[Depth] See the investment and layout of domestic and foreign giants in the battery field

People are pursuing a better life, wanting environmentally-friendly and energy-saving travel equipment, and wanting long-life electronic equipment, which has led to the research and development of new environmentally friendly batteries such as lithium batteries and fuel cells. Although there are many new battery technologies, there is currently no clear winner, which has led to the dispersion and uncertainty of the research.

Foreign media published an article saying that we have not used the energy storage device better than the 40-year-old lithium-ion battery , because the development of new batteries not only faces many technical challenges, but also requires a lot of financial support. So what we see more is the investment and layout of large companies in the battery field.

First, foreign companies

1. Tesla

1) Tesla released a new national standard charging adapter

During the Guangzhou International Auto Show, Tesla released a new national standard charging adapter. Tesla's new national standard charging adapter allows Tesla models to use not only Tesla's own charging network, but also charging facilities that meet China's new national standard. Charge it.

2) Tesla and Panasonic work together to create a new 21700 battery

Elon Musk, president of US electric car manufacturer Tesla, pointed out in a conference call that Tesla's new 21700 battery will be built with partner Panasonic and produced at the Gigafactory plant in Nevada. Musk said, "The new battery will have the best energy density and the cost will be the lowest." It is reported that the new battery is expected to be put into production before the end of this year. However, Tesla did not announce the specific parameters of the new battery.

3) This month, Tesla CEO said it will build the next giant factory in Europe, which not only produces batteries, but also produces cars.

4) Tesla and SolarCity successfully merged

On November 17, US Eastern Time, Tesla successfully took SolarCity into the bag. The two companies merged in full stock, with the latter at $2.1 billion. After the merger, Tesla will build a Musk-led company that sells Tesla all-electric vehicles, solar panels and batteries to homeowners, enabling consumers to use clean energy to power cars and homes.

5) Tesla pays Panasonic $1.7 billion in battery manufacturing fees

Recently, Tesla confirmed in relevant regulatory documents that as of September 30, Tesla needed to pay Panasonic Corporation a battery manufacturing cost worth US$1.7 billion. These batteries are used in Tesla's electric vehicles and are produced at Tesla's super battery plant in Nevada.

6) Tesla cars that are placed after 2017 will be charged for using the super charging station.

Tesla announced that Tesla Motors, which placed orders after January 1, 2017, can charge 400 kWh (about 1600 km) for free at the Super Charging Station every year. Tesla will charge a further fee for the 400 kWh period, and Tesla said it will be much lower than the energy cost of fuel vehicles. At the same time, every Tesla car comes standard with super charging hardware.

2, the public

1) Volkswagen will launch 15 new energy vehicles in China in the next 3-4 years

German automaker Volkswagen will launch 15 new energy vehicles in China in the Chinese market in the next 3-4 years. The public relations manager of the Volkswagen Group (China) issued a statement in Tianjin that the Volkswagen Group launched these new energy vehicles to meet the demand for environmental protection in the Chinese market. Volkswagen CEO Matthias Muller said that the need for digital and environmental protection is a major factor in the transformation of the automotive industry. In order to adapt to these changes, Volkswagen plans to launch 30 electric vehicles worldwide by 2025.

2) Volkswagen will establish its own battery factory in Germany

Recently, Matthias Mueller, president of Volkswagen Group, revealed that Volkswagen is building its own battery factory in Salzgitter, Germany. Many new energy vehicle manufacturers are laying out the construction of battery factories. Daimler is also building its second battery factory. BMW also has its own battery factory. In the future of new energy and pure electric era, these car companies can only ensure that the quality of the battery is up to standard, and not subject to the constraints of suppliers and partners.

3. Toyota

1) Toyota plans to increase electric vehicle battery life by 15%

Toyota Motor Corporation of Tokyo said it plans to develop a new and more advanced lithium-ion battery for electric vehicles in the next few years, which will enable the Japanese automaker to increase electric mileage by up to 15% in mileage and battery life. car.

2) Toyota Motor China business director Daxi Hongzhi said at the Guangzhou Auto Show on the 18th that the Toyota Mirai fuel cell vehicle is being tested in China.

3) Toyota Motor plans to set up an “internal startup company” to develop electric vehicles

Toyota Motor Corporation, which claims to move directly from hybrids to hydrogen fuel vehicles, is adjusting its new energy route and announced that it will set up a company to develop electric vehicles. The so-called "virtual" organization will consist of four people, each from Toyota. Automobile, Toyota industry, parts supplier Aisin Seiki and Denso. The newly established company will be completed next month, and Toyota said it will operate independently of other internal organizations. Toyota believes that this small-scale group is more flexible, which is conducive to increasing the speed of the project, so as to quickly develop commercially viable products.

4, Sony

1) Sony transferred its lithium battery business to Murata Manufacturing Co., Ltd.

Sony official microblogging October 31 news release that said it had signed a definitive agreement to be binding and Murata, will transfer its lithium battery business to Murata. The transfer includes the Sony battery-related manufacturing sites and the assets and personnel of the battery business sales and R&D center at a transfer price of 17.5 billion yen (1.1 billion yuan).

