All along, the controversial power battery technology line has not stopped, what is the use of lithium iron phosphate or ternary battery, the industry is also a lot of controversy, therefore, including BYD, including a number of power battery companies have chosen two common technology routes Go hand in hand with the path 2018 early in the year, Kennedy General Manager, Wal-Mart Li Yao, chairman for the first time disclosed that Walter will build the first ternary battery production line in the first half of this year, at the same time to complete the square battery Batteries and PACK production line design program.This will perfect Walter's product line, to provide customers with a variety of battery matching options.
At the same time, Watermar said it will also increase R & D investment in storage of microgrids, backup power of communications bases and application of energy storage products in the State Grid to promote the development of the power battery industry in an all-round way. According to the GGII ) Released statistics show that in 2017 China's total installed capacity of new energy vehicles battery about 36.4GWh, an increase of 29%, of which Wattle to the annual installed capacity of 2.41GWh battery, ranking the nation, especially in the new Energy dedicated car battery installed market, Watermar is 1.029GWh installed capacity of the leading domestic.
Ternary batteries have long been technical reserves
As we all know, power batteries in China, the cost of new energy vehicles account for 40% to 50%, however, the power battery companies, on the one hand, face the challenge of gradual subsidy subsidies, on the one hand, the battery material prices continue to face Rising pressure.
Watermar stakeholders said that for now, Watermar has five aspects to deal with: the first is the high energy density; the second is the high power density; the third is high and low temperature, as of now, equipped with fertile Tema new energy vehicles battery has been in the Northeast, Xinjiang, Hohhot, about 30 degrees below the regional environment for the continuous operation of three winter; the fourth is a group structure, from improving the energy ratio of the power battery to reduce power battery production Manufacturing cost point of view to do; the fifth is high-rate charge and discharge.
From a technical point of view, the proportion of ternary power battery in 2017 has risen sharply from 24% in 2016 to 48% in 2017. In the opinion of industry insiders, the new subsidy adjustment policy is based on the energy density standard Adjust the coefficient, will pull the ternary power battery rose sharply.
As early as 2016, the Watma side said that while vigorously developing the lithium iron phosphate route, the Company actively deployed the ternary battery market in response to changes in market demand and technology to enhance its anti-risk ability and profitability. Watter for the ternary battery has long been the corresponding technical reserves.
In early 2017, when accepting institutional investor research, Kennedy Vaughan said that in recent years, the market dominated by lithium iron phosphate and started to open the ternary materials in 2017. There is no need to argue about the specific technical route, Specific models have their advantages and disadvantages. "Although we are currently lithium iron phosphate, but we have always put product safety in the first place, there are layouts in the ternary material, has been carrying out product development." Waterma stakeholders said.
It is understood that, as of now, in product innovation, Watermark has also done some targeted product development: First of all, in the bus and commuter car two commercial vehicles, the current 32700-7.0 Ah energy-type battery, Mainly lithium iron phosphate.Secondly, for light truck, heavy truck and other models, Watma targeted use of 32700-6.5 ampere fast charge battery.In addition, for special vehicles, passenger vehicles, the main push 21700 ternary power battery.
The whole industry chain integration layout energy storage market
In addition to ternary batteries, Watermar is also actively layout recycling market and energy storage market January 4, Watermar batteries and China Tower Co., Ltd. signed a renewable power battery cascade strategy agreement, Waterma batteries will become China Tower strategic partner for its supply of cascaded batteries.In addition, the Water Marma batteries and will be together with the Ningde era and BYD, as the use of echelon batteries standard drafting and echelon battery residual value of the two core members of the valuation team to participate in the industry And product standards, to promote the formation of a complete battery power cascade utilization system.
Earlier, authorities pointed out that as soon as possible to release power battery recycling management approach.China Automobile Manufacturers Association recently released data show that in 2017, China's new energy vehicle sales to 700,000, so far, China's new energy vehicles to maintain Has reached about 1.6 million, and a large part of the pure electric vehicles, which is behind more and more power batteries into scrap recycling.
Some studies predict that the total annual scrapped capacity of electric vehicles in China will reach 32.2GWh by 2020. According to the scrapped vehicles and the actual operation of the market, it is expected that the recovery and utilization of power batteries will be greatly enhanced in 2018.
In the eyes of many people in the industry, the use of echelon has a huge potential size and market space, energy storage area has also become one of the most important e-commerce applications in the future.Ephased batteries have a considerable capacity and more extensive use of space, will be decommissioned Of the power battery used in the field of energy storage, both in terms of economy or environmental protection, have certain advantages.With the society on the environmental pollution, carbon emissions and other issues more and more attention to the retirement of the power battery for echelon use, It has become an inevitable trend.
It is worth mentioning that, in terms of echelon utilization, Watermar already has a strong first mover advantage and market basis.As early as 2010, the company launched its energy storage products for communications base stations, launched 3MWh energy storage power station in 2011, In 2014, we developed our own mobile make-up tram and launched container-based energy storage system and 800 MWh household energy storage products in 2016. At present, Wertma has formed a system for energy storage and power station, mobile energy storage system, home energy storage system and operation monitoring System four sets of mature solutions.
However, whether the recovery rate of power battery can be improved or not can not be solved by the technological process of recycling disassembly, which requires the linkage of the whole industry chain, especially the establishment of producer responsibility extension system. , Which will build a recycling network that includes power battery manufacturers, vehicle manufacturers, marketing outlets, users, recycling sites and scrapped car dismantling companies, from dismantling technologies, sorting and reorganization technologies, balancing strategies and management System, etc., to improve the utilization efficiency of echelon.