Since the beginning of this year, Tesla announced the production of the 21700 power battery and applied it to the Model 3, the 21700 power battery storm has swept. Following Tesla, Samsung SDI, Yiwei Lithium, Far East Foster, Mausoleum Technology, Shenzhen BAK, Lishen, Tianpeng Power and other battery companies have announced that they will deploy 21,700 batteries, as well as a large number of cylindrical battery companies. Indicates that technical reserves are in progress.
What are the advantages of the 21700 battery to attract domestic car prices?
China has a clear requirement that in 2020 the power battery cell energy density exceeds 300Wh/kg, and the power battery system energy density reaches 260Wh/kg; in 2025, the power battery system energy density must reach 350Wh/kg. These requirements have prompted battery companies to develop and explore high energy density power battery models.
According to the 21700 battery information disclosed by Tesla, the 21700 has an energy density increase of 20% compared to the 18650, and the battery cost is reduced by 9%. The increase in battery cell capacity means that the number of cells needed for the same energy is reduced. Although the weight and cost of a single cell are increased, the weight and cost of the battery system PACK are reduced.
In addition to the performance advantages of the 21700 battery itself, the national policy also strongly supports the 21700 battery. The 21700 battery size is impressively listed in the GB/T34013-2017 “Power Battery Product Size for Electric Vehicles†formally released by the National Standards Committee. At the same time, in the 299 batch of new vehicle announcements issued by the Ministry of Industry and Information Technology on August 16, the 21,700 three-cell batteries produced by Lishen were equipped with two pure electric transport vehicles of Nanjing Golden Dragon and Beiqi respectively, marking that the 21700 battery was started on domestic new energy vehicles. Put into use. These to a certain extent have further strengthened the confidence of manufacturers in the 21700 battery market.
Why is the 21700 battery not widely recognized?
Although "new and cheap" new products have led to the layout of some domestic power battery companies, 21700 batteries have not been widely recognized. There are three main reasons:
Inadequate technology and industry supporting capabilities. According to published data, the key to the superior performance of the Tesla 21700 battery is material improvement. However, due to the fact that the domestic core material technology has not yet been broken, at the same time, as the core technology of pre-plated nickel steel shell materials is controlled by Japanese companies, most of the domestic enterprises can only choose nickel-plated shell materials.
Guoxuan Hi-Tech Co., Ltd. responded to questions raised by investors about whether Guoxuan currently has 21,700 batteries or has no relevant production plans. The 21,700 needs to use the NCM811 or NCA anodes to provide economical and high battery pack energy density. No relevant mature industry chain, the company currently does not produce 21700 battery-related plans. The company believes that the large square aluminum VDA batteries are more suitable for the development of China's new energy automotive industry.
Square, soft pack batteries still have a competitive advantage. At present, the Ningde era, the main square battery; Waterma, Lishen, BAK, and other key cylindrical battery; China Aviation lithium, universal, Fu and other main attack soft battery. The supporters behind the three battery types are all strong and the competition is fierce.
Whether there is demand in the end market of the industrial chain. Chen Yao, general manager of Shanghai DeLong Power Battery Co., Ltd. believes that Tesla's approach is not necessarily suitable for all domestic battery companies. The battery size should not be changed mainly to see if the downstream application terminals have market demand. At present, the domestic 18650 has a large market space and application range, so it takes a long time for large-scale changes in the size of domestic cylindrical batteries.
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