Progress comes only when there is the most controv

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There is progress only when there is controversy! Count the nine controversial topics in the lithium battery industry

new things will definitely be controversial when they come out, and this dispute is often a sign of progress. In Chinese history, it is precisely because of the emergence of various schools of thought heckling each other and contending with each other that there was the spring and autumn and Warring States period with the most brilliant ideology and culture and twinkling stars

the lithium battery industry is in such a wonderful era full of disputes and rapid progress among disputes

people in the industry can deeply realize that the industry often has different opinions on the same thing: sometimes, it is a discussion on the advantages and disadvantages of policy release; Sometimes, it is a fierce battle against the development prospect of a technical route; Sometimes, it is torture for the development mode of enterprises; Sometimes, it is the criticism against innovative technologies/products...

high engineering lithium battery combs the nine topics that are hotly debated in the lithium battery industry, but can stimulate the industry to think deeply. See the following:

power battery field

1. Can the fast charging power battery market be expanded

high energy density, fast charging, and very cheap? This is the ideal power battery product that users most expect

but "you can't have both fish and bear's paw". Under the existing lithium-ion battery system, the five most important indicators of power battery, such as magnification performance, energy density, life, safety and price, are fixed in a relatively stable radar chart. If you improve any indicator, other indicators will be relatively lost

therefore, the fast charging power batteries on the market at present have the advantages of "long life, high safety, short charging time" and so on. At the same time, they also have the disadvantages of low energy density and high price. In terms of market share, fast charging power batteries currently account for less than 10%, and their scale is far smaller than that of energy type power batteries

some analysts in the industry believe that fast charging technology itself is a good technology, but there are many restrictions on its use. Looking forward to the future fast charging battery market, there is still rigid demand, but the market scale will not expand after all

however, some enterprises that adhere to the fast charging route say that it is too early to make such a conclusion. At present, the unit cost of fast charging battery is relatively high, which will be solved in the process of development. In the future, the energy density of fast charging battery will be increased, and the unit cost will be reduced. At the same time, with the improvement of urban planning, the integration of charging facility planning and urban planning will also improve, which will be more conducive to the construction of fast charging facilities. Therefore, there is still a large market space for fast charging power batteries in the future

2. The dispute between echelon utilization and direct disassembly of power batteries

under the recycling tuyere, the industry has been debating whether power batteries should be "cascade utilization" or "direct disassembly" first

the main reasons for supporting "direct disassembly" are: 1. The technology of cascade utilization is immature; 2. In the process of cascade utilization, the safety problem is uncontrollable; 3. The input cost of cascade utilization is quite high; 4. With the rising prices of upstream raw materials cobalt and nickel, the large-scale benefits of direct disassembly and recycling of resources are far greater than cascade utilization

those who support "cascade utilization" say that the economic value of cascade utilization of power batteries is not as high as that of direct disassembly is a little biased. For the same thing, some enterprises feel that they can't do well, but some enterprises still make money

from the perspective of technology, some enterprises' cascade utilization technology has been relatively good; From the perspective of safety, the safety of batteries is relative. It is not safe to use them in electric vehicles, and it is not necessarily unsafe to use them in low-speed vehicles, electric bicycles/motorcycles. As long as the technology is well grasped, the safety problem can be solved

in fact, there is a relatively unified opinion in the industry that if it is necessary to screen and detect from a large number of scrapped power batteries, and then use them for cascade utilization, it will consume too much human, material and financial resources, and there will be no good economic benefits. In the future, if the battery pack is modular, it can be directly taken to cascade utilization without disassembly, which is cost-effective

at present, the state is standardizing the size of power batteries, encouraging modular design of battery packs, and implementing a coding system for batteries, which has actually paved the way for cascade utilization. If implemented in place, the problems encountered in the cascade utilization of power batteries in the future will be effectively solved. When the battery cascade is used up, the regular manufacturer will disassemble and recycle it, and the price will be cheaper

3. Next generation battery technology debate

at present, lithium batteries occupy a leading position in the field of new energy vehicles. A reality that we must face in the future is that no matter how we improve the energy density and lightweight design, the room for lithium batteries to be upgraded will always be the ceiling without changing the material system. In view of this, many research institutions and enterprises have been laying out next-generation battery technology

solid state battery is one of the most popular. However, industry insiders told Gaogong lithium battery that solid-state battery is an important development direction of battery technology, but there are also many difficulties that need to be overcome. There is uncertainty about whether it can become a mainstream technology, and even if solid-state batteries are mass produced, it does not mean that liquid batteries will disappear

on the whole, the industrialization of solid-state batteries is still far away. It is estimated that a small amount of substitution will gradually appear after 5 years, and a gradual substitution will appear after 10 years

it is worth noting that lithium batteries are facing more than solid-state batteries. In recent years, hydrogen fuel cells seem to have a sudden rise. According to statistics, Toyota, Honda, Mercedes Benz, general motors, Ford, BMW and other car companies have launched fuel cell models, with a range of more than 500km

looking at the Chinese market, the technological progress of fuel cells has exceeded the market expectations, and the costs of domestic stacks, systems, hydrogen stations, etc. have ushered in a downward opportunity. At the same time, the national and local government subsidies are high, creating core conditions for the commercial operation of hydrogen fuel cells

however, some people in the industry are not optimistic about fuel cells. The important reasons are that the infrastructure is too difficult to build and the manufacturing cost is too high

