[YesAuto New Energy] Super broadcast, every week. We haven’t talked about the topic of batteries for a long time, and news about battery technology came out this week. First, China’s largest battery supplier Ningde Times revealed the latest developments in many industries’ batteries at the performance briefing. The pre-sale price of BYD Han, which has installed lithium iron phosphate blade batteries, is actually in the European market. This week, let’s talk about the current development of batteries in new energy vehicles.
● Lithium iron phosphate returns to the market BYDhan European pre-sale price
BYD Han, which has officially unveiled in China, officially revealed its pre-sale price in the European market this week. This means that the current BYD’s latest flagship product will not only go abroad, but its pricing in overseas markets has already been in line with other luxury brands of medium and large sedans. The price is not only close to Model 3, but also the pre-sale price in the European market. It has also exceeded the starting price of the BMW 3 Series.
BYD officially stated that Han EV is a pure electric car launched by BYD for the medium and large luxury car market. It is the world's first mass-produced car using blade batteries. Han EV has set a new safety standard for global new energy vehicles. The estimated price range of BYD Han EV in Europe is 45,000 to 55,000 euros, which is equivalent to RMB 346,000 to 42.3 million.
What does the pre-sale price of 45,000 euros mean? For reference, the current price of Tesla Model 3 in the European market starts at 49,600 euros (approximately RMB 380,600), while the BMW 3 Series is on sale in the European market. The price is 38,450 euros. Obviously, BYD Han's price is at least on par with Model 3 and BMW 3 series. Does this exceed everyone's estimate?
In BYD Han, the product advantage that BYD has always emphasized comes from its latest lithium iron phosphate blade battery technology. According to the official description, the blade battery has the characteristics of high safety, long battery life, and long life. After the Han EV is equipped with the blade battery, compared with the pure electric vehicle using the traditional ternary lithium battery pack, it not only doubles the safety, but also combines the original With the advantages of the pure electric platform, and the intelligent matching of energy consumption, feedback, and temperature control systems, NEDC has a cruising range of up to 605 kilometers.
In terms of performance, the blade battery carried by BYD Han can stably output a large current of up to 800 amperes. The high-performance silicon carbide motor control module increases the overcurrent capacity of the electronic control system by 58%, making BYD Han EV 0-100km /h accelerates to 3.9 seconds.
Lithium iron phosphate has always taken low cost and stability as its fundamental advantages, but it is difficult to improve the battery energy density in terms of chemistry. In the past few years, the fundamental reason why ternary lithium batteries can stand in the market is that they have “high energy density” room for improvement. But this time, BYDhan has also achieved a cruising range of over 600km based on lithium iron phosphate batteries, and its performance is no less than that of a ternary lithium battery, which has become one of BYDhan’s biggest selling points.
We have interpreted BYD blade batteries in many previous articles. In short, the advantage of BYD lithium iron phosphate blade batteries lies in the structural innovation of the battery packaging, so that the blade batteries can obtain higher power in the same packaging volume. The number of cores has also increased the energy density of the overall battery pack, which is an innovative development in structural space, rather than increasing the chemical energy density of single cells. The CTP batteries produced by the Ningde era are also structural innovations. These two methods are adjustments and optimizations to the physical packaging structure of lithium iron phosphate batteries.
In addition, this week, Tesla Model 3 equipped with lithium iron phosphate batteries appeared in the declaration chart. We have obtained the 333th batch of “Road Motor Vehicle Manufacturers and Products” declared catalog information by the Ministry of Industry and Information Technology. Among them, the Tesla Model 3 produced by the Shanghai factory is equipped with lithium iron phosphate power batteries. It can be determined that the supplier is the Ningde era, and or Will only be applied to the domestic Model 3 standard battery life model.
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Two heavyweight products, BYD Han and Model 3, are equipped with lithium iron phosphate batteries, which also allows this technology to return to the market. Compared with ternary lithium batteries, lithium iron phosphate batteries have many obvious technical advantages, especially in terms of safety and stability. However, they lose in “low temperature resistance and endurance”. If the new packaging structure can be perfect To solve these two problems, it can be regarded as helping lithium iron phosphate technology to leap to the next technological stage.
