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2021-07-30

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What does Ningde sodium-ion battery mean to the industry? Impact or opportunity?

今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子

What does Ningde sodium-ion battery mean to the industry? Impact or opportunity?

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Diaschy86
·2021-07-30
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":806916359,"tweetId":"806916359","gmtCreate":1627624134671,"gmtModify":1703493596403,"author":{"id":4089212975502280,"idStr":"4089212975502280","authorId":4089212975502280,"authorIdStr":"4089212975502280","name":"dennis0127","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>good</body></html>","htmlText":"<html><head></head><body>good</body></html>","text":"good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/806916359","repostId":2155135706,"repostType":4,"repost":{"id":"2155135706","kind":"highlight","pubTimestamp":1627623503,"share":"https://ttm.financial/m/news/2155135706?lang=en_US&edition=fundamental","pubTime":"2021-07-30 13:38","market":"sh","language":"zh","title":"What does Ningde sodium-ion battery mean to the industry? Impact or opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=2155135706","media":"华尔街见闻","summary":"今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子","content":"Since the beginning of this year, the new energy industry chain has exploded across the board. The cumulative sales of terminal new energy vehicles in the first half of the year alone have almost equal the sales of last year. At the same time, midstream battery manufacturers are also stepping up their horsepower to expand production and prepare for war. This has also stimulated upstream material manufacturers to compete. With the expansion of production, resource-side prices have soared. At this time of high prosperity, sodium-ion batteries, a new type of battery different from the current mainstream lithium batteries, quickly entered the market's field of vision, which not only aroused heated discussions among investors, but also aroused widespread attention in the industry.On July 29<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the sodium-ion battery launch conference, it not only showed the world CATL's first-generation sodium-ion battery with the world's highest energy density of 160Wh/kg, but also creatively mixed sodium-ion batteries and lithium-ion batteries. What exceeds expectations is that sodium-ion batteries will be commercialized as soon as 2023.<h2>Analyzing the performance of sodium-ion batteries</h2>The emergence of sodium-ion batteries will undoubtedly be compared with the currently relatively mature lithium-ion batteries. Take the first-generation sodium-ion battery announced by CATL as an example, and compare it with the current mainstream lithium iron phosphate batteries. Compare:1) The single cell energy density of the first generation sodium-ion battery has reached 160Wh/kg, which is currently the highest level in the world. Although it is slightly lower than lithium iron phosphate batteries, there is still room for breakthroughs. The energy density of the next generation sodium-ion battery will exceed 200Wh/kg;2) The first-generation sodium-ion battery can reach 80% after 15 minutes of charging at room temperature, and has fast charging capabilities;3) The first-generation sodium-ion battery still has a discharge retention rate of more than 90% in a low temperature environment of minus 20 °C, while the attenuation of lithium iron phosphate battery will reach 30% at low temperature.4) The system integration efficiency of the first generation sodium-ion battery can reach more than 80%;5) The first-generation sodium-ion battery has excellent thermal stability and has exceeded the safety requirements of the national power battery strong standard.<img src=\"https://static.tigerbbs.com/95cee98e4445e855f9f3bc8f0205da0d\" tg-width=\"693\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries have little impact on the lithium battery industry chain</h2>Previously, the market was worried about whether the launch of sodium-ion batteries would have a certain impact on the current lithium-ion industry chain and have a greater impact on the upstream and downstream of the entire industry chain. The Wall Street Insights and Wisdom Research Institute believes that the overall impact is not significant through research and comparison.From the upstream resource side, sodium-ion batteries use little sodium ions or hardly use rare metals, and mainly use sodium carbonate instead of lithium carbonate or lithium hydroxide commonly used in lithium batteries. Everyone knows that the latter two are extremely expensive, and the price has soared to about 90,000 yuan/ton, while the price of sodium carbonate, the main raw material of sodium-ion batteries, is only 2-3,000 yuan/ton, and the resources are extremely abundant.However, from the perspective of preparation process and equipment, there is actually not much difference between sodium-ion batteries and lithium batteries. Even the four main materials and related auxiliary materials are not completely subverted, but only slightly changed:(1) Cathode