2) Sony's asset sales are depreciated due to the sale of battery business, and annual profit is expected to decrease by 10%.

Recently, a Sony spokesperson said that the company will cut its profit forecast for this fiscal year by 10%. The downward revision of this profit is related to the impairment loss related to the sale of the battery business. For the forecast of this fiscal year, Sony is expected to receive operating profit of 270 billion yen (about 2.6 billion US dollars), down 30 billion yen from the estimated 300 billion yen in July this year.

5, Panasonic

1) The Matsushita Group revealed that they plan to spend $1.6 billion to build a battery factory. This battery factory is mainly for the supply of Tesla 's car battery and grid battery .

2) Panasonic power battery aircraft 10km challenge failed

The Panasonic Power Battery aircraft failed for a 10km challenge and crashed into the water after flying about 3.53km. Donghai University, one of the organizers of the event, said that it was likely to be affected by the strong wind on the lake that day, and the right wing of the aircraft was deformed and caused the crash. The single-bladed propeller aircraft used in the challenge are made of carbon fiber reinforced plastic and styrofoam. Panasonic offers 640 "EVOLTA" dry batteries as pure power.

6, Johnson Controls completes the split will focus on the car battery business

Recently, Adient announced that it has completed the split from Johnson Controls and officially became an independent company with a publicly traded deal. At this point, Johnson Controls' car seat and car interior business units have been stripped. After Johnson Controls has completed the split, it will focus on the automotive battery business. Adient will be the original Johnson Controls car seat and car interior business.

7. Mazda plans to start selling electric cars in 2019.

In November, the CEO of Mazda Motor Co. said that it plans to start selling electric cars in 2019, which will allow Mazda to compete in Japan and face harsh emission standards overseas.

8, GoPro drone was recalled due to battery failure

GoPro recently announced that it will recall the Karma drone that was just released, and GoPro will not replace these products, but will give users a full refund. The GoPro CEO stated that the recall was caused by a small number of machines that had a battery failure during use and lost power during operation.

Second, domestic companies

1. BYD

1) BYD enters the Korean market

BYD recently completed the registration of the establishment of the Korean legal person "BYD Korea Co., Ltd.". In addition, it has also obtained a distribution company in Korea, and it is expected that it will cooperate with the Korean electric vehicle subsidy system in the future to accelerate the capture of the Korean market.

2) BYD and Iranian automakers reached a cooperation

BYD recently announced a strategic cooperation memorandum of understanding with Iran's largest private carmaker Coleman Motors as into the traditional oil powers Iran's first pure electric vehicle brand. The two sides will cooperate intensively to introduce BYD pure electric and dual-mode series of new energy vehicles and battery motor electronic control technology into the Iranian market.

3) BYD's large-scale investment in ternary power battery

BYD’s secretary-general Li Wei recently said that BYD will expand the layout of the ternary lithium battery in the future. In 2016, BYD expects the battery capacity to be 10GWh, and in 2017, the new ternary battery will be 5-6GWh. Prior to BYD as the world's second largest and the nation's largest battery manufacturers always adhere to the lithium iron phosphate battery technology route, its future large-scale layout of three yuan lithium battery on the one hand represents a maturity of three yuan lithium battery technology and superior degree, other It is also a way for BYD to increase revenue and seize the market.

4) BYD's net profit for the first three quarters of 3.5 billion yuan

BYD released its third quarterly report on the evening of October 30. In the first three quarters, the company achieved operating income of 72.798 billion yuan, a year-on-year increase of 50.12%, mainly due to the increase in revenue from the automotive business and mobile phone components and assembly business; net profit was 3.664 billion yuan, year-on-year. The increase was 86.82%. The announcement said that in the fourth quarter, the demand for new energy vehicles is expected to continue to be strong, the Group's new energy vehicles will continue to sell well, and the new energy vehicle business will continue to maintain a good momentum of development.

5) Former Audi Group Design Director Wolfgang Egger will join BYD as the BYD Auto Design Director. The BYD official has not yet announced it.

2. On November 21st, Weilai Auto held its first press conference at the Saatchi Art Gallery in London, releasing the English brand “NIO”, the new logo and the first product electric super-run EP9.

3. Zhike Youxing won a second round of financing of US$600 million and will build an electric vehicle production line.

Zhike Youxing recently announced that it has received a second financing of US$600 million. So far, Zhike Youxing has raised a total of about US$700 million, a large part of which comes from the local government of Tongling City, Anhui Province. The amount of this financing will be used to build an advanced electric vehicle production plant in Tongling. By 2020, the annual production capacity will reach 200,000 units.

4. Changxin Technology plans to acquire a 91% stake in BAK Battery

Changxin Technology announced on the evening of November 10 that it intends to acquire a 91% stake in BAK Battery, a leading domestic lithium battery supplier. In the first quarter of this year, Changxin Technology announced that it will increase its capital by RMB 800 million to obtain a 10% stake in the company. At that time, Changxin Technology clearly stated that the company's investment in the stock market is only the first step in its cooperation with the power battery field.

