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| Technical direction of energy storage battery: super 300Ah laminated high-capaci |
| Release time:2022-12-22 09:56:11| Viewed： |
Technical direction of energy storage battery: super 300Ah laminated high-capacity battery is the mainstream direction in the future
Honeycomb Energy held the 3rd Battery Day in Changzhou with the theme of "Riding the Bee and Controlling the Future".
At the press conference, Yang Hong, chairman and CEO of Honeycomb Energy, released a new generation of highly safe power battery systematic solution - Dragon Scale Armor Battery, and also released the ultra-high speed lamination technology 3.0, high manganese iron nickel battery and nano grid silicon cathode, which is called "flying stack". In addition, Honeycomb Energy also officially announced the energy storage business plan, named the preliminarily formed ecological chain Honeycomb Ecology, and announced that the company had launched the dual wheel drive strategy of "power battery+energy storage battery".
This battery day activity is the first release of important technical achievements and new strategies after the acceptance of Honeycomb Energy Technology Innovation Board IPO application. With the approach of the listing of the Science and Technology Innovation Board, this battery subsidiary, which was split by Great Wall Motors, one of the "top three" independent auto companies, began to describe the future prospects based on a new strategy while continuously demonstrating the "muscle" of technology and the nature of science and innovation.
New battery system pursues long life and high safety
A new generation of highly safe power battery systematic solution, Dragon Scale Battery, is the absolute protagonist of Honeycomb Energy Battery Day.
"Dragon Scale Armor" is a kind of invincible scale armor that the dragon family collects the hardest dragon scale on each dragon. According to this legend, Honeycomb Energy wants to convey the advantages and characteristics of the two Dragon Scale Armor batteries: first, they are solid and safe; second, they are integrated and have a high endurance. The battery with a ternary battery cell can have a endurance of more than 1000 kilometers. These two advantages correspond to the two major pain points of lithium iron phosphate battery in recent years: first, security concerns, and second, insufficient endurance.
In terms of safety, Honeycomb Energy has adopted two "unconventional" settings on the draconian scale battery to optimize the battery safety performance from the source of thermal runaway of the battery system. First of all, the Dragon Scale Armor is designed with a short knife electric cell bottom outlet explosion-proof valve. Compared with the electric cell explosion-proof valve designed on the top of the conventional battery pack, it can quickly realize directional pressure relief when a certain electric cell is out of control, and the ejecta will not spread to the surrounding electric cells. This design can also combine the space at the bottom of the battery cell and the battery pack to improve the volume utilization and the driving range.
Secondly, at the battery pack level, Dragon Scale Armor innovatively adopts the design of "thermal electrical separation". Compared with the conventional electric cell with explosion-proof valve and lug on the same side, the thermoelectric separation design makes the thermal runaway pressure relief area and power transmission area independent, greatly reducing the failure probability of internal high-voltage arcing and sparking during thermal runaway, and improving the battery safety.
In addition to the two "unconventional" designs, the Dragon Scale Armor also uses a double-sided cooling design to make the electric core contact the cooling plate in a large area, so that the cooling plate can quickly take away the heat of the electric core. The heat exchange capacity is 70% higher than the general level. While improving the safety of the battery pack in the non charging scenario, it also improves the safety of the electric vehicle fast charging scenario. At the battery pack structure level, Honeycomb Energy also adopts the design of high-strength steel+elastic support to establish a stable pressure relief channel for thermal runaway and avoid battery pack failure caused by collision. High endurance is another highlight of the Dragon Scale Armor battery. In terms of energy density, Honeycomb Energy has greatly improved the volume grouping efficiency of the Dragon Scale Armor battery system using lithium iron phosphate battery cells to 76% by optimizing the cell and system technologies, making the battery life more than 800 km, the battery life using high manganese iron nickel battery cells more than 900 km, and the battery life using ternary battery cells more than 1000 km.