Material:Lithium-ion batteries: mainly lithium iron phosphate and ternary batteries.Sodium-ion batteries: There are many systems, including transition metal oxides, polyanionic compounds, Prussian blue compounds and molten sulfur. Currently, companies are trying all major systems.CATL stated at the press conference that Prussian white and layered oxide materials have the most potential commercial value, and their gram capacity has reached 160mAh/g, which is equivalent to existing lithium-ion battery cathode materials.2) Negative electrode material:Lithium-ion battery: Lithium battery mainly uses artificial graphite, and the future development direction is silicon-carbon anode. However, due to the expansion of silicon and the consumption of lithium ions due to the first effect of lithium, the problem has not been perfectly solved and has not yet been scaled up;Sodium-ion batteries: Graphite cannot be used, there are 3 main types, namely embedded-preferably carbon materials, alloy-based reaction and conversion-based.Contemporary Amperex Technology Co., Limited stated at the press conference that it has developed a hard carbon material with a unique pore structure that can allow a large amount of sodium ions to be stored and quickly passed. The gram capacity of this hard carbon material can reach more than 350mAh/g, and it also has excellent cycle performance. The overall performance indicators are comparable to existing graphite.3) Electrolyte:Lithium-ion battery: The solvent is carbonate, the lithium salt is mainly lithium hexafluorophosphate, and the additives include film-forming additives, flame retardant additives, etc.Sodium-ion battery: The solvent also uses carbonate, and the lithium salt is converted into sodium hexafluorophosphate. The additive is a core process and needs to solve the problem of sodium branch crystals.Contemporary Amperex Technology Co., Limited stated at the press conference that it has developed a new and unique electrolyte system suitable for such positive and negative materials.4) Septum:There is no problem in sodium-ion batteries using the current mainstream separators of lithium batteries, and they can be seamlessly connected.5) Other materials:Lithium-ion battery: aluminum foil is used for the positive electrode current collector, and copper foil is used for the negative electrode.Sodium-ion batteries: Aluminum foil can be used for both positive and negative electrodes. Since the price of aluminum foil is much lower than that of copper foil, the cost is much cheaper. At the same time, replacing sodium batteries with aluminum will also make the weight lighter.<img src=\"https://static.tigerbbs.com/8fd3e3708079ccac2d581086af187546\" tg-width=\"693\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium and lithium batteries do not constitute major competition, but can be mixed and complement each other</h2>The market previously expected that the performance of sodium-ion batteries themselves determined that it was difficult for them to make a difference in industries with high energy density requirements, and could only be used in low-capacity density fields such as two-wheeled vehicles, energy storage, data centers and other fields. However, CATL It is innovatively stated that it can realize the integrated hybrid sharing of sodium-ion batteries and lithium-ion batteries, with complementary advantages.In the AB battery solution developed by CATL, sodium-ion batteries and lithium-ion batteries can be integrated into the same battery system at the same time. By mixing and matching the two batteries in a certain proportion and arrangement, they are integrated in series and parallel, and then Balanced control of different battery systems through BMS's precise algorithm can learn from each other's strengths and complement each other's weaknesses, which not only makes up for the energy density shortcomings of sodium-ion batteries at this stage, but also gives full play to its advantages of high power and low temperature performance. Such a lithium-sodium battery system can adapt to more application scenarios.<img src=\"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1\" tg-width=\"693\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Moreover, the performance of sodium-ion battery itself determines that it is not a replacement for lithium-ion battery. The energy density and cycle life of sodium-ion battery itself are definitely not as good as that of lithium battery. Even the first generation sodium-ion battery of CATL is 160Wh/kg. The energy density is much higher than that of ordinary sodium-ion batteries, but compared with lithium batteries, even lithium iron phosphate batteries, which are not known for their capacity density, can currently achieve about 180Wh/kg, let alone ternary batteries.However, it is not inferior to lithium batteries in terms of rate performance, high and low temperature performance, and safety performance, and it has extremely considerable advantages in cost and easy availability of resources. You must know that 70% of my country's lithium resources need to be imported, so the development of sodium-ion batteries is also for the future. Our country will not change from the previous oil to the current lithium resource limitation. At the same time, theoretically, the cost of sodium-ion batteries can reach 0.2-0.3 yuan/wh (the current cost is 1 yuan/wh higher, and the cost of lithium batteries is 0.5-0.7 yuan/wh). Therefore, in comparison, apart from the competition with lithium iron phosphate batteries in terms of energy storage, sodium-ion batteries do not have much impact on the main application fields of lithium batteries at present.