my country's power lithium battery market presents a diversified development trend
Under the explosive rise in sales of new energy vehicles, power lithium-ion batteries have also ushered in the "highlight moment" of the explosion of installed capacity, and their development prospects are bright. Facing the goal of global carbon emissions, the sustainable development of the power lithium-ion battery industry chain is particularly important. How to balance carbon emission goals and sustainable development is also a test for the power lithium-ion battery industry.
On December 2nd, the 2021 annual media communication meeting of the my country Electric Vehicle 100 Association was held in Beijing. At the meeting, Ouyang Minggao, academician of the Chinese Academy of Sciences and vice chairman of the my country Electric Vehicle 100 Association, made a speech on "Promoting the Sustainable Rise of New Energy Vehicles". report on the subject. The report introduces the development of new energy vehicles from four aspects: vehicle technology, sustainable battery development, charging and swapping, smart energy for electric vehicles, hydrogen fuel and fuel-powered lithium batteries. Thinking deserves our attention.
Jaudas litija{0}}jonu akumulatoru tehnoloģijas briedums ir pamats elektrisko transportlīdzekļu pārdošanas apjomam.
In 2021, the new energy vehicle market will enter a stage of explosive growth, and the sales and penetration rate of new energy vehicles will show a trend of rapid monthly increase. Industry data show that from January to November 2021, the sales of new energy vehicles in my country's market reached 2.99 million, and the annual sales in 2021 are expected to reach 3.3 million. Ouyang Minggao predicts that my country's new energy vehicle sales will reach 5 million in 2022.
Tā kā elektrisko transportlīdzekļu galvenā sastāvdaļa, jaudas litija{0}}jonu akumulators, tā tehnoloģija turpina pilnveidoties, izmaksas tiek samazinātas, akumulatora sistēmas struktūras dizains turpina ieviest jauninājumus, lāpstiņas, CTP un citi inovatīvi procesi tiek izmantoti liela mēroga, un litija dzelzs fosfāta akumulatoru tehnoloģija turpina attīstīties. Enerģijas transportlīdzekļu pieaugums ir ielicis stabilu pamatu.
Ouyang Minggao teica, ka, ņemot vērā pieprasījumu pēc ilga jaunu enerģijas transportlīdzekļu akumulatoru darbības laika, jaudas litija{0}}jonu akumulatori joprojām virzās uz augstu-īpatnējo enerģiju un augstu-niķeļa trīskāršo litiju{{ 3}}jonu baterijas vai cietas-šķidras jauktas augstas-niķeļa trīskāršās litija{6}}jonu baterijas. Uzlabojiet jaudas litija{7}}jonu akumulatoru enerģijas blīvumu.
When new energy vehicles enter a period of fierce competition, the improvement of battery technology will play an important role in the competition of new energy vehicles in my country. At present, my country's battery technology occupies a leading position in the world. Ouyang Minggao said that my country's battery industry chain is relatively complete, and 70 percent of the world's battery production is in my country. It is difficult to shake the competitiveness of my country's power lithium-ion battery industry in a short period of time. He also pointed out that, however, other countries have not relaxed their research on battery technology, and Japan, the United States and other countries strongly support a new generation of high-performance power lithium-ion batteries represented by solid-state batteries, "but the industrialization of all-solid-state battery technology has not affected the market. It is estimated that it will take about 10 years for the pattern to have an important impact. The scale of my country's RD team in the battery field is far ahead in the world, and young talents are coming out in large numbers.
Uzstādītās jaudas palielināšana noved pie visas nozares ķēdes ilgtspējīgas attīstības realizācijas
Pašlaik, palielinoties jaunu enerģijas transportlīdzekļu ražošanai un pārdošanai, arī litija{0}}jonu akumulatoru uzstādītā jauda ir strauji pieaugusi. No 2021. gada janvāra līdz septembrim Ķīnas tirgū kopā ir uzstādīti 92 GWh jaudas litija{3}}jonu akumulatori, un sagaidāms, ka visa gada garumā tas sasniegs 150 GWh. Ouyang Minggao teica, ka ir sagaidāms, ka līdz 2025. gadam jaudas litija -jonu akumulatoru noslodze Ķīnas tirgū būs aptuveni 600 GWh, bet 2030. gadā tā būs 1500–2000 GWh. Pamatojoties uz jauno enerģijas transportlīdzekļu skaitu, var prognozēt, ka kopējais transportlīdzekļu akumulatoru skaits manā valstī pārsniegs 2000 GWh 2025. gadā, 7000 GWh 2030. gadā un 15 000 GWh 2035. gadā.
Sakarā ar karsto elektrisko transportlīdzekļu tirgu, arī augšupējie akumulatoru uzņēmumi strauji paplašina ražošanu. Ouyang Minggao teica, ka pašreizējā litija{0}}jonu akumulatoru ražošanas nozare ir nonākusi nepietiekamas piegādes periodā. Saskaņā ar statistiku, plānotā litija{1}}jonu akumulatoru jaudas jauda manā valstī sasniegs 1000 GWh 2023. gadā un gandrīz 2500 GWh 2025. gadā.