4. Dispute over graphene batteries

the industry has been controversial about graphene batteries, but relevant news has emerged one after another, and even many domestic enterprises publicize the layout of graphene batteries

according to the latest news, the Korean Herald reported that Samsung Electronics announced that the company had developed graphene battery technology, which could increase the charging speed to five times the existing standard while improving the battery capacity. Samsung advanced technology research institute said that they had published this research in the Journal naturecommunications, entitled "graphene ball for rechargeable lithium battery with fast charging and high volume energy density", and applied for patents in South Korea and the United States

according to incomplete statistics, a number of listed companies, including baotailong, fosu technology, Jiawei Co., Ltd., kaina Co., Ltd. and kangdexin, are laying out graphene batteries in the field of lithium battery materials

according to technicians, from a technical point of view, there are two problems with graphene: 1 The graphene obtained by cutting the graphite layer by layer can facilitate the insertion and de insertion of lithium ions. However, the surface area of graphene is relatively large. Under the current voltage when graphene is intercalated with lithium, lithium ions will react with electrolyte on the surface of graphite to form SEI (solid-liquid interface) film, which ensures that the lever swings flexibly and the friction force is small

sei membrane will consume not only electrolyte, but also lithium metal from the positive electrode (the first efficiency of the battery is very low. The first efficiency is the total amount of lithium ions returned after the first charge divided by the total amount of lithium ions from the first charge). The cathode material is the most expensive material in lithium-ion batteries

even if graphite is layered during preparation, it is impossible to maintain the layered state during application. It is either rolled up or several layers are stacked together, and it is not really separated. If gathered together, it will not achieve the effect it was intended to achieve

continuously enhance customer satisfaction

in short, graphene is unlikely to be used as a negative electrode material. Graphene may be used as a conductive agent in the future. However, it should be noted that compared with other types of conductive agents, it is unknown whether graphene, which is expensive, is more cost-effective when used as a conductive agent

insiders also remind that graphene seems to have become a stimulant for many science and technology enterprises. Every once in a while, it has to be high enough. The purposes are different, some for stock prices, some for financing, some for hyping new products, some for increasing influence, and there are always countless excuses for them to have a relationship with graphene

5. Dispute over power battery types

at present, there are three types of power batteries: cylindrical, soft pack and square. Each type of battery has its own advantages and disadvantages, and there is no perfect existence. In reality, due to their own technology, customer resources, capacity scale and other differences, some enterprises focus on the cylindrical battery line, some enterprises focus on the soft pack or square battery line, and some enterprises choose a comprehensive layout in order to balance risks

the industry often does not agree with the route chosen by competitors. For example, recently, a listed company publicly stated that there are three types of batteries in the field of lithium batteries, the first 18650 cylindrical battery, and then the square aluminum shell battery and soft pack battery. The evolution of this technology is mainly to increase the capacity of a single battery. The 18650 battery has a small capacity, which is not suitable for new energy vehicles in the long run

however, some insiders believe that "although its application in the high-end passenger car market is limited, 18650 has its own advantages and market. As the most mature and lowest cost power battery route at present, 18650 battery will occupy unparalleled advantages in logistics vehicles, low-speed vehicles, minicars and other travel fields with strict cost requirements."

objectively 3 During the same period, leading enterprises appeared in each of the three fields of column, soft package and square. Column battery represented Panasonic, soft package battery represented LG chemistry, and square battery represented Ningde times, BYD and Samsung SDI. According to the ranking of global power battery shipments in 2017 released by the Institute of lithium battery research (GGII), the above five enterprises ranked among the top six, which is equal

in the field of materials

6. Will lithium iron phosphate be forced to death by the three elements

at present, lithium iron phosphate materials are facing the risks of declining sales in the new energy bus market, our technical team regularly going to Japan for training and learning, adjustment of subsidy policies, soaring raw material prices, overcapacity, intensified market competition and product substitution

in this context, except for a few large enterprises, a large number of lithium iron phosphate material enterprises began to reduce production on a large scale in the fourth quarter, with no interest and energy to improve performance. They basically only maintain a certain amount of supply from old customers without receiving new orders. The lithium iron phosphate material industry has entered the winter

in contrast, a number of material enterprises and battery enterprises are increasing their production of ternary materials, and some leading material enterprises (Shanshan energy, dangsheng technology, Ningbo Jinhe, etc.) have made breakthroughs in the R & D and production of high nickel ternary materials

taking Shanshan energy as an example, the company's high nickel production line in Ningxiang base with a monthly output of 100 tons has been successfully put into operation on October 16 this year; Ningxia Shizuishan base Sanyuan 622/811 turnkey project with an annual output of 7200 tons of common production line has been successfully constructed, and now it has entered the final stage of equipment installation

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