Author | Cai Jialun, Editor | He Zi
The domestic traditional automobile industry has been catching up with the west for many years. Although it has become the largest automobile market in the world, it has not fully mastered the core technology, and there is still a big gap with foreign countries. In the field of traditional fuel vehicles, domestic independent brands cannot surpass them in a short time. However, in the field of new energy vehicles, China's automobile industry can overtake in corners, because China and other countries in the world are on the same starting line.
In order to develop new energy vehicles, power battery, as a core component, is an indispensable part, just like the engine position of traditional fuel vehicles. Therefore, from the perspective of the whole new energy automobile industry chain, the development of power batteries is related to whether China automobile industry can achieve overtaking in corners. Power battery industry is a technology-driven and capital-intensive industry, and only strong R&D investment can succeed.
The reason why contemporary Amperex Technology Co., Ltd. and BYD are neck and neck is that their choices are completely different, even antagonistic. The ternary lithium battery of Contemporary Ampere Technology Co., Ltd. has the characteristics of high capacity density and low cost, which makes the products of Contemporary Ampere Technology Co., Ltd. quickly recognized by the market. BYD used lithium iron phosphate battery before, which was characterized by low energy density but fast charging. Originally, both of them had their own markets, but with the release of blade batteries, they started a head-on confrontation.
BYD tested the quality of the blade battery by acupuncture at the blade battery conference at the end of March. In the live video of "Puncture Penetration Test", the temperature of ternary lithium battery changed dramatically at the moment of acupuncture, the surface temperature exceeded 500℃ and it began to burn violently, and the eggs on the battery surface were blown up. The traditional lithium phosphate bulk battery has no open flame and smoke, and its surface temperature reaches 200℃~400℃. There is no open flame and smoke after the "blade battery" penetrates, and the surface temperature of the battery is only about 30℃-60℃.
BYD's technicians said that the results of acupuncture test can not only show that the internal short circuit of the blade battery will not cause spontaneous combustion, but also mean that the car will not explode when the battery is injured by foreign objects, which can effectively protect the safety of people inside the car. Wang Chuanfu, chairman and president of BYD Group, confidently declared at the press conference that "blade battery" will lead the global power battery technology route back to the right path and completely erase the word "spontaneous combustion" from the dictionary of new energy vehicles. "
Looking at BYD's various performances, I personally think that it is undoubtedly not demonstrating to Contemporary Ampere Technology Co., Ltd.. The ternary lithium battery used in BYD's acupuncture experiment gives people a feeling of "pointing fingers at mulberry and cursing trees" because contemporary Anpu Technology Co., Ltd. mainly produces ternary lithium batteries. Zeng Yuquan, the chairman of contemporary Amperex Technology Co., Ltd., showed different attitudes towards the blade battery that Wang Chuanfu had high hopes for, and threatened that "blade battery" was a structural innovation that contemporary Amperex Technology Co., Ltd. had carried out four years ago.
On may 1 1, at the online presentation meeting of the 20 19 annual performance of contemporary ampo technology co., ltd, Zeng yuqun responded to BYD's acupuncture experiment: "battery safety and battery abuse test are two different things, but some people equate the passing of abuse test with battery safety." On the second night after the conference of Contemporary Ampere Technology Co., Ltd., Li Yunfei, deputy general manager of BYD Auto Sales Company, "fought back" in Weibo, saying that acupuncture experiment was the most difficult. If Contemporary Ampere Technology Co., Ltd. is not satisfied, he will also poke it. At this point, the love-hate relationship between BYD and Contemporary Ampere Technology Co., Ltd. has entered a new chapter.
