The topic of my report today is about cost control. It should be said that cost control is a topic that needs to be paid attention to all the time in enterprise management. Compared with power battery companies, cost control is particularly sensitive at present, and the cost of battery raw materials is still rising. , so today the battery boss is talking about how to carry out cost control so that the company can survive temporarily.
Cost control is a relatively direct way. It can control the profit of upstream raw materials, control its own R&D, production and quality to improve cost control. I think this may not be a sustainable way. Today I will talk about our power battery Some thoughts and solutions on cost control.
First, share where the main contradiction of product control is. After grasping this contradiction, we will analyze how to solve this contradiction. Later, we will talk about some of the work Penghui has done in cost control.
Cost control is mainly due to the cost increase brought about by the improvement of battery energy density and consistency. The cost of high-performance materials is increasing with the increase of energy density. The development of battery performance must first maintain the life and safety of the battery. There are two major contradictions in the improvement of battery performance. The first contradiction is the high temperature performance of the battery, the high temperature performance and low temperature performance of the battery. If the contradiction between the high temperature performance and low temperature performance of the battery can be resolved, the heating part of our PACK system and The cooling part can be slowed down, which can effectively reduce the cost of PACK.
Tomorrow, the contradiction between batteries and new materials can be well resolved, the cost of batteries can be effectively resolved, and the ability to control battery costs can be improved. I think the most important way is technological innovation.Also read:500ah lithium battery
In terms of battery technology innovation, there are five aspects. One is the four main materials of the battery, positive electrode, negative electrode, electrolyte, separator, and process. The electrolyte is placed in a prominent position. I used to make electrolytes, which may be a bit biased. In fact, the entire battery system is organically combined through electrolytes, so an innovation of electrolytes has more skill and artistry. .
As far as positive and negative materials are concerned, the most effective way for positive and negative materials is to increase the energy density of the material. The picture above is for lithium cobalt oxide. The power battery is mainly about the material below, which is the development of a technology. If power batteries need to increase energy density and reduce costs, the current focus is on high-nickel materials and high-voltage applications based on high-nickel materials. The latter is the application of high-voltage lithium-rich manganese. This application is currently a direction for our batteries. , the most important stage at present, especially this year, everyone is still paying attention to high-nickel materials. The front is to make high-nickel and high-voltage. The main innovation of high-nickel is how to dissolve it in the electrolyte and absorb it in the negative electrode. , thus bringing about the optimization of the high temperature performance of the battery. There may be new breakthroughs in high-nickel materials. In addition to solving the disadvantages of high-nickel, it is also necessary to inhibit the catalytic decomposition of high-nickel electrolytes at high voltages. It should be said that the energy density above 300 Wh/kg may focus on the application of lithium-rich manganese high-voltage materials. Of course, this material is about its cost energy density. I think everyone is very concerned about it. Technological breakthroughs and innovations may come with greater intensity.
Negative electrode, in the next 3 to 5 years, everyone may still focus on the development of graphite and silicon-based negative electrodes. The cost of negative electrodes is currently focused on silicon-carbon alloys. At present, artificial graphite has performance that everyone thinks is relatively stable. Yes, its main breakthrough is the optimization of graphite manufacturing cost. Compared with artificial graphite, natural graphite has a very important and obvious advantage in energy density, especially in terms of cost. If natural graphite is to be used in power batteries, it needs to be further improved in terms of high temperature performance and cycle life of the battery . Of course, as far as silicon carbon is concerned, it has been applied in digital technology, but power battery applications still need greater improvement in terms of battery cycle life and first effect.
In terms of electrolyte innovation, we all know that the electrolyte forms NCM on the positive and negative electrodes at the same time. The efficiency of NCM formation, as well as the impedance improvement, temperature characteristics, and stability of NCM restrict the improvement of battery performance to a large extent. . Therefore, the innovation point of the electrolyte, the first must have good compatibility with the new positive and negative electrode materials, that is, a very good NCM. The second is to develop a high-voltage electrolyte. The third is to develop flame-retardant and flame-retardant electrolytes. Of course, the development of high-performance materials also depends on the development of new electrolyte raw materials. Therefore, in terms of electrolyte innovation, I think that in addition to paying attention to cost, more attention is paid to improving battery performance, and improving and ensuring battery performance through electrolyte innovation.
