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  • 中國NCA體系鋰電池發展現狀及趨勢

    鋰離子電池按照使用正極材料的不同,主要可以分為鈷酸鋰電池、三元電池、錳酸鋰電池、磷酸鐵鋰電池,三元電池似乎都占據先天性的優勢,也就是高能量密度。

    動力電池企業主流選擇:高密度與低成本雙路線并存

    EnergyTrend梳理了主流動力電池企業的技術路線,發現目前主流動力電池企業均采用了三元電池和磷酸鐵鋰電池兩手抓的方案,高密度與低成本雙路線并存。

    天勁股份三元電池配套吉利遠程皮卡 進入320批新車公示

    5月17日,工信部發布第320批新車公示,429款新能源汽車產品入選。其中,天勁股份三元軟包電池配套吉利遠程純電動皮卡車型,成為本批公示整車-零部件配套關系的一大看點。

    127萬輛新能源車 33.6萬噸三元材料 對鎳產生多少需求?

    目前,在新能源汽車動力電池中有很大一部分使用的鎳鈷錳三元電池材料,是以鎳鹽、鈷鹽、錳鹽為原料,里面鎳鈷錳的比例可以根據實際需要調整,相比于其他材料的電池有著容量高這一優勢。

    4月我國動力電池產量環比降10.9% 三元電池降量成主因

    2019年4月,我國動力電池產量共計7.3GWh,環比下降10.9%。

    磷酸鐵鋰電池將有所回潮 但大方向仍是三元

    墨柯認為,今年磷酸鐵鋰電池裝機量,在乘用車領域或有所回潮,但三元電池確定仍是大方向。同樣的電動汽車總開發成本,三元電池在產品生命周期、性能提升等方面比磷酸鐵鋰大得多。

    一季度鋰電裝機12.57GWh

    剛剛過去的3月,電動汽車市場出現明顯分化,乘用車產量增速明顯,直接拉動了三元電池的裝機量增長。

    動力電池搶裝加速清庫存 電鈷消費跟漲乏力

    2018年中國三元電池庫存約5.8GWh,磷酸鐵鋰電池庫存約6.6GWh。由于新能源補貼政策并未提高能量密度的最高門檻,此前生產的電池仍可以實現裝機,可以認為目前電池行業正處于去庫存過程中。

    鈷原料價格短期企穩 高鎳三元進度或放緩

    考慮到補貼政策放緩對于能量密度的技術突破要求,主流車企在考慮成本與安全性因素后應用高鎳三元電池的進度或不及預期。

    北汽新能源與孚能科技簽訂戰略合作協議

    3月12日,北汽藍谷發布公告稱,子公司北汽新能源近日與孚能科技簽署了《中長期戰略合作協議》,雙方將共同開發先進的、具備成本競爭能力的技術方案,包括三元電池系統及新三元體系電池方案。

    磷酸鐵鋰電池配套數量過半 鋰鹽鈷鹽市場情緒悲觀

    從電池技術路線來看,磷酸鐵鋰電池有49款,占比達58%;三元電池有31款,占比37%;錳酸鋰電池有3款、多元復合鋰電池1款。

    工信部專家:固態電池將成為三元電池顛覆者

    2月27日,在湖南寧鄉舉辦的“固態電池技術、智能裝備與市場應用研討會”上,工信部培訓中心汽車專家張翔認為,固態電池將成為三元電池的顛覆者。

    動力電池行業洗牌加劇 高鎳電池量產或助企業突圍

    2018年一季度,券商研究員們預測電池行業最大突破時曾表示,以NCM811(鎳鈷錳酸鋰電池,811是指鎳鈷錳比例為8:1:1)為代表的高鎳三元電池將迎來量產。

    寧德時代居首 2018動力電池裝車量出爐

    2018年,我國動力電池累計產量達70.6GWh,其中三元電池累計生產39.2GWh,占總產量比55.5%;磷酸鐵鋰電池累計生產28.0GWh,占總產量比39.7%;其他材料電池占比4.8%。

    EV早報|寧德時代高鎳三元電池明年或實現產業化;第六批車船稅優惠車型目錄公告;山東到2022年充電設施將達10萬個......

    寧德時代開發的高鎳三元正極和硅碳負極電池比能量已經達到304瓦時/公斤,明年將實現產業化、投放市場,百人會執行副理事長、中國科學院院士歐陽明高介紹。對此,寧德時代未予否認。
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