零跑等将推80度电量增程车 宁德时代趁势“复活”高镍电池

Core Viewpoint - The high-nickel square battery, specifically the 8-series high-nickel battery, is set to make a comeback in the mainstream market, with CATL planning to launch it next year for use in leading new energy vehicles' range-extended models [1][3]. Group 1: Historical Context - The 8-series high-nickel battery previously enjoyed a successful period, being used in numerous models from brands like Aion, NIO, and Xiaopeng [2]. - However, the technology faced challenges due to insufficient validation and immature thermal management, leading to frequent thermal runaway incidents [2]. Group 2: Current Market Trends - The trend towards larger battery packs in plug-in hybrid and range-extended vehicles has created an opportunity for the 8-series high-nickel battery to return [4]. - Current models are already featuring battery packs exceeding 60 kWh, with expectations for next year to reach around 80 kWh [4][6][11]. Group 3: Technical Advantages - The 8-series high-nickel battery offers higher energy density and performance compared to lithium iron phosphate batteries, allowing for longer range with lighter battery packs [4][12]. - It is noted that while the energy density improvement over mid-nickel batteries is not substantial, it remains a necessary exploration for vehicle platforms [4]. Group 4: Competitive Landscape - The automotive industry is increasingly focused on achieving longer ranges and better performance, making the 8-series high-nickel battery an attractive option for manufacturers [13]. - CATL's reintroduction of the 8-series high-nickel battery is seen as a strategic move to regain market share in the face of competition from lithium iron phosphate batteries [13][14]. Group 5: Challenges and Considerations - The 8-series high-nickel battery has drawbacks, including reduced thermal stability and shorter cycle life due to the higher nickel content [12]. - Despite the potential benefits, the higher production and development costs associated with the 8-series high-nickel battery may pose challenges for manufacturers [14].