Of course, innovative battery packaging technology is not a universally mastered ability in the industry. This is why BYD attaches so much importance to the technological heights brought by blade batteries to BYD Han, emphasizing the slogan of “the first in the industry” and the price of terminal products. Also in line with Model 3. However, the technical competition in the battery field is also very fierce. CATL also stated at this week’s performance briefing that BYD’s blade technology is only a concept of CATL in 2016 and is not optimal. Why did the Ningde era say that? Let's continue to look down.
On May 11, the battery supplier Ningde Times held its 2019 annual performance briefing. In addition to the description of the company’s performance and corporate trends, Ningde Times also expressed many opinions and responses in terms of battery technology that is closely related to consumers. Including explanations on the latest CTP technology, ternary lithium batteries and cobalt-free batteries.
In the question of investors after the meeting, CATL stated: “Currently, 811 (nickel-cobalt-manganese) batteries in ternary lithium batteries account for about 20% of the total shipments of ternary lithium batteries. At the same time, the current battery technology Innovation is composed of structural part and chemical system part. CTP technology belongs to structural innovation. Whether it is lithium iron phosphate, ternary lithium 811 battery or our new system in the future, it can be realized on CTP technology.”
CATL has made it clear that CTP technology is not limited to lithium iron phosphate batteries, because it is a structural innovation, and this type of structure can be applied to different battery technology systems in the future. So if ternary lithium materials are used under CTP technology, how much energy density can the battery reach? Ningde Times said: “The energy density corresponds to the car's demand for battery pack design. If we are allowed to design CTP ternary lithium battery packs, the energy density of our battery packs can be more than 250wh/kg.”
In the previous article, we mentioned that BYD blade batteries and CATL CTP battery technologies are both structural innovations. In comparison between the two, CATL Chairman Zeng Yuqun said: “The currently reported blade batteries are our mass production in 2016. One of the CTP structural innovation concepts, we have selected and mass-produced the best ones in the CTP structural innovation, such as CTP-0, CTP-1, CTP-2.” In addition, Ningde Times believes that BYD’s blades The battery and its own CTP technology are the same innovative concept, and the Ningde era chose the latest one in this set of concepts.
In addition, the cooperation between Tesla and CATL in cobalt-free battery technology in recent months has caused heated discussions. Who will be the main provider of this technology is also a concern of many people. Zeng Yuqun, chairman of CATL, said: The company has its own cobalt-free battery technology reserves, and the current research and development is progressing smoothly. It is looking for ways to improve the supply chain because it is a brand-new and disruptive product.
Regarding cooperation with Tesla, including how to treat the impact of Tesla’s self-built battery factory, Pan Jian, vice chairman of CATL, said: “We always believe in the advantages of professional division of labor and the development and production of power batteries. Technology, talent and experience accumulation are very different from vehicle R&D and manufacturing. We firmly believe that the long-term focus, innovation ability, manufacturing experience and scale of the Ningde era will bring product quality, cost advantages and services more and more prominent on a global scale. Of course, in this process, the automaker will also make various attempts, including the attempt to build some of its own. We do not resist or worry about it. Doing our own thing well, the electric vehicle industry is a long-term development.”
Regarding the battery safety issue that the public is most concerned about, Zeng Yuqun, chairman of CATL, said: “The company has always regarded safety as our most important strategy. Battery safety and battery abuse testing are two different things, but some people equate passing abuse testing. For battery safety. In the history of lithium-ion batteries, Sony batteries can pass all abuse tests in 2005, but Sony’s lithium-ion batteries experienced the largest market safety recall in the history of lithium-ion batteries in 2006 Since then, Sony’s battery has fallen into disrepair and left the scene sadly.”
Super broadcast comment:
The significance of batteries to new energy vehicles is to a certain extent or even higher than the importance of engines to fuel vehicles. The competition of battery technology is almost an overwhelming advantage. Whether it is a car brand or a battery manufacturer, the degree of competition is no less intense. Competition in vehicle products.