The attitude towards solid-state batteries in the Ningde era has become ambiguous.
A few days ago, Wu Kai, chief scientist of Ningde Times, revealed that Ningde Times has the opportunity to produce solid-state batteries in small quantities in 2027.
He also stressed that if 1-9 numbers are used to represent the maturity of all-solid-state batteries, the current maturity of Ningde era is at the level of 4, with a target of 2027 to 7-8.
Photo: Samsung SDI, and more than a month ago, Ningde Times Chairman Zeng Yuqun thought that the commercialization of solid-state batteries was a distant thing.
In an interview with the media at the end of March, Zeng Yuqun said that the current technical effect of solid-state batteries is “still not good enough” and that there are safety problems and there are still several years to go before commercialization.
Within a month, Ningde’s attitude towards solid-state batteries has changed from “commercialization is far away” to “there is an opportunity for small batch production”.
The subtle changes during this period have to make people ponder the reasons behind it.
Recently, the heat of solid-state batteries has been high.
Compared with the previous era when companies queued for goods and the supply of power batteries fell short of demand, now the battery capacity is overproduced and the growth rate in the Ningde era is slowing down.
In the face of the trend of industrial change, the strong position of Ningde era has become a thing of the past.
Under the strong marketing rhythm of solid-state battery, “Ning Wang” began to panic? The wind of marketing blows to the “solid-state battery”.
As we all know, the core of the change from liquid battery to semi-solid battery and all-solid battery is the change of electrolyte.
Liquid battery to solid-state battery needs to improve energy density and safety performance by changing chemical materials, but it is not easy in terms of technology, cost and manufacturing process.
It is generally predicted in the industry that solid-state batteries can only be mass produced in 2030.
Today, the heat of solid-state batteries is unusually high, and there is a great momentum to get on the bus ahead of time.
On April 8, Zhiji released a new pure electric model, Zhiji L6, which was first launched with “the first generation of light-year solid-state batteries”.
Subsequently, GAC GROUP announced that the all-solid-state battery is scheduled to get on the bus in 2026, which will first be carried in the Haopin model.
Of course, Zhiji L6’s public announcement that it carries a “first-generation light-year solid-state battery” has also caused a lot of controversy, and its solid-state battery is not a real all-solid-state battery.
After many rounds of in-depth discussion and analysis, Li Zheng, general manager of Qingtao Energy, clearly pointed out that “this battery is actually a semi-solid battery”, and the dispute gradually subsided.
Photo: Zhiji Automobile, a supplier of Zhiji L6 solid-state batteries, while Qingtao Energy clarified the truth about semi-solid-state batteries, another company claimed to have made new progress in the field of all-solid-state batteries.
On April 9, GAC Ean Haopin announced that its 100% all-solid-state battery will be officially released on April 12.
However, the originally scheduled product release has been changed to “mass production in 2026”.
Such repeated publicity strategies have attracted many complaints from people in the industry.
Although both companies have played word games in solid-state battery marketing, the heat of solid-state batteries has once again been pushed to the best part.
On April 2, Tailan New Energy announced that the company had made great progress in the research and development of “automotive specification grade all-solid-state lithium battery” and successfully produced the world’s first automotive gauge-grade all-solid-state lithium battery with ultra-high energy density 120Ah and measured energy density up to 720Wh/kg, setting a new industry record for the monomer capacity and highest energy density of styled lithium battery.
On April 5th, the German Association for the Promotion of Sustainable Physics Technology announced that after nearly two years of research and development, the German team of experts has invented a full set of automatic continuous production process for high-performance and high-safety solid-state sodium-sulfur batteries, which can make the energy density of the battery exceed 1000Wh/kg and the theoretical loading capacity of the negative electrode up to 20000Wh/kg.
In addition, from late April to now, leading New Energy and Enli Power have successively put into production the first phase of the Guanxuan solid-state battery project, and according to the latter’s previous planning, it will achieve mass production of the 10GWh production line in 2026, and strive to achieve the global industrial base layout of 100+GWh by 2030.
, all-solid or semi-solid? Ning Wang accelerates anxiety.
Compared with liquid batteries, solid-state batteries have attracted much attention because they have many significant advantages, such as high energy density, high safety, small size, wide temperature range and so on.
According to the content of liquid electrolyte, some people in the industry have made a clearer distinction between solid-state batteries.
According to the industry, the development path of solid-state battery can be divided into semi-solid (5-10wt%), quasi-solid (0-5wt%) and all-solid (0wt%), in which the electrolytes used in semi-solid and quasi-solid are mixed solid-liquid electrolytes.
If it will take time for the all-solid-state battery to get on the bus, then the semi-solid-state battery is already on its way.
At present, more than a dozen power battery enterprises at home and abroad, including China New Airlines, Honeycomb Energy, Huineng Technology, Ganfeng Lithium Industry, Yiwei Lithium Energy, Guoxuan Hi-Tech, and so on, are also laying out semi-solid batteries and defining the boarding plan.
