The ship is becoming the next tens of billions of applications for lithium batteries, which has attracted many battery giants.
South Korean media reported that South Korean shipbuilding company Samsung Heavy Industries Co., Ltd. said it has developed a lithium-ion battery power system for ships, which has been approved by the famous Norwegian shipping company DVL-GL and issued a certificate.
Samsung Heavy Industries said that in addition to environmental protection, the lithium-ion battery system can effectively control the generator on board and reduce fuel costs.
At the same time, Samsung Heavy Industries also said it will cooperate with Finnish power equipment manufacturer Wartsila to develop a ship energy storage system.
It is understood that the ship's lithium battery system is developed by Samsung SDI and can be applied to any type of ship. Prior to this, Samsung SDI will also provide lithium battery systems for South Korean military submarines.
With the increasing competition in the power battery market, a large number of lithium battery companies began to adjust their business development direction, looking for a new sub-application market. Electric bicycles, energy storage, power tools and other fields have become a new direction for many lithium battery companies to actively explore.
The green and intelligent development trend of the shipping industry has spawned the birth of electric ships. Facing the increasing pressure of energy saving and emission reduction in the shipping industry, the domestic exploration of new energy in the shipping industry is accelerating. For power battery companies, the tens of billions of blue ocean market needs to be opened.
At present, more and more battery companies have begun to turn their attention to the ship field, targeted development of marine lithium battery systems, but not many companies that can pass the product quality and technology.
According to data from the three-party market research organization, the market size of domestic electric boats has reached 5.63 billion in 2016. It is expected that this scale will expand to 9.63 billion by 2021. The market prospects are expected. At present, the large-scale promotion and application of electric ships is subject to the lack of relevant standards for battery electric ships, imperfect charging facilities, limited power supply capacity of the power grid, and unclear business models.
As of June 2019, the number of lithium-ion batteries for electric boats certified by the classification society in China was small, 11 certified companies and 25 certified battery products, and the market competition was relatively small. From the perspective of the certified product technology route, the square is the main one, accounting for 76%; from the current actual use of electric boat power battery, the LFP square power battery with better comprehensive performance in safety, circulation and rate is the mainstream. .
Internationally, hybrid and marine battery supplier CorvusEnergy, German battery manufacturer Akasol AG, and Japanese electrician Ansaldo Industrial Systems, Shuaifude Group and other leading ship and battery manufacturers have developed new types of marine lithium. The battery system uses a lithium battery to power a hybrid cargo ship or a pure electric speedboat/cruise.
In China, the two battery companies in Ningde era and Yiwei Lithium Energy took the lead in making breakthroughs in the field of marine lithium batteries.
At the beginning of January this year, the Ningde era signed a strategic cooperation agreement with the China Classification Society (CCS) Wuhan Institute of Standardization in Fujian. The two parties will jointly launch research and revision of electric ship safety regulations, establish a safety standard system from battery cells, modules, battery management systems to battery systems, and promote the healthy and sustainable development of lithium battery water safety applications.
In June, the first electric ship innovation and development seminar was held in Ningde, Fujian. At the seminar, the Ningde era signed a cooperation agreement with many parties.
In view of the application scenarios of marine lithium-ion batteries, Wu Kai, vice president of Ningde Times, introduced that lithium iron phosphate batteries have become the best choice for marine power batteries at this stage due to their high safety, long life, low cost and balanced performance.
It is understood that the Ningde era has overcome technical problems such as safety, long battery life, high power and long life. The battery pack system is designed to use a battery pack that meets the protection level of IP67 or above, which can effectively avoid the safety risks caused by water vapor, salt spray and dust. Meet the IP rating requirements throughout the life cycle.
On June 28, Yiwei Lithium announced that the company and Shanghai Hao Shipping Co., Ltd. signed the "New Hybrid Electric Bulk Carrier Project Cooperation Agreement", announcing the world's first batch of 5,000 tons of new energy bulk carriers ( The Diamond5K series) project was officially launched.
It is reported that Yiwei Lithium will cooperate with Shanghai to complete the design, production, installation, commissioning, inspection, technical support and after-sales service of this series of new energy ship project battery systems to provide optimal battery system solutions. Up to now, the total installed capacity of Yiwei lithium-energy marine batteries has exceeded 30MWh, and the number of ships loaded with new energy has exceeded 100.
At present, domestic and foreign excellent battery companies including Samsung SDI, Ningde Times, Yiwei Lithium Energy are paying attention to the marine lithium battery market. With the advancement of ship electrification, the market demand for lithium batteries will further increase, which will attract more and more lithium battery companies to enter the market, and the battery companies that are the first to be deployed in this field will gain development opportunities.
At the same time, the electrification of ships has opened up a new development path for lithium iron phosphate batteries, and it is expected to further increase the market share of lithium iron phosphate batteries.