Battery 100 - Battery Network on December 13 (Chen Yu reported in Huzhou, Zhejiang).2023 has entered the countdown, as the first year of the withdrawal of the national subsidy for new energy vehicles, the wave of price reductions and destocking that has spread from the beginning of the year to the present can be seen.
In September this year, Yang Hongxin, chairman and CEO of SVOLT Energy, once mentioned, "The involution of China's battery industry is inevitable, and we have also experienced the involution of mobile phones, white goods, photovoltaics and automobiles before. ”
On December 12, in the 5th year of SVOLT's establishment, its fourth battery day came as scheduled. On this battery day, Yang Hongxin talked about the industry involution: "In the environment of excess capacity structure and rapid decline in batteries, many enterprises are facing huge challenges in their operations, although there are many structural problems in the entire market in 2024, there are many volumes, but we are determined, identify the direction, and firm our steps, as long as we work hard, we will be successful, provided that we achieve product leadership through technological innovation." ”
The bee shines and the innovation gene is deeply rooted
According to the data, SVOLT has relied on the Great Wall Power Battery Division to carry out pre-research since 2012, and was officially registered and established in February 2018, independently facing the development of the whole industry, and its business involves the research and development, production and sales of new energy vehicle power batteries and full-sequence energy storage products.
Looking back at the previous battery days of SVOLT Energy, the innovation gene has always been deeply rooted:
In December 2020, SVOLT held its first Battery Day and announced that cobalt-free batteries were available for global booking
In December 2021, SVOLT held the second Battery Day to promote the electric all-domain short-knife operation
In December 2022, SVOLT held the 3rd Battery Day and released a new generation of high-safety power battery system solution - Dragon Scale Armor Battery, ultra-high-speed lamination technology 30 - "flying stack" and high manganese iron-nickel batteries and nano mesh silicon anodes, opening the two-wheel drive strategy of "power battery + energy storage battery".
At the 4th Battery Day held this time, Yang Hongxin revealed the latest progress of the above-mentioned innovative technologies and materials:
In terms of cobalt-free batteriesIn 2023, SVOLT has ushered in the peak period of loading, and since the installation was realized in January, a total of 13,720 units have been installed.
In terms of short knivesFor example, the L400 short knife battery cell has been equipped with nearly ten best-selling plug-in hybrid models, the L600 short knife battery cell is equipped with a pure electric vehicle model for sale, and the L500 short knife 325ah energy storage cell has been rolled off the assembly line at the Chengdu base in Sichuan Province for ......It has officially entered a new stage of "global short knife, comprehensive evolution".
Not only that, SVOLT Energy's world's first 2The 2C fast-charging short-knife lithium iron phosphate battery has been installed and mass-produced, and the number of installed vehicles has reached 5,280 units. Yang Hongxin mentioned, "The short knife fast charging cell can cover the mainstream passenger cars and commercial vehicle models in the market. All products launched by SVOLT next year will be fully popularized22C, 3C will be mass-produced, 4C will be mass-produced at the same time, and 5C will be pre-developed. ”
In terms of dragon scale armor battery batteriesThe development and verification of SVOLT related products has been basically completed, and it will be officially mass-produced around the second quarter of 2024, and will be equipped with a new power model for the first time. In 2024, the company will also launch a second dragon scale armor product and apply it to the field of fast charging.
In terms of "flying stacks", SVOLT Flying Stack equipment has been successfully introduced into three major bases in 2023, among them, it was introduced into Yancheng, Jiangsu Province in May, Shangrao, Jiangxi Province in July, and Chengdu Base in Sichuan Province in October.
In general, we have introduced nearly 100 sets of flystack equipment, adapted to more than 40 GWh, which can make the yield rate reach 98%, the product defect detection rate to 100%, and a single GWH can reduce the equipment investment of 10 million yuan, the operating cost of 8 million yuan, and can reduce the quality problem, which is the huge benefit brought by the flyfold in manufacturing. Yang Hongxin added.
In terms of energy storageBased on the safer solution of "flying stack + short knife", SVOLT has released a new iteration of flying stack short knife energy storage battery iteration products, including 350ah flying stack short knife energy storage special cells with unchanged size and upgraded system and 710ah flying stack short knife energy storage cells with thickened size, which have the advantages of high capacity and low cost, as well as three long-life system energy storage cells with a capacity of 310ah, 330ah and 660ah, as well as the world's first 6MWh-20 foot container.
With the current degree of involution in China, the battery cell must be iterated every six months. Yang Hongxin analyzed, "Laminated short knife energy storage cells are very conducive to the upgrading of capacity and iterative evolution." ”
In terms of cutting-edge technologySVOLT has released the world's first 350km+ endurance short-knife sodium-ion battery and the world's first short-knife energy storage sodium-ion battery, which have completed all reliability tests and have outstanding advantages in low-temperature performance.
