A dark horse in the field of "Innobeson" solid-state batteries

The global energy crisis and environmental pollution have become increasingly prominent, and the development of energy-saving and environmental protection-related industries has been highly valued. The development of new energy vehicles has formed a global consciousness. Not only the governments of various countries have announced the time plan to ban the sale of fuel vehicles, but also the major international car companies have released the strategy of new energy vehicles. According to the data in the White Paper on the Development of New Energy Vehicle Industry in China (202 1) issued by relevant research institutions, in 2020, the global sales of new energy vehicles will reach 33 1. 1 10,000 vehicles, with a year-on-year increase of 49.8%. Compared with the sales of 20 1 year, 5 1 1 10,000 vehicles, the white paper predicts that the global sales of new energy vehicles will reach16.4 million vehicles in 2025, with an overall penetration rate of over 20%. In the extremely severe epidemic environment, the sales data of new energy vehicles in 2020 far exceeded expectations. According to the statistics of the white paper, in 2020, the global export volume of power batteries for new energy steam vehicles will reach 158.2GWh, and the demand for power batteries is expected to reach 9 19.4GWh by 2025. According to the prediction of relevant new energy institutions, the global energy storage facilities will increase exponentially, and the demand for energy storage batteries will increase from 9GW/ 17GWh in 2065438 to 1095GW/2850GWh in 2040. It has increased by 122 times in 20 years, and the market scale will reach 662 billion US dollars. Many rating agencies define energy storage as "the next trillion market". Domestic energy research institutions also believe that China's new energy storage will grow rapidly. It is estimated that the installed capacity will reach about 420 million kilowatts (420GW) in 2060, which is nearly 140 times higher than the installed capacity of new energy storage at the end of 2020. In addition to installed capacity, from the perspective of investment amount, Everbright Securities predicts that the market space for energy storage investment will reach 1.3 trillion yuan in 2030 and 5 trillion yuan in 2060.

With the continuous expansion of downstream application fields and increasing demand, higher and higher requirements are put forward for the lithium battery industry, and the lithium battery technology is constantly improving, moving towards higher specific energy and safety. From the development path of lithium battery technology, the energy density that liquid lithium battery can achieve has gradually approached the limit. Solid-state lithium batteries have the advantages of high safety, high energy density, long cycle life and wide temperature working environment, and will be the only way to develop in the post-lithium battery era. China's policy requirements to achieve the "3060" double carbon target, as well as the consumption of safe solid-state batteries in the two major application fields of new energy vehicle power system and energy storage system, are forming huge market demand.

From the perspective of national power battery policy, in February 20 19, China issued the Development Plan of New Energy Automobile Industry (202 1-2035) (draft for comments), which put forward the requirements of strengthening the development and industrialization of solid-state batteries, and raised solid-state batteries to the national level for the first time. On June 2nd, 2020, 165438+ the State Council General Office officially released the development plan of new energy automobile industry (202 1-2035). By 2025, the average power consumption of new electric passenger cars will drop to 12 kWh/ 100 km, and the sales of new energy vehicles will reach 20% of the total sales of new cars. The industrialization of solid-state batteries has been listed as "the key technology research project of new energy vehicles". According to the national energy storage industry policy, China has set the goal of achieving the peak of carbon dioxide by 2030 and carbon neutrality by 2060 (referred to as "3060" goal). Realizing the goal of "double carbon" is a major decision-making arrangement of the country and a broad and profound economic and social system reform.

