Ningde Times will push the M3P battery next year, and the power battery industry will set off a new round of technological innovation competition

According to the Red Star Capital Bureau, on July 22, at the 2022 World Power Battery Conference, Wu Kai, chief scientist of the Ningde Times (300750.SZ), said that the company's M3P battery has been mass -produced and will be promoted to the market next year.

It is understood that the M3P battery is a battery developed based on the new material system in Ningde Times. Its energy density is higher than lithium iron phosphate, and the cost is better than the ternary battery.

Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology, said at the meeting that in recent years, with the rapid development of new energy vehicles, my country's power battery industry has achieved worldwide attention in terms of technological innovation, product innovation, and application model innovation. Achievement.

From the perspective of the battery cell, new batteries such as sodium ion batteries, manganese phosphate iron batteries, semi -solid batteries, solid batteries, and other new batteries have accelerated the pace of high -scale energy, high safety, long life, and fast charging technology. The key direction of forward -looking layout.

From the perspective of the design of the battery system, blade battery technology, CTP, CTC, One-STOP, Kirin battery and other system structure innovation have their own characteristics, and actively promote the volume utilization rate of battery systems to continuously rise, and the system energy density and automotive manufacturing efficiency are continuously improved.

From the perspective of recycling, the convenience of disassembly considering disassembly is considered on the design side, and the battery and system are easily disassembled. At the same time, the degree of battery recycling automation is gradually increasing, and the intelligent recycling of non -ferrous metal such as lithium, nickel, and cobalt is gradually realizing.

New materials and new structure innovations in Ningde Times

What is the M3P battery? As early as the investor relationship records announced in February this year, the Ningde era revealed that "the new product M3P planned by the company's plan is not lithium manganese phosphate iron, but also contains other metal elements. The three yuan of the system decreases the cost compared to the three yuan, but it still occupies a certain cost of new energy vehicles. "

Shengang Securities Research Report pointed out that the M3P system uses the lithium iron phosphate olive structure as the basic lattice structure, and is replaced on some iron element points through two metal elements such as magnesium, zinc, aluminum, etc. The ternary material of the phosphate system is to improve the power supply capacity and cycle stability.

The synthesis process of M3P is based on the lithium phosphate iron phosphate iron process. It is synthesized by high temperature and solid -phase reaction method, water and heat synthesis method, and co -precipitation method. The process is mature and suitable for mass production. The cost of M3P materials is significantly lower than the high -nickel ternary system, and has a broad application prospect in low -end models.

Wu Kai introduced at the conference that around the mileage of battery life, in the traditional implementation method, three different endings were added in Ningde Times. For models with more than 1,000 kilometers, the cost of reducing costs in the Ningde era uses Kirin+high nickel triple yuan and low silicon, and at the same time meets low temperature and high performance requirements. For practical models of about 700 kilometers, Ningde Times replaced the ternary material with M3P and combined with Kirin batteries. For economics models with low mileage, Ningde Times combined with Kirin structure and sodium ion batteries.

In the Ningde era, it was also innovated on the basis of the Kirin battery, combining the battery pack with the vehicle bottom plate. "In this regard, the battery has been designed to land, and it has been promoted with some customers. In terms of volume use, another 10 mm." Wu Kai revealed.

In addition to the M3P battery, and the CTP 3.0 Kirin battery released in June this year, Ningde Times was also in 4C fast charging NCM, lithium sodium metal batteries, rare metal batteries, lithium -empty batteries, solid -state batteries, cobalt -free batteries, and condensed state batteries, etc. Multiple areas have invested research and achieved certain results.

What is the ideal battery?

Lithium iron phosphate battery costs, good safety performance, long cycle life, high energy density of ternary lithium batteries, good low temperature performance, and high charging efficiency.

In response to the route, Zeng Shizhe, vice president of Weilai Automobile (09866.HK/nio.us), said that the risk of trial and error in battery packs is very high for the power exchange system like Weilai. "Once there is a problem, there is no way to say that this generation doesn’t go and then perform the next generation."

