Rebirth 2008: I Can Make Money Reading
Vol 2 Chapter 306: New energy vehicle battery
Speaking of new energy for automobiles, we have to start with Tesla Motors.
Tesla's first automotive product, the Roadster, was released in 2008 as a two-door sports car.
In 2012, Tesla released its second car product, the Model
S, a four-door pure electric luxury coupe, with a landing price of millions, is simply not affordable for ordinary people.
Domestic Tesla, the Shencheng Super Factory, will not actually realize its first mass-produced car until 2020, the Model
3 and Model
Y is listed, and its sales volume has always been the number one in new energy. Even if it has so many negative news, it doesn't seem to affect anything.
Muyang learned something from this brand. The brand has a very high positioning from the beginning. In fact, millions of cars are not sold much, mainly to pave the way for the following models.
It's like saying to others, "The products I sell are high-end products, not for ordinary people at all." This is how it is positioned, and this impression is given to consumers:
Black technology!
The birth of the first Tesla and the friendliness of the follow-up market have enabled Tesla to constantly gain a firm foothold and expand into new markets.
Mu Yang can't talk about hating or liking Tesla. At the beginning, he still liked this car, it was amazing, but after watching it a lot, it felt the same, not as beautiful as the domestic car.
Of course, this is an evaluation from the appearance. No matter how amazing the car is, it will look like this for a long time.
Otherwise, why those male stars cheated, because they were tired of seeing their wives, they wanted to change to something new.
Means the same.
In 2022 in his previous life, Mu Yang could also afford a Model
3 and Model
Y, or other new energy vehicles, but he is still used to driving gasoline cars.
New energy vehicles are selling well, online car-hailing, city license restrictions, and no purchase tax, these three factors have had a very big impact, driving the consumption of new energy vehicles.
In the next ten years, from the perspective of the proportion of new energy vehicles in the sales volume of China's auto market, it is still difficult for new energy vehicles to compare with fuel vehicles.
In terms of sales in 2020, new energy vehicles will account for about 5.7% of Huaguo's vehicle sales in 2020. Obviously, this percentage is very low.
In January 2021, Huaguo New Energy Vehicles accounted for about 7.2% of the overall vehicle sales in January.
But by June 2022, nearly 600,000 units will be sold in a month, with a market share of 23.8%!
This is growing very fast!
Mu Yang was reborn at the end of 2022. He doesn't know what the situation will be after 2022, but he can guess that it will become more and more popular, and maybe the market share will exceed 50%.
New energy vehicles have all the advantages of gasoline vehicles, such as quietness in the car, fast starting, 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, and this difference may not be made up for by the gas price. The extra money for buying new energy vehicles is enough to pay for tens of thousands of kilometers of gasoline.
Other disadvantages are mostly slow charging and troublesome charging, as well as the worry of changing the battery, the battery is easy to catch fire, and the power loss in high temperature and low temperature environments is severe.
Of course, like Weilai, there are already free battery replacements, and various manufacturers have also introduced preferential measures such as lifetime battery warranty, and the wool comes out of the sheep.
The above are all Mu Yang's own personal opinions. He doesn't know enough about the actual situation.
For new energy vehicles, there are fans and black fans. There has always been a lot of controversy, among which there must be propaganda and misleading between new energy manufacturers and pure gasoline manufacturers.
Muyang has also driven a new energy vehicle. For him, if there is a parking space at home and a charging pile, it is a good drive in the city;
If there is no parking space or it is inconvenient to charge, or if you travel long distances, it is not as good as a gasoline car. This is actually the problem of continuous battery life.
If the actual battery life can be seven or eight hundred kilometers, then consumers actually do not have so many complaints.
The theoretical battery life is seven or eight hundred kilometers, and there is a 20% discount in summer, a 40% discount in winter, and even a 50% discount. What is the difference between selling a house and a public pool area.
In 2022, there is also a car with a range of 1,008 kilometers for thousands of miles, but the guide price reaches 469,600 yuan, while the same horsepower and similar configuration, the battery life of 600 kilometers will only sell for more than 200,000 yuan. Just adding the number of batteries will increase the weight of the car, and it doesn’t make sense to increase the price outrageously. The manufacturer specially launched this car to promote the brand.
Muyang doesn't plan to build cars at the moment. He just wants to build batteries. It's hard to say whether or not to build cars in the future. Maybe one day he will enter the competition for new energy vehicles when he is interested.
Moreover, the core of restricting the development of electric vehicles is not the motor, but the ternary lithium battery and the lithium iron phosphate battery pack.
The capacity of the battery determines the most important part of the user experience, such as cruising range and charging time.
Therefore, which new energy vehicle is good or not in the future has little to do with him, as long as he uses his battery, unless he builds a car.
As new energy vehicles are the hottest track nowadays, batteries are destined to be an inescapable 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, Ningde Times 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 will always be supplied by Panasonic, until 2019, the domestic Tesla Model
3 Started to use both Panasonic and LG power batteries, and then by 2020 Tesla announced that Ningde Times would be Tesla's power battery supplier in China.
Therefore, after 2020, most of the new Teslas on the market will use batteries from the Ningde era, 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 times to 1.1 times, depending on the technology), and the energy density is the same as that of the lithium iron phosphate battery, and the battery is smaller and the same size. The ternary lithium battery can provide higher battery life.
In addition, the cyclic charge and discharge performance of the ternary lithium battery is better. Under normal circumstances, it can be charged and discharged more than 2000 times. It not only has a long life, but only needs to be replaced once for many years. It can also survive in an extremely cold environment. , so the battery life in winter is not as bad as the lithium iron phosphate battery.
When choosing a car in the industry, there is a saying "use ternary in the north of the Yangtze River, and use lithium iron phosphate in the south of the Yangtze River", 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 regard, the safety is not as good as that of lithium iron phosphate batteries.
Everyone said that their batteries are good. From the perspective of the future market, Yadi's lithium iron phosphate batteries are self-supplied, while Ningde era's ternary lithium batteries are supplied to many new energy vehicle companies.
However, it cannot be judged from this point that the battery of Ningde era is better than BYD's battery, but Ningde era is only a battery supplier, not a car company, and YD is a car company, and naturally 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 only ternary lithium batteries and lithium iron phosphate batteries, such as lithium cobalt oxide, lithium titanate, etc.
Perhaps, Muyang can develop new types of car batteries, not necessarily using the above types of batteries.
However, no matter what kind of material battery is developed, safety, battery energy density, high temperature and low temperature resistance and charging technology, the four major difficulties of batteries 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 700+ achievement points give him enough pride.
Open the achievement point store~www.readwn.com~ silently read "New Energy Vehicle Battery".
In an instant, dozens of batteries appeared in front of him.
------off topic-----
The battery technology is relatively esoteric, and it took the old farmers a lot of time to investigate. Old farmers drive more gasoline vehicles, and occasionally drive new energy vehicles. In 2017, I started driving new energy vehicles. In order to write this, I have tested Weilai, Xiaopeng, BMW I3, BYD, Tesla and other new energy vehicles in the past three weeks, and also measured the power consumption. I dare not say that I understand it very well, but as an old driver, at least I understand it. There are also some evaluations from car companies and car reviewers, which may mislead everyone. In terms of new energy technology, the controversy will be relatively large. If you have not experienced it, I suggest to experience it. Most of the content in this chapter is personal opinion, not necessarily all correct. If there is something wrong, suggest it and the old peasant will revise it immediately.
The content of this chapter is purely for popular science. After all, many readers do not know the situation in this industry, so I have to consider these readers. The old driver may think it will be very watery after reading it.
1 second remember the net:
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