In addition, SVOLT Energy jelly battery ushered in a new generation, and launched the world's first prismatic semi-solid-state battery - the second-generation jelly battery, which adopts the second-generation jelly electrolyte technology and integrated composite cathode technology, breaks through the expansion bottleneck of high-nickel silicon-doped system in square shell, and has significantly improved compared with liquid ternary in terms of safety and energy density.
Differentiated competition Honeycomb Energy is poised to go
According to the statistics of the China Automotive Power Battery Industry Innovation Alliance, SVOLT Energy from January to November 2023 won 7The installed capacity of 18GWh power battery ranks seventh in China, and the installed capacity of ternary power battery ranks sixth in China.
In addition to the continuous empowerment of technological innovation, SVOLT has also benefited from SVOLT's differentiated competition strategy, which has seized the opportunity of the explosion of the hybrid market and the expansion opportunity of OEMs.
Cui Dongshu, secretary general of the passenger association, once said that PHEV (plug-in hybrid model) has shown a "super growth trend" this year, contributing a huge increase to the sales of new energy vehicles, and is the "core growth driver" driving the growth of the overall car market. It was recently presented at ABEC 2023 |The 10th China (Shenzhen) Battery New Energy Industry International Summit Forum predicts that 2024 will be a big year for the new energy vehicle market, and there will be a good start at the beginning of the year.
At the 4th Battery Day, a set of ** data shared by Yang Hongxin also showed that the proportion of PHEV (including range extender models) will reach 40% in 2024, and it is even expected to reach 50%. In the era of the same price of gasoline and electricity, PHEVs will quickly become the main force to subvert fuel vehicles.
The short-knife battery cells featured by SVOLT are naturally suitable for PHEVs, with high volume energy density, high structural space utilization, and high system grouping rate, which meet the needs of PHEVs for efficient use of battery space. At the same time, the short knife cell also performs better in terms of circularity and safety performance, and also has strong compatibility and adaptability, which is more suitable for CTC design.
It is reported that at present, in the plug-in hybrid market, according to the model matching disclosed by the Ministry of Industry and Information Technology, SVOLT Energy has achieved installation on more than 20 models, including Haval, Lynk & Co, Latte, Mocha and other main sales modelsIn the range-extended hybrid market, SVOLT has been equipped with range-extended models from many car companies such as Ideal, Leap, VOYAH, and Nezha.
Yang Hongxin confidently mentioned that SVOLT's second-generation hybrid battery will drive the comprehensive evolution of customers' popular models in 2024. "We will strive to become the king of hybrids, and comprehensively upgrade the new architecture of fast charging and ultra-long range +800V in the field of plug-in hybrid and extended range. ”
In addition, "from the perspective of the main engine factory, they are gradually expanding the circle of friends of the first business and increasing the proportion of two and three supply." Wu Hui, general manager of the research department of Yiwei Economic Research Institute and president of China Battery Industry Research Institute, recently analyzed that under the influence of multiple factors, the competition pattern of enterprises is and continues to develop and change: with the gradual maturity of the industry, the gradual intensification of competition, the pattern of monopoly competition will be broken, and it is foreseeable that the market share of the second echelon of battery companies will gradually increaseIn addition, battery companies, including vehicle companies, foreign-funded enterprises, and new entrants, will also share a certain market in the existing power battery share.
Yang Hongxin also said, "Many vehicles only had one first-class business two years ago, but now there are two, three, and even four supplies." ”
Seizing this opportunity, SVOLT Energy's circle of customers has been expanding, and orders have been rapidly increased.
Yang Hongxin said at the 4th Battery Day, "In 2023, we will carry a total of 40 models on sale, and the total shipment will reach 13GWh. ”
At the same time, the abundant reserves in terms of orders have also made the growth of SVOLT shipments full of momentum.
It is reported that SVOLT has obtained more than 20GWh of energy storage orders in Europe, and has also successively obtained 90GWh orders from a large European OEM manufacturer, as well as nearly 5Ordered a 48GWh PACK battery pack.
In addition to the European market, in recent years, China's new energy vehicles are speeding up their going to sea, Changan, SAIC, Hezhong and other car companies have laid out the Southeast Asian market, and SVOLT Energy is also continuing to make efforts to target this market: in July this year, SVOLT Energy's first module pack factory in Thailand officially started construction, with an estimated production capacity of 60,000 sets of module packs per yearIn October, SVOLT (Thailand) Co., Ltd., a subsidiary of SVOLT Energy, received investment from the international energy giant Banpu Group, which was the first time that SVOLT (Thailand) Company attracted a local partner since its official announcement in July.
According to Yang Hongxin, SVOLT Thailand's factory will achieve the first battery pack off the assembly line on December 20, and the delivery will start in February 2024.
SVOLT will continue to stick to the road of innovation, take the narrow door, take the differentiation, and take the leading technology. Yang Hongxin concluded, "Although we are facing a lot of challenges, because doing things that no one has ever done, paying costs, costs, and stepping on more pits than others, we believe that this is the right path, and we must go on and unswervingly until we reach the leading position in the world." ”