From the starting point of power replacement, Weilai will not deliberately request that you must use lithium iron phosphate or ternary lithium battery. Weilai hopes, "First, it is necessary to close the loop, because Weilai itself holds battery data, so it must be considered in the choice of positive and negative poles. If it is not sustainable, our battery bank may have problems. Weilai can see the real needs of user portrait feedback through big data. This is our fundamentals. Other needs such as fast charging and battery life. Whether it is cycle or storage, we will have a cost estimate. "

Zeng Shizhe revealed, "We now cooperate with the supplier to develop in -depth development (battery). We recently think that the Kirin battery in Ningde Times is a very good direction."

Wang Yan, chairman of Fenng Technology (688567.SH), pointed out that by 2030, the energy of power battery motion may reach 600Wh/KG or 700Wh/kg, and the energy of gasoline is about 3500Wh/kg.

The way to improve the energy density of battery, one is to improve energy density from the physical aspect. For example, the battery cells are greater, reducing the shell material, canceling the module cancellation, or making improvement from the system; the second is material innovation. "The solid, liquid, and semi -solid batteries that everyone often talk about is the innovation of electrolyte, which has no help in terms of energy density, but it can help solve a series of security issues." Wang Yan expects that the fourth -generation semi -solid state of the Fuman battery may be possible. About 15%of the electrolyte. In Wang Yan's view, performance, cost and safety are the iron triangle of power battery development. At this stage, the safety endurance mileage is no longer concerned, and the mileage has become a game of performance and cost.

According to reports, in the past two years, lithium iron phosphate batteries have increased to 50%-60%of the market share. "Based on security consensus, the entire market is currently tilting to a lower cost battery. But we think this is a short -term. In the long run, the ultimate goal of 1000Wh/KG is unchanged."

Wang Yan believes that the ideal battery of the ideal battery in the next 5-10 years is about 800 kilometers, the system's energy density exceeds 300Wh/kg, and 80%is fully in 10 minutes. It can be used for all models , Can be replaced with richer materials.

There is a huge safety risk of battery solution

Thermal resistance battery must be the future

According to the data released by the Fire Rescue Bureau of the Emergency Management Department, more than 3,000 fire accidents occurred in the country in 2021. Based on the amount of nearly 8 million new energy vehicles, the probability of fire probability was about three thousandth.

Sun Jinhua, an academician of the European Academy of Sciences, pointed out that from the perspective of accident statistics, 60%are new energy vehicles of ternary batteries, 5%are cars with lithium iron phosphate batteries, and 35%are unknown.

Judging from the state of the car, 35%are charging, 40%are driving, and 25%are in a static state. From the season, the probability of fire occurrence in the high temperature stage is much higher than that in winter and other seasons.

Professor Chaoyang of the University of Pennsylvania pointed out that the biggest challenge of power batteries is to solve problems such as low temperature, high temperature safety, fast charging, and low cost.

The fast charging of Gaobian batteries is an important means to minimize electric vehicle battery packs, and it is also a necessary way to reduce costs and sustainable development. "It takes 1,000 yuan to store the electricity in the battery, and only 1 yuan is required for charging. That is to say, it is necessary to minimize energy storage as much as possible. Therefore, fast charging is always the first choice, no one."

For the integration of battery packs, Chaochang believes that the more popular battery solution is now cold, especially in the cells between the battles, which is also full of liquid liquid energy. It may have huge security risks. "The process of aging the battery cells is constantly expanding, and the liquid pipes that exist everywhere in huge pressure are squeezed, causing possible leakage."

He believes that the integration of the next generation of C2B does not require liquid cooling. The battery is working at a higher temperature. It can be used to cool the environment that naturally sucked in during driving. Cooling pipes can be suitable for various squeezers.

Below the thermal regulatory cell structure, the battery material does not need to have a high performance or dynamic high performance. The only thing that needs to be done in the future is to provide stability and safety, and low cost.

He also predicts that sticky and non -combustible electrolyte must become the mainstream. Thermal resistance battery must be the future. The biggest indicator of a full solid battery is not high performance, but high stability.

Red Star News reporter Wu Dan Ruo Luomin

Edit Yu Dongmei

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