重卡专用大容量超充电芯

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宁德时代加码重卡换电,能否实现反转?
高工锂电· 2025-05-19 11:21
6月会议预告 2025高工钠电 产业峰会 主办单位: 高工钠电、高工产业研究院(GGII) 总冠名: 众钠能源 会议时间: 6月9日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 2025高工固态电池 技术与应用峰会 主办单位: 高工锂电、高工储能、高工产业研究院(GGII) 总冠名: 利元亨 会议时间: 6月10日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 在 新能源 汽车 领域 , 关于 补能路线 的 竞争 , 正以前所未有的激烈程度展开。 兆瓦级超充 技术兴起,对换电模式构成挑战 , 而宁德时代动作频频,先后在乘用车、商用车领域加码换电。 根据规划,宁德时代的远期目标是 在 2030 年建成覆盖全国约 15 万公里主要高速及省道干线的 " 八纵十横 " 换电网络 ,该网络预计将服务全国约 80% 的重卡运力。 当前,商用车电动化已跨越 20% 这一关键渗透率节点,正进入高速增长期。基于其对重卡换电市 场的上述布局策略, 宁德时代预判,未来三年中国重卡市场的新能源渗透率将迅速提升至 50% 。 5 月 18 日, 宁德时代发布 以 "75 号重卡标准换电块 " 为核心的 新 ...
车展季·大咖说丨重卡超充补能热度上升 欣旺达陈小源:重卡减排对实现“双碳”目标有关键意义
Mei Ri Jing Ji Xin Wen· 2025-04-28 07:40
每经记者 黄辛旭 每经编辑 孙磊 在国家"双碳"目标下,商用车低碳化成了硬指标。 "随着'双碳'目标时间节点的临近,商用车领域尤其是重卡的碳排放问题亟待解决。作为交通运输领域的重要排放源,重卡的减排工作对实现'双碳'目标具有 关键意义。"在2025上海车展期间,欣旺达动力商用车船事业部副总经理陈小源在接受《每日经济新闻》记者专访时谈到了企业在"双碳"战略下的技术布 局。 从公开资料来看,中国燃油重卡存量约900万辆,每年燃油费用约2.4万亿元,碳排放量约7亿吨,占到公路交通排放的54%。因此,重卡电动化是我国交通 运输领域降碳的重要发力点。 重卡超充补能热度提升 今年一季度,国内新能源重卡市场销量继续"暴增"。 根据北斗入网新增数据,今年一季度,新能源重卡市场累计销量约2.37万辆,同比增长164%。其中,3月新能源重卡销量为1.04万辆,同比增长189%。另据 工信部公布的今年一季度第391批~393批公告,"上榜"的新能源重卡数量为430款,高于2024年同期(第379批~381批)的361款。 "去年,商用车的新能源渗透率刚刚突破拐点,这是一个很好的时机去做相关布局。欣旺达动力在两年前就看到了这样的潜力 ...
【电新】上海车展趋势观察:大电量增程、商用车电动化、宁德时代引领新技术——碳中和领域动态追踪(一百五十五)(殷中枢/陈无忌)
光大证券研究· 2025-04-27 13:12
特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客 户,用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限,若给您造成不便, 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 一、宁德时代引领新技术突破,骁遥双核+自生成锂/钠负极再次拉开产品代差 宁德时代推出三款颠覆性动力电池产品:钠新电池、骁遥双核电池、第二代神行超充电池。(1)自生成 负极新技术的应用超预期,展现宁德时代领先的研发能力和商业化实力,我们认为得益于金属负极保护层 材料和制备工艺的know-how,使得负极侧颠覆性升级快于预期,相关电解液添加剂和补锂剂环节有望受 益。(2)骁遥双核+自生成锂/钠负极,多元电池的组合适配各种场景,我们认为是在全固态电池商业化量 产之前的窗口期内,又一个拉开代差的产品。(3)钠新电池树立宁德时代钠电池的新品牌,能量密度提 升,突破低温、启停场景,有望带来新的增长曲线。(4)二代神行超充电池实现峰值充电功率12C同时续 航800km ...
碳中和领域动态追踪(一百五十五):上海车展趋势观察:大电量增程、商用车电动化、宁德时代引领新技术
EBSCN· 2025-04-27 05:44
Investment Rating - The report maintains a "Buy" rating for the industry, indicating an expected investment return exceeding 15% over the next 6-12 months compared to the market benchmark index [6]. Core Insights - CATL leads in technological breakthroughs with the introduction of three disruptive battery products: sodium batteries, Xiaoyao dual-core batteries, and the second-generation Shenxing ultra-fast charging batteries. The application of self-generating negative electrode technology exceeds expectations, showcasing CATL's advanced R&D capabilities and commercial strength [1]. - Range-extended vehicles are expected to become the mainstay of electrification in the second half of the market. These vehicles combine the driving performance of pure electric vehicles with the range extender to alleviate long-distance range anxiety, making them suitable for global market expansion [2]. - The trend of large-capacity range-extended vehicles is emerging, with new models achieving over 400 km of pure electric range. The development trajectory of battery capacity may involve an initial increase followed by a decrease [3]. - The electrification of commercial vehicles, particularly heavy trucks, is accelerating. In 2024, the penetration rate of new energy commercial vehicles is projected to be 17.9%, with battery companies focusing on this sector to explore the full lifecycle value of batteries [4]. Summary by Sections Section 1: Technological Advancements - CATL's new products include sodium batteries and the Xiaoyao dual-core battery, which adapt to various scenarios and are positioned as a significant advancement before the commercialization of solid-state batteries [1]. - The second-generation Shenxing ultra-fast charging battery achieves a peak charging power of 12C with a range of 800 km, indicating a narrowing gap in fast-charging capabilities among battery brands [1]. Section 2: Market Trends - The sales volume of range-extended vehicles is expected to reach 1.167 million units in 2024, representing a year-on-year growth of 78.7%, outpacing the growth rates of pure electric and plug-in hybrid vehicles [2]. - The market share of range-extended vehicles in China is projected to increase from 3.6% to 9.1% between 2022 and 2024, indicating a growing acceptance of this technology [2]. Section 3: Commercial Vehicle Electrification - The report highlights the significant carbon emissions from commercial vehicles, which account for 56% of transportation emissions, and the need for effective electrification solutions [3]. - Companies like Huawei, BYD, and CATL are developing battery and charging solutions tailored for commercial vehicles, focusing on the entire lifecycle cost [4].