Wang Chuanfu angry at competitors: blindly pursuing energy density is irrational

BYD (002594.SZ) goes further and further on the road of lithium ferrophosphate.

On March 29, BYD officially released the blade battery, which has entered the mass production stage and will be first launched on the "Han" model. The company said it is exploring cooperation with most new energy vehicle brands.

Wang Chuanfu said that BYD's blade batteries must rectify the development status of the industry. Blade batteries combine the advantages of BYD's entire industrial chain to overcome the problem of low energy density of traditional batteries. New energy vehicle safety.

According to Wang Chuanfu, BYD blade batteries have the advantages of high safety, long life and long battery life. The blade battery is another innovation of BYD based on lithium ferrophosphate technology. Its volume energy density is the same as that of mainstream ternary lithium batteries, but its safety performance far exceeds that of ternary lithium batteries. In addition, the space utilization rate of traditional battery packs is only 40%, and the space utilization rate of battery packs for blade batteries can reach more than 60%, which can greatly improve battery life.

In addition to safety, the blade battery also has a high-voltage discharge capability, which can provide more powerful power output and acceleration capabilities for pure electric vehicles. Taking the upcoming BYD EV as an example, it is matched with the "high-performance" After the silicon carbide MOSFET motor control module, 0-100km / h acceleration takes only 3.9 seconds, and the battery life reaches 605km.

It is understood that BYD's "blade battery" is a square aluminum shell lithium iron phosphate battery that uses GCTP technology to increase the length of the battery cell. Because the single battery cell is longer and flat, it is named "blade".

In a new competitive situation where financial subsidies for new energy vehicles are declining, in order to establish a competitive advantage, battery manufacturers must promote cost reduction and increase energy density through technological change. From the perspective of reducing costs, leading companies have chosen to streamline the structural design to reduce the cost of power battery systems.

In September 2019, Ningde Times took the lead in launching CTP battery technology. Ningde Times claims that because the assembly of battery modules is omitted, the volume utilization rate of CTP battery packs has increased by 15% -20% compared to traditional battery packs, the number of battery pack parts has been reduced by 40%, and production efficiency has increased by 50%. The energy density of the package has been increased by 10% -15%, which will greatly reduce the manufacturing cost of power batteries.

However, Jia Xinguang, executive director of the China Automobile Dealers Association, told China Investment Network that, in fact, the two battery packs released by the BYD and Ningde eras are not particularly big innovations, mainly through the improvement of packaging technology to achieve energy density. Promotion.

At the press conference, Wang Chuanfu also said that in the field of new energy passenger cars, many companies are caught in the comparison of the mileage. The pressure of this comparison will be passed on to the power battery, allowing the industry to "energy density" of the power battery. Generate irrational pursuits.

Behind this remark, we can see that BYD's battery density and market share have fallen significantly behind the Ningde era.

In terms of energy density, the energy density of the square ternary 811 series battery in the Ningde era is as high as 245wh / kg, which is slightly lower than the international leaders LG and SK. Compared with domestic BYD and Guoxuan Hi-Tech, the energy density of the ternary battery in the Ningde era leads by absolute advantage. In terms of lithium iron phosphate batteries, the energy density of square iron lithium in the Ningde era is 167wh / kg, BYD is about 157wh / kg, and Guoxuan High-tech averages about 170wh / kg. BYD has no advantage. In addition, BYD has been slow to advance in high-energy-density 811 batteries.

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In terms of market share, according to statistics from the Research Department of the Power Battery Application Branch, the total installed capacity of power batteries in China in 2019 was 62.2GWH, of which Ningde Times sold 31.71GWH and won a market share of more than 51%. During the same period, BYD won a national market share of 17%, with a total sales volume of 10.76GWH, only one third of the market share of Ningde Times. This data makes BYD's 100GWH planned power battery capacity very awkward.