"811": Will Ningde Era Step Down From The Altar Or Go To The World?

On September 13, BMW Brilliance's first domestic pure electric SUV, ix3, made its debut in China and started pre-sale simultaneously. Ix3 is a key model for BMW to fully start electrification in China, which has attracted much attention in the industry.

However, no matter in the press conference or in the subsequent rounds of interviews, in addition to the vehicle itself, the external discussion is more about the power battery of ix3. Brilliance BMW ix3 uses Ningde era ncm811 battery cell. Although Ningde era's 811 battery has been used in BMW Brilliance X1 and 5 Series plug-in hybrid, this is the first time BMW has used 811 battery on pure electric vehicle.

Some people in the industry believe that, from a certain point of view, BMW uses the ncm811 battery of Ningde era, which is the recognition of the technical route and technical maturity of ncm811 battery. This is a positive for the controversial ncm811 battery.

Previously, the vehicles of GAC new energy, which used Ningde era ncm811 battery, caught fire three times in two months, which triggered a discussion on the safety and maturity of ncm811 battery technology route in the industry. Some media even reported that some manufacturers gave up using 811 batteries.

However, some insiders of Ningde era told reporters of the 21st century economic report that "Ningde era will never give up 811 batteries. Moreover, since this year, 811 batteries are being recognized by more and more overseas and joint venture brands, and 811 batteries will be applied in more models. "

Ix3 is the first time that BMW carries 811 battery on pure electric vehicle. Materials and pictures

Why 811?

"The ix3's cell is supplied by Ningde times, but the whole cell packaging, the design and development of the whole control system are all completed by the internal R & D team of BMW. We have multiple prevention and control systems to ensure the absolute safety of the battery. The battery has undergone strict technology and technology to ensure its safety and high energy efficiency. "

On September 14, Gao Le, President and chief executive officer of BMW Group in Greater China, said in an interview with 21st century economic reporter.

It is worth noting that the NEDC integrated range of BMW ix3 is about 500km. From a certain point of view, the current ncm523 battery can reach this level, but BMW uses ncm811 battery.

For the ncm811 battery, both BMW and Ningde are full of confidence. In an interview with the media, Weilande, President and CEO of BMW Brilliance, said, "our current choice is the most appropriate one, reflecting BMW's consistent emphasis on battery safety and quality".

In fact, from the development direction in recent years, it is a trend that the cathode materials of ternary lithium batteries will develop towards high nickel content.

The ncm811 battery in Ningde era (hereinafter referred to as the 8-series battery) refers to the battery in which the proportion of nickel, cobalt and manganese is 8:1:1 as the cathode material of ternary lithium battery. Compared with ncm523 (hereinafter referred to as 5-series battery) and ncm622 battery, the content of nickel is increased and the amount of cobalt and lithium is reduced. In terms of chemical material ratio, ncm811 battery can improve the energy density of battery and improve the endurance of electric vehicle. However, due to the stability of materials, higher requirements are put forward for the safety of batteries.

In 2019, Ningde era's mass-produced 8-series batteries are the first to be installed on BMW plug-in hybrid models and GAC new energy pure electric vehicle aion s. This means that China's power battery "811 era" is coming.

China's local car companies, which are the first to adopt 8-series batteries, are trying to enhance their product competitiveness by strengthening high endurance. From the perspective of market reaction, it is thanks to the advantages of mileage that GAC new energy can quickly open up the situation in the market.

However, judging from the models recently launched by many independent brand car companies, GAC new energy, Geely geometry and other brands that have previously used Ningde era 8 series batteries are inclined to choose high-voltage 5-series batteries. Higher battery power and higher battery density can be achieved.

"Frankly speaking, the current eight series batteries are more suitable for high-end cars with more than 300000 yuan. On the one hand, compared with the 5-series battery, the current 8-series battery costs more. At the same time, this year's high-voltage five series battery, with the increase of energy density, has been able to exceed 500 km. Therefore, some car companies turn to use five series batteries, which is a very economic and rational choice. " Power battery industry said to reporters.

However, if car companies want to be high-end vehicles, achieve higher driving range, and improve the ability to compete with fuel vehicles, the future direction is still ncm811 battery.

"The current use of high-voltage Series 5 batteries by automobile enterprises is due to the consideration of cost, quality control and other aspects. Judging from the development trend of the market, the high-voltage 5-series may be just a transitional choice. In the future, with the improvement of technology maturity and the reduction of cost, it may be inevitable to return to 811 batteries. " Some insiders told reporters of the 21st century economic report.

