Following the new energy passenger vehicles and EVTOL, Funeng Technology's semi-solid-state batteries are also the first in the industry to enter the field of commercial vehicles, helping commercial vehicles accelerate the transformation to electrification.
On March 1, FAW Jiefang and Funeng Technology held a signing ceremony for the cooperation framework agreement in Changchun, Jilin Province. Funeng Technology will be the first to introduce FAW Jiefang commercial vehicle products, and take the lead in realizing the semi-solid-state battery supporting commercial vehicle market in the world.
The semi-solid-state battery using the ternary pouch battery route can win the recognition of FAW Jiefang, on the one hand, thanks to the advantages of the semi-solid-state battery of Funeng Technology in terms of energy density, battery life and safety; On the other hand, with the gradual deepening of the electrification path of commercial vehicles, its business model based on different battery routes is gradually becoming clear, and the competitive advantage of semi-solid-state batteries as one of the paths of commercial vehicle electrification has begun to be highlighted.
According to the official disclosure of FAW Jiefang, at present, FAW Jiefang commercial vehicles cover trunk vehicles, various types of light, medium and heavy trucks and special vehicles, based on subdivided scenarios, regional commercial vehicles have different battery needs, Funeng Technology semi-solid-state, solid-state batteries have obvious advantages in energy density and high safety, and FAW Jiefang commercial vehicle product route matching degree is an important reason for its semi-solid-state and solid-state batteries to be recognized by FAW Jiefang.
The electrification of commercial vehicles is accelerating, and car companies are increasing their layout
According to data from the China Association of Automobile Manufacturers, China's commercial vehicle sales will reach 403 in 2023 due to the recovery of consumer market demand, the pull of various favorable policies, and the impact of overseas demand10,000 units. Among them, the sales volume of new energy commercial vehicles was 4340,000 units, with a penetration rate of 11%.
Compared with 2023, the sales of new energy passenger vehicles will be 31The penetration rate of 6% and the penetration rate of 11% of new energy commercial vehicles are still at a low level. However, the growth rate of new energy commercial vehicles will reach 40% in 2023, which is significantly higher than the overall commercial vehicle growth rate of 22 in the same period1% growth.
Driven by environmental pressure and policies, China's commercial vehicle market will accelerate the transformation to a new energy and clean energy vehicle market.
Data show that China's annual carbon emissions generated by automobile operation exceed 900 million tons, accounting for more than 85% of transportation carbon emissions. Although the number of commercial vehicles accounts for only 12% of the total number of vehicles, they account for more than 55% of carbon emissions. Carbon emission reduction in the field of commercial vehicles has become one of the key directions for the joint efforts of the first and car companies, and the new energy of commercial vehicles will become an important trend in the future development.
In addition to policy-driven, in recent years, thanks to the continuous maturity of battery technology and the continuous decline in costs, the price gap between new energy commercial vehicles and traditional commercial vehicles has also been narrowing; On the other hand, the cost advantage of new energy commercial vehicles in the process of use is becoming more and more prominent, and domestic commercial vehicle companies are vigorously deploying.
Among them, in September 2021, FAW Jiefang officially released the "15333" new energy strategy, proposing that it plans to reach 120,000 new energy vehicle sales by 2025, accounting for 20% of its commercial vehicle sales; In 2030, its new energy vehicle sales will reach 320,000 units, accounting for 50% of sales; By 2035, it will sell 500,000 new energy vehicles, accounting for 70% of its total commercial vehicle sales.
Coincidentally, in June 2023, Jiangling Motors officially announced that it plans to increase the internal proportion of Jiangling Motors' new energy commercial vehicles to 25% in 2-3 years.
In addition, Geely, three.
1. XCMG and many other leading domestic commercial vehicle companies are also accelerating the electrification transformation of commercial vehicles and have formulated ambitious new energy strategies. Industry insiders pointed out that driven by the dual carbon strategy and the market, from the perspective of the entire industry, the proportion of new energy in commercial vehicles will increase rapidly year by year, which will be the future of commercial vehicles. Among them, in some market segments and product segments, such as urban logistics vehicles, the penetration rate of new energy vehicles is expected to exceed 50% in 2025.
From the perspective of technical routes, the electrification of new energy commercial vehicles is becoming the mainstream. According to the data, the sales of pure electric commercial vehicles in China will reach 41 in 202320,000 units, accounting for 94 percent of new energy commercial vehicles9%, and the rest are plug-in hybrid and fuel cell vehicles.
Different from new energy passenger vehicles, new energy commercial vehicles have many product types, rich scenarios, and complex working conditions, and the demand for power batteries requires differentiated requirements such as fast energy replenishment, wide temperature range, low energy consumption, and strong power in addition to safety, reliability, and long battery life. This also puts forward higher requirements for battery technology innovation.
Semi-solid-state and solid-state batteries are introduced into commercial vehicles, and Funeng Technology helps commercial vehicle technology to "upgrade".