20021March 15, the ninth meeting of the Central Financial and Economic Committee studied the basic ideas and main measures to achieve the peak carbon dioxide emission and carbon neutrality. The meeting pointed out that it is necessary to "build a new power system with new energy as the main body" (referred to as "building a new power system"). Driven by the strategic goal of peak carbon dioxide emission and carbon neutrality, energy storage, as an important technology and basic equipment to support the new power system, has become an inevitable trend of its large-scale development. On 2002 1 April 21day, the National Development and Reform Commission and the National Energy Administration issued the Guiding Opinions on Accelerating the Development of New Energy Storage (Draft for Comment) (hereinafter referred to as "Guiding Opinions"), which aroused widespread concern in the energy storage industry and even the energy industry. The industry highly affirmed the release of the Guiding Opinions and gave positive feedback. On July 23, the National Development and Reform Commission and the National Energy Administration formally issued the Guiding Opinions on the basis of fully soliciting opinions from all walks of life. Since then, three waves of energy storage policies have been released in China's energy storage field. The first wave of energy storage policy. On July 23rd, the National Development and Reform Commission and the National Energy Administration jointly issued the Guiding Opinions of the National Development and Reform Commission and the National Energy Administration on Accelerating the Development of New Energy Storage. The Guiding Opinions put forward the installed capacity target for the first time at the national level: it is estimated that by 2025, the installed capacity of new energy storage will reach more than 30 million kilowatts, which is close to 10 times of the current installed capacity of new energy storage. Such a development prospect and market scale will bring great confidence to the industry.

Consumer demand for solid-state batteries is increasing. First of all, the rapid development of the new energy automobile industry has pushed up the demand for solid-state batteries. Solid-state batteries are mainly used in new energy vehicles. Due to the promotion of national policies, the new energy automobile industry has developed rapidly. According to the data of China Association of Automobile Manufacturers, during the 20 1 1- 20 18 years, China's new energy vehicles developed at a high speed, with explosive sales growth. In seven years, the sales volume has increased by more than 150 times. In 20 19, the sales volume decreased due to the sharp drop in subsidies. In 2020, the epidemic situation rose against the trend, reaching a new high1367,300 vehicles, an increase of 13.4% compared with 20 19. With the rapid growth of downstream demand for new energy vehicles, the solid-state battery industry has broad prospects.

