Rebirth 2008: I Can Make Money Reading

Chapter 308 NCM S1.0

(The content of this chapter is a bit messy, sorry, if you are not interested in technology, you can not order it)

These new energy vehicle lithium battery technologies found by Muyang include lithium iron phosphate (LFP) batteries, ternary lithium batteries (mainly referring to NCM), lithium manganese oxide batteries, lithium titanate batteries, etc.

Among them, ternary lithium and lithium iron phosphate (LFP) technologies are the most, and Mu Yang probably looked through them.

Through the brief introduction, he estimated that the advanced level of these battery technologies has reached the situation in 2023, and now various automobile factories have begun to study new energy vehicles. F3DM, the earliest pure electric vehicle was the Yardi E6 launched in 2010.

In fact, new energy vehicles only started in 2014. In the first half of the year, domestic sales of new energy vehicles were 20,477, while the total sales of vehicles nationwide in the first half of the year was 11.68 million. This means that sales of new energy vehicles accounted for less than 0.2%!

In September, due to favorable policies such as the exemption of purchase tax for new energy vehicles, sales volume began to increase significantly.

For example, in this year, the original price of BYD Qin (plug-in) launched in 2012 was 189,800 yuan. After enjoying financial subsidies, the price dropped to 123,300 yuan.

However, it will not start to explode until 2020 with the increase in sales of public charging piles, especially in 2022, when oil prices will skyrocket, the battery life of new energy vehicles will increase, and the market share will skyrocket.

Muyang is now entering new energy vehicle batteries. If new energy vehicles can be launched before 2014, sales will definitely not be very good.

Of course, this is the layout of Xinghai Group. Muyang did not give up entering the battery industry because of low sales. A few years later, he was blocked by Yadi and Ningde Times.

Between ternary lithium and lithium iron phosphate, Mu Yang first plans to develop ternary lithium batteries.

Ningde Times was established on December 16, 2011, and it is estimated that it is currently preparing for the company.

In 2021, Ningde Times is already a behemoth with a market value of 1.6 trillion yuan.

If Muyang enters new energy vehicle batteries, if the two parties do not cooperate, there will definitely be business conflicts with Ningde Times and Yadi in the future.

Mu Yang admired these two companies, but Xinghai Group's entry into the battery industry is the only way to go, and it will not give up entering the battery industry because of loyalty issues.

Technology shares in two companies?

Now that BYD's market value is very high, it is unlikely to buy shares; and Ningde Times has not yet been established, Xinghai Group still has the opportunity to even acquire it.

Of course, cooperation is also possible, not necessarily conflict.

For example, Xinghai Group only produces technical solutions and production lines, and cooperates with two companies to produce new energy vehicle batteries. Xinghai Group does not need to spend too much money to compete for lithium resources.

Competing for lithium resources requires a lot of funds, and there is a backlog of funds. It is best to set up a listed company and use other people's money to hoard lithium resources, so as not to be stuck with raw materials.

With technology and production lines as shares, Muyang doesn't need to spend too much attention on it in the future, as long as it has the right to speak in this new energy industry.

At present, Xinghai Group has cooperated with various automobile factories to sell aluminum alloy automobile plates. If they build their own cars, the automobile factories will definitely not be happy. There will be conflicts in strategic cooperation, unless the cooperative automobile factories are allowed to invest in Xinghai Group’s new energy vehicles. company.

Of course, you can also play your own game, buy lithium resources, and provide lithium batteries for various automobile factories.

There are many cooperation plans, and Mu Yang can't think of which one is suitable for Xinghai Group.

It is better to develop lithium batteries first, as long as you have advanced lithium battery technology, you will have an advantage in negotiating with various companies.

After reading the brief introduction of new energy vehicle battery technology, Mu Yang already had a choice in mind.

"An advanced ternary lithium battery"

[Introduction: The use of new battery pack structure technology can improve the utilization of space and increase the specific energy. The ternary high-nickel can reach 260wh/kg, which can allow pure electric vehicles to achieve a 1,000-kilometer battery life with less attenuation; the use of new electrolysis Liquid lithium hexafluorophosphate technology makes the battery safer...]

[NCM S1.0, top international level, price: 100 achievement points]

There are many requirements for subjects, mainly chemical engineering, which is a subject that Mu Yang seldom studies. For example, electrochemistry requires level 7 and inorganic materials level 6.

After Mu Yang read the brief introduction, it was exactly what he needed now, and it was also the most suitable lithium battery technology for new energy vehicles. More advanced lithium battery technology could not be found.