In addition, the battery solution of Dragon Scale Armor also integrates self-developed achievements such as short knife battery and ultra-high speed lamination technology. In terms of performance, this is manifested by the outstanding fast charging performance, obvious cost advantage and strong compatibility of the system. It is reported that when the Dragon Scale Armor battery is matched with a ternary battery, it supports 4C fast charging and reduces the structural parts by 20%, reducing the weight of the battery pack by 10-20 kg. At the same time, the battery system is compatible with various chemical systems and can be carried on A00-C series vehicles.
At the event site, Yang Hongxin said that the Dragon Scale A battery will accept the global reservation from now on. He also revealed that the Dragon Scale A battery will be successively carried to the mass production models in 2023, including an SUV in October 2023 and a sedan in October 2023.
R&D matrix of heavy investment layout
In addition to the draconian battery, Honeycomb Energy has also released a number of technologies, including "flying stack" technology, high manganese iron nickel and nano mesh silicon anode related technologies.
Among them, the "flying stack" technology originated from the lamination process technology dominated by Honeycomb Energy at the beginning. It is the 3.0 version of ultra-high speed lamination technology, and its technical efficiency reaches 0.125 seconds per chip. It is reported that the efficiency of the first generation lamination technology is 0.6 seconds per piece, and the efficiency of the second generation is 0.45 per piece. Compared with the previous generation of laminating machine, the third generation of "flying laminating" technology reduces the area of the laminating machine by 45% and improves the efficiency by more than 200%. The third generation "flying stack" technology also integrates the functions of pole piece unwinding, cutting, hot pressing, online monitoring of laminated CCD, HI-POT online monitoring, and full inspection of single piece defects.
In addition, in view of the ceiling problem of the energy density of lithium iron phosphate battery, Honeycomb Energy proposed a new product scheme, namely high manganese iron nickel battery. The cost of cobalt free high manganese iron nickel battery is controllable, and it can achieve higher energy density than lithium iron phosphate. Honeycomb Energy said that compared with the lithium iron phosphate battery pack, the high manganese iron nickel battery pack can improve the battery life by 100km and the low-temperature performance by twice; Compared with the ternary battery pack with the same bulk density, the whole package cost is reduced by 9.5%. Honeycomb Energy estimates that the weight energy density of the high manganese iron nickel battery pack is 220WH/kg, the volume energy density is 503 Wh/L, and the mass production time is expected to be 2024.
For high energy density batteries, Honeycomb Energy has proposed a concrete and micro negative electrode technology scheme - nano grid silicon negative electrode. This anode material is characterized by high capacity, high first effect, low expansion, low gas production, long life and support for 4C fast charging. Honeycomb Energy predicted that the nano grid silicon negative electrode combined with high nickel positive electrode will be the first to be applied on the large cylindrical electric core to achieve energy density ≥ 300Wh/kg. In 2025, the capacity of honeycomb energy combined with nano grid silicon cathode will reach 5GWh.
Batch release of technical achievements is the theme of Honeycomb Energy's battery day for three consecutive sessions, which conveys that the enterprise hopes to establish a strong technical label. As Yang Hongxin said, in the TWh era, the strategy of Honeycomb Energy is to rely on technology+manufacturing to win. Behind the technology released in batch is its continuous investment in R&D. According to the prospectus of Honeycomb Energy applying for the IPO of the Science and Technology Innovation Board, the R&D expenses of Honeycomb Energy accounted for 20.71% of the operating revenue from 2019 to 2021, and the accumulated R&D investment was nearly 1.5 billion yuan.
With high investment, Honeycomb Energy has established a core technology matrix. This includes the technology product matrix composed of cobalt free battery, high-speed lamination technology and short knife battery, and Apsara Cloud platform.
Among them, the cobalt free battery technology is developed for the cobalt resource, which is the key to the choke point of the positive material industry. The layered cobalt free material independently developed by Honeycomb Energy has achieved mass production; The technical product composed of high-speed lamination technology and short knife battery has the characteristics of high safety and low cost, which consolidates the advantages of Honeycomb Energy in the research, development and production of short knife battery; The Apsara Cloud platform, another powerful tool to ensure safety, currently has more than 300000 sets of battery packs, covering 39 models, including ternary, lithium iron phosphate and other battery systems.
