602030 lipo battery

　　Join hands with LG to develop the full path of universal battery R&D for 602030 lipo battery

　　"This production line only needs four people to control it, including the two people needed for the final Pack (battery pack) cover link," said a staff member standing next to the battery pack production line. On June 5, at the SAIC-GM Power Battery System Development Center in Jinqiao, Pudong, Shanghai, the media saw the SAIC-GM battery production line that was officially put into operation at the end of last year. The fact that more than a dozen delicate and complex processes were all completed by the "Minions" robot arm proved that the irreversible development of new energy vehicles is shifting the competition of automakers to the R&D and production of electrical systems. And this seemingly unspectacular battery production line will inevitably bring an impact to China's new automobile manufacturing industry chain.

　　On this day, the global auto giant General Motors released its "zero emission" development path in China. In addition to proposing to launch 20 new energy vehicles in China in 2023, GM demonstrated for the first time its complete battery path in China - from R&D and verification of single cells to testing and assembly of battery packs. In addition to the production of single cells, GM already has the development and manufacturing capabilities of all other links in this industry chain. In the battery laboratory of GM China Advanced Technology Center in Pudong, Sino-US (GM North American headquarters) exchanges on battery cell and battery system development began six years ago. In a sense, the automaker is already half a peer of its partner LG Chem of South Korea.

　　"The key to electric vehicles is batteries. GM started to build its own battery research and development capabilities very early, focusing on basic research on battery materials and single cell design, challenging the limits." said Jennifer Goforth, chief engineer of electrification at GM China. In 2016, GM created a new position of "chief engineer of electrification" for China, who is fully responsible for the development of GM's new energy products in China.

　　GM is not the only multinational automaker that has invested in battery research and development and production capacity in China. BMW, Volkswagen, and Mercedes-Benz have already or plan to spend hundreds of millions or billions of dollars to build battery production lines in China to achieve localized production of the most core components of new energy vehicles. At the end of May, the Brilliance BMW power battery factory, which had just been in operation for 7 months, announced the start of the second phase of expansion. Volkswagen's global power battery investment of 50 billion yuan is also being rapidly promoted in China...

　　With the subsidy reduction as a catalyst, local investment in battery production capacity has become a new hot spot for automakers to compete in China. Whoever can reduce battery costs the fastest will gain an advantage in China, the world's largest new energy vehicle market. Multinational automakers have once again demonstrated their R&D and production strength in power batteries, which may become the key to reversing the new energy advantages of local automakers.

　　The full path of GM battery R&D

　　"GM has announced that it will launch 10 new energy vehicles in the Chinese market between 2016 and 2020, and this plan is currently being implemented in an orderly manner." On June 5, GM released its "zero emission" development path in China. Matt Tsien, president of GM China, said that the company will further expand its product layout and expects the total number of new energy models in China to double again by 2023.

　　Currently, GM has three new energy products launched in the Chinese market, including the Cadillac CT6 plug-in hybrid, Buick VELITE5 extended-range hybrid and Baojun E100 pure electric vehicle. In August this year, the Buick VELITE6 plug-in hybrid and its sister model VELITE6 pure electric vehicle will also be launched one after another. As of May this year, the cumulative pure electric mileage of GM's new energy vehicle products in China has exceeded 75 million kilometers.

　　Compared with Volkswagen's new energy strategy of more than 40 models, GM has always been considered too conservative in the commercialization speed of electric vehicles. The increasingly clear style shows that "risk minimization" has become the primary purpose of GM CEO Mary Barra's team.

　　The most obvious example is that GM launched the industry's first mass-produced electric vehicle EV1 as early as 1996. Since then, it has successively launched breakthrough hybrid and pure electric models including Chevrolet Volt and Chevrolet Bolt pure electric vehicles. Among them, Bolt even forms a technical competition with Tesla Model 3 in the North American market. But in China, after the failure of the Chevrolet Volt experiment many years ago, GM is no longer willing to be the "first person to eat grapes".

　　However, the focus of this "zero emission" path released this time is not on the launch plan of new energy models, but on the front end of this path - the strength of battery technology. In other words, GM is announcing to the outside world that it is becoming the automaker that understands batteries best.

