On the afternoon of December 30, the whole industry paid attention to the subsidy policy for new energy vehicles in the past year. Compared with the 2015 subsidy policy, the new version of the subsidy has made major adjustments in adjusting the subsidy quota, improving the mode of payment, and raising the subsidy threshold. Especially in terms of product technical requirements, it is proposed for the first time to subsidize battery energy density as a reference indicator.
The specific requirements for battery energy density are: the mass energy density of the pure electric passenger car power battery system is not less than 90Wh/kg, and the subsidy is 1.1 times higher than 120Wh/kg. The energy density of non-fast charge pure electric bus battery system is higher than 85Wh/kg. The special vehicle loading power battery system has a mass energy density of not less than 90Wh/kg.
Is such an energy density indicator a high threshold for battery companies or a level that is generally achievable? Huang Xuejie, a researcher at the Institute of Physics of the Chinese Academy of Sciences, said, "The government's subsidy policy certainly has a certain guiding nature, but the overall difficulty is not high. According to the planning of the overall technical roadmap of the power battery, there is also certain rationality."
"In terms of lithium iron phosphate, most of the current battery system energy density levels in the market are around 70 wh / kg-80 wh / kg, 90 wh / kg is a relatively low threshold, the general lithium iron phosphate battery can be achieved through improvement, but It is difficult to reach 120 wh / kg. In the case of ternary lithium batteries, 90 wh / kg has already exceeded, and some can do better than 130 kh / kg, but the current 120 wh / kg enterprises should not be much. "Ma Junfeng, Senior Director of Product Development, Beijing Boston Electric Technology Co., Ltd., introduced this.
Mr. Rao Yumin, deputy general manager of Watmar, also said that “the lithium iron phosphate is 90 wh/kg, there is no problem. There is still some difficulty in 120 kW/kg.†In addition, the person in charge of the vehicle company also said, “2017 After the new car equipped with a ternary lithium battery, the battery energy density is less than 120kw/kg." At the new energy vehicle conference power battery forum held by the first electric network, Becker battery vice president Liao Zhenbo and Zhuoneng general manager When Deng Lunhao talked about the energy density requirements of ternary lithium batteries, it also said that the problem of reaching 120kw/kg is not big.
It can be seen that the threshold of energy density is achievable for the lithium iron phosphate battery as long as the current level is 90 wh/kg, and it is difficult to reach 120 kW/kg. For the ternary lithium battery, 90 wh / kg is a long-term breakthrough goal, as long as the battery is better designed and planned to reach 120kw / kg is not very difficult.
A higher level of energy density means more subsidies. Will such a subsidy setting cause battery companies to ignore the guarantee of battery safety in pursuit of energy density? Huang Xuejie said, "Enterprises should not pursue the pursuit of subsidies as the sole purpose. The subsidy policy emphasizes the responsibility. If the enterprise only uses the purpose of obtaining subsidies and has problems in battery safety, it will not be worth the loss. So the technical level is not enough. Companies should not pursue high subsidized energy density just for subsidies."
In addition to the widely used lithium iron phosphate battery and ternary lithium battery, some companies are also doing lithium titanate technology, so how will the new version of the subsidy policy affect lithium titanate? According to Huang Xuejie, “Lithium titanate is subsidized according to the fast charge rate, in fact, it can get a higher subsidy. At present, lithium titanate battery reaches 5C is no problem.â€
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