To be a world-class magnet supplier
The battery has been a pain in the hearts of the development of new energy vehicles. At present, the domestic power battery market broadly include lithium iron phosphate ternary materials, lithium manganese oxide and lithium titanate system, different manufacturers to choose the route is not the same. "However, China's lithium iron phosphate is still the mainstream." Said senior engineer Fang of the China Automotive Technology and Research Center, but this does not become the ultimate power battery products. Requirements promulgated by the Ministry of Science and Technology in 2012, "the development of electric vehicle technology," second five "special plan" for the 2015 battery lithium battery, 2015 battery cell capacity density up to 180 watts / kg or more modules energy reaches 150 Wh / kg. "According to this indicator, from the point of Inverse back, the life cycle of the means of lithium iron does not exceed 2015." Hebei Jin Li New Energy Material Technology Co., Ltd. Deputy General Manager Lvpeng Cheng told reporters, but the reality may not so. Currently the industry, the majority of people are considered as ternary materials battery in accordance with the technical level at this stage will be optional alternative direction, and three yuan batteries in Japan is quite mature. The national "863 Program" battery companies in China is conducting research and development of next-generation battery using ternary materials with modified manganese lithium is expected within two years to achieve industrial energy-saving and new energy vehicles, supervision and consultation of the major projects team leader Wang Binggang technology. The decline in the cost of electric vehicles depends largely on the decline in the cost of the battery. "Statistics,'s 25% -40% of the cost of electric-vehicle batteries." Sun Shu, principal analyst at Bloomberg New Energy Finance Energy Smart technology, said the reporter, but the entire international price of the battery pack has declined, the Chinese battery relatively inexpensive. "However, domestic battery is cheap, but the performance is not good, most of which can not be used for high-speed electric vehicles and the domestic five first-line car prices have select or priority of the international battery supplier." Sun Shu said. The optimal technology roadmap remains controversial Every change of the type of the battery, only 10% of the survival rate of the enterprise. Carrier to provide energy for electric vehicles batteries needed for electric cars must be in terms of battery energy density, security, and cooling. With the development of electric vehicles in China, also bred many power battery supplier. "Our country can be ranked on a number of about 50 battery manufacturers really can produce power battery no fewer than 30 companies. Lvpeng Cheng said. These suppliers are also categorized choose a different route, technical route are also constantly changing. Every battery type changes, the survival rate of only about 10% of the enterprise, such as the transition from lead-acid batteries to lithium batteries. "Universal Purcell New Energy Technology Co., Ltd., chairman of GE original reporter said, mainstream technology roadmap for iron lithium batteries. In 2012, the Ministry of Science and Technology issued a document on future battery requirements, this is bound to start or change means the battery industry technology roadmap. "In theory, the the mainstream domestic iron lithium battery can only reach 160 Wh / kg, made after the battery pack energy density will decay to 100 Wh / kg. Material structure can not meet this requirement." Lvpeng Cheng said. Therefore, many enterprises in the industry that better than energy and cooling ternary materials battery to replace lithium iron trend, but the signs of change and not clearly reflected in the industry out. "Legend" (BAK, BYD, the power of God, and ATL) the battery industry in China, for example, only BAK adhere ternary materials basis, while the remaining three are to adhere to the lithium iron line. But the the ternary material short-term can not become mainstream. Lv Pengcheng iron lithium batteries have become the mainstream of development, a lot of the infrastructure is built for the short term, the change is unlikely. " However, Feng Xiangming also pointed out that, with the rising attention to the driving range, the the ternary materials will occupy a certain share of future power battery market. However, lithium iron phosphate is unlikely to eventually withdraw from the market. Power battery toward the future, the key depends on the battery market share of the size of the different materials. Battery raw materials 60% dependent on imports In fact, the price is not high in domestic battery. Battery involves not only the performance, equally important is the price. "After the statistics,'s 25% -40% of the cost of electric-vehicle batteries." Sun Shu said. Recently, battery enterprises ZTE faction said that when the battery is a security sensitive price of 8 dollars. According to the reporter from Bloomberg New Energy Finance report on the 2012 battery price, power battery price compared with other national power battery price slightly cheaper price of $ 500 one kwh, or about 10.4 yuan a security when. Battery industry people speaking on condition of anonymity, told this reporter that, in fact, the price is not high domestic manufacturers battery. Prior to BMW A123 battery, for example, a 4.4 Ah battery for 150 yuan, conversion down the price of a security for 34 yuan. Indeed, according to the above-mentioned report shows that the world (except China) power battery in the second half of 2012, the average price of $ 642 1 kWh, contract 13.3 yuan Ann. However, the battery industry, most believe that battery costs are still lower and lower. Henan Huanyu Group Co., Ltd., Technical Director Feng Xiangming further localization with the raw materials, the majority of raw material prices will also decline in sync. Is expected in three to five years is expected to decline by 10%, the price of lithium iron phosphate. According to public information, including the share of the cost of the cathode, anode, separator and electrolyte as a battery of four materials were 30% -40% 15% -20% 15% -20%, and 5% to 10%, other costs accounted for 25%. "China most of the production materials, raw materials or from places such as Japan and the United States to the diaphragm, for example, China's annual demand for 300 million -5 million square meters, more than 60% rely on imports, mainly from Japan Tonen and Asahi Kasei the two companies. "Lvpeng Cheng said. "Today, the cost of the cathode material of about 30% -40%, and the cost can be reduced to 10% -15%." Formosa lithium iron Material Technology Co., Ltd., general manager Zhang Chengyu said the reporter, Formosa Plastics annual sales capacity of 1000 tons, in 1989 as sales to the Chinese mainland. Sun Shu told this reporter that, that is the power battery production in China is not to be the choice of large enterprises, the reason is mainly the. "I have talked to the people and SAIC, and they told me they tested thousands of hundreds of domestic battery manufacturers provide cell samples and found no one able to provide adequate quality." Sun Shu said. Finally, SAIC purchased the A123's battery system. Recently, SAIC and an American company to set up a joint venture to jointly develop battery. Bloomberg New Energy Finance analysts said the current power battery production by many Chinese enterprises can only be used for the public transport bus and low-speed cars only. In addition, the status quo in the Chinese power battery industry, the production in the country this year, perhaps the first, the next year on the most likely fell out of the list. "When are you crazy cheap materials to make batteries and sell at low prices to gain market, the second year you start 'debt'." The condition of anonymity, the industry source also told this reporter disclosed.