In such a big thing, I talked less than 4 minutes during the Ningde era?

In July last year, the Ningde Times only announced its first generation of sodium ion batteries through an online conference of about 10 minutes. The entire press conference is like the classroom of the high three thorns. There is no nonsense throughout the process. It is a knowledge point.

In June this year, the Ningde era used a short film that took less than 4 minutes, and released its third -generation CTP (Cell To Pack) -mirr. It is not only the systematic energy density of up to 255WH/kg, but also a new solution for the pain points of power batteries such as battery safety and fast charging. More importantly, this battery is not a distant futures, but a product that is produced in 2023.

Picture source: Ningde Times

With the Kirin battery, there is the next round of technical cycle of power batteries.

The energy density of 255WH/KG, what concept?

Compared with the "single energy density", the system energy density -the energy density of the entire battery package (including the BMS battery system, line, etc.), can more intuitively see the true strength of a power battery bag and even the entire vehicle. What is the concept of 255WH/KG system energy density?

The "Recommended Model of the Promotion and Application of New Energy Vehicle Promotional Vehicle Promotion and Application of New Energy Vehicle Promotion and Application of the Ministry of Combing" found that the Ningde Times is currently in the position of the system energy density. At present, the two models with the highest energy density of the system are Lantu Dreammen (212WH/KG) and Red Flag E-HS9 (206WH/KG), both equipped with ternary lithium batteries provided by Ningde Times.

Therefore, as long as the system energy density can exceed 200Wh/kg, it is quite considerable. Some of the most popular electric vehicles on the market are only 160-190Wh/KG.

Again, how much can the battery life be extended if the Kirin battery is equipped on the current model? You can simply estimate. Taking the Tesla Model 3 high -performance version (dual motor version) currently on sale, this car is equipped with a system energy density of 168Wh/KG and a total energy of 78.4kWh. Essence If the energy density of the battery pack system is increased to 255WH/kg of the Kirin battery, the total energy of the battery pack can be increased to about 110-119kWh, and the maximum endurance can reach about 950-1000 kilometers.

Taking a SUV model, BYD 2022 Tang EV as an example. This car uses BYD iron phosphoric acid lithium -blade battery, the system energy density is 150Wh/kg, the total energy of the battery pack is 108.8kWh, and the CLTC standard is 730 kilometers. If the Kirin battery that is replaced with the battery material to the ternary lithium material and the system energy density is increased to 255Wh/kg, the battery pack is unchanged, the total energy of the battery pack can be increased to about 175-185kWh. It can reach about 1170-1240 kilometers.

The Kirin battery can achieve such a high system energy density. Kung Fu is mainly under the battery pack, not a single battery cell. The main difference between the design of the Kirin battery and other CTP products is that it puts a collection of insulation pads, water -cooled boards, and horizontal longitudinal beams into "multifunctional elastic mezzanine". Functional modules such as structural protection, high -voltage connection, thermal discharge exhaust and other functional modules have been intelligently distributed again to increase the energy space by 6%, and the volume utilization rate of the battery pack reaches 72%.

Picture source: Ningde Times

It can be seen that from a parameter of the system energy density of the Kirin battery, it can indeed open the gap with a lot of manufacturers. But the criteria for judging a power battery are not just this dimension.

Safety and performance are not opposite

To maximize the ability of the Kirin battery to maximize, the ternary battery is still needed. This also takes another major problem of electric vehicle batteries -safety and energy density seems to be the opposite.

At the 2022 China Electric Vehicle Hundred Talents Forum, Wang Chuanfu, chairman and president of BYD Co., Ltd., expressed some views on power batteries. It believes that lithium iron phosphate batteries are a better choice. The reason is that when the battery life of the electric vehicle reaches a certain standard, the battery energy density is no longer the most important. The most important indicators may become safe, cost, and cycle life.

Generally speaking, although the ternary battery has the characteristics of high energy density, some studies have shown that in terms of safety and life, lithium iron phosphate batteries are more advantageous. In the face of security, other parameters can only be ranked second. But abandoning the ternary battery is tantamount to scratching food. In fact, whether the three -yuan battery can be used, the ability of the BMS battery management system is one of the decisive factor, especially the thermal management capabilities.

Taking the Tesla 4680 battery as an example, compared with the square battery, although the cylindrical battery will be sacrificed in terms of spatial utilization, it can be better heat dissipation. Improve the battery heat dissipation problem, make the heat more uniform, and conducive to the overall temperature control. Even if the cylindrical battery has the advantages of heat dissipation, according to the official information given by the Ningde Times, the Kirin battery has better thermal conductivity than the 4680 battery.