At the same time, the rapid expansion of production has stimulated the cyclical price increase of upstream materials in the battery industry, causing the entire industry to worry about the shortage of raw material resources. Regarding the reserves of lithium ore, cobalt ore, nickel ore, etc., the economic recoverable reserves of global lithium resources are 21 million tons, and the total exploration reserves are 86 million tons. Ouyang Minggao said, "The total exploration reserves have continued to increase in recent years, and the problem of raw materials does not seem to be large."
The industry's concerns are not unreasonable. The limited reserves of cobalt resources and the uneven distribution of global resources are the focus of the industry's concerns. Cobalt resources, the economically exploitable reserves are only 7.1 million tons, and the global resource distribution is extremely uneven. 2/3 of the cobalt mines are dependent on the Congo (Gold) in Africa; 3/4 of the lithium mines are distributed in Australia, Chile, Argentina, etc. Country; half of nickel mines depend on Indonesia and Russia.
It is worth noting that the battery "carbon footprint" is also very worthy of attention. According to Ouyang Minggao, different types of batteries have different life cycle carbon emissions. Taking the ternary high-nickel 811 lithium-ion battery as an example, the carbon emission per kilowatt-hour of the whole life cycle is about 87 kilograms. The relatively high carbon emission of ternary batteries is mainly due to the positive electrode material. Carbon emissions from the preparation of precursors and cathode materials account for half of the total emissions of ternary batteries. Compared with the ternary NCM811 battery, the carbon emission in the whole life cycle of the lithium iron phosphate battery is about one third less.
In order to solve the problem of battery carbon emissions, many domestic battery companies are currently shifting their production to the west, such as Sichuan, Guizhou, Yunnan, Qinghai and other places, making full use of the "green electricity" resources in the western region. For example, the battery production plan in Sichuan Province has reached 500GWh, of which Yibin has 160GWh.
Akumulatoru tehnoloģiju ceļš ir iegājis daudzveidīgas attīstības laikmetā
Lai gan pašreizējais jaudas litija{0}}jonu akumulators ir plaši izplatīts, tajā ir arī vietas, kuras nevar nosegt. Elektriskie transportlīdzekļi, kas aprīkoti ar jaudas litija{1}}jonu akumulatoriem, Ķīnā ir izplatīti nevienmērīgi, un lielākā daļa no tiem ir koncentrēti Lielā mūra dienvidu, centrālajā un austrumu reģionos. Teritorijas uz ziemeļiem no Lielā mūra, rietumos un ziemeļrietumos nav īpaši izplatītas.
Šajā sakarā ar ūdeņraža{0}}degvielu darbināmi litija akumulatori, kas pēdējos gados pakāpeniski ir nonākuši sabiedrības uzmanības lokā, jauno enerģijas transportlīdzekļu tirgū pastāv kopā ar jaudas litija{1}}jonu akumulatoriem, jo tiem ir daudz izejvielu. uzglabāšana, zema-oglekļa tīrība un liela-apjoma komerciāla ražošana. Ja abas var veidot papildinošu formu, tas ievērojami uzlabos jaunu enerģijas transportlīdzekļu izkārtojumu automobiļu rūpniecībā un var labāk un ātrāk sasniegt mērķi samazināt oglekļa emisijas.
Ouyang Minggao said that the breakthrough in hydrogen fuel-powered lithium battery technology is almost ten years later than that of power lithium-ion batteries. At present, the cost of hydrogen fuel-powered lithium batteries is in a period of rapid decline and will usher in an explosion. The hydrogen fuel-powered lithium battery has entered the stage of large-scale commercial demonstration, and five ministries including the Ministry of Finance have launched the national hydrogen fuel-powered lithium battery vehicle application demonstration project. For example, Beijing is recently implementing a demonstration project of fuel-powered lithium battery vehicles "Hydrogen Mobility for the Winter Olympics".
Ouyang Minggao arī norādīja, ka ūdeņraža enerģijas elektrisko transportlīdzekļu izkārtojumā jāņem vērā arī: ievērot tīru un zemu{0}}oglekļa emisiju mērķi un panākt jaunus sasniegumus ūdeņraža enerģijas tehnoloģijā, izmantojot tehnoloģiskus jauninājumus. Uzņemieties tirgu par vadību, izvietojiet ūdeņraža enerģiju atbilstoši vietējiem apstākļiem un pārvariet pašreizējās ūdeņraža enerģijas grūtības un trūkumus.
It should be noted that the current power lithium-ion battery market has entered an explosive period, and its dominant position will be difficult to shake in a short period of time. Hydrogen fuel-powered lithium batteries will also take the opportunity to develop, but its volume and scale, and even technology and talent reserves, They are unable to compete with the main body of lithium-ion batteries, so that my country's power lithium-ion battery market has formed a market structure dominated by lithium-ion batteries and supplemented by hydrogen fuel-powered lithium batteries, showing a diversified development trend of blooming flowers.