Second, the demand for energy storage industry is rising. All-solid-state battery fundamentally solves the safety problem, and it is recognized that it is expected to break through the bottleneck of electrochemical energy storage technology and meet the needs of future development. In terms of electrochemical energy storage, lithium batteries currently account for 80% of electrochemical energy storage. According to CNE? SA data show that the cumulative installed capacity of electrochemical energy storage will be 3269.2MV in 2020, an increase of 965,438+0% compared with 2065,438+09. Combined with the national energy development guidelines, the demand for electrochemical energy storage in the fields of customer end and grid-connected renewable energy is expected to grow rapidly, and the development prospect of solid-state batteries is bright. There is an urgent need for solid-state batteries to build a new power system. At present, State Grid is vigorously promoting the transformation and upgrading of power grid business, accelerating the construction of new power systems around the goal of "double carbon" and serving the development of new energy sources. The new power system is a clean, low-carbon, safe, controllable, flexible, efficient, intelligent, friendly, open and interactive power system with new energy as the main supplier, ensuring energy and power safety as the basic premise, meeting the power demand of economic and social development as the primary goal, taking a strong smart grid as the hub platform and supporting the interaction of source, network, load, storage and multi-energy. Building a new power system with new energy as the main body is one of the most important measures to achieve the peak of carbon dioxide emission and carbon neutrality, and energy storage will surely shoulder the heavy responsibility. The planning and construction of new power system in the future need to establish a multi-level, centralized and distributed energy storage system with high permeability, frequency modulation, peak shaving and valley filling. Building a new power system with new energy as the main body means that wind power and photovoltaic will be the main bodies of the future power system. When coal-fired power is reduced to auxiliary energy, it is necessary to increase the investment in the whole chain of power production, transmission and use. From the power supply side, in order to solve the randomness and fluctuation problems caused by new energy installation, it is necessary to speed up the construction of energy storage projects; From the aspect of power grid, in order to ensure reliable power supply and safe operation, it is necessary to greatly improve the capacity of peak regulation, frequency regulation and voltage regulation of power system and configure related technical equipment; On the user side, the government encourages users to diversify their energy storage, which requires decentralized energy storage facilities and technologies. In the long run, it is necessary to promote the high-quality development of the power industry and achieve the goal of peak carbon dioxide emission and carbon neutrality. In the power system with a high proportion of new energy, due to the large-scale access of centralized wind power and photovoltaic, the randomness and fluctuation of new energy on the power generation side have a great influence, and the power generation output cannot be controlled as needed. At the same time, in terms of electricity, especially after a large number of distributed new energy sources are connected, the accuracy of power load forecasting has also dropped significantly. This means that both the power generation side and the user side are completely uncontrollable, and the traditional technical means and production mode can no longer meet the operating needs of a high proportion of new energy grids. The characteristic of electricity is immediate production and use, which requires strict matching between production and demand at any time. Like photovoltaic, if there is too much power generation during the day, it can only be wasted if it cannot be stored in time and connected to the grid, which is also one of the reasons for the serious "light abandonment". A very important means to solve the problem of "abandoning light" is to store energy. From the first half of 20 19, the abandoned wind rates in Xinjiang, Gansu and Inner Mongolia were 17.0%, 10. 1% and 8.2% respectively. However, the proportion of wind power and photovoltaic power generation is still in the single-digit range, and it is predicted that it will rise to 25% in 2030. At that time, this contradiction will be more prominent. In various energy storage methods (pumping, flywheel, compressed air, vanadium liquid flow, lead-acid battery, lithium ferrous phosphate, etc.). ), the electrochemical energy storage of lithium battery is undoubtedly the most flexible and convenient, with fast response ability. Energy storage solves the immediacy of new power system to transmission and distribution, and forms a closed loop of "production-transportation-storage-utilization" of power system under the condition of high proportion of new energy. Therefore, both the power battery for new energy vehicles and the large-scale energy storage equipped with new energy consumption require a large number of batteries, and the industrialization of solid-state batteries is imperative. The high capacity, high density and high safety of solid-state batteries make them more widely used in the future. 2065438+February 2009 10, 65438+2009, China Institute of Engineering's Strategic Consulting Center and other related units released the report "Global Engineering Frontier 20 19". The report focuses on 9 fields and selects 93 annual global engineering research frontiers and 94 global engineering development frontiers. Among them, the battery frontier project occupies two seats, and the solid lithium battery has become an "official announcement". June 5438+February 65438+February 2020, China Academy of Engineering released the report "Global Engineering Frontier 2020". There are 93 frontier technical directions in engineering research and 9 1 frontier technical direction in engineering development. Among them, "All-weather electrochemical energy storage system with both power and energy based on solid-state lithium battery and lithium battery container technology" is one of the frontiers of Top 10 engineering development in the fields of chemical industry, metallurgy and material engineering, and 199 related core patents were published in the world only in 20 19 years. "Made in China 2025" issued by the Ministry of Industry and Information Technology also pointed out: "By 2025 and 2030, the energy density of power batteries in China needs to reach 400 Wh/kg and 500 Wh/kg respectively". In terms of technical potential, the theoretical energy density of lithium iron phosphate system is about 170Wh/kg, and that of ternary lithium battery is 300 350Wh/kg. At the same time, there are safety problems such as low thermal decomposition temperature, easy combustion and explosion, and the space for improving energy density is relatively small. Compared with the traditional upper limit of 350Wh/kg lithium battery, the solid-state battery with theoretical energy density of 700Wh/kg has great potential for improving energy density, and is recognized as the safest battery in the world, and has undertaken the task of comprehensively improving safety and energy density. In terms of power battery technology, the core technology research direction emphasizes the breakthrough of battery technology. First, carry out research on key core technologies such as anode and cathode materials, electrolytes, separators and membrane electrodes; The second is to strengthen the short-board technology of high-strength, lightweight, high-safety, low-cost and long-life power batteries and fuel cell systems; The third is to accelerate the research and development and industrialization of solid-state power battery technology. Judging from the current planning, the research and development goals of solid-state batteries in China are mainly the improvement of energy density (lightweight), the removal of cobalt from cathode material system (cost reduction), the improvement of ionic conductivity of solid electrolyte and the reduction of interfacial impedance (safety and practicality). In terms of energy storage battery technology, the basic elements of the new power system include power supply, power grid, load, energy storage and strategic reserve, which has many obvious technical characteristics, such as green and low carbon, flexibility and high efficiency, multiple interactions and high degree of marketization. Flexible construction is one of the six core transformation paths of the new power system (power grid construction, flexible construction, digital transformation, dispatching capacity upgrading, electric energy substitution and energy-saving transformation, and market mechanism construction), and the industrial chain most related to flexible construction is new energy storage, mainly involving lithium battery industry chain. From a technical point of view, compared with more stable coal-fired power generation, new energy generation has the problem of instantaneous electric energy storage. When the power demand is strong, it may not be able to generate electricity, but it can be exceeded when the demand is low. However, most power grid systems in China are developed according to the traditional concept of "the source moves with the load". To build a new power system with new energy as the main body, it is necessary to adapt to the instability of clean energy, which requires the power grid to have the ability of "load moving with the source or interacting with the source load". Therefore, it is necessary to adopt smarter transmission and demand management methods, cooperate with the low-carbon transformation of power supply and the power demand of users to guide the power grid construction, maximize the utilization efficiency of new energy generation, and achieve the carbon emission reduction goal of the power industry. From the point of view of safety, compared with the traditional lithium-ion batteries for pure electric vehicles, solid-state batteries are more colorful in power density and safety than lithium-ion batteries. For example, solid-state batteries can solve the problems of safety, battery life, Leng Xia heat in winter and fear of fire and water. In terms of energy density, today's better power battery system is only about 220Wh/Kg, while the solid battery can easily reach more than 450Wh/Kg without considering the cost factor. Now the pure electric vehicle using NCM8 1 1 can last 600 kilometers. Therefore, this number multiplied by 2 is probably the endurance data of solid-state batteries. In other words, a pure electric vehicle loaded with solid-state battery technology has a battery life of at least 1200 km. In addition, because the solid-state battery is resistant to high temperature and fire, it is insensitive to temperature; It is small in size and can even be bent at will, so more solid-state batteries can be placed in the same space. In other words, the data of 1200 km still has a lot of room for upward development. Solid-state batteries use nonflammable solid electrolyte instead of flammable organic liquid electrolyte, which greatly improves the safety of the battery system, and at the same time can better adapt to high-energy anode and cathode materials and reduce the weight of the system, thus achieving synchronous improvement of energy density.