5. Hunan Keli Yuanxin Energy Co., Ltd. plans to spend 695 million yuan to increase capital to its holding subsidiary CHS

After the completion of this round of capital increase, the company holds 51.02% of the shares of CHS. CHS is a joint venture invested by Keliyuan and Geely Group. At present, CHS has developed a complete deep hybrid powertrain system with completely independent intellectual property rights. This capital increase and share expansion is an important step in the process of building a national-level hybrid powertrain system technology platform around CHS. It will raise funds for project construction and ensure the smooth progress of mass production of the project.

6. Jianruiwo can sign a subscription and cooperation agreement with Australia's Altura Mining

Kenrui will hold a 19.9% ​​stake in Altura and become the largest shareholder of Altura Mining. In the context of the current market expansion of power battery capacity is severely limited by the high price of high-quality raw materials and lithium battery prices, the company will undoubtedly effectively solve the problem of upstream raw material supply.

7, Jiawei shares posted solid-state lithium battery and fast charge lithium batteries

On November 15th, Weiwei held the world's first solid-state lithium battery and fast-charge lithium battery product launch conference in Shanghai. Weiwei said that it will fully accelerate the combination of solid-state lithium battery and fast-charge lithium battery in the future. The security and super performance are combined into one.

8, Guoxuan Hi-Tech plans to raise 3.6 billion plus code lithium battery business

Power lithium battery company Guoxuan Hi-Tech released a fixed increase plan on the evening of November 14th, the company plans to raise a total of not more than 3.6 billion yuan for the high-energy power lithium battery industrialization, with an annual output of 10,000 tons of high-nickel ternary positive Materials and industrialization of 5,000 tons of silicon-based anode materials. With the rapid development of electric vehicles , traditional cathode materials and graphite anode materials have been difficult to meet the development needs of electric passenger vehicles in terms of energy density and cruising range. High-nickel ternary cathode material and silicon-based anode material have high energy density and excellent comprehensive performance, which is in line with the application trend of pure electric passenger vehicles.

9. Prius and Qualcomm, subsidiaries of Joyson Electronics, signed a wireless electric vehicle charging (WEVC) license agreement

On November 8, Prius and Qualcomm, a subsidiary of Joyson Electronics, announced that they have signed a wireless electric vehicle charging (WEVC) license agreement. Puri will embed Qualcomm's wireless electric vehicle charging technology in its portfolio and will focus on the commercialization of electric vehicle wireless charging systems for plug-in hybrid (PHEV) and electric vehicle (EV) manufacturers.

Third, research progress

1. University of Central Florida develops supercapacitor battery

The University of Central Florida research team has developed a supercapacitor that can continuously use 30,000 times without degrading performance. It consists of millions of wires that are only a few nanometers in length, each wire is wrapped in two-dimensional materials and used. A simple and easy way to synthesize a chemical system that combines a capacitive system with a two-dimensional material. Ultra-high conductivity speeds up the movement and transfer of electrons, allowing the battery to charge and discharge ultra-fast. This super battery has 20 times longer battery life than current lithium-ion batteries and has better stability. However, the researchers said that the project is not yet commercially available.

2. University of Melbourne scientists use a special printer to print solar cells

Scientists at the University of Melbourne in Australia use a special printer to print solar cells directly on A3 paper-sized flexible, translucent plastic sheets, compared to the current crystalline silicon solar panels and thin-film solar panels in the solar market. Printed solar cells are low cost and can be customized. However, the power generation efficiency of this printed solar cell is between 8% and 9.3%. The team is studying the use of hybrid materials as a battery to increase power generation efficiency.

3, inspired by the human intestinal fluff, Cambridge University developed a high-performance lithium-sulfur battery

Scientists at the University of Cambridge described the design of lithium-sulfur batteries in a recent paper published in the journal Advanced Functional Materials. This battery is inspired by the human intestinal mucosa. A layer of zinc oxide nanowires is grown on the outer surface of the carbon electrode to mimic the human intestinal villus-like structure, which captures polysulfides that damage the active material, thereby ensuring the electrochemical properties of the material for reuse. However, such batteries also have their own limitations, such as the number of times of charging does not reach the level of lithium batteries. However, lithium-sulfur batteries have a higher energy density and can store up to five times as much as conventional lithium-ion batteries.

4. Russian and American scientists have developed manufacturing technology for perovskite solar cells

An international research team composed of the Moscow Steel Alloy Institute and the University of Texas at Dallas has developed a manufacturing technology for perovskite solar cells. Compared with traditional silicon-based solar cells, perovskite-type thin film solar cells have higher photoelectric conversion efficiency and lower cost.

5, speeding aluminum battery can be used for 10,000 times in 1 minute

ITRI ​​and Stanford University have collaborated to develop a safer, more efficient URABat ultra-fast aluminum battery that is expected to replace lithium-ion batteries. The charging time is only 1 minute and can be recycled 10,000 times. It looks as thin as a piece of paper and can be folded into any shape without any safety hazard.

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