动力电池政策和市场分析报告(PPT 49页).ppt

* * * * * * * * 1.电芯构成：顶盖、转接片、顶支架、mylar、裸电芯、底托片、铝壳。 2.顶盖：转接外部和裸电芯，起到导电、密封作用、同时集成了部分安全结构。 3.转接片：连接顶盖和裸电芯，起到导电作用，同时集成部分安全结构。 4.顶支架：保护极耳及转接片，防止短路 5.Mylar：保护电芯 6.裸电芯：化学反应场所 7.底托片：保护底部极片防止压伤 8.铝壳：与顶盖焊接形成密封 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 国家规划动力电池未来发展的阶段 实际与规划的差距 数据显示，我国动力电池能量密度现状与目标值差距达126%，2020年达到目标值对磷酸铁锂电池来说太难了，但是对于以特斯拉为代表的三元锂电池则是完全可能的，其采用的动力电池性能好，BMS管理系统效率也高；此外，固态锂电池也可以将电池系统能量密度提升至260Wh/Kg水平。 Development Roadmap-软包 正极 负极 隔离膜 电解液 导电剂 Binder 铜箔 铝箔 190 230 270 300 320 350 NCM523 - NCM622 - NCM811 - NCA Graphite - Graphite SiO2 - Si/C Composite 快充、能量密度、循环寿命为未来五年的研发主方向（大倍率快充），安全性为持续需改善的方面。 Development Roadmap-软包 Ca/An Materials High life electrolyte Ca/An Materials Sep. Elec. Lithium nickel and cobalt aluminate cathode material Artificial Graphite Graphite and silicon oxide mixture Silicon carbon composite material Ceramic coating separator Thin ceramic coating and binder coating separator Ceramic mixed with binder coating High voltage electrolyte High energy density additives （with NCA Si/C) High nickel (5) cathode material High nickel (6) cathode material High nickel (8) cathode material High nickel (9) cathode material New material coating Natural graphite and artificial graphite mix Thin ceramic coating High safety electrolyte Low viscosity electrolyte High performance additives (Low SEI resistance) Development Roadmap-圆柱 Model Remark 2017 2018 2019 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q A EV B EV C EV Mass Production Under Consideration Under Development * NCM: Li(Ni-Co-Mn)O2 cathode material ** : Max. discharge C-rate Charge 0.5C×3.0hr, Discharge 0.2C, 2.75V cut-off ■ ■ 190Wh/kg-1500cycles-NCM* (2C** ) NCM High Energy Cell Maximum discharge current but not in warranty of cycle life for middle rate cell ■ The battery development schedule is subject to change without prior notice ■ 200Wh/kg-1000cycles-NCM* (2C** ) 210Wh/kg-1000cycles-NCM* (2C** ) 210Wh/kg-1000cycles-NCM* (2C** ) Mass Production Under Consideration Under De