Rebirth 2008: I Can Make Money Reading

Chapter 307 New Energy Vehicle Batteries

Speaking of new energy sources for cars, we have to start with Tesla Motors.

Tesla's first car product, the Roadster, was released in 2008 as a two-door sports car.

In 2012, Tesla released its second car product Model S, a four-door pure electric luxury coupe with a landing price of one million, which is not affordable by ordinary people at all.

Domestic Tesla, that is, the Shencheng Super Factory, actually did not realize its first mass-produced car until 2020. Model 3 and Model Y were launched, and sales have always been the first in new energy. Even if it has so many negative news, it seems that it is not Doesn't affect anything.

Mu Yang learned a little from this brand. This brand has a very high positioning from the beginning. In fact, the sales of million-level cars are not many, mainly to pave the way for later models.

It seems to tell others, "The products I sell are high-end products, not for ordinary people at all."

Black technology!

The birth of the first Tesla and the friendliness of the follow-up market have enabled Tesla to gain a firm foothold and expand new markets.

Mu Yang doesn’t really hate or like Tesla. At the beginning, he liked this car more. It was amazing, but after watching too much, he felt that way, not as beautiful as domestic cars.

Of course, this is an evaluation from the appearance, no matter how amazing the car is, it will look like this after a long time.

If not, the reason why those male celebrities cheated was because their wives got tired of watching them and wanted to change to something new.

It means the same.

In his previous life in 2022, Mu Yang could afford Model 3 and Model Y, or other new energy vehicles, but he was still used to driving gasoline vehicles.

New energy vehicles are selling very well. Online car-hailing, city license restrictions, and no purchase tax, these three factors have played a very large role in driving the consumption of new energy vehicles.

In the next ten years, judging from the proportion of new energy vehicles in the sales volume of China's auto market, it will still be difficult for new energy vehicles to compare with fuel vehicles.

Taking the sales volume in 2020 as an example, new energy vehicles will account for about 5.7% of Huaguo's auto sales in 2020. Obviously, this percentage is very low.

In January 2021, Huaguo new energy vehicles accounted for about 7.2% of the overall car sales in January.

But by June 2022, nearly 600,000 vehicles will be sold in a month, and the market share will reach 23.8%!

This is growing very fast!

Mu Yang was born again at the end of 2022. He doesn't know what will happen after 2022, but he can guess that it will definitely become more and more popular, and the market share may exceed 50%.

New energy vehicles have all the advantages of gasoline vehicles, such as quiet interior, fast start, and low cost of use, which consumers are most concerned about.

But with the same configuration, the price of new energy vehicles is really high. The price difference may not be able to make up for the gas cost. The extra money for buying new energy vehicles is enough to pay for tens of thousands of kilometers of gas.

Other disadvantages are mostly slow charging and troublesome charging, as well as the worry of changing the battery, the battery is prone to fire, and the high temperature and low temperature environment suffers from severe power loss, etc.

Of course, like Weilai already has free battery replacement, and various manufacturers have also introduced preferential measures such as battery life-long warranty, the wool is on the sheep.

The above are all Mu Yang's own personal opinions. He doesn't understand the actual situation deeply enough.

For new energy vehicles, there are fans and there are black fans. There has always been a lot of controversy. Among them, there must be propaganda and misleading between new energy manufacturers and pure gasoline manufacturers.

Mu Yang has also driven a new energy vehicle. For him, if there is a parking space and a charging pile at home, it is good to drive in the city;

If there is no parking space or charging is inconvenient, or if you travel long distances, it is not as good as a gasoline car. This is actually a problem with the battery's continuous mileage.

If the actual battery life can be seven or eight hundred kilometers, then consumers actually don't have so many complaints.

The theoretical battery life is 700-800 kilometers, 20% off in summer, 40% off in winter, or even 50% off. How is this different from selling a house and sharing the area.

In 2022, there will also be a car with a battery life of 1,008 kilometers, but the guide price will reach 469,600 yuan, while the same horsepower and similar configuration will only sell for more than 200,000 yuan with a battery life of 600 kilometers. Just adding the number of batteries will increase the weight of the car, and it doesn’t make sense to increase the price too much. The manufacturer specially launched this car to promote the brand. In fact, there is nothing wrong with buying it.

Mu Yang doesn't plan to make cars at the moment, he just wants to make batteries, it's hard to say whether he will build cars in the future, maybe one day he will enter the competition for new energy vehicles when he becomes interested.

Moreover, the core that restricts the development of electric vehicles is not the motor, but the ternary lithium battery and lithium iron phosphate battery pack.