Contemporary Amperex Technology Co., Ltd. took the battle on May 22nd and really "dived". Contemporary Ampere Technology Co., Ltd. released a video about his acupuncture experiment on the evening of May 22nd. During the acupuncture experiment, the steel needle could not pass through the battery pack and was broken by the steel plate on the battery package. Contemporary Amperex Technology Co., Ltd. responded that the ternary lithium battery pack of Contemporary Amperex Technology Co., Ltd. was impenetrable by steel needles. The acupuncture experiment of contemporary Amperex Technology Co., Ltd. not only failed to calm public opinion, but also caused some netizens' dissatisfaction. Many netizens think that Contemporary Ampere Technology Co., Ltd. is stealing the concept, because the test object of Contemporary Ampere Technology Co., Ltd. is the battery pack wrapped outside, not the battery core, which is not in line with the original intention of acupuncture experiment. In order to quell public anger, Contemporary Ampere Technology Co., Ltd. released a new video on May 23, which tested the 5-series battery and an 8-series ternary battery of Contemporary Ampere Technology Co., Ltd. The test results are good, and there is no open flame and high temperature.
Contemporary Ampere Technology Co., Ltd. not only showed the battery acupuncture test in the video, but also published the document. The needle test technology of ternary lithium battery of Contemporary Amp Technology Co., Ltd. passed the German test certification on 20 17. The acupuncture experiment of contemporary Amperex Technology Co., Ltd. on BYD shows that the battery temperature after acupuncture is only 35. 1℃, and it is impossible to cook eggs. BYD's initial test was based on whether the eggs were cooked or not, so the comments of Contemporary Ampere Technology Co., Ltd. were obviously insinuating BYD.
The struggle between BYD and Contemporary Ampere Technology Co., Ltd. continues to be deadlocked, but many netizens want to know which side is right? Under the analysis of professionals, I also got an accurate answer. In the two acupuncture experiments, Contemporary Anpu Technology Co., Ltd. did not really simulate the internal short circuit of the battery, but demonstrated that the battery produced by Contemporary Anpu Technology Co., Ltd. could prevent adverse factors such as external collision, and there was indeed a suspicion of "stealing the concept". However, it is unreasonable for BYD to compare the blade battery with the ternary lithium battery of Contemporary Ampere Technology Co., Ltd.
As I mentioned earlier in the article, BYD dominates lithium iron phosphate batteries, while Contemporary Ampere Technology Co., Ltd. dominates ternary lithium batteries. Lithium ferrous phosphate material has good thermal stability, but its energy density is lower than that of ternary lithium battery, and the emphasis of the two materials is completely different. So is BYD's acupuncture experiment at the blade battery conference suspected of intentionally suppressing contemporary Amperex Technology Co., Ltd. to confuse people? Back to the topic, the acupuncture experiment has long been excluded from the national safety standards, because many people think that the acupuncture of single battery is similar to the ignition test of gasoline and diesel fuel, and the protective effect of fuel tank is completely ignored.
BYD and Contemporary Ampere Technology Co., Ltd. are two giants in the current power battery market, but BYD mainly produces lithium iron phosphate batteries with energy density lower than ternary lithium batteries, which are gradually surpassed by Contemporary Ampere Technology Co., Ltd. According to the data of 20 19, the battery load of contemporary Ampere Technology Co., Ltd. reached 3 1.46GWh, while BYD only had10.75 gwh. In 20 19, there were more than 4,600 vehicles in the effective catalogue of new energy vehicles published by the Ministry of Industry and Information Technology, of which/kloc-
In 20 17, the installed capacity of lithium iron phosphate batteries and ternary lithium batteries accounted for 49.6 1 and 44.69 respectively. However, as major car companies began to pay attention to the energy density of batteries and consumers' attention to the cruising range of new energy vehicles, the market share of ternary lithium batteries soared in the following years, while lithium iron phosphate batteries decreased accordingly. From June 5438 to April this year, the installed capacity of ternary lithium batteries accounted for 72.87%, while the installed capacity of lithium iron phosphate batteries fell to 22.93%.
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Contemporary Ampere Technology Co., Ltd. is not only innovating battery technology, but also exploring new battery materials. BYD seems to be still immersed in the joy of victory brought by lithium iron phosphate battery. Judging from the data in recent years alone, lithium iron phosphate batteries have begun to lag behind ternary lithium batteries. Although the batteries produced by BYD can be produced and sold by itself, with the increasing coverage of ternary lithium batteries in Contemporary Ampere Technology Co., Ltd., BYD's dominance in new energy vehicles is difficult to guarantee.