The electrification of automobiles is the main direction of the transformation and upgrading of the global automobile industry and green development, and it is also a strategic choice for the high-quality development of China's automobile industry. At present, China's electric vehicle production and sales have ranked first in the world for seven consecutive years, and has become a key force in the transformation of the global automotive industry electrification.

What cannot be ignored is that, as the core technology carrier of the change from fuel to electrification, the power battery has become the "lifeblood" of the development of the electric vehicle industry. In recent years, China's electric vehicle industry chain in the field of power battery and other core components of technological innovation is remarkable, the product performance and safety performance of power battery continues to improve, and has been widely recognized by the market and consumers.

From the power battery industry chain composition, the upstream mainly includes positive electrode, negative electrode, electrolyte and diaphragm four main materials and auxiliary material type enterprises; related mineral development, raw material processing and equipment manufacturing enterprises; midstream by the major power battery and Pack manufacturers; downstream is mainly the major OEMs.

In order to avoid or reduce the situation of being controlled, the industry chain of enterprises have been scrambling to upgrade technology.

Raw materials, as the core raw materials for power batteries, the price of battery-grade lithium carbonate has soared from 55,000 yuan / ton at the beginning of last year to more than 500,000 yuan / ton this year, which is of great concern to the entire industry. In order to alleviate the pressure of raw materials, China started from the technology upgrade, has formed a modern lithium industrial production system based on lithium ore extraction, lithium salt lake extraction, lithium mica extraction, lithium recycling of used batteries, covering lithium carbonate, lithium hydroxide, lithium chloride, lithium metal and other products.

China's lithium pyroxene lithium technology is leading, and has the advantage of production capacity; salt lake lithium technology, has developed adsorption method, membrane separation method, extraction method and other technical processes, and applied to production practice; with Ningde Time, BYD, Guoxuan High-tech and other head battery enterprises in Yichun, Jiangxi investment in the construction of production bases, with the local lithium mica reserves of rich advantages, or will accelerate the application of lithium mica lithium technology scale; recycling The field of lithium extraction has also emerged Bump, Greenmax and other enterprises, from the technical level to continuously improve the utilization rate of resource recovery.

Power battery main material, in fact, from the 1970s the first lithium battery, to today, more than 50 years, the power battery main material technology has achieved leapfrog development. Anode materials continue to enrich, successive applications of lithium cobaltate, lithium manganate, lithium iron phosphate, ternary materials, etc. At the same time, driven by the host plant demand, lithium manganese iron phosphate and other new materials technology is gradually heating up, many companies have laid out the research and development.

Negative materials from lithium metal development to carbon materials and silicon carbon materials, and currently seems to try to return to the original lithium metal era. Recently, there is news that alliance technology a globally competitive lithium metal battery manufacturing automated production line in Hefei, Anhui officially opened. The news said that this is China's and even the world's first lithium metal battery manufacturing dedicated automated production line, but also China's independent research and development of a new generation of power battery technology in the scale of mass production of another progress.

It is worth noting that how to improve the energy density and safety of the battery is a key technical issue within the power battery industry.

Compared to graphite and silicon-carbon, lithium metal anode is extremely active, making its safety has been a very high challenge, which is one of the reasons why lithium metal battery technology has long been stuck in the laboratory stage. In the face of this technical problem, according to market news, Mengwei Technology adopts a new electrolyte developed independently, combined with lithium cathode construction protection technology and reasonable core design scheme, effectively solving the safety and reliability problem of lithium metal batteries. The production line opened this time realized the technical breakthrough of new generation lithium metal battery energy density 500Wh/kg.

Power battery, in addition to the current mainstream application of ternary lithium batteries and lithium iron phosphate technology, there are semi-solid-state batteries, sodium-ion batteries, sodium-sulfur batteries, lithium-air batteries and other technology lines have companies in the promotion of research and development.

At the same time, the entire manufacturing process of power batteries, can not be separated from the manufacturing equipment, testing equipment, plant environment equipment required for technological innovation and upgrading. Related equipment, enterprises through technology research and development, and constantly improve their products intelligence, efficiency, environmental protection, clean and other aspects of technical indicators, to help the power battery industry into the TWh era.

In addition, in order to alleviate consumers' "replenishment anxiety", both electric vehicle enterprises and battery companies have been making efforts in fast charging and power exchange technology, high-voltage fast charging, power exchange technology standards and other aspects show obvious progress.

At present, China has formed a complete industry chain including lithium resource development, lithium salt extraction, lithium materials, power batteries, electric vehicles, used power battery recycling, related equipment/facilities, etc., and promote the rapid development of power battery and electric vehicle industry through technological upgrading.

Power battery companies face higher requirements to enhance range, improve safety, enhance low-temperature performance and relieve replenishment anxiety, and there is still more room for technical improvement.