区规划20GWh动力电池项目,使得该地区总产能达到40GWh。此外,公司还将在京津冀,西部地区分别投建20GWh,16GWh动力电池项目。

XXIn recent years, mainstream European car companies have announced their electrification strategies, and demand for power batteries will also grow rapidly. "After reaching cooperation with the world's top car companies, Honeycomb Energy will build the first super battery factory in Europe." According to Yang Hongxin, based on the global layout, Honeycomb Energy will spend 2 billion euros to build 24GWh large power in Europe. Battery factory, supporting cathode material factory and battery technology center. According to Battery China.com, the European plant project will be implemented in two phases. The first phase will be started in 2020 and will be completed and put into operation in 2022. The second phase will be put into operation in 2025. The battery production in the European factory will adopt advanced high-speed lamination process, with the ability to quickly change the shape, and configure intelligent systems such as AI intelligent detection, quality prediction and analysis.

What signals are revealed by the two first-generation batteries?

For the latecomers of the power battery market, in order to break the existing market order, in the industry "blockbuster", relying on capital, industry chain, channel does not necessarily work, many real estate companies cross-border battery and car Finally, the helpless exit is a forerunner. At the same time, the ambitious capacity planning must be matched with strong technical strength to ensure the significance of the discussion. At the press conference, Honeycomb Energy launched the "world's first NMx cobalt-free battery" and "the world's first NCMA quaternary battery" in one breath, perhaps in order to use the product to show its "spoiler" market.

With the development of new energy vehicles and power battery industry for so many years, safety and cost are still the most anxious things for us. Safety is the bottom line for the development of electric vehicles, and whether the cost can be reduced directly affects whether electric vehicles can truly compete with fuel vehicles.

In the existing ternary system of lithium-ion power batteries, the cost of the cathode material accounts for 30% to 45%, of which, in the case of the NCM523 system, cobalt accounts for 20% of the total, as a strategic resource, cobalt. Price fluctuations will directly affect the cost of the final battery.

xxTherefore, under the premise of high nickel system consensus, domestic and foreign mainstream power battery companies and car companies are using low-cobalt and cobalt-free batteries as the next-generation power battery research and development direction. However, at present, well-known first-line battery companies including Panasonic and LG Chem have not made significant progress.

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At the press conference, Honeycomb Energy released the world's first battery-based products based on cobalt-free materials, the significance and impact of which is self-evident.

According to Honeycomb Energy, the performance of cobalt-free materials can reach the same level as NCM811, and the material cost is reduced by 5~15%. The corresponding BOM cost can be reduced by about 5%, and the materials will not be affected by strategic resources. It is understood that the honeycomb energy improves the reversibility and structural stability of the cobalt-free material in charge and discharge through doping technology. The voltage platform reaches 3.87V, which is 0.04V (3.83V) higher than 811. It is reported that Honeycomb Energy will mass produce cobalt-free batteries in the third quarter of 2020.

Another world's first quaternary battery plan is to achieve quaternary material cells to mass production in the fourth quarter of 2020. According to Yang Hongxin, the energy density of this battery reaches 265Wh/kg, and the cycle performance is better than that of NCM811 material. At the same time, it can achieve better heat resistance, less gas production and higher safety.

Perhaps, Honeycomb Energy hopes to highlight the company's deep technical reserves and R&D capabilities in the field of power batteries and its entry into the power battery market through two of the industry's most important concerns: cost, safety, and new products. Pump up."

The "lamination" era is open?

xx“锂电池发展至今,经历了1.0的3C品质时代和2.0的传统动力电池时代,均采用卷绕工艺。”杨红新表示,“但传统的卷绕方式电芯已经不能满足 '车规级' 动力电芯的更高品质的要求。”事实上,有专家表示,叠片方式正在发生革命性的变化,在当前及下一代动力电池的技术路线图下,与导热和导电均匀,高生产速度,低成本等完美结合的新一代叠片技术已成为动力电池企业研发的主流方向。

但现实情况是,尽管叠片工艺对于提升动力电池能量密度,安全性,循环次数,以及降低成本有明显优势,但叠片效率偏低让很多企业望而却步。目前国产动力用叠片机行业效率普遍在1-1.2s/PCS /单工位,单工位效率低,制造成本高。在动力电池大规模生产制造的背景下,这成为制约叠片工艺大批量应用最大的阻碍。

作为从整车企业独立出来的蜂巢能源,在一开始就没有向其妥协,转投卷绕工艺。实际上,蜂巢能源的坚守也不难理解,对于整车企业来说,要面对的是终端消费者,消费者对续航里程,安全性,使用寿命,成本的切实诉求,决定了电动汽车乃至动力电池的长远发展方向。蜂巢能源坚守叠片技术是有道理的。

或许是基于此判断,蜂巢能源聘请了国内外资深叠片设备与工艺专家,在该领域进行了持续的投入和攻关,目前已完成行业首例45度旋转式高速叠片的开发与导入,叠片效率可达0.6秒/个/单工位,叠片效率超出行业传统叠片设备单工位效率的40%。

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XX与此同时,该团队已完成0.45s/pcs /单站层压速度验证和原型开发,预计将在2023年实现0.25s/pcs /单工位层压设备开发。

正如杨宏新在新闻发布会上所说,“通过对工艺技术的升级,对生产工艺的高要求,以及对生产工艺的严格控制,蜂窝技术的效率不再是瓶颈。”

随着层压效率的逐步提高,基于层压工艺的电池价格将继续下降,动力电池行业将从“蜿蜒时代”进入“折叠时代”。

值得注意的是,“高速层压电池”也是Honeycomb Energy发布的三种新产品之一。根据电动汽车的不同用途,Honeycomb Energy开发了一种电池技术开发平台,专门为不同应用场景下的车辆开发高能量密度,高安全性和低成本,包括城际旅行,运营共享和短途旅行。不同的电池产品具有快速充电和长循环时间。

当然,面对竞争激烈的动力电池市场,如果你想成为世界强大的团队并继续在动力电池领域继续前进,还有很长的路要走。