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Iron and lithium futures
Still that honest and steady face, or those alert and determined eyes. The low-key Zeng Yuquan "is a blockbuster if you don't sing." After ranking third in the Hurun Report in 2020 with12 billion yuan in August, he took his "never catching fire" 8 1 1 battery to the podium of 10, 16, the 5th International Summit on Power Battery Applications. On the stage, he is confident and firm.

Never fire 8 1 1 battery safety improvement

165438+10.6, Weilai officially launched the 100kWh battery pack to the market, and this battery is equipped with the latest CTP technology of contemporary Amperex Technology Co., Ltd., that is, the "never fire" battery. For a time, the news about "Contemporary Ampere Technology Co., Ltd. never catches fire" swept through.

The new "Never Fire" 8 1 1 battery of Contemporary Ampere Technology Co., Ltd. doesn't catch fire, but Contemporary Ampere Technology Co., Ltd. may catch fire. "In recent years, battery technology has developed rapidly, and solving safety problems such as futures is the focus of the industry. Whether the new' Never Fire '8 1 1 battery of contemporary Amperex Technology Co., Ltd. needs to be mass-produced and put on the market before it can be verified. However, it is a fact that the previous star battery NCM8 1 1 battery of Contemporary Ampere Technology Co., Ltd. caught fire many times. " Ren Wanfu, an auto analyst, told CRRC.

According to relevant news, since May this year, GAC New Energy Aion? The United States has had several spontaneous combustion accidents in Guangdong, Hainan and Haikou. As we all know, Guangzhou Automobile New Energy Aion? Contemporary Amperex Technology Co., Ltd. NCM8 1 1 battery is the power battery of S. Although the official did not point out the specific reasons, anecdotal analysis may be related to 8 1 1 battery, which has increasingly aggravated the industry's concerns about the safety of 81battery.

8 1 1 battery, that is, ternary lithium battery with the ratio of nickel, cobalt and manganese in the cathode material of 8: 1: 1. In power batteries, the higher the content of nickel, the greater the battery capacity. At the same time, due to the high activity of nickel, the higher the content, the worse the thermal stability of cathode materials. However, when the battery encounters high temperature or external impact, thermal runaway will occur, thus "spontaneous combustion". "At present, most car companies generally adopt the 523 high-voltage system. The high nickel content of 8 1 1 battery generally makes people feel that the cruising range is large, but if the 8 1 1 battery is recharged at 4. 1V or 4.2V, the whole substance will collapse, while the 523 battery system will generally be charged to 4.35V "I used to work in contemporary Amperex Technology Co., Ltd..

And the appearance of "never catching fire" 8 1 1 battery may solve the problem that contemporary Amperex Technology Co., Ltd. catches fire. Regarding the battery that never catches fire in Contemporary Anpu Technology Co., Ltd., the relevant person in charge familiar with the battery business admitted to CRRC: "It is normal to develop a battery that never catches fire like Contemporary Anpu Technology Co., Ltd. in the battery industry. There is no definition as to whether the battery will never catch fire to that extent, but it is definitely much safer than the existing commonly used lithium batteries. There is no doubt that this really means a technological breakthrough for the industry. "

Due to domestic troubles and foreign invasion, the international market is in urgent need of expansion.

Whether it is the 2020 rich list or the "Never Fire" 8 1 1 battery, the low-key Zeng Yuqun has become the object of media discussion. However, Contemporary Ampere Technology Co., Ltd., which successfully completed the IPO in just 24 days and its market value exceeded 600 billion, is currently facing internal and external attacks from LG Science and BYD.

At the beginning of this year, BYD, the biggest domestic competitor of Contemporary Ampere Technology Co., Ltd., announced that its self-developed high-security "blade battery" came out. However, BYD, which owns ternary lithium battery, claims that ternary lithium battery is unsafe because of a "war of words" between BYD and Contemporary Ampere Technology Co., Ltd.

BYD insists on using lithium iron phosphate battery, which has been suppressed by ternary lithium battery because of its low energy density and poor endurance. Although the "blade battery" developed by BYD still uses lithium iron phosphate batteries, due to the rearrangement and combination of batteries, the number of batteries is maximized and the performance of lithium iron phosphate batteries is maximized, thus increasing the cruising range.

"BYD does have a strong reserve in battery technology. Blade battery can better ensure the safety of pure electric vehicles. In this respect, BYD is still very competitive. " Zhang Xiaoliang, an auto analyst, affirmed the competitiveness of BYD's Blade Battery against CRRC.

"If we are not the number one in the world, we have no value of existence." Yu Zeng said confidently before, but now "internal troubles and foreign invasion" is a situation that contemporary Amp Technology Co., Ltd. has to face. Contemporary Ampere Technology Co., Ltd. lost to LG Chemical in the first eight months of this year. According to SNE? The research data shows that LG Chem ranks first in the world with the installed capacity of 15.9GWh, with a market share of 24.6%. The installed capacity of Contemporary Ampere Technology Co., Ltd. 15.5GWh accounts for 24% of the market share, ranking second in the world. It is reported that in 20 19, the battery sales of Contemporary Amp Technology Co., Ltd. was 40.96GWh, ranking first in the world for three consecutive years.

"The main market of Contemporary Ampere Technology Co., Ltd. is at home. If it wants to develop further, it must expand to the international market." Ren Wanfu, an auto analyst, told CRRC. The data shows that the overseas revenue of Contemporary Ampere Technology Co., Ltd. in 20 19 was 2 billion yuan, accounting for only 4.37% of the total revenue.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.