Economic Observation 丨 The "second half" of power batteries is ready for Sichuan?

Chuanguan News reporter Zhang Yexi Tang Zewen Photography Hua Xiaofeng

In the Ningde era, the power exchange brand MO, BYD's high -security blade battery, and the most cutting -edge "skateboard chassis" brought by Academician Ouyang Ming Gao Workstation ... At the 2022 World Power Battery Conference on July 21, various new Technology and new models subvert their imagination.

According to estimates, by 2025, China's power battery production capacity will reach T wow -time, and the output value will enter a trillion -level scale; at the same time, during the "14th Five -Year Plan" period, Sichuan will also strive to form a power battery production capacity of 350GWh to achieve high industrial high -speed high -speed multiplier. increase.

The power battery industry, which is about to enter the "TWH era", has come to the critical point of accelerated change in the industry. It not only requires the continuous expansion of scale, but also depends on the innovation of technology and model.

Standing at the starting point of the track "the second half", how is Sichuan prepared? At the main forum of the conference, many guests performed a "brainstorm".

Suggestions:

The Sichuan power battery industry should develop in the direction of low -carbon, high -end, and intelligence

"In the past ten years, we have reduced the cost of power batteries by 80%through a series of means. But during this time, the capital hype will let it go back." On July 21, at the opening ceremony of the 2022 World Power Battery Conference, Ningde Zeng Yuqun, the chairman of the Time New Energy Technology Company, came out, attracted an approval of the stage.

The production of power batteries is a blue ocean. "Initially estimated that China's power battery industry will reach trillion output value in 2025. The west will inevitably become the main place of undertaking the industry." Said Ouyang Minggao, an academician of the Chinese Academy of Sciences and a professor at Tsinghua University.

And Sichuan has a unique advantage in this field.

Ouyang Minggao introduced that the cost of the material of power batteries accounts for more than 75%of the overall cost, and the electricity costs generated by the material production account for more than 60%of the cost of material.

"As a large -scale clean energy province, it is not difficult to see from the above data. How much it can get the production of power batteries here." Ouyang Minggao said.

The affordable is not only "economic account".

The carbon emissions generated by the production of power battery materials also account for more than 50%of the carbon emissions of the entire industry. If the use of clean energy, while reducing the cost, the "greenness" of the industry will also be greatly improved.

What should Sichuan do this green battery?

Ouyang Ming gives his own suggestions: Sichuan's power battery industry must develop in the direction of low -carbon, high -end, and intelligent.

"Intelligence is the key." He said that intelligentization includes three aspects: intelligent design, intelligent manufacturing, and intelligent control.

"Especially for intelligent manufacturing, power batteries are an ultimate manufacturing, and any impurities may become hidden dangers." He believes that in the future, higher digital means must be used to accurately monitor thousands of indicators to ensure the battery With higher security, such products are more competitive.

"Strive for the first full -chain intelligentization of power battery selection, battery design, manufacturing, use, and recycling in Sichuan." He said.

In addition, the construction of the battery recovery system is also the focus of the future.

"We have started the battery recycling business, and the recovery rate of nickel cobalt has reached 99%. The complete construction of the battery recovery system will solve the problem of material cost." Zeng Yuqun said.

Some analysts pointed out that by 2050, half of the raw materials of new production power batteries will be derived from the recycling of scrap batteries. "Sichuan has a good foundation and can be the first to lay out this field, which will also promote the development of the overall power battery industry." Zeng Yuqun said.

Look at the future:

New forms of battery, new mode of electricity replacement, and application new scenes have become hotspots in the future industry growth

What is a "skateboard chassis"?

At the conference site, Ouyang Ming introduced a "skateboard chassis" developed in Yibin with great interest -

This is a new energy vehicle intelligent line control chassis platform that integrates the battery system, driver system, and integrated control system. The biggest highlight is similar to a "universal chassis". Sample electric vehicles. "Ouyang Minggao said that this is a revolutionary change in the field of electric vehicles. At present, Academician Ouyang Ming Gao Workstation and Kaiyi Motor jointly develop in -depth development.

Building a car with a more disruptive model and opening the imagination of new energy vehicles manufacturing, which is regarded as one of the development vane disclosed by the conference. Another wind direction is reflected in one of the visit points of the conference -Eastern Industrial Park Energy Park in the East Industrial Park of Sanjiang New District, Yibin.

Here, Sanjiang New District II and III power stations are about to be completed and put into operation. A heavy truck enters the power station, and the robotic arm is removed by a black cuboid battery behind the vehicle cab, and then replaced with a full -length battery to install and fix it. The whole process is less than 5 minutes.

Heavy trucks with more than 12 tons have always been a large carbon emission household in the transportation field. Implementing electric substitutions in the field of heavy trucks is undoubtedly the general trend. In October last year, the Ministry of Industry and Information Technology launched the pilot work of the new energy vehicle power replacement mode. Yibin was successfully approved to be selected as the first batch of the national pilot Kate color pilot. It was the only city in Sichuan Province that was included in the pilot.

"Power battery technology innovation empowers the new ecosystem of the industry. Power battery technology has gradually showed a diversified development trend. Smart transportation, supercharging electricity exchange, battery banking and other new formats have developed rapidly, becoming a new hot spot worth looking forward to in the future." Guangzhou Zeng Qinghong, chairman of the Automobile Group, said. On the track in the second half, continuous expansion of application scenarios has become a key trick for many new energy vehicle companies.

"We are focusing on the update of electrified products, and new products will focus on the future travel scene." Zhu Huarong, chairman of Chongqing Changan Automobile Co., Ltd., said that the company's upcoming new car can achieve hydrogen, pure electricity, and mixed power. The full coverage of the motivation, while Avita's first strategic model, its intelligent emotional cockpit will become the core selling point.

Not just new energy vehicle companies broke through in the application scenario. "Our batteries have been applied to sea, land, and air. We have all used it at the Everest Camp above 5,000 meters above sea level. We have the largest pure electric commercial ships in the world's largest electricity. The three Gorges No. 1 in the Yangtze River has us." Zeng Yuqun said. At present, the Ningde Times is deeply involved in the construction of "Electric Sichuan". Its power batteries are widely used in road passenger transport, urban delivery, heavy -duty transportation, two -wheeled travel, construction machinery, ships and other fields.

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