<img src=\"https://static.tigerbbs.com/c8f9c83ccd43a0c950b3c7d9205ebada\" tg-width=\"693\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries may make a big breakthrough in energy storage</h2>In April this year, the new energy storage guidance proposed by my country's Energy Administration and the National Development and Reform Commission included sodium-ion batteries for the first time, selecting a new technology for energy storage batteries. On the one hand, as mentioned above, the characteristics of sodium-ion batteries themselves are suitable for the field of energy storage; on the other hand, the cost of lithium batteries currently used for energy storage may increase.On June 22, the National Energy Administration issued the \"Management Specifications for New Energy Storage Projects (Interim) (Draft for Comments)\", proposing that in principle, no new large-scale power battery cascade utilization energy storage projects should be built. Originally, these lithium batteries that are no longer suitable for automobile use will be used in the next step. Go to the energy storage power station to utilize waste heat, which increases the utilization value of lithium batteries and reduces the cost of lithium batteries. However, due to potential safety hazards, the policy stipulates that in the future, energy storage can only purchase new power batteries because recycled retired power batteries cannot be used. Although my country is not mainly based on ternary batteries like foreign energy storage, even if the cost is Lower lithium iron phosphate batteries will also increase the cost of energy storage.<img src=\"https://static.tigerbbs.com/ed8582d2db40614290622b22ce3fd137\" tg-width=\"618\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This is also the butterfly effect of the Beijing energy storage power station explosion accident on April 16 that began to appear two months later. This will have a big blow to retired power batteries, because the power battery performance of new energy vehicles will increase with the number of times of use. When the performance drops to 80% of the initial performance, it will mean the end of the service life of new energy vehicles. Then multiple complete battery packs could be combined together to store energy for wind, photovoltaic and other scenarios. At present, this road is about to be broken. According to data from the China Automotive Technology and Research Center, the cumulative retirement volume of power batteries in my country in 2020 is about 200,000 tons, and the cumulative retirement volume in 2025 is about 780,000 tons. This vacant market may be covered by sodium-ion batteries in the future.Of course, although there are certain risks in the development process of energy storage, my country has not weakened its emphasis on the energy storage industry while strengthening safety standards. On July 23, the National Development and Reform Commission and the National Energy Administration issued guidance on accelerating the development of new energy storage. While clarifying the dominant position of energy storage, it is no longer a subsidiary function of thermal power and new energy, but an independent power system. While participating in various power markets such as medium-and long-term transactions, spot and ancillary services, it is also proposed to realize the transformation of new energy storage from the early stage of commercialization to large-scale development by 2025, and achieve an installed capacity of new energy storage exceeding 30GW in the next five years.And according to<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>According to data from the Energy Storage Industry Technology Alliance, as of 2020, the cumulative installed capacity of new energy storage in China is only 3.27 GW, and the cumulative installed capacity is expected to reach 5.79 GW in 2021, which means that the cumulative installed capacity of domestic electrochemical energy storage will be compounded annually in the next five years. The growth rate (CAGR) is 57.4%, and the average annual newly installed capacity exceeds 5.4 GW.<img src=\"https://static.tigerbbs.com/96b0843a024a37f2fa250bb92fd7c488\" tg-width=\"692\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the document also clearly mentioned that we should adhere to the diversification of energy storage technology and accelerate the large-scale test demonstration of sodium-ion batteries and other technologies. Considering that sodium-ion batteries have low cost, wide sources of raw materials, high safety, low temperature and fast charging performance. It is clear that the construction of power-side energy storage projects will be vigorously promoted in the future. In the next five years when energy storage explodes, sodium-ion batteries are very likely to achieve greater development.