The innovation of the diaphragm, I think, is mainly reflected in four aspects. The first one is to reduce the thickness and increase the strength of the diaphragm. The second is to improve the temperature characteristics of the separator, and increase the temperature resistance from 150 degrees to 200 degrees and 300 degrees to meet the application of batteries at high temperatures. The third is to improve the pressure resistance of the diaphragm. Fourth, the gelled flame retardant diaphragm. In terms of innovation in four aspects, the separator can effectively improve the energy density and safety of the battery.see more:Lithium Golf Cart Batteries
The last point of innovation is the innovation of craftsmanship, which is mainly reflected in three aspects. The first is the lightweight of domestic production. The second is to increase the volume density to increase the energy density of the battery. Finally, there is the battery manufacturing process.
As far as this innovation is concerned, light weight will affect the balance between the strength of the pole piece and the rate performance, and technological innovation is required. Second, it can greatly improve battery consistency and yield, but equipment investment and subsequent maintenance of equipment need to bring a very large investment to the cost, which also needs to be focused on and improved. Third, the increase in cell density will affect the cycle life and rate performance of the battery, which can be improved and taken into account.
The above is what I think we can innovate from these perspectives to improve the performance and yield of batteries, so as to improve our control of battery costs.
Next, let's talk about some work done in the control aspect. Penghui’s cost control mainly starts from three major aspects. First, we still focus on technological innovation. First of all, we will reflect in the design of energy density. Our current design of energy density should be the current domestic The leading energy density design keeps pace, and now our energy density is currently 230 Wh/kg, and next year it will be 260 Wh/kg. The second innovation point is reflected in our effective combination of power density, energy and power. For example, our current 230 Wh/kg battery, we can charge and discharge more than 1,000 times at 1C, and at the same time we meet the fast charge of 3C . What does the design of energy density and power density mean? We can design the cruising range of the car to 300-500 kilometers. If the car is charged at 20%-30% SOC, fast charging can basically take 10 minutes. Charged to 80 to 90%, this charging efficiency can be compared with the traditional efficiency.
The third point of our innovation is reflected in the all-weather power design of our battery design. Our current battery is basically charged and discharged frequently in the environment of minus 20 degrees and 55 degrees. This can bring two benefits. One can It can greatly improve the service life of the battery in actual working conditions. Second, such a power design can be used in most of our countries, which can improve the range of use of our batteries.
Fourth, our intelligent transformation of the production process. Now our entire production process is the key to intelligent identification of supply and demand, which can effectively prevent our bad products from flowing into the market. The second is the international advanced automated production line. At present, the yield of our products exceeds 90%, which is constantly improving. These are the characteristics of the four aspects we have done in terms of innovation.
The second major measure in terms of cost control is the cascade utilization of our batteries. Now Penghui’s entire battery application field has three major areas. In addition to our EV, we also have our 3C digital and energy storage systems. Therefore, the cascade utilization of our batteries contains three aspects of utilization. The first is the battery. In the production and manufacturing stage, we can use some batteries that cannot meet the requirements of the car to be used in the 3C digital field and the energy storage field, which can greatly improve the yield of our batteries.
The second aspect of utilization is the subsequent cascade utilization after 80% of the battery and the subsequent recycling. We use the layout of this industrial chain to increase the use value of the entire life cycle of the battery, which can effectively reduce the use of the battery in the car. cost. The third aspect is the win-win cooperation of the whole industry chain. At present, we insist on open cooperation and binding cooperation for the upstream and downstream. Controlling risk costs can improve the company's control of costs and the competitiveness of the company through these channels.
Next, I will briefly introduce the characteristics of Penghui Energy, which are mainly reflected in four aspects. The first one is our focus on chemical power sources. Chairman Xia started making batteries once in 1995, so our long-term attention to batteries will help us better understand chemical power sources and our good technical reserves. We He has a very good and unique grasp of the development of the entire industry. The second feature is that Penghui’s current industrial chain is centered around battery manufacturing and battery life cycle industry layout. In addition to battery R&D and production, we are currently laying out the operation of car charging piles, including micro-grid energy storage. , home energy storage, etc. are all implemented and deployed around this. The third feature, just mentioned the business philosophy of win-win cooperation between the whole meeting and the industrial chain. The fourth feature, a good concept, maintains the continuous sales and profit growth of our enterprise.