"100 billion lithium king" big hand layout new round of power battery technology competition opening

The new round of power battery technology competition has begun. As a new generation of power battery technology, power battery companies and car companies accelerate the layout of solid -state batteries.

As the famous "100 billion lithium king" in China, Ganfeng Lithium has recently made new actions. On July 30, a batch of projects were completed in Liangjiang New District, Chongqing City. The project plans to build the largest domestic solid -state battery production base.

With the vigorous development of the new energy vehicle market, the loading volume of power batteries has continuously reached a new high. At present, due to the advantages of low cost and high safety, lithium iron phosphates exceed the three yuan lithium, but both batteries have their own disadvantages. Solid -state batteries have been considered the most promising new generation of power batteries.

Qi Haizheng, the president of Beijing's Sunshine New Energy, told the "Securities Daily" reporter that power battery technology eventually needs to upgrade and develop to the "solid" lithium battery industry. The battery will become the goal of the power battery industry and the driving force for future development.

"Lithium King" increases the investment in solid -state batteries

According to reports, Ganfeng's new lithium battery technology industrial park covers an area of ​​630 acres and has a total construction area of ​​570,000 square meters. It includes three sub -projects: Solid Battery Technology Research Institute, solid -state battery production base and battery PACK system.

At present, Ganfeng Lithium Lithium Ganfeng Lithium Lithium has a 2GWH solid battery production capacity and 7gWh lithium iron phosphate battery capacity in Jiangxi Xinyu production base. With the construction of the new lithium battery technology industry in Chongqing, Ganfeng Lithium Electricity will further enhance the production capacity and provide high -quality and stable battery supply for more downstream companies.

In fact, Ganfeng Lithium has a long -term layout of solid batteries.

In 2016, Ganfeng Lithium Establishing Solid -state Battery R & D Center, and the construction of a fully automatic polymer lithium battery production line, taking into account the research and development and commercialization of solid -state technology. In January 2022, the first batch of solid -state battery electric vehicles cooperated with Dongfeng Motor to be officially delivered; Ganfeng Lithium Energy Storage and Consumer Equipment batteries were also equipped with solid technology and products to improve safety performance and energy. density.

"As the next -generation product of the lithium battery industry, solid -state batteries carry the heavy responsibility of solving energy density and safety compatibility in the new energy industry." Ganfeng Lithium Industry said that in the future, the company will continue to increase investment in the solid -state battery sector and accelerate the solid -state battery. The process of large -scale production and commercialization helps the majority of car companies to complete solid power iterations and welcome a new era of high -energy and high -security power batteries.

Mo Ke, chief analyst at the Zhenzhe Research Institute, told the Securities Daily that the biggest feature of solid -state batteries is safety, and it is also conducive to the improvement of energy density. Therefore, everyone is very concerned about and committed to technology application development.

Layout the next generation of power battery technology

Not only the Ganfeng lithium industry, power battery companies and car companies are accelerating the layout of solid -state batteries.

On July 6, SAIC Group signed a contract with Qingtao Energy to establish a solid -state battery joint laboratory. The battery life of the solid power battery developed by the two parties will be more than 1,000 kilometers, and the battery will realize the implementation of the new models of SAIC's independent brand next year.

On July 19, the Honeycomb Energy Full Solid -state Battery Lab developed the first batch of 20AH -level sulfur system full solid -state prototype cells in China. The energy density of the battery cells is 350-400Wh/kg. Once the mass production is applied, electric vehicles can achieve a range of more than 1,000 kilometers.

On July 20, Sheng Technology launched 6 new new battery materials and new products, including double -phase composite solid -state lithium consciousness and solid electrolyte two new system materials.

Zeng Yuqun, Ningde Times, also recently stated that in 2022, Ningde Times was deployed in solid batteries, cobalt -free batteries, lithium -empty batteries, non -rare metal batteries, sodium battery industry chains, and condensed state batteries.

In addition, power battery companies such as Guoxuan Hi -Tech and Funan Technology, as well as car companies such as Weilai, Great Wall, Volkswagen, have also lay out in the field of solid battery.

It is worth mentioning that in early 2021, when Weilai was listed on the flagship sedan ET7, it also released a 150kWh solid battery, which aroused strong attention in the industry. Weilai recently stated that it will plan to deliver 150kWh solid batteries in the fourth quarter of 2022. It is reported that the Weilai 150kWh battery uses ultra -high nickel positive poles+pre -lithium silicon carbon negative poles+solid electrolyte (solid+liquid)+diaphragm, which is a transitional technology from liquid to solid -state batteries.

Qi Haixuan believes that solid -state batteries will become the mainstream of future batteries. The development path should be the "solid solid mixed" battery, and then strive for the goal of full solid -state batteries. Of course, some battery manufacturers directly enter the full solid battery.

Open a new round of technology competition

From ternary lithium to lithium iron phosphate, power battery technology is constantly updated. As the next -generation new power battery technology, the future market space of solid -state batteries is optimistic.

Guohai Securities Research Report predicts that global solid battery shipments will increase at a high speed from 2021-2030, and will exceed 250GWh by 2030, and the market space is expected to reach more than 150 billion yuan.

"my country's power battery manufacturers have accelerated the technology of all -solid lithium battery technology. Some manufacturers also have certain technical accumulation. All -solid power batteries are likely to be the mainstream products in the field of new energy vehicle power batteries and power storage in the future." Qi Haizheng said Full -solid power batteries can not only solve the current battery safety and capacity of the current liquid electrolyte, but also solve the bottleneck of large current fast charging technology. It is believed that the power battery industry will usher in a large shuffle in the near future. With many companies competing for solid -state batteries, it is still the key to break through in technology and commercialization models.

Ouyang Minggao, an academician of the Chinese Academy of Sciences, said in the 2022 World Power Battery Conference in the 2022 World Power Battery Conference, which said that the battery system will go through three technical changes in the next 10 years. KG's next -generation battery. From a technical point of view, solid -state batteries will be the most valued technology. Key technologies need to work together worldwide. China needs to increase its efforts to solve the material problems and preparation problems of all solid -state batteries through common cooperation around the world.

"In the past 10 years, China's power batteries have achieved a sharp decline in costs, and competitiveness has increased significantly. In terms of structural innovation, such as the emergence of structural innovation, such as the Ningde era Kirin battery, BYD blade battery, etc. The material system is innovative. "Ouyang Minggao said.

There are still many obstacles to the development of solid -state batteries at present, Mo Ke believes that one is to find a suitable solid -state electrolyte material, and the other is to find the appropriate production method.

Reporter Li Chunlian

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