<img src=\"https://static.tigerbbs.com/34a1ceb6c4002d42e97bf3ba29000469\" tg-width=\"693\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Domestic and foreign companies are actively deploying sodium-ion batteries</h2>The emphasis on the development of sodium-ion batteries is not a whim of Chinese battery manufacturers. In fact, nearly 30 companies at home and abroad have already begun to make relevant arrangements for the industrialization of sodium-ion batteries. Abroad, they mainly include the British FARADION Company and the American Natron Energy., Aquion Energy Company, French Tiamat Company, Japan's Kishida Chemical Company,<a href=\"https://laohu8.com/S/PC\">Panasonic</a>, Mitsubishi Chemical, domestically, companies such as CATL, Zhongke Haina, Na Innovation Energy, and Xingkong Sodium Power are also at the forefront of the industry:1) The energy density of the first generation sodium-ion battery in CATL is 160Wh/kg, and the next generation will reach 200 Wh/kg. For the first time, it innovatively proposed the hybrid use of sodium-ion batteries and lithium-ion batteries;2) The energy density of the latest products of Sodium Innovation Energy is 120Wh/kg and has been cycled more than 1,000 times; July 7th,<a href=\"https://laohu8.com/S/603529\">Emma Technology</a>At the dealer conference, the sodium-ion battery was released, which is responsible for by Sodium Innovation Energy and will be installed on its own electric two-wheeled vehicle in the future;3) Zhongke Haina's battery also has an energy density of 135Wh/kg, and the cycle is even greater than 2,000 times; On June 27, the world's first set of<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>The 1 MW sodium-ion energy storage system jointly built with Zhongke Haina Company was officially put into operation in Taiyuan, Shanxi;4) In September 2020, the U.S. DOE (Department of Energy) has clearly regarded sodium-ion batteries as the next development direction;5) In the 2030 battery plan launched by Europe in March 2020, sodium batteries are also the first to bear the brunt as an alternative to lithium batteries.<img src=\"https://static.tigerbbs.com/ab933e32bf5094cf3cf14a8fba46f2a5\" tg-width=\"693\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries will form a basic industrial chain in 2023</h2>Previously, the market expected that the commercialization of sodium-ion batteries would take at least 3-5 years, but at this sodium-ion battery launch conference of CATL, it was stated that a basic industrial chain will be formed as soon as 2023.<img src=\"https://static.tigerbbs.com/9f0c1c5c494b20d47e6fccad6e0b314e\" tg-width=\"693\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chinese companies are in a leading position in the world in the lithium battery industry chain. Among them, CATL occupies a dominant position with a global market share of nearly 30%, which shows that my country has the capabilities and technologies to lead the world in terms of batteries. At this moment, CATL is once again one step ahead of the world, and Chinese companies will once again occupy a favorable position in the layout and development of sodium-ion batteries in the future. With the technological progress of new energy batteries, this revolution of replacing fossil energy with clean energy is accelerating.","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What does Ningde sodium-ion battery mean to the industry? Impact or opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat does Ningde sodium-ion battery mean to the industry? Impact or opportunity?\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-07-30 13:38\n\n</h4>\n</header>\n<article>\nSince the beginning of this year, the new energy industry chain has exploded across the board. The cumulative sales of terminal new energy vehicles in the first half of the year alone have almost equal the sales of last year. At the same time, midstream battery manufacturers are also stepping up their horsepower to expand production and prepare for war. This has also stimulated upstream material manufacturers to compete. With the expansion of production, resource-side prices have soared. At this time of high prosperity, sodium-ion batteries, a new type of battery different from the current mainstream lithium batteries, quickly entered the market's field of vision, which not only aroused heated discussions among investors, but also aroused widespread attention in the industry.On July 29<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the sodium-ion battery launch conference, it not only showed the world CATL's first-generation sodium-ion battery with the world's highest energy density of 160Wh/kg, but also creatively mixed sodium-ion batteries and lithium-ion batteries. What exceeds expectations is that sodium-ion batteries will be commercialized as soon as 2023.