InnoBesson: the dark horse of the solid-state battery industry. In recent years, safety accidents such as electric vehicle battery explosion and electric vehicle fire have occurred frequently. Explosion has become a common harmful performance of current power battery systems. Once an accident happens, the impact will be more serious, which will not only cause property losses and environmental damage, but also cause personal injury or life danger. It can be said that the safety of the battery itself has seriously affected people's car purchase expectations, and large-scale use will bury many security risks. If it cannot be effectively solved, it will seriously restrict the rapid development of the market in the direction of energy conservation and environmental protection. Can the technical bottle diameter and key problems of solid-state batteries be broken through? Is there a safer battery? Zhengzhou Enobesson Energy Technology Co., Ltd. (hereinafter referred to as "Enobesson") has answered these questions well. According to reports, the explosion-proof polymer solid-state battery (SSB) developed by Innobeson can widely replace lead-acid batteries and lithium batteries in various fields of military and civil use, with advanced performance. In the basic application fields such as logistics and energy storage, the life cycle cost is only slightly higher than that of lithium iron phosphate battery and far lower than that of lithium titanate battery. In the field power supply, it has extremely fast replenishment response ability, far lower than the noise of diesel generator sets, and almost the same infrared characteristics as the background. In cold and high altitude areas, there is no large attenuation of capacity and low pressure ballooning and flatulence; No additional heating device is needed, which can charge and discharge normally and reduce infrared characteristics. This product also meets the safety requirements of submarines for batteries in closed spaces. Compared with the traditional lead-acid battery, the charging speed is fast, the power density is increased by dozens of times, and the attenuation is extremely limited after long-term use. The service life of primary equipment is much longer than that of lead-acid batteries. At present, it has been equipped with mining robots of Institute of Automation of Chinese Academy of Sciences and special operation robots of Hua Wei Heavy Industry. It is reported that InnoBesson is a high-tech enterprise specializing in the research and development of solid-state batteries. The company was established in February, 20 16, and its headquarters is located in China Aerospace Science and Technology Industrial Park, Zhengzhou Economic Development Zone, with a production office environment of 16000. Is a high-tech enterprise specializing in research and development, production, sales and service of new energy storage devices and supporting products, and provides feasible integration according to the application needs of different users. The company's all-solid-state battery products have broken through the technical bottleneck of reducing the internal resistance of anode and cathode materials in solid state, solved the pain point of short cycle life, and have completely independent intellectual property rights in anode and cathode formula, production technology and manufacturing process. At present, InnoBesson is making every effort to build the safest battery brand "Besson" in the industry-the whole life cycle solid-state battery ecosystem. Its companies include research and development of new energy storage technology, research and development of new energy-saving motors, production and packaging base of battery cells. Innobeson relies on the superior scientific research resources in the field of new energy materials and electrochemistry, and greatly improves the practicality of constant current ratio and high rate charging through material modification, thus enhancing the thermal stability of the battery; Through the improvement of coating process, material humidity control process, graphene, silicon carbide and other modified negative electrode surface coating processes, trace moisture can be accurately controlled, the compactness of battery materials can be improved, and the catalytic activity of the negative electrode can be greatly reduced. Completely put an end to the common problem of bulging and flatulence in domestic soft-package batteries, and took the lead in realizing the mass production of practical solid-state laminated soft-package solid-state batteries in China.

