3500mah 18650 battery

As new energy subsidies decline, will soft-pack 3500mah 18650 battery benefit the most?

While new energy vehicles continue to sell well, the energy battery field has also flourished. Under the guidance of policy subsidies and market demand, power 3500mah 18650 battery have begun to develop towards high energy density, and soft-pack batteries have begun to enter the market and become a hot commodity in the eyes of many car companies.

From the perspective of the energy battery market, soft-pack batteries have recently become a hot spot in the industry. Many car companies and battery suppliers have begun to shift their strategies and focus on soft-pack batteries. From the recent market trends, Jetway Power, which focuses on ternary soft-pack laminated batteries, has received investment from Fosun; Farasis Energy, which focuses on ternary soft-pack batteries, has completed a C round of financing of more than US$1 billion; EVE Energy has signed a "Supply Agreement" with Daimler to supply Daimler with ternary soft-pack power 3500mah 18650 battery. From the perspective of the recent battery industry, car companies and battery companies have begun to compete for the layout of soft-pack batteries. So why have soft-pack batteries quickly gained the favor of car companies? Compared with the previous cylindrical batteries, what performance advantages do soft-pack batteries have?

Subsidies for new energy vehicles may be the biggest driver

In the ternary lithium-ion battery industry, cylindrical batteries are the most common structural form. This structure is mainly wrapped in steel and aluminum shells. Of course, there are also special shells such as plastic shells, but this structural shell occupies a considerable part of the weight. In the new energy subsidy policy, the vehicle energy consumption coefficient is also an important provision for subsidies. Therefore, the shell that occupies a considerable mass has become the key to affecting the energy consumption coefficient.

For this reason, soft-pack batteries came into being. In fact, in the literal sense, soft-pack batteries are very appropriate. Soft-pack batteries are batteries that use aluminum-plastic packaging film as packaging materials, eliminating steel or aluminum shells, reducing the overall weight, and lowering the energy consumption coefficient. Therefore, soft-pack batteries are better than cylindrical batteries in terms of unit density. According to data, soft-pack batteries are 20% lighter than aluminum-shell packaging batteries of the same capacity, and have a capacity 50% higher than aluminum-shell batteries of the same size.

From the perspective of battery density, it can be seen from the 2018 new energy subsidies that the highest subsidy density of energy batteries is 160Wh/kg, and in the energy battery development plan in the "Medium- and Long-Term Development Plan for the Automobile Industry" of the Ministry of Industry and Information Technology, it can be seen that by 2020, the specific energy of new energy automobile power lithium battery monomers will reach more than 300Wh/kg, and strive to achieve 350Wh/kg, and the system specific energy will strive to reach 260Wh/kg, and the cost will be reduced to less than 1 yuan/Wh.

Under the premise that there has been no qualitative breakthrough in ternary lithium-ion batteries, the market significance of soft-pack batteries can be seen. Due to its structural reasons, the energy density of soft-pack batteries easily crosses the subsidy threshold of 140wh/kg, and the battery cell products of 260wh/kg have reached the mass production level. Compared with the cylindrical batteries of NCM622 and NCM811 that have not yet been mass-produced, soft-pack batteries have more room for development and are more adaptable to the current new energy subsidy situation.

Compared with cylindrical batteries, soft-pack batteries have the characteristics of flexible design, light weight, small internal resistance, not easy to explode, many cycles, and high energy density. Correspondingly, the development of the cylindrical battery industry chain is relatively stable. Due to its standard issues, the proportion of industrial automated production of soft-pack batteries is low, and the overall quality is difficult to fully control. In addition, the most important aluminum-plastic film for soft-pack batteries is generally imported, and battery companies have a low acceptance of domestic aluminum-plastic films. Therefore, this also leads to its cost being higher than that of cylindrical batteries.

Battery companies compete to occupy the high point

As the market share of soft-pack batteries increases, many domestic battery companies have begun to carry out targeted research and development. Among them, Guoxuan High-tech, Jiewei, Kanai, Guoneng, Tianjin and other companies have always been at the forefront of the industry.

Guoxuan High-tech recently announced that the density of its developed ternary 811 soft-pack samples has reached 302Wh/kg, and the number of cycles has exceeded 1,500 weeks. The overall performance is still quite eye-catching, but its mass production time will have to wait until 2020.

In contrast, Jiewei is obviously one step ahead. The energy density of its mass-produced soft-pack laminated batteries has reached 245Wh/kg. It is expected that in 2020, the energy density of the single cell will reach 300Wh/kg and the energy density of the system will reach 220Wh/kg.

In addition, there is the highly-watched Kane New Energy, whose mass-produced ternary soft-pack battery cell has an energy density of 250Wh/kg. In addition, the 280Wh/kg medium-high nickel battery cell products are about to be installed, and the 300Wh/kg and 350Wh/kg high-nickel NCM811 and NCA battery cell products have been completed and are ready for mass production. The performance is unique, which can also explain why Evergrande has a unique vision and extends an olive branch to Kane New Energy.

From the industry perspective, Wanxiang A123, Guoneng, Tianjin and other companies are also competing for layout, especially Wanxiang A123, which was acquired by Wanxiang Company on the verge of bankruptcy. After years of development, its shipments have squeezed into the forefront of the industry. According to its plan, by 2019, the mass production of products with an energy density of 280Wh/kg will be achieved, by 2020, the energy density will reach 300Wh/kg, by 2022, it will reach 350Wh/kg, and by 2025, it will reach 400Wh/kg.

In conclusion: From the development trend of soft-pack batteries, its predetermined goals are basically consistent with the "Medium- and Long-Term Development Plan for the Automobile Industry" of the Ministry of Industry and Information Technology. From this, it can be seen that the energy improvement of ternary lithium-ion batteries has become increasingly slow. Before the arrival of a new battery structure, frequent adjustment of the overall structure is the key to ensuring the survival of ternary lithium-ion batteries. Before the 2019 new energy subsidy reduction boots landed, only soft-pack batteries could keep up with the trend, and it was natural that they were popular in the market. The birth of a lithium-ion battery mainly involves four materials, namely positive electrode materials, negative electrode materials, electrolytes and diaphragms. Lithium iron phosphate and ternary materials are both positive electrode materials for lithium-ion batteries. Wang Bo, deputy general manager of Tianjin Donggao Membrane Technology Co., Ltd., told the Legal Weekly reporter that his company is mainly responsible for the production of diaphragms, which connects with battery manufacturers and delivers materials through logistics. The battery manufacturers then assemble battery packs (groups) and battery management systems to form batteries that supply energy to the power systems of new energy vehicles.

Read recommendations:

Rack-mounted energy storage battery GN-10240

What is the electrolyte of lithium batteries?energy storage lifepo11 battery pack Manufacturing

Lithium iron phosphate battery: already mature but not enough

convenient energy storage power supply price

CR2032 battery