Disassemble the Ningde Times Kirin battery industry chain Who will drink new technology "head soup"?

30jun

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Recently, the release of the third -generation CTP technology in Ningde Times has attracted great attention to the battery industry. Although the Kirin battery has not yet achieved mass production, the industry has guessing various suppliers in Ning Wang Kirin battery. At the same time, the stock price of related concept stocks is also rising. Among them, Yisatsu's stock price rose was the most fierce. As of June 29, the company's stock price recorded 9 consecutive daily limit boards. The key challenge of thermal management technology is driven by the concept of Kirin battery, and the automotive thermal management sector has continued to pay attention to. Among them, Songzhi stated on the interactive platform that the company's current energy storage power station battery thermal management system products mainly supply long -view energy and Ningde era. At present, the company is the main supplier of Jianghuai Automobile Thermal Management System. Mo Ke, chief analyst at Zhenzhe Research, told a reporter from the Securities Daily that the key points of Kirin battery innovation lies in the structural design, so that the cooling system can cover the battery to the maximum area, thereby ensuring that the temperature control at the PACK level can be the best. Insiders believe that this marks that the design of the battery system design has begun to optimize from the battery pack, and the integration of the design of the battery pack and other assembly of the vehicle. Among them, the improvement of thermal management technology will be a key challenge for the integrated design of the battery. In fact, the Kirin battery has continued to warm up this year. At the Hundred People Conference held in March this year, Wu Kai, chief scientist of Ningde Times, said that the company launched the third -generation CTP technology, which is called Kirin battery. The main reason for the launch is the customer's demand for "safe and hot diffusion" of batteries. Mo Ke told reporters: "In the Ningde era, how to improve the battery safety, it has been doing continuous technology development, while Kirin battery technology has tried to solve the safety of battery through the outside of the battery core to achieve temperature control." The battery uses high nickel triple material, which means that the Ningde era needs to solve the problem of thermal management and improve safety performance. In addition, according to the analysis of the research report of China Gold Corporation, the high -power fast charge is an important layout direction for car companies and battery companies, and the high -charging requirements for refined thermal management will promote the continuous upgrade of the battery thermal management system. In 2025, the domestic new energy vehicle thermal management market space reached 52.1 billion yuan. According to estimates, the value of the heat management bicycle management of fuel vehicles is about 2,000 yuan. Under the PTC/traditional refrigerant thermal pump/CO2 refrigerant thermal pump scheme, the value of thermal management bicycles reaches 5,000 yuan, 7000 yuan, and 11,000 yuan, respectively. In addition to Songzhi Co., Ltd. has attracted much attention, new parts of thermal management technology have also attracted attention. Among them, Yinbang recently stated on the interactive platform that the company's independently developed aluminum heat transmission materials can be applied to new energy vehicle cooling power battery thermal management. On April 18, it was disclosed in Ningde Times. It will directly or indirectly supply battery water -cooled plates from 2022 to 2026 to the Ningde Times from 2022 to 2026. High -nickel triple yuan will increase the cost of battery. Mo Ke told the Securities Daily that the Kirin battery is essentially the innovation of the battery structure. In 2019, Ningde Times was the first battery pack CTP, which was the first to make the battery volume utilization exceeded the 50%mark; and the latest released Kirin battery, the use of battery pack space increased from 55%to 72%, an indirect increase in improvement, indirectly increased System energy density, lithium iron phosphate system energy density 160Wh/kg, and three yuan can reach 255Wh/kg. It is understood that under the same chemical system and the same battery pack size, the power of the Kirin battery pack, compared to the 4680 battery system of Bigsla 13%, and 72%of the volume utilization rate refreshed global battery integration efficiency. The person in charge of Yizhi Polar Materials manufacturer told the "Securities Daily" reporter that from the perspective of battery materials, on the basis of the improvement of battery packs, more ternary or lithium lithium materials are installed to achieve a significant improvement in battery life. An important logic, a breakthrough of 1,000 kilometers of battery life will prefer high nickel three yuan. Insiders believe that with the official release of Kirin batteries, the ternary battery is expected to return to its peak. Lithium iron phosphate and ternary have always been the two major technical routes of lithium batteries. From 2018 to 2020, the loading volume of lithium iron phosphate batteries in China is lower than the ternary battery. With the increase in lithium iron phosphate technology, it has increased. In the context of rising prices, the installed capacity of the ternary battery has been overtaken by lithium iron phosphate since last year. With the increase of lithium prices, the price advantage of lithium iron phosphate is not obvious. It is worth mentioning that there are already brokers speculating that the supplier of the high nickel three yuan of Kirin batteries in the Ningde era is Rongbai Technology. Public information shows that Rongbai Technology clearly clearly "one confession" as the company will be "one" as a ternary pink powder in the Ningde Times from 2023 to 2025, and the company will lead the industry in high nickel and ultra -high nickel layout. On June 27th, Rongbai Technology stated on the investor interactive platform that while the company's large -scale mass production of NCM811 products, it also accelerated the development of high -voltage technology and products. With the development of nickel content above 9 series and high voltage of high nickel materials, high -nickel materials will occupy a larger share of the ternary material in the future. Although the industry has speculated about the supplier of Kirin batteries, some people propose that if the Kirin battery uses high nickel three yuan material, the cost of the battery may be a problem. Some people in the industry introduced to reporters that the cost of ternary materials generally accounts for about 51%of the total cost of power batteries, and high -nickel's ternary material will undoubtedly increase the cost of power batteries. In addition, the fluctuation of nickel prices should be considered. Recently, nickel prices have continued to fall from high, and cost pressure has continued to alleviate.

Jinchuan Group's electrolytic nickel (large board) ex -factory price was reported at 181,000 yuan/ton on June 28, 2022, a decrease of 9,000 yuan/ton from the previous trading day, which was about 25% from the price recovery ratio of 240,000 yuan/ton in early March.EssenceAt present, the Kirin battery is planned to mass production and listing in 2023.In this regard, car analyst Zhang Xiang told the Securities Daily that the biggest challenge for Kirin batteries is still the production cost control and technological improvement, which is the key to mass production.Recommended reading

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