According to the statistics of relevant institutions, by the end of 2023, the domestic semi-solid battery capacity planning has cumulatively exceeded 298GWh, and the landing capacity is connected to 15GWh.
2024 will be an important node in the development of solid-state battery industry, and the large-scale loading and application of (semi) solid-state battery is expected to be realized this year.
It is expected that the total installed capacity of the whole year will historically break through the 5GWh barrier.
In the face of the rapid pace of solid-state batteries, the anxiety of the Ningde era began to spread.
In comparison, Ningde era is not very fast in solid-state battery research and development, and it is not until recently that it has come too late to formally implement the mass production schedule of solid-state batteries.
The reason why the Ningde era is anxious to “explain” may come from the adjustment of the overall industrial structure and the pressure of its own slowing growth.
On April 15, Ningde Times released its results for the first quarter of 2024: total revenue was 79.
77 billion yuan, down 10.
41% from the same period last year.
the net profit belonging to shareholders of listed companies was 10.
51 billion, up 7% from the same period last year.
and deducting non-net profit was 9.
25 billion yuan, up 18.
56% from the same period last year.
It is worth mentioning that this is the second consecutive quarter of revenue decline in the Ningde era compared with the same period last year.
In the fourth quarter of 2023, total revenue in Ningde era fell 10% from a year earlier.
In the case of falling power battery prices, and enterprises in the power battery market share is difficult to improve the situation, Ningde era is saying goodbye to the state of rapid growth.
From another point of view, the Ningde era has changed its attitude towards solid-state batteries and is more like being forced to do business.
When the whole battery industry falls into the background of “solid-state battery carnival”, if Ningde era is still silent, orIf solid-state batteries are still in a state of hindsight, it will inevitably leave people with the misunderstanding that Ningde era lags behind in the field of new technology.
Ningde era response: not only solid-state batteries, Ningde era’s main business includes four sectors, namely, power batteries, energy storage batteries, battery materials and recycling and battery mineral resources.
In 2023, the power battery sector contributed 71% of the revenue of the Ningde era, while the energy storage battery sector accounted for nearly 15% of the revenue.
According to SNE Research data, in the first quarter of this year, Ningde era installed a total of 60.
1GWh batteries in the world, an increase of 31.
9% over the same period last year, with a market share of 37.9%. According to statistics from the China Automotive Power Battery Industry Innovation Alliance, in the first quarter of 2024, Ningde ranked first in China in terms of 41.
31GWh loading, with a market share of 48.
93%, up from 44.
42% in the same period last year.
Of course, new technologies and new products have always been the key to grabbing market share in Ningde era.
In August 2023, Ningde era released Shenxing overcharging battery in August 2023.
This battery is the world’s first lithium iron phosphate overrechargeable battery, which uses a number of innovative technologies such as superelectron net cathode, graphite fast ion ring, ultra-high conductivity electrolyte and so on.
It has the ability to achieve a range of 400 kilometers in 10 minutes.
In the first quarter of 2024, Ningde era concluded that Shenxing batteries had begun to be delivered on a large scale, and at the same time, Ningde era released a Tianheng energy storage system with a set of “five-year zero attenuation, 6.
25 megawatt hours, and multi-dimensional true safety”.
Ningde era believes that enterprises still maintain excellent industry status, leading technology, good demand prospects, diversified customer base and high barriers to entry.
In the Ningde era, solid-state batteries are not the only option in the future.
In addition to Shenxing batteries, Ningde Times also partnered with Chery to launch the first landing sodium ion battery model last year.
In January this year, Ningde Times applied for a patent called “Sodium Ion Battery cathode material and its preparation method, cathode sheet, Battery and Electric device”.
It is expected to further improve the performance of sodium ion batteries in terms of cost, life and low temperature performance.
Secondly, the Ningde era is also actively expanding new sources of customers.
In recent years, Ningde era has actively expanded overseas markets.
Considering the influence of geopolitics and other factors, Ningde era has chosen a lighter technology licensing model as a breakthrough.
Ford, GM, Tesla and so on may all be its potential customers.
Looking at the popularity of solid-state battery marketing, rather than saying that Ningde era has changed from “conservative” to “positive” to solid-state battery, it is better to say that Ningde era has learned to respond to market demand and is actively building an advanced and forward-looking image of a leading power battery enterprise.
Just like the manifesto shouted in the brand promotion film of Ningde era, “the tram recognizes the battery of Ningde era”.
For Ningde era, it doesn’t matter which model users buy and which kind of battery they choose.
Ningde era can “build” as long as users need it.
It can be seen that under the background of the rapid development of the industry, we should always be close to consumers and explore the needs of users, and B-end leading enterprises are no exception.
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