The capacity of the battery determines the most important parts of the user experience such as cruising range and charging time.

Therefore, whether a new energy vehicle is good in the future has little to do with him, as long as his battery is used, unless he builds a car.

New energy vehicles are the hottest track nowadays, and batteries are destined to be an unavoidable topic. The most representative ones are the future Kirin batteries and blade batteries.

That is, the Kirin battery of the Ningde era and the blade battery of Yadi. In terms of material system, the former is the representative of the ternary lithium battery, and the latter is the representative of the lithium iron phosphate battery.

Of course, the Ningde era also has lithium iron phosphate batteries, such as the batteries of the future Xiaopeng P7 car.

In the ternary system, Ningde Times is undoubtedly the domestic leader;

The lithium iron phosphate battery system is naturally the best for Yadi.

For many years to come, Tesla's battery supplier has always been supplied by Panasonic. Until 2019, the domestic Tesla Model 3 began to use Panasonic and LG power batteries at the same time. Then in 2020, Tesla announced that, Ningde Times will serve as Tesla's power battery supplier in China.

Therefore, after 2020, most of the new Teslas on the market will use Ningde era batteries, and a small part will use LG power batteries.

Tesla's models use ternary lithium batteries. The positive electrode of this battery is made of ternary materials, namely nickel, cobalt, and manganese.

But some ternary lithium batteries also use nickel, cobalt, and aluminum to make positive electrodes.

The energy density per unit volume of the ternary lithium battery is higher than that of the lithium iron phosphate battery (about 1.8 to 1.1 times, depending on the technology of each company), the same energy density as the lithium iron phosphate battery, and the battery is smaller, the same size Ternary lithium battery can provide higher battery life.

In addition, the cycle charge and discharge performance of the ternary lithium battery is better. Under normal circumstances, it can be charged and discharged more than 2,000 times. Not only does it have a long life, it only needs to be replaced once every year, and it can also survive in an extremely cold environment. , so the battery life in winter is not as bad as that of lithium iron phosphate batteries.

When choosing cars in the industry, there is a saying that "North of the Yangtze River uses ternary, and south of the Yangtze River uses lithium iron phosphate", which still has some truth.

Of course, the weakness of the ternary lithium battery is its poor stability. If there is an internal short circuit or the positive electrode material encounters water, there will be an open flame. In this respect, the safety is not as good as lithium iron phosphate batteries.

Everyone says their own batteries are good. Judging from the future market, Yadi’s lithium iron phosphate batteries are mostly self-supplied, while Ningde’s ternary lithium batteries are supplied to many new energy car companies.

However, it cannot be judged from this point that the batteries of Ningde Times are better than those of BYD, but that Ningde Times is only a battery supplier, not a car company, and Yadi is a car company, so naturally it does not want to supply its own batteries to competitors .

Both batteries have their own advantages. If you want to enter the battery field, there is no need to give up one of them, but you have to focus on developing one of them.

Of course, industrial batteries are not limited to ternary lithium batteries and lithium iron phosphate batteries, such as lithium cobalt oxide and lithium titanate.

Perhaps, Muyang can develop new types of car batteries, not necessarily using the above-mentioned types of materials.

But no matter which type of material battery is developed, the four major difficulties of the battery, safety, battery energy density, high temperature and low temperature resistance, and charging technology, must be considered carefully.

Mu Yang is not familiar with batteries. If he really wants to develop car batteries, the fastest way is to use achievement points to buy technology. These more than 700 achievement points give him enough pride.

Open the achievement point store, and silently recite "New Energy Vehicle Battery".

In an instant, dozens of batteries appeared in front of his eyes.

Battery technology is relatively esoteric, and it took old farmers a lot of time to investigate. Old farmers drive more gasoline vehicles, and occasionally drive new energy vehicles. I started driving new energy vehicles in 2017. In order to write this well, in the past three weeks, I have tested new energy vehicles such as Weilai, Xiaopeng, BMW I3, BYD, and Tesla, and measured the power consumption. I dare not say that I understand it very well, but as a veteran driver, at least I understand it to a good extent, and some car companies and car critics' evaluations may mislead everyone. In terms of new energy technology, there will be more controversy. If you have not experienced it, I suggest to experience it. The contents of this chapter are mostly personal opinions, not necessarily all correct. If there are any mistakes, please put them forward and the old farmer will revise them immediately.

The content of this chapter is purely more popular science. After all, many readers are not very clear about the situation in this industry. I must consider these readers. The old driver may think it will be very watery after seeing it.