Abstract:From the logical consideration of cost, Xu Fei, general manager of Polyfluorinated New Energy Technology Co., Ltd., suggested that the development of sodium electricity should be realized by realizing the layout of three chains, that is, through the innovation of materials, the performance of the battery system should be realized, and the development of the sodium electricity industry should be realized through the coordination of the upstream and downstream industrial chains.
The site of the 2024 China (Wuxi) Sodium Battery Industry Ecosystem Entrepreneur Summit
On July 24, the "2024 China (Wuxi) Sodium Battery Industry Ecosystem Entrepreneur Summit" hosted by Zhongguancun New Battery Technology Innovation Alliance and China Battery Network, and guided by the People's Government of Xishan District, Wuxi City, was held in Xishan District, Wuxi City, Jiangsu Province. With the theme of "Building a Sodium Electricity Ecology and Sharing Industrial Opportunities", the summit focused on the cutting-edge technology, development model, investment layout, industrial chain construction, market application and future trends of the sodium battery and energy storage industry, jointly explored the road of high-quality development of the industry, promoted the resonance of upstream and downstream supply and demand, and helped industrial innovation and upgrading.
Xu Fei, general manager of Polyfluoride New Energy Technology Co., Ltd
On the afternoon of the 24th, Xu Fei, general manager of Polyfluorinated New Energy Technology Co., Ltd., delivered a keynote speech entitled "The Latest Progress of Polyfluorinated and Polysodium Batteries" at the meeting, sharing the latest progress of polyfluorinated and multi-sodium ion batteries, cylindrical battery application scenarios, etc., and the battery network excerpted some of its wonderful views for readers:
At the meeting, Xu Fei introduced, "to expand the market in sodium electricity, polyfluoride believes that there are two logics, the first logic is the logic of cost advantage, and the second logic is the logic of product performance differentiation. ”
From the perspective of the logic of the whole cost, Xu Fei compared sodium batteries and lithium batteries with 60130 all-tab and large cylindrical batteries, and the result was that basically all the materials of sodium batteries, the average cost to watt-hour were all higher than those of lithium batteries.
The core reason for the formation of this phenomenon, Xu Fei further analyzed: "We know that now lithium iron phosphate can be 180Wh/kg, but sodium is 130 to 140Wh/kg, the whole energy density difference is very large, not only the material of the battery is cheaper, but also the energy density of the whole battery is up, but also involves the manufacturing cost of the entire factory, so we think that to solve the cost problem of sodium battery, the core should solve the problem of improving the entire energy density of sodium battery." Sodium battery has a relatively large application in the terminal, and our preliminary judgment is to achieve 160 to 180Wh/kg, which is a relatively big challenge for sodium electricity in the current state. ”
In addition, Xu Fei said frankly that if the cost is put aside, performance differentiation is the logic of developing new products, but the current performance differentiation of sodium electricity is not obvious.
Therefore, from the logical consideration of cost, Xu Fei introduced that Duofluoride is the first enterprise to develop sodium electricity through the layout of three chains, that is, through the innovation of materials, the performance of the battery system is realized, and the development of the sodium electricity industry is realized through the coordination of the upstream and downstream industrial chains. "We now have our own pilot line for cathode and anode, and the industry is the first to industrialize the 1,000-ton NaPF6 production line, and we hope to cooperate and communicate with our peers to achieve vertical integration of the entire industrial chain, which should be the logic of lead-acid to do this."
In terms of the market, Duofluoride has also done a lot of exploration, and a year and a half ago, together with Wuling, it completed the winter standard test of sodium electric vehicles. "There are some special scenarios, such as mining trucks in the northwest, which will provide a very big boost to the future application scenarios of sodium batteries, which can be quickly charged at low temperatures, and at the same time can take into account a certain energy density, in such scenarios, the cost of the entire system will be reduced." Xu Fei pointed out that there are more than one million mining trucks in China alone, and one vehicle has more than 400 kilowatt-hours of electricity, which is a lot of space for sodium electric applications.
In addition, in the two-wheeled electric vehicle market, which is very sensitive to cost, Duofluoride has also done some work, "Cooperate with Emma to develop sodium batteries for two-wheeled vehicles, and win the bid for China Tower's sodium electricity swap project for two consecutive years, and at the same time have substantial application demonstrations in the field of base station backup and energy storage." ”
According to market demand, polyfluorinated and multi-sodium battery products have formed a multi-dimensional market layout, covering cylindrical batteries for light vehicles, ternary pouch batteries for fast charging, and prismatic energy storage batteries, and the first generation of the three types of batteries have been implemented.
While introducing the progress of sodium batteries, Xu Fei also introduced the application scenarios of multi-fluorine and multi-cylindrical battery products. According to its introduction, the company has 40 to 60 series of all-tab large cylindrical cell products, with excellent comprehensive performance such as power, low temperature and safety, which fully meets the high power, light and fast driving experience.
From the perspective of technical advantages, the multi-fluorine multi-cylindrical battery shell adopts the upper and lower double explosion-proof canning packaging technology, even if the battery thermal runaway will not occur fire, explosion and other safety accidents, the structure is exquisite, the process is simple, and it is convenient to realize automation and scale while meeting the needs of efficient manufacturing. At the same time, thanks to the independent innovation of the system and structure, the multi-fluorine and multi-cylindrical battery not only has excellent safety performance, excellent cycle life, but also outstanding low-temperature performance, and a number of products have passed relevant domestic and international certifications and reached the leading industry level.
"In the field of cylindrical batteries, Duofluoride has obtained 61 patents authorized and publicized, including 11 invention patents and 50 utility models." A set of data shared by Xu Fei further demonstrates the technical advantages of polyfluorinated polyfluoride in the field of cylindrical batteries. At present, in the field of two-wheeled and three-wheeled vehicles, Duofluoride has developed 40/42/60 and other all-tab cylindrical products with different diameters, and the battery performance is safe, and it has passed the third-party testing and certification of the new specifications and standards for electric bicycles. It is a targeted battery solution for different scenarios such as high-power charging and discharging, low-temperature charging, etc., and meets the cycle life of 4,000 or even 6,000 times at the same time. In addition, the product structure is designed on the same side of the positive and negative electrodes, which is more conducive to PACK welding operation, and the overall efficiency and cost advantages are significant.
In addition, in terms of production capacity layout, Xu Fei introduced that the overall production capacity of polyfluorinated batteries is 13GWh, including 8GWh in Jiaozuo base in Henan Province and 5GWh in Nanning base in Guangxi. "A new 5.5GWh cylindrical production line has been built in Jiaozuo, which can be used not only for sodium-ion batteries, but also for lithium-ion batteries."
(The above views are based on the shorthand of the forum and have not been reviewed by the speakers themselves.) ）