<h2>Analyzing the performance of sodium-ion batteries</h2>The emergence of sodium-ion batteries will undoubtedly be compared with the currently relatively mature lithium-ion batteries. Take the first-generation sodium-ion battery announced by CATL as an example, and compare it with the current mainstream lithium iron phosphate batteries. Compare:1) The single cell energy density of the first generation sodium-ion battery has reached 160Wh/kg, which is currently the highest level in the world. Although it is slightly lower than lithium iron phosphate batteries, there is still room for breakthroughs. The energy density of the next generation sodium-ion battery will exceed 200Wh/kg;2) The first-generation sodium-ion battery can reach 80% after 15 minutes of charging at room temperature, and has fast charging capabilities;3) The first-generation sodium-ion battery still has a discharge retention rate of more than 90% in a low temperature environment of minus 20 °C, while the attenuation of lithium iron phosphate battery will reach 30% at low temperature.4) The system integration efficiency of the first generation sodium-ion battery can reach more than 80%;5) The first-generation sodium-ion battery has excellent thermal stability and has exceeded the safety requirements of the national power battery strong standard.<img src=\"https://static.tigerbbs.com/95cee98e4445e855f9f3bc8f0205da0d\" tg-width=\"693\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries have little impact on the lithium battery industry chain</h2>Previously, the market was worried about whether the launch of sodium-ion batteries would have a certain impact on the current lithium-ion industry chain and have a greater impact on the upstream and downstream of the entire industry chain. The Wall Street Insights and Wisdom Research Institute believes that the overall impact is not significant through research and comparison.From the upstream resource side, sodium-ion batteries use little sodium ions or hardly use rare metals, and mainly use sodium carbonate instead of lithium carbonate or lithium hydroxide commonly used in lithium batteries. Everyone knows that the latter two are extremely expensive, and the price has soared to about 90,000 yuan/ton, while the price of sodium carbonate, the main raw material of sodium-ion batteries, is only 2-3,000 yuan/ton, and the resources are extremely abundant.However, from the perspective of preparation process and equipment, there is actually not much difference between sodium-ion batteries and lithium batteries. Even the four main materials and related auxiliary materials are not completely subverted, but only slightly changed:(1) Cathode Material:Lithium-ion batteries: mainly lithium iron phosphate and ternary batteries.Sodium-ion batteries: There are many systems, including transition metal oxides, polyanionic compounds, Prussian blue compounds and molten sulfur. Currently, companies are trying all major systems.CATL stated at the press conference that Prussian white and layered oxide materials have the most potential commercial value, and their gram capacity has reached 160mAh/g, which is equivalent to existing lithium-ion battery cathode materials.2) Negative electrode material:Lithium-ion battery: Lithium battery mainly uses artificial graphite, and the future development direction is silicon-carbon anode. However, due to the expansion of silicon and the consumption of lithium ions due to the first effect of lithium, the problem has not been perfectly solved and has not yet been scaled up;Sodium-ion batteries: Graphite cannot be used, there are 3 main types, namely embedded-preferably carbon materials, alloy-based reaction and conversion-based.Contemporary Amperex Technology Co., Limited stated at the press conference that it has developed a hard carbon material with a unique pore structure that can allow a large amount of sodium ions to be stored and quickly passed. The gram capacity of this hard carbon material can reach more than 350mAh/g, and it also has excellent cycle performance. The overall performance indicators are comparable to existing graphite.3) Electrolyte:Lithium-ion battery: The solvent is carbonate, the lithium salt is mainly lithium hexafluorophosphate, and the additives include film-forming additives, flame retardant additives, etc.Sodium-ion battery: The solvent also uses carbonate, and the lithium salt is converted into sodium hexafluorophosphate. The additive is a core process and needs to solve the problem of sodium branch crystals.Contemporary Amperex Technology Co., Limited stated at the press conference that it has developed a new and unique electrolyte system suitable for such positive and negative materials.4) Septum:There is no problem in sodium-ion batteries using the current mainstream separators of lithium batteries, and they can be seamlessly connected.5) Other materials:Lithium-ion battery: aluminum foil is used for the positive electrode current collector, and copper foil is used for the negative electrode.Sodium-ion batteries: Aluminum foil can be used for both positive and negative electrodes. Since the price of aluminum foil is much lower than that of copper foil, the cost is much cheaper. At the same time, replacing sodium batteries with aluminum will also make the weight lighter.