Lithium battery industry chain hotspots -Lithium - Ion Battery Equipment
1. Demand: The demand for gaming subsidies is lower than expected, but from the feedback from the end market, due to more supply innovation, on the contrary, there is a potential to exceed expectations, especially in the domestic market.
2. There are several changes in the technical route, and there are many voices in the industry, and we can't exceed the industry's pre-judgment. However, from the results, PET foil plating (current collectors) and large cylinders may indeed make progress, although it is lower than the earlier optimism. However, industrialization may be seen next year.(Lithium - Ion Battery Equipment)
About PET copper aluminum foil:
The composite current collector (PET copper foil/aluminum foil) is an important breakthrough in battery safety technology, and has a large space for cost reduction and energy density improvement. Electrical conductivity, thermal conductivity, and tab welding are sacrificed, but the active safety protection capability enables the cell to pass the acupuncture test, the energy density is increased by 5%-10%, the cycle life is increased by about 5%, and the cost can be saved by 40- 50%, low energy consumption, more environmentally friendly.
Participating companies mainly include Chongqing Jinmei and American Soteria. The composite current collector technology and industrialization of Chongqing Jinmei, which is indirectly invested by CATL, has made great progress. The expansion project is in progress, and it is expected to receive large-scale applications in the future. By 24 years, it will reach a mass production scale corresponding to 35GWh. Loads up quickly. The first step of PET copper plating, PVD magnetron sputtering, is the core barrier, and the second step of electroplating is represented by Dongwei Technology.
Compared with traditional lithium battery copper foil, the proportion of scale in the short and medium term is still small. Traditional copper foil companies have strong investment, expansion and adaptability, and the electroplating process of PET copper plating is similar to the existing process. The pattern of shortage of supply and demand for lithium battery copper foil in the past two years has not been broken, and it has the certainty of performance that both volume and price will rise.
About the 4680 large cylinder:
1) The advantages of 4680 come from: First, the geometric symmetry of cylindrical batteries is better, so the tolerance to battery gas production is higher, so it can be compatible with higher capacity, higher voltage positive electrodes, and higher capacity negative electrodes. Secondly, the electrodeless ear (all-pole ear) design greatly shortens the electronic movement distance, reduces the ohmic internal resistance of the battery, and improves the battery rate performance. Finally, the 4680 cylindrical unit is larger, which is beneficial to the integrated design of no module and battery chassis. Therefore, it is further explained that the 4680 cylinder is more suitable for the application of ternary materials.
2) 4680 also has the following shortcomings: First, it is larger than 18650 and 21700, so the radial and axial geometric symmetry is worse, and the positive and negative electrodes are relatively harsh inside the cylinder. Secondly, it is more difficult to dissipate heat inside the cell, which has a certain impact on the battery life. Third, the cylindrical volumetric energy density of CTCs may also be lower than that of prismatic batteries in occasions where rate performance is not required.
If the actual yield of the given 4680 cylinder (ternary) is high, the kWh cost can be slightly lower compared with the traditional square battery (ternary); compared with the traditional square battery (iron lithium), the kWh cost gap It should be at least 50 yuan or more. The cost of 4680 cylindrical (iron lithium) is close to that of traditional square batteries (iron lithium).
3. Ternary and iron-lithium, this is a big right and wrong, and it is still evolving and iterating. Now not only battery companies, but also material companies dare not gamble hard. Large ternary companies have basically cut into iron-lithium, and large phosphorus chemical companies have In finding their own entry point, the requirements for iron and lithium material companies to kill have increased significantly. From the perspective of terminal share, iron and lithium will be relatively good next year, but ternary also has its own inherent market. In addition, if it can be further improved, for example, the application of large cylinders is likely to drive the application of high nickel and silicon anodes. In addition, if nickel and other resources are used The price of goods can be controlled, and the relative economy will also be improved.
2. There are several changes in the technical route, and there are many voices in the industry, and we can't exceed the industry's pre-judgment. However, from the results, PET foil plating (current collectors) and large cylinders may indeed make progress, although it is lower than the earlier optimism. However, industrialization may be seen next year.(Lithium - Ion Battery Equipment)
About PET copper aluminum foil:
The composite current collector (PET copper foil/aluminum foil) is an important breakthrough in battery safety technology, and has a large space for cost reduction and energy density improvement. Electrical conductivity, thermal conductivity, and tab welding are sacrificed, but the active safety protection capability enables the cell to pass the acupuncture test, the energy density is increased by 5%-10%, the cycle life is increased by about 5%, and the cost can be saved by 40- 50%, low energy consumption, more environmentally friendly.
Participating companies mainly include Chongqing Jinmei and American Soteria. The composite current collector technology and industrialization of Chongqing Jinmei, which is indirectly invested by CATL, has made great progress. The expansion project is in progress, and it is expected to receive large-scale applications in the future. By 24 years, it will reach a mass production scale corresponding to 35GWh. Loads up quickly. The first step of PET copper plating, PVD magnetron sputtering, is the core barrier, and the second step of electroplating is represented by Dongwei Technology.
Compared with traditional lithium battery copper foil, the proportion of scale in the short and medium term is still small. Traditional copper foil companies have strong investment, expansion and adaptability, and the electroplating process of PET copper plating is similar to the existing process. The pattern of shortage of supply and demand for lithium battery copper foil in the past two years has not been broken, and it has the certainty of performance that both volume and price will rise.
About the 4680 large cylinder:
1) The advantages of 4680 come from: First, the geometric symmetry of cylindrical batteries is better, so the tolerance to battery gas production is higher, so it can be compatible with higher capacity, higher voltage positive electrodes, and higher capacity negative electrodes. Secondly, the electrodeless ear (all-pole ear) design greatly shortens the electronic movement distance, reduces the ohmic internal resistance of the battery, and improves the battery rate performance. Finally, the 4680 cylindrical unit is larger, which is beneficial to the integrated design of no module and battery chassis. Therefore, it is further explained that the 4680 cylinder is more suitable for the application of ternary materials.
2) 4680 also has the following shortcomings: First, it is larger than 18650 and 21700, so the radial and axial geometric symmetry is worse, and the positive and negative electrodes are relatively harsh inside the cylinder. Secondly, it is more difficult to dissipate heat inside the cell, which has a certain impact on the battery life. Third, the cylindrical volumetric energy density of CTCs may also be lower than that of prismatic batteries in occasions where rate performance is not required.
If the actual yield of the given 4680 cylinder (ternary) is high, the kWh cost can be slightly lower compared with the traditional square battery (ternary); compared with the traditional square battery (iron lithium), the kWh cost gap It should be at least 50 yuan or more. The cost of 4680 cylindrical (iron lithium) is close to that of traditional square batteries (iron lithium).
3. Ternary and iron-lithium, this is a big right and wrong, and it is still evolving and iterating. Now not only battery companies, but also material companies dare not gamble hard. Large ternary companies have basically cut into iron-lithium, and large phosphorus chemical companies have In finding their own entry point, the requirements for iron and lithium material companies to kill have increased significantly. From the perspective of terminal share, iron and lithium will be relatively good next year, but ternary also has its own inherent market. In addition, if it can be further improved, for example, the application of large cylinders is likely to drive the application of high nickel and silicon anodes. In addition, if nickel and other resources are used The price of goods can be controlled, and the relative economy will also be improved.
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