“all of a sudden, it’s like a spring breeze blowing overnight.
” the power battery industry is speeding up to the era of “ultra-fast charging.
” all of a sudden, it seems that “thousands of pears are in full bloom,” and even lithium iron phosphate batteries are 4.5 C. Things become very magical.
For example, 300750.
SZ released the Shenxing PLUS battery again at this Beijing auto show, following the release of the Shenxing overcharged battery last year.
The two indicators are very strong, with a range of 1000 km and a range of 600km in 10 minutes (the first 4C lithium iron phosphate battery).
Moreover, at a time when the concept of “solid-state battery” continues to strengthen, mainstream power battery companies are also releasing new products of 5C “ultra-fast charging” batteries.
So, will the 5C fully roll out the landing application so soon? Is the volume “5C Quick charge” another “Great Leap forward” for battery companies? As one Weibo blogger said, “it’s strange to recharge power without recharging the experience.
” 01, so fast.
Are you ready? In fact, in addition to the Ningde era, during the Beijing auto show, 300207.
SZ also released a new flash battery 3.
0, which can be recharged to 80%SOC in 10 minutes at a peak charge rate of 6C.
In addition, the top-of-the-line overcharging system released by 00666.
HK also has a breakthrough, which is said to have a range of 500km after 10 minutes of charging.
Yiwei Lithium Energy (300014.
SZ) is not to be outdone by releasing the ultra-fast charging technology in the silicon-based era, which can increase the charging range by 500km in 6 minutes.
Another company, 03931.
HK, launched the latest model in the “One-Stop Bettery” series (“OS products”), which mainly consists of “top flow” cylindrical batteries and OS lithium iron phosphate battery packs, with a range of up to 1000 km.
The 20 best-selling pure electric models in 2023 basically have a driving range of 400 km to 650 km.
One of our ideas is to deal with our mileage anxiety with moderate range plus overcharging, such as charging to 80% in 10 minutes.
” With regard to the role of overcharging, Deng Jie, general manager of Xinwanda power battery system product line, said at the recent Fifth International Exchange of New Energy vehicles and Power batteries (CIBF2024 Chongqing).
However, we still have to question whether the industry is ready for the landing of 5C fast charging inside and outside the industry.
First of all, according to industry insiders, 5C batteries are “not for ordinary people” at present.
At this stage, 3C or 4C batteries are the mainstream.
Why? Because the 5C is only suitable for large-size battery packs in a short period of time, if the battery packs are tens of degrees small, a large part of the thermal management and cooling materials will not only increase the battery weight and cost, but also reduce the energy density, which is not suitable for small and medium-sized cars.
The ideal 5C battery is currently only used in the MEGA.
5C is accompanied by high cost and has to be used with products with premium capacity.
And can bear the weight and cost of this kind of battery, often only this large size of high-end, luxury tram can afford.
Moreover, the ideal 5C overcharge pile, at present, there are 300 high-speed overcharge stations in the country, with one 5C pile in each station, which can only be used by MEGA.
The rest are 2C piles.
At present, the limited consumer experience will not be improved until the 5000 overcharging stations have been rolled out on a large scale.
Weibo blogger Zhang Kangkang KK also said, “from 2022 to 2023, Xiaopeng retreated from 4C to 3C, and the ideal rushed to 5C.
” The factory director has always been very stingy in the design of the products, but this time he is directly on the maximum power.
With the increasing cost of technology, can the user experience side also exert its imagination and achieve increment? This is the time to test the king of product experience.
If the great improvement in technology does not bring about a great improvement in experience, then the factory director will also become a ‘technologist’.
” Secondly, can the load of the power grid bear it? With the rapid upward penetration of new energy vehicles, there is a huge demand for energy replenishment.
The problem is that the change of high-power current will make the power grid fluctuate more and more, the impact on the power grid will be greater, and the load fluctuation will be more intense.
In order to realize the beautiful vision of “charging for 10 minutes with a range of 600 km”, that is, “1 km per second”, in addition to overcharging piles, it is also necessary to configure energy storage or build an integrated light storage and charging station to balance the load fluctuations caused by ultra-fast charging models.
This is also a problem for the increased cost of infrastructure.
And, in the actual scene, charging is difficult and slow is still the “slot point” of many consumers.
Of course, this is also the starting point for battery companies to promote 5C batteries.
Cui Dongshu, secretary general of the Federation of passengers, also said that at present, there are still some problems in the charging infrastructure, such as imperfect layout, unreasonable structure, backward old charging pile technology, unbalanced services, non-standard operation, and so on.
Secretary-General Cui and many industry experts are optimistic about “overcharging” (ultra-fast charging).
According to the China Association of Automobile Manufacturers, in 2023, the production and marketing of new energy reached 9.
587 million and 9.
