lithium ion battery cells 18650

　　lithium ion battery cells 18650 research and development should be led by battery materials companies

　　Rooted in the industrial chain with power batteries as the core, we have to look at the industry with a cold eye amidst the ups and downs of policies; predict the direction of the pattern amidst the turmoil of capital; and condense our own opinions in the impassioned debates of experts.

　　This industry is still developing at a rapid pace. In the face of overwhelming media reports, the author also has some opinions of his own. I only share them with you in the form of comments, which should be used as a starting point.

　　Original text: Ganfeng Lithium Industry invests 250 million in solid-state power lithium batteries to increase capital Ganfeng Cycle Increases Battery Recycling

　　It is reported that Zhejiang Feng Li, a subsidiary of Ganfeng Lithium Industry, invested no more than 250 million yuan of its own funds to build a first-generation solid-state lithium battery R&D pilot production line to carry out the promotion and market launch of the first-generation products for new energy vehicle users. The project The construction period is 2 years.

　　Comments:

　　Ganfeng Lithium is not the first company to "show its sword" in solid-state batteries, nor will it be the last. As the industrialization of solid-state batteries advances, its huge advantages in energy density and safety will attract more companies to join.

　　However, the author personally believes that among the various companies entering the market, the most suitable ones to develop solid-state batteries are materials companies rather than battery companies. In fact, the core business of battery companies still remains in the material integration link (purchasing positive and negative electrodes, separator electrolytes); and the dilemma faced by solid-state batteries is actually material issues, including a series of pain points such as the so-called solid-solid interface.

　　Therefore, it is most scientific and efficient for people who make materials to develop solid-state batteries.

　　Original article: Why is it so difficult to industrialize a new generation of high specific energy cathode materials?

　　Industry insiders believe that the current industrialization of these new generation cathode materials has encountered the limitations of unresolved defects in material performance and slow progress in the development of matching materials. There is still a certain distance from mature commercial applications, but it is expected to take the next 2-3 years. There could be a major breakthrough.

　　Comments:

　　In fact, the industrialization of lithium battery technology has always been difficult. Lithium batteries have been studied since 1912, but were only industrialized by Sony in 1991. The transition from digital to power took another 20 years.

　　It is a long process from the time a technical concept is proposed to being fully understood by scientific research units, and there are more factors to consider from laboratory to industrialization, the most important of which is cost. This is also the reason why fuel cells shine in special fields but have few applications in daily life.

　　As for the new generation of high specific energy cathode materials such as lithium nickel manganese oxide, high voltage spinel, and lithium-rich manganese-based materials, there are still many difficulties to be solved in the laboratory, and it is difficult to find suitable electrolytes for industrialization. . The author personally believes that this type of cathode material will wait until the solid electrolyte matures before it can be truly applied (releasing the potential of high energy density).

　　Original text: Cangzhou Mingzhu/Xingyuan Materials/Newmi and other 6 separators PK to see new trends in technology application

　　As the material with the highest gross profit margin, technical barriers, and added value in the previous lithium battery material industry chain, the lithium battery separator field has attracted a lot of capital. As of the end of October 2017, more than 120 new production lines have been publicly invested in the country, and the new production capacity has exceeded 60 billion m2. It is expected that by the end of 2018, the country's total lithium battery separator production capacity will exceed 8 billion m2.

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