<img src=\"https://static.tigerbbs.com/8fd3e3708079ccac2d581086af187546\" tg-width=\"693\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium and lithium batteries do not constitute major competition, but can be mixed and complement each other</h2>The market previously expected that the performance of sodium-ion batteries themselves determined that it was difficult for them to make a difference in industries with high energy density requirements, and could only be used in low-capacity density fields such as two-wheeled vehicles, energy storage, data centers and other fields. However, CATL It is innovatively stated that it can realize the integrated hybrid sharing of sodium-ion batteries and lithium-ion batteries, with complementary advantages.In the AB battery solution developed by CATL, sodium-ion batteries and lithium-ion batteries can be integrated into the same battery system at the same time. By mixing and matching the two batteries in a certain proportion and arrangement, they are integrated in series and parallel, and then Balanced control of different battery systems through BMS's precise algorithm can learn from each other's strengths and complement each other's weaknesses, which not only makes up for the energy density shortcomings of sodium-ion batteries at this stage, but also gives full play to its advantages of high power and low temperature performance. Such a lithium-sodium battery system can adapt to more application scenarios.<img src=\"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1\" tg-width=\"693\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Moreover, the performance of sodium-ion battery itself determines that it is not a replacement for lithium-ion battery. The energy density and cycle life of sodium-ion battery itself are definitely not as good as that of lithium battery. Even the first generation sodium-ion battery of CATL is 160Wh/kg. The energy density is much higher than that of ordinary sodium-ion batteries, but compared with lithium batteries, even lithium iron phosphate batteries, which are not known for their capacity density, can currently achieve about 180Wh/kg, let alone ternary batteries.However, it is not inferior to lithium batteries in terms of rate performance, high and low temperature performance, and safety performance, and it has extremely considerable advantages in cost and easy availability of resources. You must know that 70% of my country's lithium resources need to be imported, so the development of sodium-ion batteries is also for the future. Our country will not change from the previous oil to the current lithium resource limitation. At the same time, theoretically, the cost of sodium-ion batteries can reach 0.2-0.3 yuan/wh (the current cost is 1 yuan/wh higher, and the cost of lithium batteries is 0.5-0.7 yuan/wh). Therefore, in comparison, apart from the competition with lithium iron phosphate batteries in terms of energy storage, sodium-ion batteries do not have much impact on the main application fields of lithium batteries at present.<img src=\"https://static.tigerbbs.com/c8f9c83ccd43a0c950b3c7d9205ebada\" tg-width=\"693\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries may make a big breakthrough in energy storage</h2>In April this year, the new energy storage guidance proposed by my country's Energy Administration and the National Development and Reform Commission included sodium-ion batteries for the first time, selecting a new technology for energy storage batteries. On the one hand, as mentioned above, the characteristics of sodium-ion batteries themselves are suitable for the field of energy storage; on the other hand, the cost of lithium batteries currently used for energy storage may increase.On June 22, the National Energy Administration issued the \"Management Specifications for New Energy Storage Projects (Interim) (Draft for Comments)\", proposing that in principle, no new large-scale power battery cascade utilization energy storage projects should be built. Originally, these lithium batteries that are no longer suitable for automobile use will be used in the next step. Go to the energy storage power station to utilize waste heat, which increases the utilization value of lithium batteries and reduces the cost of lithium batteries. However, due to potential safety hazards, the policy stipulates that in the future, energy storage can only purchase new power batteries because recycled retired power batteries cannot be used. Although my country is not mainly based on ternary batteries like foreign energy storage, even if the cost is Lower lithium iron phosphate batteries will also increase the cost of energy storage.<img src=\"https://static.tigerbbs.com/ed8582d2db40614290622b22ce3fd137\" tg-width=\"618\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This is also the butterfly effect of the Beijing energy storage power station explosion accident on April 16 that began to appear two months later. This will have a big blow to retired power batteries, because the power battery performance of new energy vehicles will increase with the number of times of use. When the performance drops to 80% of the initial performance, it will mean the end of the service life of new energy vehicles. Then multiple complete battery packs could be combined together to store energy for wind, photovoltaic and other scenarios. At present, this road is about to be broken. According to data from the China Automotive Technology and Research Center, the cumulative retirement volume of power batteries