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R03 Carbon battery!Lixin Energy Cheng Jun: The relationship between battery energy density, market, subsidies, technology and safety


China Energy Storage Network News: At the 6th China (Qingdao) Lithium Battery New Energy Industry International Summit Forum held on November 21, Cheng Jun, President of Lixin Energy Research Institute, said that the safety issues of power batteries need to be viewed rationally. When analyzing security issues, we need to consider the use of security first and then the abuse of security.

At the 6th China (Qingdao) Lithium Battery New Energy Industry International Summit Forum held on November 21, Cheng Jun, president of Lixin Energy Research Institute, said that the safety issues of power batteries need to be viewed rationally, and the analysis of safety issues, It is necessary to consider the safety of use first and then the safety of abuse in a hierarchical manner. Safety in use is absolute, safety in abuse is relative.

Cheng Jun emphasized that not only should batteries be made well and the pursuit of absolute safety within the range of battery use conditions should be the bottom line and instinct of battery suppliers, but also good use of batteries and the pursuit of absolute safety in battery use should also be a model. group suppliers, system suppliers and end product customers.

Cheng Jun pointed out that energy density improvement and cost reduction cannot be at the expense of absolute safety in use, otherwise it will become a cancer that hinders the development of the entire industry.

Subsidies fail to help market demand for batteries

In Cheng Jun's view, most of the battery safety accidents currently occurring on the market occur at the expense of safety, and the proportion of actual abuse of safety is still relatively small, indicating that the entire industry has not effectively and efficiently solved it. Safe to use.

According to Cheng Jun's statistics, from February 7, 2011 to August 21, 2018, safety accidents in buses accounted for 92%, and safety abuse accounted for 8%; safety accidents in domestic passenger cars accounted for 88.89% %, misuse of safety accounted for 11.11%; usage safety accidents accounted for 40% of foreign passenger cars, and misuse of safety accounted for 60%; 100% of special-purpose vehicles were usage safety accidents.

The positioning of energy density has a great impact on battery safety. Cheng Jun believes that the current market orientation of energy density demand is insufficient.

Cheng Jun kept asking, "We are rushing to improve the energy density of batteries from materials, batteries, modules, systems to final products. What is the real purpose?"

Specifically, is it a reasonable demand for environmental protection or an excessive demand? Is it a reasonable demand to save fuel or an excessive demand? Is it a reasonable demand for mileage or an excessive demand? Whose anxiety is it to relieve, and how did it arise? Where does the need for high energy density come from? Is it a market-driven result? Who pays for this market? Where to go? Is it the golden key to open the market? Are consumers willing to pay? Is high energy density necessary or does it need to be determined according to the usage scenario?

Cheng Jun believes that the pursuit of high energy density should be more scientific. Regardless of whether it is high nickel, large size, or thin substrate, it may bring safety risks.

"Cost planning has made batteries the original sin of electrification anxiety, and it has also become a fig leaf for battery companies to be unprofitable." Cheng Jun proposed.

Under the current new energy vehicle policy framework system, subsidy policies have also had a great impact on battery safety.

"Have subsidies helped the development of batteries?" Cheng Jun analyzed, we need to ask, what is new energy, and batteries are just a carrier of new energy? What exactly is the subsidy? Is it the battery that is being subsidized? Are battery prices related to subsidies? If it does matter, who can tell me clearly about the living space of the battery itself? Who can explain clearly the relationship between subsidies, batteries and cars? Why must battery costs be reduced when subsidies are reduced? "

Cheng Jun pointed out that reducing battery cell costs too low also increases battery safety risks. Uneven gaps in the diaphragm and poor material strength can cause safety failures; auxiliary materials such as adhesives have a large molecular weight distribution and long cycles affect strength and consistency, which may cause system-level safety accidents.

Let market demand guide energy density developments

What is the way out to solve the above problems? Cheng Jun made four suggestions.

First, enterprises cannot complain. The only way out is to improve their internal strength, put safety first, and achieve industrial collaboration. Entrepreneurs must respect science, seek truth from facts, and not engage in the Great Leap Forward.

"We must design products based on the capabilities of the battery, and gradually improve the technical level of the battery based on the needs of the product. We must not have excessive energy density requirements, over-promise, or have an excessive impact and dispel consumer confidence. ." Cheng Jun explained.

Second, let market demand rather than planning demand guide the development of technology. No matter what kind of product it is, let the market have the final say. The market is a double-edged sword, and the market is right.

"We need an Amazing Car that can influence and change our lives just like the emergence of smartphones at that time, making us feel that we can't live without it. Such a car and such a battery product will definitely be able to lead us out of this dilemma." Analysis by Cheng Jun.

Third, the battery market comes from consumer demand. No matter what kind of product, its application scenarios are different, and the market requirements for it are also different. No product can dominate the world by itself, and a hundred flowers must be allowed to bloom, and different technical routes must be allowed to compete and a hundred schools of thought contend.

In addition, Cheng Jun also called for the country to pay attention to supervision and draw red lines. It is necessary to supervise fraudulent activities, vicious competition, speculation and substandard products, especially those who are under the spotlight. (This manuscript is exclusively written by China Energy Storage Network, and the source must be indicated when reprinting)