In terms of battery capacity and safety performance, the company's entrepreneurial team has done thousands of experiments in six years, and has many invention patents in the research and development of polymer solid-state battery technology, and has made major breakthroughs. 30AH, 50AH solid-state cores and 48V/60V/72V/220V DC power supply have been mass-produced, with high safety (no fire, no combustion and no explosion, which can pass the gun test), good cycle performance (80% DOD@0.5C is more than 6000 times), wide temperature and low temperature charging and discharging (-40 ~+80) and high energy density. Low internal resistance (less than 0.7mΩ) After strict heating, breakdown and arc tests, the 30AH/50AH solid-state battery can withstand 195 high temperature baking for 6 hours without thermal runaway, far exceeding the industrial lithium ion safety standards.

The company has been focusing on the research of cobalt-free and cobalt-free cathode materials and the development of new solid electrolytic materials. The developed multi-polymer solid-state battery adopts soft package lamination process, and the products currently finalized and mass-produced have achieved breakthroughs in many technical properties and indicators. At present, Innobeson series solid-state batteries have successfully obtained safety inspection reports of polymer solid-state batteries from many institutions. The large-capacity 300AH 500AH solid polymer battery is in the trial-production and finalization stage. After many applications, the company's battery shows that it can still release 92% electric energy in the winter -30, which is 20% longer than the nominal battery with the same capacity on the market, and has won unanimous praise from users. In terms of energy storage, the first MW solid-state battery grid-side energy storage power station project is being built in Kashgar, Xinjiang, in conjunction with the construction of 1.2MWp+500KWh optical storage microgrid project. In the future, with the strong support of relevant state departments, the company will actively participate in the formulation of relevant standards, strive to become a leader in the solid-state battery industry, and provide assistance to achieve the goal of "peak carbon dioxide emission and carbon neutrality". The demand for solid-state batteries mainly comes from three areas: power batteries, consumer batteries and energy storage batteries. The shipment of solid-state batteries in China is closely related to the demand for lithium batteries in these three fields and the penetration rate of solid-state batteries in these three fields. According to this calculation logic, the output of solid-state batteries in China from 2020 to 2030 is predicted, and it is predicted that the shipment of solid-state batteries in China will increase at a high speed from 2020 to 2030, and will exceed 250GWh by 2030. Consumer battery market. With the progress of science and technology and the arrival of intelligent wave, smart wearable devices have developed rapidly. In 20 19, the shipment of wearable devices in China reached 99.24 million units, with a year-on-year increase of 3,765,438+0%. This growth is due to the help of smart watches, continuous blood glucose monitoring systems, wireless headsets and other new technologies such as AR/VR. As the upstream of wearable devices, the demand scale of solid-state batteries will also expand with the growth of wearable devices. Power battery market. With the maturity of solid-state battery products, it will continue to penetrate downward in the future and is expected to be applied in the field of power batteries. Benefiting from preferential policies, China's new energy vehicle market began to develop rapidly in 20 14, and then the growth rate of production and sales slowed down in 20 16 and 20 17. 2065438+0242 million domestic new energy vehicles. Previously, in order to alleviate the impact of the epidemic on the new energy automobile industry, China postponed the subsidy policy to 202 1, and the industry development is gradually recovering. Energy storage battery market. Solid-state battery is widely regarded as one of the emerging technology directions that is expected to break through the bottleneck of electrochemical energy storage technology and meet the future development needs. In terms of electrochemical energy storage, lithium batteries currently account for 80% of electrochemical energy storage. Combined with the national energy development guidelines, the demand for electrochemical energy storage in the field of users and renewable energy grid-connected facilities is expected to grow rapidly. In the action plan of "Peak CO2 Emission and Carbon Neutralization" issued by State Grid Corporation of China, it is clearly to strengthen the construction of system regulation capacity, vigorously promote the construction of pumped storage power stations and peak-shaving gas and electricity, popularize and apply large-scale energy storage devices, and improve the energy-saving performance of unified regulation of the system. In the past five years, State Grid will vigorously promote power grid upgrading, promote clean and low-carbon energy transformation, and help achieve the goal of carbon neutrality.