in my country in 2020 is about 200,000 tons, and the cumulative retirement volume in 2025 is about 780,000 tons. This vacant market may be covered by sodium-ion batteries in the future.Of course, although there are certain risks in the development process of energy storage, my country has not weakened its emphasis on the energy storage industry while strengthening safety standards. On July 23, the National Development and Reform Commission and the National Energy Administration issued guidance on accelerating the development of new energy storage. While clarifying the dominant position of energy storage, it is no longer a subsidiary function of thermal power and new energy, but an independent power system. While participating in various power markets such as medium-and long-term transactions, spot and ancillary services, it is also proposed to realize the transformation of new energy storage from the early stage of commercialization to large-scale development by 2025, and achieve an installed capacity of new energy storage exceeding 30GW in the next five years.And according to<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>According to data from the Energy Storage Industry Technology Alliance, as of 2020, the cumulative installed capacity of new energy storage in China is only 3.27 GW, and the cumulative installed capacity is expected to reach 5.79 GW in 2021, which means that the cumulative installed capacity of domestic electrochemical energy storage will be compounded annually in the next five years. The growth rate (CAGR) is 57.4%, and the average annual newly installed capacity exceeds 5.4 GW.<img src=\"https://static.tigerbbs.com/96b0843a024a37f2fa250bb92fd7c488\" tg-width=\"692\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the document also clearly mentioned that we should adhere to the diversification of energy storage technology and accelerate the large-scale test demonstration of sodium-ion batteries and other technologies. Considering that sodium-ion batteries have low cost, wide sources of raw materials, high safety, low temperature and fast charging performance. It is clear that the construction of power-side energy storage projects will be vigorously promoted in the future. In the next five years when energy storage explodes, sodium-ion batteries are very likely to achieve greater development.<img src=\"https://static.tigerbbs.com/34a1ceb6c4002d42e97bf3ba29000469\" tg-width=\"693\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Domestic and foreign companies are actively deploying sodium-ion batteries</h2>The emphasis on the development of sodium-ion batteries is not a whim of Chinese battery manufacturers. In fact, nearly 30 companies at home and abroad have already begun to make relevant arrangements for the industrialization of sodium-ion batteries. Abroad, they mainly include the British FARADION Company and the American Natron Energy., Aquion Energy Company, French Tiamat Company, Japan's Kishida Chemical Company,<a href=\"https://laohu8.com/S/PC\">Panasonic</a>, Mitsubishi Chemical, domestically, companies such as CATL, Zhongke Haina, Na Innovation Energy, and Xingkong Sodium Power are also at the forefront of the industry:1) The energy density of the first generation sodium-ion battery in CATL is 160Wh/kg, and the next generation will reach 200 Wh/kg. For the first time, it innovatively proposed the hybrid use of sodium-ion batteries and lithium-ion batteries;2) The energy density of the latest products of Sodium Innovation Energy is 120Wh/kg and has been cycled more than 1,000 times; July 7th,<a href=\"https://laohu8.com/S/603529\">Emma Technology</a>At the dealer conference, the sodium-ion battery was released, which is responsible for by Sodium Innovation Energy and will be installed on its own electric two-wheeled vehicle in the future;3) Zhongke Haina's battery also has an energy density of 135Wh/kg, and the cycle is even greater than 2,000 times; On June 27, the world's first set of<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>The 1 MW sodium-ion energy storage system jointly built with Zhongke Haina Company was officially put into operation in Taiyuan, Shanxi;4) In September 2020, the U.S. DOE (Department of Energy) has clearly regarded sodium-ion batteries as the next development direction;5) In the 2030 battery plan launched by Europe in March 2020, sodium batteries are also the first to bear the brunt as an alternative to lithium batteries.<img src=\"https://static.tigerbbs.com/ab933e32bf5094cf3cf14a8fba46f2a5\" tg-width=\"693\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><h2>Sodium-ion batteries will form a basic industrial chain in 2023</h2>Previously, the market expected that the commercialization of sodium-ion batteries would take at least 3-5 years, but at this sodium-ion battery launch conference of CATL, it was stated that a basic industrial chain will be formed as soon as 2023.