Although the market share of new energy vehicles has exceeded one-third, the anxiety of battery life and energy replenishment is still restricting the development of the industry and affecting the travel experience of users.
The crux of the problem lies in the battery, passenger car battery two major technical routes, lithium iron phosphate battery has high safety and low cost, but the energy density and fast charging ability are poor, ternary lithium battery is just the opposite. This has led to the existence of an obvious Chu River and Han boundary between the two battery technologies for a long time: ternary lithium batteries are mainly carried on high-end models to ensure battery life and experience;Lithium iron phosphate batteries are equipped with medium and low-end models to ensure cost performance. In order to combine the advantages of the two, with lithium iron phosphate batteries as the base, the industry has made a lot of attempts. For example, BYD's blade battery improves the battery life by improving the battery process and the integrated CTB technology of the body and chassis, and then the short knife battery of Honeycomb Energy further optimizes the structure. At present, the most eye-catching data in the industry is the latest Shenxing battery released by CATL, which has a range of 400km in 15 minutes, but this has not yet reached the limit of lithium iron phosphate batteries. On December 14, ZEEKR Intelligent Technology released a self-developed gold brick battery, which further improves the fast charging efficiency of lithium iron phosphate batteries, and can run 500+ km in 15 minutes.
With the fast charging experience brought by the 800V high-voltage platform and the "1515 convenient electricity" layout of the extreme charging network, ZEEKR is building an ecological moat for electric travel. 500+ km range in 15 minutesIn the user's anxiety about replenishment, battery life and fast charging bear the brunt. Under the premise of low cost of lithium iron phosphate, BRICS battery has made a major breakthrough in these two aspects. The battery pack is composed of multiple battery cells, in order to improve the battery life, a conventional way is to increase the number of battery cells, but the volume of the battery pack is limited by the body chassis, to put more cells in a small space, the first thing to solve is to solve the problem of battery pack space utilization. Let's take a look at the statistics in the industry on the utilization rate of battery packs: the volume utilization rate of 4680 batteries is 63%;The volume utilization rate of ordinary lithium iron phosphate batteries is 66%;The ceiling of ternary lithium batteries, the volume utilization rate has just exceeded 72%. The highest volume utilization rate of ZEEKR gold brick battery has reached 837%, which is the highest volume utilization rate of power batteries in the world. The battery cell is installed in the physical structure of the battery, and the way to improve the utilization rate is very simple, that is, to transform the structural parts of the battery pack. ZEEKR uses an integrated liquid-cooled tray at the bottom of the battery to replace the traditional water pipe structure to reduce the squeeze of the cell space by the structural partsThe "compact sandwich structure" of the cell, upper cover and bottom plate is adopted to release the longitudinal space of the cell compartmentAviation-grade ultra-thin thermal barrier materials are used between battery cells to fully improve the volume utilization rate. Compared with the traditional design, the total length of the sampling line of the BRICS battery is also shortened by 157 m, the number of core components is reduced by 35%, and the energy density of the battery mass is also increased by more than 10%. According to ZEEKR's calculation, the bottom of the battery uses an integrated liquid-cooled tray, a "compact sandwich structure", and the three items of Chaobo materials improve the space and volume utilization rate of the battery by 8 respectively5%,7.6%,6%。
Logically, there is no too complicated idea, but it involves a series of problems such as battery heat dissipation, fixation, and the use of new materials, which is very difficult to operate, and is a typical problem that is easy to know and difficult to do. Another major advantage of the BRICS battery is the high efficiency of energy replenishment. In the 10% and 80% fast charging range, it can increase the battery life by more than 500 km in 15 minutes, making it the world's fastest mass-produced lithium iron phosphate battery.
In order to achieve this effect, ZEEKR has achieved many innovations in technology, such as in the cell structure, the electrodes of the gold brick battery are designed with laminated multi-tab structure, which makes the heat distribution more uniform and the temperature control more efficient under ultra-fast charging conditionsThe gold brick battery also adopts a double-rivet pole current conduction design, and its overcurrent capacity is 100% higher than that of the monopole solutionIn addition to structural innovation, ZEEKR also adopts lithium-ion full-process acceleration technology to achieve stable and efficient charging performance at high voltage and high current by improving the whole process efficiency of lithium-ion release, transmission and reception.