The industrialization development of solid-state batteries indicates that the production capacity will become an important weight to reduce the cost of solid-state batteries. The data shows that the global demand for solid-state lithium batteries is expected to reach 44.2GWh and 494.9GWh respectively in 2025 and 2030, and the global market space is expected to reach 654.38+050 billion yuan in 2030. According to Huineng's previous calculation, when the capacity of solid-state battery reaches 20GWh, its battery cost is still 1. 1 times that of liquid-state lithium battery, and at this time, the cost of battery pack can reach 98% of that of liquid-state battery. Therefore, regarding the cost, the industry generally believes that the current production cost of solid-state batteries is mostly the production process cost, and the expansion of future production scale will become an important weight to reduce the battery cost. The production cost of lithium batteries also conforms to Wright's law: every ten-fold increase in battery output will reduce its cost by 28%. With the popularization of electric vehicle explosion, the energy storage cost is decreasing, and the energy storage cost of new energy power station+lithium battery will also decrease. GTM data show that the cost of electrochemical energy storage power station has decreased by 78% from 20 12 to 20 17. Moreover, in the future, by 2030, the cost of energy storage will be reduced to 1 1,000 yuan/kwh, and the combination of wind, scenery and storage can achieve parity in most parts of China. Global enterprises strive to develop solid-state batteries. At present, under the irreversible trend of the global automobile industry, solid-state batteries, as an important choice of the next generation batteries, have attracted wide attention all over the world. In the automotive industry, Toyota, BMW, Honda, Nissan, Hyundai, Volkswagen and other international mainstream car companies have begun to lay out the field of solid-state batteries. Many domestic power battery suppliers, such as Great Wall, BYD, Skycar, Weilai Automobile and Aichi Automobile, have also shown the landing schedule of solid-state batteries. At the level of power battery suppliers, many companies including Contemporary Ampere Technology Co., Ltd. are stepping up research and development, and strive to realize mass production of solid-state batteries as soon as possible. Focusing on solid-state batteries, on a global scale, a dark battle for the commanding heights of battery technology for electric vehicles has started. Considering the development path of lithium battery technology, China's various plans, and the demand growth in downstream power batteries, energy storage batteries and other fields, developing the solid-state battery industry will become the general trend. In the future, the related technologies in China's solid-state battery industry will be continuously improved, and the solid-state battery will also show higher energy density, better safety and lower cost, and the time for its large-scale production and commercial development is not far away.

(Transfer to Consumer Daily)