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国轩吉泰美 董事长 徐兴无:小动力电池的发展与展望
起点锂电· 2025-12-18 04:42
关于小动力锂电池,没有明确的定义,查百度是 " 中小型车辆、便携式设备、轻中型电动工具、智能家居产品等低能耗设备提供动力的可充电 电池 " ,它的特点是电压比较低,容量比较低,成本要求很敏感。主要的应用领域,电动二轮 / 三轮车、低空经济、游艇、机器人、工程机 械。天上飞的,地上跑的,水里游的,都纳入小动力电池范畴。 根据不完全统计,中国的电动二轮车保有量差不多 4 亿辆,如果按照每两年换一次,因为铅酸电池使用寿命将近 2 年,每两年换一次铅酸电 池,如果是 2 亿辆,每一辆电动电瓶车的平均电量 1.3 度电,那就是 260GWh ,每个月差不多有 1600 多万套。 260GWh 什么概念呢? 1000 多亿的市场。 | | | 分 : 分 : 分 : 不 : | | | | | E 親 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2015 0 2025 | | | | 国 12 | F 125 同 行 | | | | | | | | | 起点锂电行业年会暨锂电金鼎奖颁奖典礼 | | | | | | | ...
瞭望 | “电动中国”越见清晰
Xin Hua She· 2025-12-15 09:26
电动中国核心逻辑在于:以绿色能源为源头,重塑动力基础;以交通电动化为载体,构建移动能源网 络;以设备智能化为归宿,实现全社会的智慧跃迁 从被视为电池终极形态的全固态电池,到与锂离子电池体系形成互补的钠离子电池,再到高效灵活的钙 钛矿电池,这些技术路径的突破,共同推动"电动中国"愿景加速落地 人类文明的演进史,本质上是一部能源利用的进化史。在全球新一轮科技革命与产业变革浪潮中,中国 以前瞻性的战略眼光,通过一系列连贯且强有力的政策,擘画一幅以新能源科技为核心的国家发展新蓝 图——电动中国。 中国已展现出显著优势。从人才储备与模型生态看,中国拥有全球最大的STEM毕业生群体和全球近半 数AI科研人才,坐拥庞大的工程师红利;DeepSeek与阿里千问等模型在全球开源模型下载量中占比达 17.1%,首次超越美国企业,在全球开发者生态中获得越来越大的影响力。在AI竞赛中,中国有望凭借 能源成本优势占据先机。英伟达的创始人黄仁勋近期在接受媒体采访时,直言"中国将赢得这场AI竞 赛",其核心论据之一便是中国拥有显著的能源成本优势。凭借西部地区低成本的清洁能源,中国大幅 降低大型数据中心的电力成本,这种能源优势构成了中国AI ...
先生丨36岁转行的他带领中国这个领域走向世界第一
Yang Guang Wang· 2025-10-01 07:49
Core Viewpoint - The article highlights the significant contributions of Chen Liqiu, a pioneer in lithium battery research in China, emphasizing his role in transforming the country into a global leader in the electric vehicle and battery industry [2][3]. Group 1: Personal Background and Achievements - Chen Liqiu, born in March 1940, is an academician of the Chinese Academy of Engineering and a recognized expert in solid-state ionics and energy materials [3]. - He has been instrumental in developing China's first solid-state and liquid lithium batteries, contributing to the country's transition from a follower to a leader in lithium battery technology [3][12]. Group 2: Key Milestones in Lithium Battery Development - In 1988, the first all-solid lithium battery in China was developed, marking a significant milestone in the country's battery technology [13]. - By 1998, the first lithium-ion battery pilot production line was established in China, enabling the country to produce its own lithium batteries [20]. Group 3: Innovations and Research Focus - Chen's team was the first to propose using nano-silicon as a core anode material for lithium-ion batteries, which has led to significant economic benefits estimated at 11 billion yuan [21]. - The team also developed a solid-state battery solution that addresses critical technical challenges, showcasing China's independent intellectual property in this field [26]. Group 4: Future Aspirations and Vision - Chen envisions a future where all new vehicles are electric by 2030 and aims to develop sodium-ion batteries for marine applications, leveraging abundant sodium resources [29]. - He emphasizes the importance of maintaining a leading position in global lithium battery technology through continuous innovation and research [30].
从 1 到 10 的跨越:固态电池赛道激战正酣,现状与挑战全解析
Wind万得· 2025-03-04 22:40
Core Viewpoint - Solid-state batteries are positioned as a key technology in the transition to renewable energy and are expected to see significant market growth, particularly in the automotive sector, with mass production anticipated between 2026 and 2030 [1][2]. Group 1: Characteristics of Solid-State Batteries - Solid-state batteries utilize solid electrolytes, offering higher safety, energy density, and longevity compared to traditional lithium-ion batteries [2][4]. - The energy density of solid-state batteries is projected to exceed 500Wh/kg, with a cycle life of over 10,000 cycles, significantly outperforming current lithium battery technologies [2][4]. Group 2: Market Dynamics - The global solid-state battery shipment is expected to reach 614.1GWh by 2030, with the Chinese market potentially growing to 20 billion yuan [1][14]. - The rapid expansion of the electric vehicle (EV) market and the increasing demand for energy storage solutions are driving the growth of solid-state batteries [13][14]. Group 3: Technology Routes - Three main technology routes for solid-state batteries are identified: polymer, oxide, and sulfide, each with distinct advantages and challenges [6][7][8]. - Polymer electrolytes are flexible and compatible with existing production processes but have lower ionic conductivity at room temperature [6]. - Oxide electrolytes offer excellent thermal stability but suffer from low ionic conductivity and interface issues [7]. - Sulfide electrolytes exhibit high ionic conductivity and energy density but face challenges related to chemical stability and production costs [8]. Group 4: Industry Chain Characteristics - The solid-state battery industry chain includes raw material supply, battery manufacturing, and end-user applications, with a strong emphasis on technological innovation and collaboration across the supply chain [11]. - The upstream supply of materials like lithium, cobalt, and nickel is critical, with a focus on sustainability and cost stability [11]. Group 5: Investment Trends - The solid-state battery sector has seen significant investment activity, with over 24 financing rounds totaling more than 984 million yuan in 2024 alone [16][18]. - Notable companies in the sector are actively securing funding to advance their technologies and production capabilities [16][18]. Group 6: Challenges Ahead - Solid-state batteries face several challenges, including technological bottlenecks related to electrolyte materials and interface stability, high production costs, and the need for a more integrated supply chain [19][21]. - The current cost of solid-state batteries is more than double that of traditional lithium batteries, which may hinder widespread adoption in the short term [21].