Guide: In order to improve the energy density of sodium ion batteries and push sodium ion products as soon as possible to the market, the Bike battery uses new positive and negative pole materials to increase the energy density of cylindrical sodium ion batteries to 150Wh/Kg, and has good cycle stability Essence
Two years ago, the Ningde Times released its first -generation sodium ion battery, and the door to industrialization of sodium batteries was opened. Two years later, sodium batteries ushered in highlights, and products are gradually introducing markets such as energy storage, two -wheeled vehicles, and passenger cars.
Industrial applications pressed the acceleration keys to be inseparable from policy catalysis, capital blessings, breakthroughs in R & D, and industrial layout. According to incomplete statistics of the battery network, as of July 2023, 73 companies have been solidly deployed in related fields such as sodium battery manufacturing, positive electrode materials, negative materials, electrolytes, etc., and multiple products are expected to achieve mass production in 2023. At the same time, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, capital, and capital, capital, capital, capital, capital, capital, capital, and capital, capital, capital, capital, and capital. The market has pursued the industrial chain companies. According to incomplete statistics from the battery network, 23 companies have made 70 rounds of financing. The order is updated one after another.
Recently, An Weifeng, the research and development director of Shenzhen Bike Power Battery Co., Ltd., said in exchange with the battery network that at present, although China is a major country manufacturing for lithium -ion battery, it is limited to China to become a new energy power due to the problem of lithium resources. Considering that sodium resources are very rich in reserves in the world and China, the layout of the sodium battery industry has gradually become hot in recent years. Among them, Bick batteries have started preliminary research on sodium electricity in 2021.
Preemptive layout
Established in 2001, Bike Battery was established in 2001. After more than 20 years of precipitation, it is committed to the development of high -energy density batteries. It has taken the lead in deploying sodium battery tracks.
According to An Weifeng, in terms of material layout, considering the problem of low energy density of sodium ion batteries, the Bike battery chose a layer -like oxide positive pole with a slightly higher energy density and relatively complete supply chain in the early stage of sodium electrical research. Materials and hard carbon negative materials are the main technical routes.
After a large number of sodium electrolyte studies, it is found that in the case of layer -like oxide sodium electron electrode and hard carbon negative electrodes, the side reaction of positive and negative electrodes and electrolytes causes a long -term gas production problem, especially the high temperature cycle of the battery The phenomenon of gas production is becoming more and more serious, which will lead to the swelling of the battery and the decline in circulating performance. In severe cases, the thermal safety of the battery may also cause the battery.
An Weifeng pointed out that the low -film impedance of the new membrane additive has effectively isolation of the side reaction between the positive and negative electrode and the electrolyte, and the high temperature and low temperature performance are both improved. In particular, the emergence of semi -solid electrolytes, while improving the stability of the positive and negative interface, suppressed the gas production phenomenon of the battery, and better improve the high temperature cycle performance of the battery and the problem of high temperature gas production.
Coincidentally, recently, Dr. Zhao Jingwen, a researcher at the Qingdao Institute of Biological Energy and Process of the Chinese Academy of Sciences, also stated at the 2023 sodium battery industry ecosystem conference and entrepreneurial summit that solid stateization is one of the best solutions to improve the comprehensive performance of sodium ion battery. The ideal form of sodium ion batteries, from the perspective of the safety angle, it is necessary to minimize the solvents, inhibit the side effects and thermal gas birra.
In order to increase the energy density of sodium ion batteries and push sodium ion products as soon as possible to the market, the Bik battery uses new positive and negative pole materials to increase the energy density of cylindrical sodium ion batteries to 150Wh/kg, and has good cycle stability.
An Weifeng revealed that Bike batteries will explore more product models, higher energy density, longer cycle life, better security performance, and meet the continuous growth of sodium electricity in the market.
In terms of product planning, the Bick Battery will be committed to the research and development of low -cost and high -performance sodium ion batteries in the future. According to the performance advantages of sodium electricity and cost advantage, further optimize the segmentation of sodium applied applications, and provide customers with cost -effective products.
In terms of product application, considering the current product performance of sodium electricity, the current products developed by Bik Battery are mainly directed in the fields of two -wheeled vehicles, low -speed vehicles and energy storage.
Problematic
The industry is generally expected that the industrial development of sodium ion batteries will also be after 2025. An Weifeng also believes that because the expansion cycle of material manufacturers generally takes about 1 year, coupled with the research and development of battery manufacturers and the test of the terminal market, the industrialization of sodium ion battery industrialization will be after 2025.