Outline the strategic picture on the eve of IPO
The high investment in technology research and development is closely related to the IPO of Honeycomb Energy's scientific innovation board.
According to the statistics of SNE Research, a Korean lithium battery market research institution, Honeycomb Energy ranked the 10th in the world in terms of installed capacity of power batteries in 2021 and January June 2022. According to the data, Honeycomb Energy is the only unlisted enterprise among the top ten power battery enterprises in the world. In November this year, Shanghai Stock Exchange officially accepted the IPO application of Honeycomb Energy's Science and Technology Innovation Board. The sponsor is CITIC Securities, and the company plans to raise 15 billion yuan.
When choosing the scientific innovation board for listing, Honeycomb Energy's own scientific innovation attribute is self-evident - in fact, this is the label it has always emphasized. According to the prospectus, from 2019 to 2021, Honeycomb Energy's operating revenue was 929 million yuan, 1.736 billion yuan and 4.474 billion yuan respectively. From 2019 to 2021 and from January to June 2022, the R&D expenses of Honeycomb Energy were 375 million yuan, 380 million yuan, 724 million yuan and 572 million yuan respectively. It can be seen from the two groups of data that the cumulative amount of R&D investment and its proportion in revenue of Honeycomb Energy in the past three years have far exceeded the requirements of the evaluation standard of scientific innovation attributes.
High R&D investment has been shown in patent achievements. Data shows that as of September 30, 2022, Honeycomb Energy has a total of 2979 domestic authorized patents, including 468 invention patents. According to the public information of the global automobile patent big data platform of the China Automobile Center, in 2020, 2021 and January June 2022, the number of patents for power battery of Honeycomb Energy was 586, 878 and 568, respectively, ranking first, first and second in the list of innovation subjects of power battery patent disclosure in China.
In addition to increasing the attributes of scientific innovation to seek a scientific innovation board, Honeycomb Energy is also strengthening its independence to achieve a more smooth listing. The problem of business independence is a natural attribute of supply chain technology subsidiaries. BYD Semiconductor, which had previously terminated its spin off listing, has been repeatedly questioned by regulators on whether it has the ability to operate independently.
As a subsidiary born out of Great Wall Motors, Honeycomb Energy also faces similar difficulties, but it has responded to them. The data shows that since 2021, the sales proportion of related parties in the main business of Honeycomb Energy has shown a significant downward trend, and will drop to 52.23% in the second quarter of 2022. Although the sales of related parties still accounted for more than half of the total, the quarterly compound growth rate of non related parties in its main business in the same period reached 163.37%, which was much higher than the compound growth rate of 0.16% of related parties and 13.89% of the overall sales. This shows the effectiveness of Honeycomb Energy in independent business.
At present, Honeycomb Energy is continuously developing downstream customers. Its customer structure includes traditional automobile manufacturers and new car making forces, domestic automobile manufacturers and overseas brands, related party customers and non related party customers, including Great Wall Motors, Geely Automobile, Zero Running Automobile, Dongfeng Automobile, Landu Automobile, Xiaopeng Automobile, Ideal Automobile, Beam Automobile, Celes Automobile, United New Energy Automobile, etc.
In other words, under the anxiety of "overcapacity", the expansion of production is still the big head of its investment after IPO. Previously, there was a view in the industry that the current domestic power battery capacity planning was suspected of excess. According to Honeycomb Energy, the advanced capacity of power battery is still insufficient, and the supply of advanced products exceeds the demand. Through in-depth layout of high-end capacity, Honeycomb Energy can seize the opportunity of industry transformation. The "high-end" and "advanced" products it emphasizes are obviously closely related to the battery technology it has invested heavily in research and development.
In addition to expanding the production of power batteries, energy storage batteries will also become an important part of the next round of strategy of Honeycomb Energy. On the Battery Day, Honeycomb Energy announced the company's layout in the field of energy storage and launched the dual wheel drive strategy of "power battery+energy storage battery".
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