<img src=\"https://static.tigerbbs.com/9f0c1c5c494b20d47e6fccad6e0b314e\" tg-width=\"693\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chinese companies are in a leading position in the world in the lithium battery industry chain. Among them, CATL occupies a dominant position with a global market share of nearly 30%, which shows that my country has the capabilities and technologies to lead the world in terms of batteries. At this moment, CATL is once again one step ahead of the world, and Chinese companies will once again occupy a favorable position in the layout and development of sodium-ion batteries in the future. With the technological progress of new energy batteries, this revolution of replacing fossil energy with clean energy is accelerating.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3636729\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1","relate_stocks":{"300750":"宁德时代"},"source_url":"https://wallstreetcn.com/articles/3636729","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155135706","content_text":"今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子电池这个有别于目前主流锂电池的新型电池迅速进入了市场的视野中，不仅激起了投资者的热议，更是引发了业内的广泛关注。\n在7月29日宁德时代的钠离子电池发布会上，不仅向全世界展示了宁德时代这款全球最高水平160Wh/kg能量密度的第一代钠离子电池，更是创造性的将钠离子电池和锂离子电池混搭使用，最超预期的是钠离子电池最快会在2023年商业化。\n剖析钠离子电池性能\n钠离子电池的横空出世，毫无疑问将会拿来和目前较为成熟的锂离子电池做对比，就以宁德时代公布的第一代钠离子电池为例，和目前主流的磷酸铁锂电池进行对比：\n1）第一代钠离子电池的电芯单体能量密度已经达到了160Wh/kg，这也是目前全球最高水平，虽然略低于磷酸铁锂电池，但尚有突破空间，下一代钠离子电池能量密度将突破200Wh/kg；\n2）第一代钠离子电池常温下充电15分钟电量就可以达到80%，具备了快充能力；\n3）第一代钠离子电池在零下20°C低温的环境下，仍然有90%以上的放电保持率，而磷酸铁锂电池在低温下衰减将达到30%。\n4）第一代钠离子电池在系统集成效率方面，可以达到80%以上；\n5）第一代钠离子电池有着优异的热稳定性，已经超越了国家动力电池强标的安全要求。\n\n钠离子电池对锂电产业链影响不大\n此前市场担心钠离子电池的推出是否会对目前的锂离子产业链产生一定的冲击，对整条产业链上下游有较大影响，华尔街见闻·见智研究所通过研究对比认为整体影响并不大。\n从最上游资源端来看，由于钠离子电池钠离子少用或者几乎不用稀有金属，主要使用的是碳酸钠而不是锂电池常用的碳酸锂或氢氧化锂，后两者大家都清楚价格极其昂贵，价格已经飙升到9万元/吨左右，而钠离子电池的主要原材料碳酸钠价格才2-3千元/吨，且资源极其丰富，未来也不会受到大宗商品价格的波动影响，所以资源端来看还是有不小的变化。\n但是从制备工艺和设备来看，其实钠离子电池和锂电池差别并不大，即使是主要的四大材料和相关辅助材料上也并不是完全颠覆，而只是有些许变化：\n（1）正极材料：\n锂离子电池：主要是磷酸铁锂和三元两大块。\n钠离子电池：体系则较多，包括过渡金属氧化物、聚阴离子型化合物、普鲁士蓝化合物和熔融硫，目前各大体系都有公司在尝试。\n宁德时代发布会上表示普鲁士白和层状氧化物两类材料最具有潜在商业化价值，其克容量已经达到了160mAh/g，与现有的锂离子电池正极材料相当。\n2）负极材料：\n锂离子电池：锂电池主要使用人造石墨，未来发展方向是硅碳负极，但由于硅的膨胀和锂首效会消耗锂离子问题没有完美解决，还未能规模化；\n钠离子电池：不能使用石墨，主要有3种类型，分别是嵌入式-最好是碳材料、合金类反应和转化类。\n宁德时代发布会上表示开发了能够让大量的钠离子存储和快速通行，具有独特孔隙结构的硬碳材料，这种硬碳材料克容量可达350mAh/g以上，还具备优异的循环性能，整体性能指标与现有的石墨是相当。\n3）电解液：\n锂离子电池：溶剂使用的是碳酸酯，锂盐主要是六氟磷酸锂，添加剂包括成膜添加剂、阻燃添加剂等。\n钠离子电池：溶剂也使用的是碳酸酯，锂盐则转为是六氟磷酸钠，添加剂是一个核心工艺，需要解决钠支晶的问题。\n宁德时代发布会上表示开发了适配这样的正极负极材料的新型独特电解液体系。\n4）隔膜：\n钠离子电池使用目前锂电池的主流隔膜是没有任何问题的，可以做到无缝衔接。\n5）其他材料：\n锂离子电池：正极集流体用铝箔，负极则用铜箔。\n钠离子电池：正负极都可以使用铝箔，由于铝箔价格远低于铜箔，成本上来看要便宜很多，同时钠电换成铝重量也会变轻。\n\n钠、锂电池不构成较大竞争，反而能混合互补\n市场此前预期钠离子电池本身的性能就决定了它难以在高能量密度要求的行业有所作为，只能用于低能力密度的领域如二轮车、储能、数据中心等领域，但是宁德时代却创新性的表示可以实现钠离子电池与锂离子电池的集成混合共用，优势互补。\n在宁德时代开发的开发了AB电池解决方案中，钠离子电池与锂离子电池能够同时集成到同一个电池系统里，通过将两种电池按一定的比例和排列进行混搭，串联、并联集成，然后通过BMS的精准算法进行不同电池体系的均衡控制，这样可以实现取长补短，既弥补了钠离子电池在现阶段的能量密度短板，也发挥出了它高功率、低温性能的优势，这样的锂-钠电池系统，就能适配更多应用场景。\n而且钠离子电池本身的性能就决定了它就不是去替代锂离子电池，钠离子电池本身能量密度和循环寿命肯定是都不如锂电池的，即使是宁德时代第一代钠离子电池160Wh/kg的能量密度，比一般钠离子电池高出不少，但是和锂电池相比，哪怕是不以能力密度著称的的磷酸铁锂电池，其能量密度目前也可以做到180Wh/kg左右，更不用说三元电池。\n但在倍率性能、高低温性能、安全性能方面却不输锂电池，而且有着极其可观的成本和资源易得优势，要知道我国锂资源70%都需要进口，所以钠离子电池的发展也是为了未来我国不会从以前石油转为现在锂资源限制。同时理论上钠离子电池成本可以做到0.2-0.3元/wh（目前成本较高1元/wh，锂电成本0.5-0.7元/wh）。所以对比下来看下来除了储能方面会和磷酸铁锂电池有所竞争，钠离子电池针对目前锂电池的主要应用领域并没有太大的冲击。\n钠离子电池或将在储能上有不小的突破\n今年4月份我国能源局和发改委提出的新型储能指导意见里就首次包括了钠离子电池，给储能电池选取一个新的技术。一方面正如上文提到钠离子电池本身的特性适合储能领域，另一方面目前储能使用的锂电池成本或将提升。\n6月22日国家能源局发布《新型储能项目管理规范（暂行）（征求意见稿）》，提出原则上不得新建大型动力电池梯次利用储能项目，本来这些不再适合汽车使用的锂电池下一步到储能电站发挥余热，提高了锂电池的利用价值，也可以降低了锂电池成本。但由于安全隐患使得政策做了规定，未来储能这块由于不能使用回收的退役动力电池使得只能购买全新动力电池，虽然我国不像国外储能以三元电池为主，但即使是成本较低的磷酸铁锂电池也会加大储能的成本。\n这也是4月16日北京储能电站爆炸事故的蝴蝶效应在2个月后开始显现，这对退役的动力电池会有很大的打击，因为新能源汽车的动力电池性能会随着使用次数的增加而衰减，当性能下降到初始性能80％时，将意味着在新能源汽车上的使用寿命终止，然后本来是可以将多个完整的电池包并在一起，为风、光电等场景储能，目前来看这条路就要断了。而根据中国汽车技术研究中心数据显示，2020年我国动力电池累计退役量约20万吨，2025年累计退役量约为78万吨，这块空出来的市场或将在未来被钠离子电池覆盖。\n当然，储能在发展的过程中虽然出现了一定的风险，但是我国在加强安全标准的同时并没有减弱对储能行业的重视。7月23日，国家发改委、国家能源局发布关于加快推动新型储能发展的指导意见，在明确储能的主体地位，不再是作为火电、新能源的附属功能，而是以电力系统独立身份参与中长期交易、现货和辅助服务等各类电力市场的同时，也提出了到2025 年，实现新型储能从商业化初期向规模化发展转变，未来五年内实现新型储能规模超过30GW的装机量。\n而根据中关村储能产业技术联盟数据，截止2020年中国新型储能累计装机才3.27GW，而2021年预计累计装机规模将达到5.79GW，也就意味着未来5年国内电化学储能累计装机规模年复合增长率（CAGR）为57.4%，年均新增装机量超5.4GW。\n同时在文件中也明确提到了坚持储能技术多元化，加快钠离子电池等技术开展规模化试验示范，考虑到钠离子电池具有成本低廉、原材料来源广泛、安全性高、低温和快充性能好等优点，在见明确未来将大力推进电源侧储能项目建设，未来储能大爆发的5年中，钠离子电池极有可能获得较大发展。\n国内外企业均在积极布局钠离子电池\n对钠离子电池发展的重视并不是我国电池厂商心血来潮，其实国内外早已有已经有近三十家企业开始对钠离子电池进行产业化进行相关布局，国外来看主要包括英国FARADION公司、美国Natron Energy、Aquion Energy公司、法国Tiamat公司、日本岸田化学、松下、三菱化学，国内来看宁德时代、中科海钠、钠创新能源、星空钠电等公司也是走在行业前线：\n1）宁德时代第一代钠离子电池能量密度160Wh/kg，下一代将达到200 Wh/kg，并首度创新性的提出了钠离子电池和锂离子电池的混搭使用；\n2）钠创新能源最新产品的能量密度120Wh/kg，循环超过1000次；7月7日，爱玛科技在经销商大会上，发布钠离子电池，该电池由钠创新能源负责，未来将搭载在自己的电动两轮车上；\n3）中科海钠的电池也有能量密度135Wh/kg，循环甚至大于2000次；6月27日，全球首套由华阳集团联合中科海纳公司共同打造的1兆瓦钠离子储能系统在山西太原正式投运；\n4）2020年9月美国的DOE（能源部）就已经明确把钠离子电池作为下一个发展方向；\n5）2020年3月欧洲出台的2030电池计划，钠电也是首当其冲作为锂电的替代。\n钠离子电池2023年形成基本产业链\n此前市场预期钠离子电池的商业化最少也需要3-5年，但在这次宁德时代的钠离子电池发布会上表示最快将在2023年就形成基本产业链。\n我国企业在锂电池产业链上在全球就处于领先地位，其中宁德时代在全球市占率更是接近30%占据霸主地位，说明在电池方面我国是有着领先全球的能力和技术的，此时此刻宁德时代又一次快全球一步，未来在钠离子电池的布局和发展上我国企业将再次占据有利地位。伴随着新能源电池的技术进步，这场以清洁能源替代化石能源的革命正加速到来。","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5376844,"commentId":"5376844","gmtCreate":1627624202534,"gmtModify":1663231706234,"authorId":3582212677594923,"author":{"id":3582212677594923,"idStr":"3582212677594923","authorId":3582212677594923,"name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806916359,"objectIdStr":"806916359","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"厉害","text":"厉害","html":"厉害","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}