An Weifeng pointed out that during the large -scale application of sodium ion batteries, in addition to the incomplete sodium ion battery industry chain, the cost is high, there are also safety, energy density, magnification performance, cycle performance, system design difficulty, industrial chain and industrial chain and Recycling and other issues:
1. Security: Compared with metal lithium, metal sodium is more lively, but it is generally believed that sodium ion batteries are safer, and the mechanisms need to be further studied;
2. Energy density: Because of the large number of atomic sequences of sodium elements, the capacity of material grams is low; compared with the potential of metal lithium, the potential of sodium is higher, which causes the output voltage of sodium ion battery to be low. The energy density of the battery is low;
3. Meridity performance: Because the ion radius of sodium ions is greater than lithium ions, it is more difficult when spreading in the solid phase. Under the same current, the multiplier performance deviation of sodium ion battery;
4. Circulation performance: Dinotal production during the cycle of sodium ion battery, especially the problem of large gas production during the high temperature cycle of the battery, which causes the circulation performance to not meet customer needs;
5. System design difficulty: At present, after the high temperature aging of sodium ion batteries, capacity loss is generally 1 ~ 2%, which makes the actual capacity and design capacity of the battery cannot be fully matched, resulting in system design difficulties;
6. Industrial chain and recycling: As metal sodium salt is generally dissolved in water, the recovery of sodium elements in the future needs to be considered in advance;
Although the industrialization of sodium power is still facing many challenges, the speed of the development of the entire industry in the future may exceed expectations. Recently, Wu Hui, general manager of the Research Department of the Ivy Economic Research Institute/Dean of the China Battery Industry Research Institute, said that according to the plan, by the end of this year, the planned production capacity will reach 40GWh at the end of this year, and by 2025, the entire industry plan will reach 300GWh.
Profitable
As of the end of 2022, the sodium electricity supply chain was still very incomplete, the preparation process was still immature, and the production equipment was not perfect, resulting in unsatisfactory production links of sodium batteries. Recently, lithium carbonate futures and options are listed. Lithium carbonate reduction has led to the return of lithium battery to cost -effectiveness. Sodium electricity does not have an advantage over the cost of iron phosphate in terms of cost.
“In terms of capacity layout, the scale of lithium -ion batteries has reached nearly 1000GWh. In the same period, the production capacity of sodium electric material suppliers can only support the production of 2GWH sodium ion batteries.” It is impossible to support market demand, and cost issues also cause downstream customers or markets to be unwilling to try new sodium technology.
Under various pressures, the sodium batteries have not yet achieved large -scale mass production in the economy sense.
In the future, in order to ensure the development advantage of sodium electricity and even realistic profit, An Weifeng suggested that from the perspective of upstream material suppliers, midstream battery manufacturers, and national policies:
In terms of upstream materials suppliers, it is recommended to expand the production scale of materials and reduce the cost of material production; while expanding the production scale, it also needs to provide a batch and excellent raw material for downstream battery factories;
In terms of midstream battery manufacturers, it is recommended to use preferred low -cost materials to reduce the cost of battery; to optimize the product qualification rate to improve the product qualification rate, thereby reducing the battery cost;
In terms of national policy, because the current supply chain of sodium ion battery is in a period of perfection, the cost of sodium ion batteries in the short term still cannot achieve a large -scale decline. Market application of sodium ion batteries.
With the joint efforts of the above -mentioned industrial chain companies, the supply chain will be cultivated, and production capacity will begin to climb. In terms of shipments, the actual shipments of sodium ion batteries this year are expected to be about 3gWh. In the future In improvement, it is expected that the actual shipment of sodium ion batteries will reach 347GWh by 2030, with an average compound growth rate of 97%.
Conclusion: A few days ago, my country’s 20 million new energy vehicles are offline. From January to July this year, my country’s new energy vehicle sales reached 4.526 million, an increase of 41.7%year-on-year, and the market share reached 29%, of which 636,000 were exported, a year-on-year increase of 1.5 times; the total loading volume of power batteries in my country was 184.4GWh. , Cumulative increased by 37.3%year -on -year, of which 67.1GWh was exported.
After years of cultivation, China’s new energy vehicle industry has run out of acceleration, and the development of the lithium battery industry has been relatively mature. At present, the research and development of sodium batteries is on the shoulders of lithium batteries to some extent. You can get it. The best time to plant a tree is ten years ago, followed by now, a new round of battery air outlet has come. Those who are the first to be deployed and insist on continuous innovation can become the protagonist when the “spring” of sodium batteries comes. It is worth looking forward to whether it can go up.
Post time: Sep-06-2023