The core of its temperature control is that the optimization of the Kirin battery in the structure not only improves the volume utilization rate, but also improves the heat dissipation capacity. The multi -functional elastic mezzanine sets the water cooling function between the battles, which expands the heat dissipation area by 4 times, which is conducive to accurate and rapid temperature management of the cells. When extreme conditions such as heat out of control, it can quickly cool down and block the heatstroke transmission between the batteries. Picture source: Ningde Times

In addition, in terms of battery pack structure safety, multifunctional elastic mezzanine is not only used as a cooling battery, but also plays a role in horizontal longitudinal beams. Intellectual and shock resistance.

Temperature control is not only directly related to safety, but also has a direct relationship with battery life and fast charge performance. In a cold or overheated environment, the battery is charged or the battery is used, which will not only reduce the charging speed, but also cause irreversible upper damage to the battery, which will directly affect the battery life. Therefore, the thermal management system of the power battery must not only cool the battery, but also have heating capabilities. From the information published in the Ningde era, the Kirin battery may be solved by the battery to rise by heating coolant, and it has it to have it. The ability to start in 5 minutes.

Control the temperature is a key factor in achieving fast charging. According to the Ningde Times, the fast charging performance of the Kirin battery is as high as 4C, and it only takes 10 minutes to 80%. For the high -voltage fast charging of the 800V platform, the 100kWh battery bag only needs to use 400kW fast charging pile to reach this charging level. For the current problems that are not complete in the construction of high -power charging piles, many domestic and foreign OEMs such as Porsche, Hyundai, Xiaopeng, and Lantu have mass production or layout of 800V high -voltage platform models. How worried.

Perhaps it is different from people's impressions. The battery life of thousands of kilometers does not mean that electric vehicles can completely replace fuel vehicles. After all, in the era of fuel vehicles, people don't even care about the battery life of a car. Quick charging technology is the "last blow" for electric vehicles to defeat fuel vehicles.

And such a unicorn battery solves many pain points in the current power battery, which will not only promote the development of the entire electric vehicle industry, but also is of great significance for the Ningde era.

Another moat in the Ningde era

In recent years, OEMs such as Tesla, BYD and Zero Run have launched self -developed CTC/CTB (Cell to Chassis/Body) technology to achieve an integrated structure of batteries and chassis. Lower the shell to reduce the overall weight of the body and extend the mileage.

Kirin batteries are not on the opposite side. As a group of batteries, Kirin batteries can achieve CTC/CTB solutions through cooperation with the OEMs. Of course, it can also be made into the form of ordinary battery packs, which has greater flexibility. More importantly, for the Ningde era, which is working on the power replacement business, such a battery pack with flexibility may directly promote the development of its power exchange business. In addition, the flexibility of the Kirin battery is also reflected in the battery compartment material. It can not only choose the ternary material, but also support the use of lithium iron phosphate materials, which will help this battery matching into different grades.

Picture source: Ningde Times

Providing flexible batteries is the basis for Ningde Times as a battery supplier. What's more difficult is the technical field, not only to have absolute advantages in parameters, performance, and cost -effectiveness, but also need to not let go of every technical route that may become future. The moat in the hands of the Ningde era will not have only one. In June of this year, Zeng Yuqun, chairman of Ningde Times, said at the Chongqing Auto Show that except for the full solid -state battery and semi -solid batteries, including the condensed state batteries that everyone had not heard, Ningde Times was doing it.

After the release of the Kirin battery, three "customers" immediately interacted with the official Weibo of Ningde Times. The leading position in the parameters will also make this battery package one of the goals of the OEMs' "competition". The Kirin battery is destined to become another "moat" in the Ningde era. At the same time, it also makes those sounds that the Ningde era lacks technology, and the sound of insufficient investment in R & D can not stand.

Picture source: official Weibo of Ningde Times

The birth of the Kirin battery also pointed out another direction that the industry needs to pay attention to.

The new round of technical cycle has been launched

New batteries such as solid -state and semi -solid batteries are regarded as the "next generation" of power batteries. However, the reasons for large -scale mass production have not been achieved so far, which is basically on the two issues: cost and technology. There are even many views that solid -state batteries may not be able to achieve mass production in the next 10 years, and the cost of mass production in the early stage of mass production is still difficult, and it is only applicable to some high -end products.

Compared with battery materials, the battery structure and battery pack technology will become an important goal of the next stage. Through modularization, high integration, and more efficient thermal management solutions, there is still huge room for improvement in the case of the unchanged batteries. And from the perspective of cost, the existing battles materials have formed a considerable scale of supply chain, which is more conducive to cost control compared to changing materials. The gradually began development of CTC/CTB technology, which also marked the start of a new round of technical cycle.

Regarding a new round of technical cycle, CICC believes that in a related research report, the technical cycle led in the structure of the battery structure will further stabilize the leading position of the head battery manufacturer, and the profit gap between the head and the second and third line manufacturers;At the same time, high -quality second -tier manufacturers with strong comprehensive strength are also expected to seize structural opportunities to break through and achieve their share increases.In Ningde, it was ridiculed to "processed", but the facts still proved that the material that came from could not be processed.

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