Blade Battery: The real skill in "Ballast Stone"?

In the past few days, BYD's "blade battery" has attracted much attention.

According to reports, the volume specific energy density of the "blade battery" is 50% higher than that of traditional iron batteries. It has the characteristics of high safety and long life, and the vehicle life can reach more than one million kilometers.

As the core technology of pure electric vehicles, batteries are a battleground for military strategists in the battle of new energy vehicles. Every battery upgrade is bound to attract countless attention.

Here, BYD Chairman and President Wang Chuanfu has just finished introducing his battery, and over there, various doubts are rising.

One of the biggest doubts is whether the core patent of the new battery belongs to BYD.

To be specific, in terms of batteries, whether it is BYD's iron battery or ternary battery, the core patents are in European and American countries, and China has no core patents. In addition, the blade battery applied for a utility model patent, not a technology patent.

Of course, BYD also responded quickly to the questions raised. In the field of blade batteries, BYD has applied for more than 320 patents. These patents are given priority in domestic applications, and overseas patents are also being applied for simultaneously.

It is not known who is right or wrong, but it does not seem to be important. What is important is that we once again feel the weight of batteries in the new energy vehicle industry.

June 26, 2019, as a watershed in new energy vehicle subsidies, has affected the sensitive nerves of car companies and consumers.

Since then, all local subsidies for new energy vehicles have been cancelled, central subsidies have been reduced by half, and the overall decline has exceeded 50%. New energy vehicles have officially entered the post-subsidy era.

According to the country’s previously established policies, new energy subsidies have been designed to decline from the beginning, so this watershed is foreseeable, and all gods know it well. Before the decline, there will be a gluttonous feast. In the end, everyone will have to rely on their abilities.

With the strong support of the government, financial subsidies have indeed promoted the rapid development and expansion of the domestic new energy vehicle industry, from scientific research to industrialization to marketing, and cash subsidies mean that the cost-effectiveness of car purchases has improved, which has a positive impact on consumption. It is also a real “carrot” for readers.

However, in 2019, new energy vehicle sales fell by 4% year-on-year for the first time in ten years, and output also fell by 2.3%.

After subsidies are withdrawn, it should not be a price increase, but a major reshuffle with technology upgrades and cost control.

The existence of subsidies allows car companies to quickly open up the situation and focus on expanding production and scale. The overall market is segmented and evolved quickly, allowing those who are interested in entering the game to have their cards in hand.

After the subsidy is withdrawn, the market does need a baptism, and companies must seek breakthroughs by upgrading vehicle architecture, developing high-performance batteries, constructing innovative and open business models, and optimizing product configurations.

At present, batteries are still the ballast for the healthy development of new energy vehicles.

In fact, it is not difficult to find from the early subsidies that the calculation method of the subsidy is based on the vehicle's charge or mileage. Even though the sales of domestic new energy vehicles declined in 2019, power battery production, sales and vehicle installations all increased by 21%, 21.4% and 9.2% year-on-year respectively, indicating strong market demand.

The battery market has been reshuffled simultaneously. In 2019 alone, 10 supporting power battery companies died, leaving only 79 manufacturers that still install vehicles.

In the game, CATL occupies half of the market with its ternary lithium batteries.

Based on the current market situation and development prospects, ternary lithium batteries are undoubtedly the best in terms of energy density and thermal stability. The installed volume in 2019 was as high as 40529.8MWh. In the scale of solid-state batteries Before application, it will be the first choice for power of new energy vehicles.

At the same time, the reduction of subsidies has made lithium iron phosphate batteries more cost-effective. If BYD's "blade battery" arrives as promised, it will also play a positive role in the future recovery of the lithium iron phosphate battery market. effect.

It can be said that the changes in the new energy market and the changes in the power battery market have entered a critical period at the same time. The relationship between the two is inseparable. Technology reduces costs, battery life reports sales, and who has the best battery technology Or whoever chooses the most suitable car battery will advance to the next round.

This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.