China-US Trade Continues to Negotiate, How Should Lithium Batteries Industry Resists External Risks?
Large gap in battery manufacturing equipment technology
At present, the development speed of domestic power batteries has exceeded that of foreign countries, but the manufacturing equipment paired with batteries still has a big gap with foreign manufacturing equipment. Among them are the accuracy, speed, reliability, unmannedness, visualization, and informatization of equipment, which have a certain relationship with the overall level of industrialization in China.
The survey results of OFweek Industry Research Center show that in the production process of lithium battery production, there are several stages of equipment that have not yet been fully domestically produced, such as coating machines, winding equipment, lithium battery formation \ dividing cabinet equipment, etc. Although there are manufacturers in China, there are very few companies that have mastered related technologies or achieved first-class technology. The substitution level of coating in these three Chinese products is relatively high. Even so, compared with foreign manufacturers, there is still a big gap.
Taking the coating machine as an example, the domestic coating machine needs to be improved in both accuracy and speed. The average coating speed of imported equipment is about 80m / min, although Shenzhen Yakang (acquired by Yinghe Technology) started in 2016. Introduced the coating speed of 100m / min, the world's first zero-speed butting double-sided adhesive slit-type extrusion coating machine, but the average level of domestic equipment is 40-50m / min, and there is still a big gap.
Due to the backwardness of domestic manufacturing equipment, battery manufacturers often choose to purchase equipment of a higher international level when choosing production equipment in pursuit of better battery quality. Reducing the investment in R & D of manufacturing equipment technology and buying equipment by smashing money, the core technology is still in the hands of foreign equipment manufacturers.
Editor's point of view: In the case of unstable external environment, it is particularly necessary for domestic enterprises to carry out large-scale and continuous manufacturing technology and equipment research and development, and special promotion and unified planning of equipment research and development and manufacturing. On the one hand, in response to emergencies, once the Black Swan incident occurs, foreign companies cut off the supply of equipment, and at least their own equipment is available; It is also an effective measure to realize "Made in China 2025", which truly provides support for China to respond to peripheral technical pressure. Therefore, China's lithium battery companies or equipment manufacturing companies should increase investment in research and development, adhere to independent intellectual property rights and independent innovation. When designing and manufacturing equipment, we should also make full use of modeling and simulation analysis, pay attention to mechanism research, and make full use of upstream and downstream resources, actively and effectively communicate, clarify development goals, and fully consider the cost in the entire life cycle.
Power lithium battery automation level is low
The current output scale of power battery systems still has a certain amount of space compared to the number of batteries required by 5 million new energy vehicles in 2020. The main reason is that, from a market perspective, China's power battery system began to explode from the second half of 2015. The product design and manufacturing process technology upgrades of domestic power batteries have not kept pace with the development rate, especially the battery modules. In terms of key production processes, the design and verification are not sufficiently complete, the pass rate is low, and it is difficult to achieve online automatic testing and quality tracking. Therefore, the production of power battery systems is still dominated by semi-automation, and only a few battery manufacturers have realized the automatic production of power battery modules or modules. In addition, there are many types of products required in the early market, and frequent changes of batteries by different car companies have led to insufficient scale effects. This is also the main reason why companies have not invested in automated production equipment.
Take the power battery PACK system as an example. Analysts at OFweek Industrial Research Center believe that PACK's level of automation is not high and is related to China's national conditions. The layout of China's power battery industry is closely related to the layout and region of the new energy automobile industrial park. Therefore, when the battery is designed for PACK, it is often necessary to modify it according to the different car types, because different cores and different circuit designs bring differentiation Requirements have caused difficulties in automation design. As a result, enterprises cannot use one or more fixed modes when performing battery PACK, and often need to adjust according to the battery demand of the vehicle company.
Editor's point of view: On the one hand, after the stable cooperation between car companies and battery companies, battery design gradually matures, production specifications and scale, the automation process of lithium battery manufacturers will be expected to accelerate; on the other hand, with "process detection and information "Management management" as the core production management method is gradually deepened, and the intensification of product competition forces companies to give priority to quality control, which will also prompt enterprises to accelerate the process of automated production.