702535 polymer battery.New materials, new technologies, what is the development trend of the power lithium battery industry?

　　Zheng Mianping, an academician of the Chinese Academy of Engineering, pointed out that among the three metal resource reserves of ternary batteries, my country's cobalt resource reserves are very scarce, and the development of seabed cobalt resources is a long-term consideration. Chinese companies must pay attention to this issue when developing power lithium battery technology, from the perspective of technology In terms of resource layout, we will solve the large gap and supply problems of cobalt and nickel resources in advance.

　　As more and more car companies and battery manufacturers adopt the soft packaging technology route, the aluminum-plastic film market has shown explosive growth. However, the core technology of the domestic aluminum-plastic film market has long been restricted by Japan and South Korea. Aluminum-plastic film is called a soft package, which has high energy density, light weight, strong customization, and relatively good safety. Companies currently using soft bags include LG, Audi, Mercedes-Benz, and Buick, including some Lynk & Co models. With the huge market demand for aluminum-plastic film, it will bring rare development opportunities to domestic aluminum-plastic film companies.

　　Fang Yan, product manager of Mingguan New Materials Co., Ltd., introduced that Mingguan obtained the patent for aluminum-plastic film as early as 2010. The patented technology has several important cores, including film-making technology, which is used in back sheets, corneas, and lithium batteries; The development of adhesives is mainly used in backsheets and aluminum-plastic films; material interface processing technology, precision coating technology, material dispersion technology, etc. The ultimate goal of Mingguan's aluminum-plastic film is to use it in the field of power lithium batteries. "We think safety and reliability are the most important. Therefore, we spent 5 or 6 years on safety and reliability." Constantly verify. Our current production is 30 million square meters, and it is expected to be 40 million square meters next year."

　　Low temperature lithium iron phosphate battery 3.2V 20A -20℃ charging, -40℃ 3C discharge capacity ≥70%

　　Xia Wenjin, chairman of Suzhou Lithium Shield Energy Storage Materials Technology Co., Ltd., pointed out that for companies that make aluminum-plastic films, the core technology does not lie in the film itself, but the focus is on how to turn several layers of materials into an integrated material. Based on this, Lithium Shield aluminum-plastic film adopts an innovative technical route, using microwave chemistry technology to make the film material interface. There are two core factors of aluminum-plastic film. One is the punching performance. If it is perfected, it can increase the capacity and square pK of soft-pack lithium batteries. How to improve penetration performance and achieve safety will be the focus of work in the next few years. The second is to increase the long-term life span. For soft-pack lithium batteries, solid-state batteries, fuel power cells, and hydrogen energy batteries, there are many organic and inorganic membrane materials. The company will rely on its technology platform to break through the interface of soft packaging materials in the field of new energy batteries to give full play to its application advantages and create distinctive products. "The core point of the rise of domestic aluminum-plastic film technology is to achieve 'three highs and one low', high temperature resistance, high flame retardancy, high insulation, and finally achieve cost reduction. High-deep drawing is the key to reducing the cost and improving safety of soft-pack lithium batteries The only channel, so we are dedicated to doing all-round technical research from membrane applications in the field of high-end and deep drawing. 'my country Core' is not a simple replacement of materials and origins, but more of a revolution in technology and industrial chain upgrading, which requires membrane materials. Upstream companies, membrane material companies, and downstream battery cell companies must fully realize the great charm and huge future space of soft-pack lithium batteries."

　　"Aluminum foil accounts for a very small proportion of the entire battery core, less than 1%, but its use is very large. I often communicate with customers and say that our aluminum foil is 'load-bearing' because the unit price of aluminum foil is very low. It accounts for a very small proportion of the battery core, but the positive electrode material attached to it is very expensive. Some three-yuan ones cost hundreds of thousands, so the value of the aluminum foil itself is not high, but the value of the material attached to it is very Expensive." Bian Huijuan, general manager of Hangzhou Five-Star Aluminum Co., Ltd., said that after Five-Star Aluminum entered the industry in 2009, it started the process of replacing Japanese aluminum foil, so the entire industry just took advantage of the new energy vehicle outlet to provide material and equipment companies with more opportunities. Growth creates opportunities for technological progress, scale improvement, and market leaps.

　　Compared with liquid lithium-ion batteries, solid-state batteries have the characteristics of high energy density, high safety, environmental protection and pollution-free. At present, more and more companies have paid attention to and made actual investment. However, it will still take a long time for solid-state batteries to be commercialized. . In this regard, Wang Qiang, CTO and dean of the research institute of Guangdong Tianjin New Energy Technology Co., Ltd., believes that solid-state batteries currently have some common problems: the first is the low ionic conductivity of the solid electrolyte; the second is the lack of visibility of the solid interface Quantitative means; the third is that the current manufacturing process of solid-state batteries has greatly disrupted the industry. The industrialization of polymer solid-state batteries is expected to accelerate in recent years, because the current methods used are small molecules, ionic liquids, and plasticizers, and there are many ways to achieve them. The current method used by Guangdong Tianjin is through in-situ polymerization. At the soft package level, it is achieved by adding a precursor solution and thermally initiated polymerization.

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