"Most of our overseas suppliers and domestic joint venture brands use 811 batteries because they are pushing high-end products. We started to supply 811 batteries to Europe at the end of last year, and now we have shipped tens of thousands of batteries. 811 batteries are favored by high-end brands. " On September 14, insiders of Ningde era told reporters of the 21st century economic report.

At present, the endurance level is still an important reference factor for consumers to buy electric vehicles. 811 battery is an inevitable choice for electric vehicles with a range of more than 700km, and 811 battery is also the recognized technology development route of international mainstream power battery manufacturers.

"The technical maturity of 811 battery is recognized by the main engine manufacturers and the market, and has passed the rigorous product test and verification of domestic and foreign OEMs. Of course, from the perspective of technological development, there is still room for progress. Any new technology and product will have a process of continuous improvement and optimization. This requires finding problems in the process of development and solving them. " The above Ningde era people told reporters.

Of course, for any new thing, we need to look at it from a more inclusive and cautious perspective. Otherwise, it will be difficult to promote the technological progress of the whole industry. Of course, that doesn't mean to belittle security.

The development of 811 battery with high energy density is not the same as neglecting the safety of power battery. The above-mentioned Ningde era people told reporters that Ningde era has always put the safety of power batteries in the most important position. It is understood that by the end of 2019, Ningde era battery test has reached 273 items, covering safety, reliability and performance.

However, fundamentally speaking, there is an irreconcilable contradiction between energy density and battery safety. The safety of battery is a system engineering, which needs the host plant and battery enterprise to solve the potential problems in practical application.

It is worth noting that the introduction of Ningde era 8 series battery has accelerated the technical development trend of the whole battery industry to a certain extent. In order to prevent the second team from being eliminated blindly in the era, in order to prevent the second team from being eliminated blindly.

"The concern of the industry is that some other enterprises, in order to seize the market, replace inferior batteries with high-quality ones, and bring the batteries with immature safety verification to the market. This will further mislead the outside world about the safety of the battery. " Some battery companies told reporters of the 21st century economic report.

"Assassin's mace" in Ningde Era

"In the future, 811 batteries will be the" killer mace "of Ningde era The above-mentioned Ningde era people told reporters of the 21st century economic report.

All along, the technical route of power battery is diversified. Lithium iron phosphate (LiFePO4) and lithium ternary battery have their own advantages. At this stage, different battery enterprises have different starting points. Ningde era focuses on the ternary lithium battery with higher energy density.

In addition, although most participants in the field of power battery industry regard cobalt free battery and solid-state battery as the direction of the next generation of power battery and start research and development. However, judging from the difficulty and commercialization of new technologies, it still needs a long time. At present, ncm811 battery is still the best solution in the next few years.

At home, 811 battery is the key of Ningde era in high-end market; overseas, 811 battery is also the weapon for Ningde era to compete with Japanese and Korean battery enterprises.

Previously, thanks to China's larger market base and local industrial chain advantages, Ningde era ranked first in the global power battery installed capacity for many years. However, in the first half of this year, it was surpassed by LG Chemical.

Overall, in the field of power battery, China's Ningde era, BYD, Samsung SDI, LG Chemical, ski of South Korea and Panasonic of Japan are in the first echelon of the global battery industry, forming a situation of "Three Kingdoms killing" between China, Japan and South Korea. Among them, many automobile enterprises of Ningde times and LG Chemical have reached cooperation in different markets, with the largest number of orders and the most fierce competition between them.

In fact, at present, LG Chemical Supplies Tesla with ncm811 cylindrical batteries. In addition, LG Chemical is also supplying batteries to many automobile companies in Europe, which is the biggest competitor of Ningde era to enter the overseas market.

Ningde times has previously made it clear that it intends to work in the European market, and has begun to build factories in Germany. In the view of the industry, compared with the development in China, the competition between Ningde era and LG Chemical will be extremely fierce, and technology will become the key to the competition. At present, Ningde era must rely on 811 battery if it wants to open up the situation in European market.

Behind Ningde era's bet on 811 battery is its ambition to become a global enterprise.

In the development of China's new energy industry, core components are the key to the development of the industry, and China's power battery must go abroad. Ningde era regards 811 battery as a killer in overseas market. Facing a series of disputes about 811 battery, Ningde era will become a truly global competitive auto parts enterprise in the future. The answer will be given through the test of global market.