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电池专题

圆柱电池份额缩减,软包渗透率加快的现象?

来源:宝鄂实业    2019-09-19 10:52    点击量:
As the most mature cylindrical battery, it already has a fixed global standard. From R&D, manufacturing to application, the rigor of the whole process will be higher. Battery manufacturers produce batteries according to the standard. At the same time, automobile companies design and apply batteries according to the standard, which has a strong consistency. With the domestic new energy vehicle subsidy standards put forward higher requirements for battery energy density, soft package technology has become an important means to achieve lightweight and high density batteries. However, its requirements for high manufacturing process also require the improvement of related post-market technology.
 
 
 
 
At present, automobile companies will have their own preferences for these three types of batteries, and will choose the type they recognize for product development. Customers are concerned about vehicle endurance performance and better weight and layout. There is no preference for battery shape. Whether cylindrical, square or soft-packed batteries will have their own value for the market. With the continuous iteration of future technology and the decline of n作为最成熟的圆柱形电池,它已经拥有了固定的全球标准,从研发、制造到应用上,整套流程的严谨性会更高,电池厂商根据标准生产电池,同时车企也是根据标准来设计应用,拥有很强的一致性。随着国内新能源汽车补贴标准对电池能量密度提出了更高要求,软包技术成为了电池实现轻量化和高密度化的重要手段。但其对高制造工艺的要求,也要求着相关后市场技术的提高。

目前车企对于这三类电池会有自己偏好,会选择他们所认可的类型而进行产品研发,客户关心的是车辆续航表现以及更好的配重与布局,不存在对电池形状的喜好。无论圆柱、方形还是软包电池对于市场而言都会具有自己的价值。随着未来技术的不断迭代、新能源汽车补贴的退坡,市场将进入更加理性和多元化的竞争。圆柱电池和软包电池凭借不同的技术特点以及差异化的竞争领域,仍会同时满足不同市场以及相同市场中不同客户对产品的差异化诉求,动力电池市场仍会呈现多种技术路线并存的局面。


在国家政策大力支持和新能源汽车产业快速发展的大背景下,公司也正在完善产品布局,以丰富的产品线满足客户对于不同类型电池的需求,在现有18650生产线的产能3GWh基础上,新增3GWh新型21700产能,新增6GWh软包电芯及方形铝壳产能,并拟通过定增新增5GWh方形电池产能,总体产能规划超17GWh,继续增加公司在锂电池领域的市场份额。