Fast charging requires an 800V high-voltage platform as the underlying technical support. Under the unified 800V architecture and extreme charging technology, the maximum charging power of the BRICS battery can reach 500 kW, and the maximum charging rate reaches 45c;In order to ensure a higher energy replenishment efficiency, ZEEKR completed the technical layout of the pole charging pile ahead of schedule. Xie Shibin, vice president of ZEEKR, introduced that Jichong has evolved for 3 generations, with power of 360kw, 600kw, and 800kw respectively, which are basically piles ahead of cars. "We have been waiting for 2 years for 800V cars such as our 800V pole charger. Lin Jinwen, vice president of ZEEKR, introduced that although 800V was frequently mentioned in the industry during the Shanghai Auto Show this year, ZEEKR had already laid a pole charge V1 pile suitable for 800V 2 years ago. Extreme Charging is the first charging network in China with 800V platform high-voltage ultra-fast charging capacity. ZEEKR's judgment is that there may be 5C, 6C or even 7C battery technology in the future, but due to safety risks, the charging voltage cannot rise indefinitely. The 800kW pile is fully capable of charging 6C batteries, and the 3rd generation pole charging pile is the early placement of ZEEKR in this regard. OEMs make more battery packs, but fewer self-developed cells, and An Conghui also explained why ZEEKR develops its own batteries. "ZEEKR believes that to be a smart electric vehicle company, if you want to form competitiveness in the future, the battery is the core and most basic element, which is also one of the moats for the future development of ZEEKR. An Conghui, CEO of ZEEKR, believes that the battery is the foundation of electric vehicles, whether it is batteries, motors or electronic controls, including reducers, electric drive systems and batteries are the foundation of electric vehicles, which is the cognition and importance definition of batteries by ZEEKR. ZEEKR's idea is to take battery technology as the starting point, cooperate with the 800V high-voltage platform and extreme charging network, to provide users with the ultimate intelligent travel experience and build its own moat. "1515 Convenient Electricity" planMore efficient energy replenishment requires the two-way evolution of high battery charging rate and ultra-fast charging and charging facilities. Based on this logic, ZEEKR proposed the charging strategy of "1515 convenience electricity", that is, 15 minutes to find a station and 15 minutes to charge, making charging as convenient as going to a convenience store. In the next three years, "1515 convenience electricity" will cover more than 90% of ZEEKR car owners, and will be infinitely close to 100%.
ZEEKR lays out the "1515 convenience electricity" pole charging network in the urban area;In cooperation with 35 domestic public operators, more than 610,000 high-quality third-party charging guns have been connected to the ZEEKR charging map. In 2024, the coverage rate of ZEEKR highway charging guns will increase to more than 95%. When planning the energy replenishment strategy at the beginning, ZEEKR provided three routes: extreme charging stations, supercharging stations and light charging stations. However, the results of the actual test show that users are the most satisfied with the extreme charge, so starting from 2022, ZEEKR will concentrate its firepower on the comprehensive layout of the extreme charge network. According to ZEEKR, after years of exploration, the ZEEKR network has three very obvious advantages: the whole process intelligent charging system, intelligent power sharing technology, and a more reasonable layout. ZEEKR integrates the whole process intelligent charging system into the vehicle system. From the beginning of station finding to the end of charging, the whole charging process such as battery preheating, intelligent pile finding, and intelligent lock reduction has achieved 100% mobile phone operation. Corresponding to real life, charging in winter is a typical use scenario. Smart Charging Mode shortens the charging time by warming up the battery during the in-vehicle navigation process. The feature will be available from OS 51. Start to push one after another. Intelligent power sharing technology is also a major advantage of the pole charging station, which can intelligently distribute power in real time according to the power reception of each charging vehicle, maximize the use of the power pool, so that each pile of the pole charging station can be ultra-fast charging. To make a simple assumption, if the 4 piles of an overcharging pile are almost fully charged at the same time, their power will be "subsidized" to the pile that has just started to be charged. In addition, ZEEKR also adopts the integrated output method of parallel cabinets, which connects the scattered margins of transformers around the site to multiple power cabinets, reducing the location restrictions of high-power ultra-fast charging stationsThe Extreme Charge V3 charging station can also be flexibly equipped with energy storage modules according to site conditions, storing energy when power consumption is low, and releasing stored power during peak hours to relieve the pressure on the power grid. This logic is a bit like the energy regulation of NIO's battery swap station. Many people think that NIO's battery swap station is to replenish energy faster, which is only one of them, and the bigger point behind it is that NIO uses the battery swap station as the middle platform to intelligently regulate the storage and release of electric energy. Now ZEEKR has transplanted this logic to the ZEEKR network. Obviously, this is less expensive and the laying efficiency is faster. The pole charging station also focuses on solving the problem of unreasonable layout that is common in the industry. Lin Jinwen believes that although the number of domestic charging guns has exceeded the number of guns for refueling guns, users' range anxiety still exists, and one of the very important reasons is that the charging pile network layout is unreasonable. ZEEKR's approach is to start from the heat map of the basic car owner, through the big data intelligent location model, after accurate calculation, put forward the plan of thousands of stations and thousands of piles in the next 3 years, and combine with "1515 convenient electricity" to weave the energy supplement network.
As of November 30, ZEEKR has built a total of 401 pole charging stations, covering 100 cities across the country, providing 2,261 pole charging piles, each with a charging power of more than 360 kW. In 2024, the total number of ZEEKR charging stations is expected to reach 1,000 stationsBy 2026, the total number of pole-filled piles is expected to reach 10,000, realizing the idea of "thousands of stations, thousands of piles". Not only that, at present, ZEEKR has cooperated with 35 domestic high-quality public operators, and more than 610,000 high-quality third-party charging guns have been connected to the ZEEKR charging map.
Here you can calculate the number of user services for a single pile, ZEEKR has 2,261 charging piles, with a cumulative sales volume of more than 180,000, and the number of people who need to be served by a single pile is 79;The ideal sales volume exceeded 500,000, there were only 145 supercharging piles, and the number of people needed to be served by a single pile was 3,448. The number of people in a single pile can be understood as the number of users that a single charging pile needs to serve. Obviously, the lower this data, the better the user's charging experience. An Conghui revealed that just 2 hours after the release of the ZEEKR gold brick battery, the order for 007 increased by 487 units. It is foreseeable that the ultimate travel experience and efficient energy replenishment network built by ZEEKR around the BRICS battery are showing a stronger impetus for its sales.