　　"Our layout in the field of new energy vehicles in China is far more than simply selling electric vehicles. GM China Battery Laboratory is our second largest battery laboratory in the world, covering two aspects: battery research and development and testing." Jen-nifer Goforth said. In order to accelerate China's electrification research and development capabilities, the battery laboratory was established in 2011. GM China Advanced Research and Technology Center established a battery laboratory as a branch of GM's global battery laboratory system. The single cell battery testing laboratory has the ability to test 96 single cells and 6 battery packs at the same time.

　　What makes peers even more surprised is that the laboratory not only conducts research and development, verification and testing of battery systems, but also involves battery chemical composition and single cell design, that is, starting from the source of battery development. At present, most multinational automakers are still stuck in the first step - the research and development of battery systems. Jen-nifer Goforth revealed that before the single cells developed by GM are officially used, they must be tested and verified in the laboratory for at least 3-5 years to achieve a thorough understanding of the technical performance of the battery pack, such as safety.

　　Industry insiders believe that from this perspective, Mary Barra's "risk minimization" strategy will not hinder GM's technological advancement. Mary Barra requires GM to invest in research and development in all forward-looking technologies several years in advance and master every aspect of the technology. Then, on the basis of ensuring the advancement and safety of each technology, commercialization will be carried out.

　　602030 lipo battery: Beyond competition in the automotive field

　　Unlike BMW's power battery center in Shenyang, GM's 1.6 billion battery localization entity is named "SAIC-GM Power Battery System Development Center". Last June, the air-cooled battery packs assembled on a production line in the center's battery factory have begun to be installed on the Cadillac XT5 light hybrid model produced by SAIC-GM. In August this year, another production line for liquid-cooled battery packs will also be started.

　　In terms of the production system, GM uses the battery laboratory to develop new battery materials and single cell design, and maintains communication with LG. The single cells developed for mass-produced models are delivered to LG for production, and then the vehicle manufacturers purchase LG's products and assemble them in their own battery factories. "We are now in talks with several battery suppliers, and have not yet made a final decision (on who to cooperate with)." Qian Huikang said that the final supplier will not be locked in only one. At present, the technology and production capacity of local battery manufacturers have been greatly improved. As long as the supplier can meet the technical requirements of GM products, they are under consideration. As the only chemical company in the world that produces batteries, South Korea's LG is GM's global partner and the battery supplier of many new energy products of SAIC-GM. The cooperation between GM and LG focuses on battery cell development and battery technology upgrades. It is reported that after Buick VELITE6 is produced in China in August this year, SAIC-GM is expected to switch its battery supplier to local manufacturers in order to benefit from subsidies.

　　In terms of production path, most automakers currently adopt the same path as GM - purchasing 602030 lipo battery and building their own factories to assemble battery packs, but rarely engage in the research and development of 602030 lipo battery (electrode materials and electrolytes). However, more and more automakers have realized the importance of early battery research and development. 602030 lipo battery are the core component of power batteries, which determine the performance, capacity, charging efficiency, service life, and most importantly, cost of power batteries, which are also the key to the competition of electric vehicles. More importantly, each automobile company has different products and different requirements for battery performance and design. Battery manufacturers cannot carry out targeted development. In terms of battery technology routes, they are still in the stage of exploring multiple routes, and new technologies may subvert existing technologies at any time. For vehicle manufacturers, the "loss of control" of battery technology will increase the risk of future competition.

　　Multinational auto giants are already taking action. Last November, the BMW Group's battery cell technology center broke ground in Munich, Germany, and will be put into use as early as 2019. Behind the 200 million euro investment is BMW's need to strengthen battery performance and provide more guidance to suppliers. Volkswagen announced last year that it would invest 50 billion euros in electric vehicle batteries, and its previously announced solid-state batteries with a mileage of more than 1,000 kilometers are expected to be mass-produced in 2025.

　　Relevant technicians at GM China's Advanced Technology Center revealed that as a representative of soft-pack battery technology, LG's current sales price in the European and American markets has been controlled within 1 yuan/watt-hour, and can guarantee profit margins. In 2016, LG Chem once claimed that it would achieve a price of 1 yuan/watt-hour, which became the pretext for the price war among Korean batteries that year. In June 2017, power battery expert Ouyang Minggao once said that the cost of power batteries in China is expected to reach 1 yuan/watt-hour in 2020, but since 2018, due to the crazy rise in the prices of raw materials such as international lithium ore, whether 1 yuan/watt-hour can be achieved has become a suspense.

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