Light up the unlit subjects.

Then, buy it!

It hurts to lose 100 achievement points all of a sudden.

A long time ago, he knew that the new energy vehicle battery technology has many achievements, so he has been reluctant to buy it.

absorb knowledge,

Suddenly, his head swelled, and he felt a lot of knowledge and memory about new energy vehicle battery technology flooded into his mind, mainly the knowledge of ternary lithium batteries, the molecular formula of NCM, solid phase method, liquid phase method, Battery pack technology, how to increase energy density, knowledge of salt lake lithium, ore lithium, and clay lithium... The ratio and manufacture of electrolytes, including the principle of battery packs, design drawings, design instructions, calculation books, not just design On the one hand, there are its manufacturing process and supporting process equipment, the proposed plant size, how to plan...and the final assembly process.

A few minutes later, Mu Yang had a very deep understanding of new energy vehicle batteries.

For example, in terms of lithium resources, the global lithium resources are mainly salt lake lithium, ore lithium and clay lithium.

Salt lake brine lithium resources account for about 80% of the world's total reserves. my country's lithium resources are mainly concentrated in the salt lake brine of Xizang and Qinghai, spodumene in Sichuan Province (GAN Zizhou and ABA Prefecture) and lepidolite in Jiangxi.

The salt lake brine is mainly distributed in the ecologically fragile areas of the Qinghai Plateau, where the transportation is inconvenient and underdeveloped, and it is mainly spodumene.

For example, the core competitiveness of the electrolyte lies in the process control and formula, while the solute is the core of the electrolyte. Lithium hexafluorophosphate is currently the most widely used lithium salt in commercialization, and it is also one of the fields with high entry barriers in electrolytes and even lithium-ion battery materials. .

The main problem of lithium hexafluorophosphate as an electrolyte is poor thermal stability and moisture stability, which is also one of the keys to battery safety.

Mu Yang also knew the meaning of "kWh", which is commonly known as the battery capacity of one degree of electricity.

Later generations often hear people say that your battery is 70 kWh or 100 kWh. Mu Yang was vague about this concept before.

Mu Yang is more concerned about the manufacturing cost of the ternary lithium battery, and how high its profit is likely to be.

Now, he probably knows the approximate composition of the cost of ternary lithium batteries = cathode material cost accounts for 51% (ie positive electrode: lithium nickel cobalt manganese) + manufacturing and depreciation cost 24% + anode 12% (negative electrode, natural or synthetic graphite) + separator 7 % + electrolyte 4% (the main solute is lithium hexafluorophosphate, and the main solvent is carbonate) + shell and other materials 3%.

If you use ternary, take the LG product used by Tesla as an example, the material can be decomposed, 51.75kWh, according to the dismantling, the weight of the battery cell is 201.68kG.

Wherein, the weight of the positive electrode material is 80 kg, the corresponding weight of nickel is 65.57 kg, and the weight of cobalt is 4.8 kg.

According to the current market situation in August 2011, according to the price of 100,000 yuan per ton (100 yuan/kg), the price of nickel is 6550 yuan, and the price of cobalt is 350,000 yuan per ton (350 yuan/kg), and the corresponding price is 1679 yuan. Yuan, add up to about 8229 yuan.

For example, the solute lithium hexafluorophosphate in the electrolyte was domestically produced last year, but the price is not cheap, about 100,000 yuan per ton.

Lithium carbonate needed for lithium iron phosphate batteries is also very expensive, about 180,000 yuan per ton.

Therefore, the cost of a set of ternary lithium battery packs with 51 kWh electricity is about 20,000 yuan.

In 2021, the cost of battery replacement for consumers: 1,100-850 yuan/kWh, according to Tesla’s battery pack, that is, a set of battery pack replacement will cost 40,000-55,000 yuan.

Of course, that's the case in 2021!

Before 2012, in order to recover the research and development costs as soon as possible, the battery premium was many times higher, so the newly launched electric vehicles were very expensive. For example, the Yadi E6 launched in 2010 had a guide price of 369,800 yuan, and the battery capacity was 57 kWh. 300 kilometers.

And it's still a compact MPV, the length of the car is 4560, and the motor is only 122 horsepower. Ten years later, any car with a price of more than 100,000 will beat it.

Mu Yang purchased the ternary lithium battery technology, and spent another 20 achievement points to purchase the corresponding battery charging technology.

There is one more, this chapter is confused