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電池專題

圓柱電池份額縮減,軟包滲透率加快的現(xiàn)象?

來源:寶鄂實業(yè)    2019-09-19 10:52    點擊量:
As the most mature cylindrical battery, it already has a fixed global standard. From R&D, manufacturing to application, the rigor of the whole process will be higher. Battery manufacturers produce batteries according to the standard. At the same time, automobile companies design and apply batteries according to the standard, which has a strong consistency. With the domestic new energy vehicle subsidy standards put forward higher requirements for battery energy density, soft package technology has become an important means to achieve lightweight and high density batteries. However, its requirements for high manufacturing process also require the improvement of related post-market technology.
 
 
 
 
At present, automobile companies will have their own preferences for these three types of batteries, and will choose the type they recognize for product development. Customers are concerned about vehicle endurance performance and better weight and layout. There is no preference for battery shape. Whether cylindrical, square or soft-packed batteries will have their own value for the market. With the continuous iteration of future technology and the decline of n作為最成熟的圓柱形電池,它已經(jīng)擁有了固定的全球標(biāo)準,從研發(fā)、制造到應(yīng)用上,整套流程的嚴謹性會更高,電池廠商根據(jù)標(biāo)準生產(chǎn)電池,同時車企也是根據(jù)標(biāo)準來設(shè)計應(yīng)用,擁有很強的一致性。隨著國內(nèi)新能源汽車補貼標(biāo)準對電池能量密度提出了更高要求,軟包技術(shù)成為了電池實現(xiàn)輕量化和高密度化的重要手段。但其對高制造工藝的要求,也要求著相關(guān)后市場技術(shù)的提高。

目前車企對于這三類電池會有自己偏好,會選擇他們所認可的類型而進行產(chǎn)品研發(fā),客戶關(guān)心的是車輛續(xù)航表現(xiàn)以及更好的配重與布局,不存在對電池形狀的喜好。無論圓柱、方形還是軟包電池對于市場而言都會具有自己的價值。隨著未來技術(shù)的不斷迭代、新能源汽車補貼的退坡,市場將進入更加理性和多元化的競爭。圓柱電池和軟包電池憑借不同的技術(shù)特點以及差異化的競爭領(lǐng)域,仍會同時滿足不同市場以及相同市場中不同客戶對產(chǎn)品的差異化訴求,動力電池市場仍會呈現(xiàn)多種技術(shù)路線并存的局面。


在國家政策大力支持和新能源汽車產(chǎn)業(yè)快速發(fā)展的大背景下,公司也正在完善產(chǎn)品布局,以豐富的產(chǎn)品線滿足客戶對于不同類型電池的需求,在現(xiàn)有18650生產(chǎn)線的產(chǎn)能3GWh基礎(chǔ)上,新增3GWh新型21700產(chǎn)能,新增6GWh軟包電芯及方形鋁殼產(chǎn)能,并擬通過定增新增5GWh方形電池產(chǎn)能,總體產(chǎn)能規(guī)劃超17GWh,繼續(xù)增加公司在鋰電池領(lǐng)域的市場份額。

 

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