-What changes will new energy vehicles face

What changes will new energy vehicles face
author:enerbyte source:本站 click416 Release date: 2022-12-07 08:27:51
abstract:
Since October 2015, most new energy vehicles in the world have changed their products from traditional nickel and cobalt to ternary precursors.What does this mean for the entire industry? Why are ternary batteries playing an increasingly important role in new energy vehicles? What are the trumps and...

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Since October 2015, most new energy vehicles in the world have changed their products from traditional nickel and cobalt to ternary precursors.

What does this mean for the entire industry? Why are ternary batteries playing an increasingly important role in new energy vehicles? What are the trumps and trumps of the new energy industry? A number of insiders visited the CCTV financial channel "Dialogue" program studio for in-depth analysis!

Will Asia Pacific mining cooperation help the new energy industry take off?

Yang Zhao, PR Director of BYD Automobile: At present, domestic new energy vehicles mainly use two types of power batteries, one is lithium iron phosphate and the other is ternary battery. It should be said that this year, we use 523 nickel cobalt manganese materials, and will use 622 nickel cobalt manganese materials in the future. This raw material is a very important cathode material in power batteries. The demand of the whole new energy industry for ternary power batteries is very large, and the corresponding demand for ternary materials is also very large.

Su Yuefeng, a professor of the School of Materials at Beijing University of Technology, said in the Dialogue that there are now 10 domestic manufacturers of cathode materials, and the production capacity of this project has reached 40000 tons per year in the first phase. "From the perspective of individual enterprises, this amount may be the first in our country in the world. Now their planned capacity is mainly to use ternary batteries as a planned product, and the demand for nickel or nickel cobalt will be very large. Therefore, this project plays a very important role in the future stable supply of ternary materials in China (or the stable supply of nickel cobalt resources)."

Uncover the trump card and bottom card of leading the new energy industry

Zong Shaoxing, Chairman of the Party Committee of MCC Ruimu New Energy Technology Co., Ltd., said that the key problem restricting the development of the entire new energy automobile industry is raw materials, so since the source of raw materials has been solved abroad, this has become a very big advantage. "The three elements that make up the raw material are nickel, cobalt and manganese, which means our own technological advantages. In fact, we have developed a customized short process for the raw material (Papua New Guinea). Compared with other domestic competitors, our process is one piece shorter than others, which means that the cost of our entire product will be lower in the future."

Zhang Yang, the technical director of MCC's new material project, told us that the reason why this ternary precursor was built in Caofeidian New Material Project was two major differences from domestic counterparts.

"First of all, the raw materials we use are refined to the ternary precursor in one step, rather than making a smelting grade product first, and then making a battery grade product like our domestic counterparts. This step saves evaporation, concentration, crystallization and reverse dissolution. The smelting cost of converting one ton of metal nickel into RMB is at least 2000 less. This way will make the industry chain longer, the investment more, and the process more difficult. We should have a company with strength to This is the first reason why we have the strength to do this.

The second reason is that we do this project in Caofeidian. What we do is low cost. Usually, the extraction cost of nickel cobalt smelting is very high, and the waste water is relatively large. What we do in Caofeidian is to optimize some processes. The waste water, as well as these acid and alkali consumption aids, are only half of the traditional smelting industry. The smelting cost of 1 ton of metal nickel can save at least 5000 yuan.

This is a process saving based on fundamental design optimization, which is undoubtedly a great advantage in the market. "

Will the world's third largest cobalt producer be born here?

Zong Shaoxing, Chairman of the Party Secretary of MCC Ruimu New Energy Technology Co., Ltd., said that the world's third largest cobalt producer would be born here in the future. "We are also planning to double the production capacity of the Papua New Guinea project according to the market demand, that is, to do the second phase project. At present, we are still carrying out the preliminary work. We also hope that the second phase expansion can be done as soon as possible. In the future, the nickel supply capacity of the Papua New Guinea mine will be increased from 35000 tons today to 68000 to 70000 tons, and the cobalt supply capacity will be increased from 35000 tons today At 34000 tons, we can mention about 68000 tons. If we reach 68000 tons, the output of cobalt in Papua New Guinea should rank in the top three in the world. "

Will the cost of new energy vehicles change dramatically in the future?

Zong Shaoxing, Secretary of the Party Committee and Chairman of MCC Ruimu New Energy Technology Co., Ltd., believed that, according to the overall construction plan, the commencement ceremony was held on October 22, 2017, and the time to see the first batch of products was at the end of this year (2018).

What changes and impacts will the first batch of products bring to the entire domestic new energy market and the entire industrial chain? Experts responded that the first step is to solve the huge gap in the domestic market for high-performance ternary batteries. The second is to solve the problem of reducing the cost of ternary materials or cathode materials, which can ultimately play a key role in controlling the overall cost of electric vehicles.

Will the price of new energy vehicles be reduced?

Yang Zhao, BYD's PR director, told us that the cost accounting of electric vehicles is not just the price of cathode materials. Of course, the price change of raw material cost is also very important.

Will the endurance of new energy vehicles be improved?

Yang Zhao said that from the 333 nickel cobalt manganese materials used before to the 523 nickel cobalt manganese materials used in the main industries this year, to the 622 nickel cobalt manganese materials next year, there should be a great opportunity to install. The corresponding energy density and endurance mileage of this battery will increase correspondingly. This year's comprehensive endurance mileage of electric vehicles is generally more than 400 kilometers, which can fully meet our ordinary consumers, Even online car hailing, taxi, some of the needs of these operating users.

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