At the signing ceremony between FAW Jiefang and Funeng Technology, Ji Yizhi, member of the Party Committee and deputy general manager of FAW Jiefang, said that the two sides will carry out in-depth cooperation in commercial vehicle semi-solid-state and solid-state battery projects around specific scenarios such as light, medium and heavy vehicle platforms and trunk transportation, urban logistics, and municipal engineering, and will create more competitive and industry-leading new energy vehicle products in the industry.
This is the first time that semi-solid-state batteries have been introduced in the commercial vehicle sector, and this is the first time that we have introduced them in the global market.
It is understood that Funeng Technology's semi-solid-state battery products have been mass-produced as early as 2022, and have been installed on new energy passenger vehicles, with a measured cycle life of more than 5,000 times so far, and the long cycle life of the product has been tested by the market.
Whether from the perspective of the long-life demand of commercial vehicles or the entire industry, the number of semi-solid-state battery cycles has reached 5,000 times, which is currently a very excellent performance, which is also an important weight for it to not only meet the needs of passenger cars, EVTOLs and other fields, but also to win the commercial vehicle and other markets.
In terms of material system, Funeng Technology's semi-solid-state and solid-state batteries are the first in the industry to adopt high-energy density silicon-carbon composite technology. It uses self-developed technology to limit the huge expansion of silicon material charging and discharging, and cooperates with single-walled carbon nanotube conductive agents and new binders and other auxiliary materials to build a stable electrode system.
In terms of low-temperature performance, through chemical system innovation, Funeng Technology can achieve high dynamic performance of semi-solid-state and solid-state batteries, and the battery can still provide about 90% capacity in a low temperature environment of minus 20. This technology fills a gap in the industry with its high energy density combined with long life and high dynamics.
In terms of range, thanks to the high energy density of semi-solid-state and solid-state batteries, the battery life of commercial vehicles can be increased by 25% compared with traditional battery packs of the same size, which greatly improves the operation efficiency of commercial vehicles.
In terms of safety, Funeng Technology has the world's first high-energy density pouch system non-thermal diffusion technology, from the material, cell, module, battery pack, thermal management system and other multi-level control, ternary pouch pack can achieve no TP (no thermal diffusion), the technology has been widely used in existing products, has been widely tested by the market, and will be applied to semi-solid-state, solid-state batteries and other cutting-edge products.
With the ultimate product performance, product characteristics suitable for commercial vehicle scenarios, and deep accumulation in the field of high-nickel ternary, Funeng Technology's semi-solid-state and solid-state batteries have won the endorsement of leading commercial vehicle companies, which is expected to accelerate the application of its high-performance power batteries in the field of commercial vehicles and help accelerate the pace of electrification of commercial vehicles.
This is also confirmed in the signing of FAW Jiefang and Funeng Technology. The two parties said that they will give full play to their respective leading advantages in the industry, and are committed to jointly promoting the development of the semi-solid-state and solid-state battery commercial vehicle market and industrial chain, generating scale effects, promoting battery technology innovation, and jointly building strategic alliances.
Write at the end
Judging from the development of the industry in recent years, the current new energy commercial vehicles still focus on lithium iron phosphate batteries in the selection of technical routes, mainly because of their long cycle life, safety and cheapness. However, from the perspective of technology and market development trends, the transformation of commercial vehicles to new energy and electrification, in addition to the pressure of environmental protection policies, economy will be the main driving force, with higher energy density, wider temperature application scenarios, faster charging capacity, stronger power (discharge rate) of batteries, will greatly expand the operational efficiency and benefits of commercial vehicles.
Because of this, the semi-solid-state and solid-state batteries of Funeng Technology have been recognized by FAW Jiefang, and the two parties are committed to jointly promoting the application of advanced technologies in the field of commercial vehicles, which is expected to drive the development of the industry from the core of commercial vehicle transformation, and then make the penetration rate of commercial vehicle electrification increase rapidly.
Correspondingly, as semi-solid-state and solid-state batteries are verified in terms of economy, efficiency and profitability of commercial vehicles, they will also feed back to the semi-solid-state and solid-state battery industry, and then promote the large-scale application of this battery technology.
As a leading car company in the field of domestic commercial vehicles, how will FAW Jiefang continue to maintain its leading edge and competitiveness in the field of new energy commercial vehicles? The author believes that in addition to the in-depth layout of the lithium iron phosphate battery industry chain and cooperation with leading battery companies, taking the lead in introducing semi-solid and solid-state batteries and launching more competitive and industry-leading new energy vehicle products will undoubtedly be an important strategy for it to further consolidate its dominant position in the field of new energy commercial vehicles.
For Funeng Technology, semi-solid-state batteries have been widely verified in the fields of passenger cars, EVTOLs, commercial vehicles, etc., and the company's advanced products will be verified through the market, which will further enhance the company's technology and experience accumulation in the field of advanced batteries, and at the same time, with the endorsement of its advanced battery technology from leading commercial vehicle companies, it will be conducive to the company's further expansion of market space.