495 million respectively, an increase of 35.
8% and 37.
9% respectively over the same period last year, with a market share of 31.6%. It is clear that there will be more than 10 million in 2024.
However, for the addition of 10 million new energy vehicles a year, the load capacity of the grid may be the key to the fast-growing overcharge piles.
There may be no worries in the near future, but there are definitely worries in the long term.
In addition, there are also many problems in the construction of charging piles.
For example, there are not many domestic models with 4C charging, only Xiaopeng, Avita, polar fox and other models, so the construction of 4C charging station does not seem to be a very urgent “eye-catching thing”, 5C is even more advanced.
Moreover, there is also the diversion of charging piles, and the user experience also needs to be enhanced.
In the final analysis, 5C overfilled pile is a problem of diminishing marginal benefit.
In fact, other infrastructure supporting problems have been solved, and 3C-4C may be enough.
At present, there is no safety verification brought by the large-scale application of 5C on the bus and pile.
However, marketing is too advanced, which is actually not a good thing for vehicle companies and battery companies.
In addition, although ultra-fast charging has become a propaganda sign of various enterprises, there is a saying that “it is meaningless to talk about 5C or 4C fast charging without battery life.
” After all, the way to improve the charging rate is nothing more than high voltage and high current, so the current 800V high voltage platform is the way to increase the voltage.
For example, at 250A current, 800V can easily support 2C charging.
When the voltage is doubled and the charging power is constant, the charging current can be reduced.
Bundles can also be very thin, cost-effective, and high-voltage routes support long-time fast charging.
But this also brings a problem, 20C or 30C is fine in the lab, but when it comes to the actual car scenario, not all batteries can withstand this kind of trouble.
According to industry insiders, the open secret in one industry is that at present, almost all passenger car power batteries are set by manufacturers to allow the system to display about 10% less power than the actual situation.
Then, during the 1-3 years of battery use, this part of the battery will be slowly released to dynamically match the previous 90% of the battery.
This can lead to the illusion that batteries work very well in the first three to five years, after which many brands of batteries deteriorate quickly.
Therefore, the mainframe factory will do this cycle again through personalized OTA in a few years to maintain the brand reputation.
The current 4C or more aggressive 5C charging will make this “silent” OTA more frequent.
For users, it may be about 5 years to change cars, there is no feeling, but, in addition to the cost, the theoretical battery life cycle may be caught in the water, and the following environmental protection? What about recycling? Oh, right.
We cannot just focus on immediate interests and advance by leaps and bounds.
In addition, according to Huawei’s calculation, in order to achieve fast charging within 5 minutes, the power of the charging pile must evolve to 480kW and match the liquid-cooled overcharging station.
According to Huawei’s “High pressure Fast charging Industry Development report 2023-2025”, it is estimated that by the end of 2026, there will be more than 13 million high-pressure fast-charging models in the market.
However, in addition to the models with high-pressure platform architecture, in the face of the high requirements of heat dissipation brought by high-power charging piles, the adaptation of liquid-cooled supercharging stations is also essential.
As for the liquid-cooled overcharge technology, Huibo Intelligent Research report believes that at present, compared with the traditional DC pile, the investment per tile is much higher, and the cost still needs to be reduced on a large scale.
In other words, it is not universally accepted.
“overcharging still needs to seize ecological resources and reduce the cost of large-scale operation.
” Relevant analysts in the industry said bluntly.
In order to reduce costs as soon as possible again the more friends the better.
For example, Huawei has formed an “overcharging alliance” with car companies, charging operators and industrial partners.
Ningde Times said that it has officially launched the construction of Shenxing overcharging network, working with Huawei, Star charging, Cloud Quick charging, Shudao New Energy, etc.
, to build the largest overcharging service platform in China.
And these are just started, so, what about 5C? The second problem is that the realization of ultra-fast charging is inseparable from the omni-directional innovation of power battery material, structure and system.
In the improvement of material system, negative electrode modification and coating are the core links to realize fast charging.
However, according to the current situation, before the hot speculation of “silicon-doped lithium”, a large area of landing still takes time.
In my previous article, “your Battery,” did you add silicon and lithium? “this problem has been made clear.
Or when it comes to the ideal Kirin 5C super-rechargeable battery in Ningde era, when the battery is delivered to users, Ningde era has a complete safety monitoring system for the battery, whether at the end of the car, at the charging station, or in the cloud.
Set up a complete trinity algorithm, three lines of defense, to do related safety protection.
Do other battery companies have such a package? Wait.
Generally speaking, the breakthrough of 5C battery technology and safety difficulties did not happen overnight.
Therefore, we should be very careful not to let technological progress go wrong, and the “Great Leap forward” has gone too far.
We will continue to pay attention to this topic, welcome to give your views and views.
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