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On August 17, Tesla's share price rose by 1 1.2%, and its closing price was 1835.64 USD, which officially broke through the 1800 USD mark and reached a new record high. With the soaring share price of Tesla, the value of elon musk, CEO of Tesla, soared by $7.8 billion to $84.8 billion, making him the fourth richest man in the world.
As for the reasons for the rise, there are many speculations, but it is most likely that Tesla will hold Tesla Battery Day on September 22nd, when the latest progress of Tesla batteries will be released.
Foreign media said that Tesla is expected to reveal information that will greatly change the battery industry. The company is currently building a battery production line in fremont. The Berlin plant will also have battery production facilities, which will enable the company not only to produce batteries for its own vehicles, but also to supply batteries to third parties.
Tesla's strong performance in the first half of 2020 further enhanced investors' confidence in the company's sustained and rapid growth. Tesla's share price has risen by 339% this year, and the company's current market value is $34 1 billion, which exceeds the sum of Toyota, Volkswagen and Daimler.
Morgan Stanley also said yesterday that Tesla should not be regarded only as the automobile industry. The best experts in all fields are devoted to helping Elon? Musk's works. Tesla continues to collect assets, technology and necessary talents to carry out vertically integrated battery business, thus improving the industry cost curve.
The company has made rapid development in the field of battery production, which may disrupt the battery industry of electric vehicles and further expand the whole field.
As for the specific content of battery day, there are also some information worth referring to.
According to a recent report by Electrek, an American technology media, the Canadian battery research team led by Jeff Dagen, a Tesla battery expert, is about to break through the technical barrier of the energy density of a new generation of batteries. After breaking through this obstacle, the energy density of the next generation of battery cells is expected to reach a "revolutionary unprecedented height", and the battery life of electric vehicles will also be extended.
A paper published by Dagen's team published this technical discovery, that is, using electrolyte solution to solve the defects of anode-free batteries. Tesla has been working hard to develop a battery with a battery life of 1 million miles, which may be announced on the company battery day on September 22.
The team wrote in the paper, "We confirmed that the use of double salt carbonate electrolyte can prolong the service life of anode-free batteries. (2.6gAh？ -1) liquid electrolyte participated in the degradation process of anode-free battery. The degradation of original lithium form was observed by scanning electron microscope and X-ray tomography, and the reasons of electrolyte degradation and depletion were diagnosed by NMR and ultrasonic projection spectrum. "
According to this paper, its energy density reaches 360Wh/kg and its volume energy density reaches1000 Wh/L/L. "Such a high energy density can increase the cruising range of electric vehicles by about 280 kilometers, and even realize urban electrification aviation." The Dagen team wrote in the paper.
Tesla CEO Elon Musk (Elon? Musk) previously revealed that he had designed a commercial electric plane, and estimated that lithium-ion batteries need to reach an energy density of 400Wh/kg to beat fuel and make his electric plane plan feasible.
At present, the battery life of Tesla models is only about 500,000 kilometers, far from reaching 1.6 million kilometers. After the new battery is put into production, it means that the service life of Tesla electric vehicles will be at least doubled compared with the existing life, and the battery life will not become a bottleneck for the development of electric vehicles. Tesla's path is still to optimize and change electrolyte materials, and pay more attention to battery life while improving battery life.
The development path and emphasis of each brand are different.
As a traditional automobile brand with the largest sales volume, Toyota is still conservative in the market of new energy products, but it has not slackened off in the research and development of batteries.
According to foreign media reports, Toyota is cooperating with scientists from Kyoto University in Japan to develop a new type of fluoride ion battery. The energy per unit weight of this battery is about 7 times that of the traditional lithium-ion battery, and the cruising range of electric vehicles can reach 1000 km.
It is reported that the team has developed the prototype of this rechargeable battery. The battery adopts solid electrolyte, the anode is made of fluorine, copper and cobalt, and the cathode is mainly made of lanthanum.
It is said that the energy density per unit weight is 7 times higher than that of lithium ion battery, so the new fluoride ion battery can significantly improve the energy capacity in the same installation space. It is not clear how long it will take for the prototype battery tested by Kyoto University to be mass-produced.
In fact, Toyota is not the only company that studies fluoride ion batteries. The Karlsruhe Institute of Technology or Helmholtz Institute in Germany is also testing this battery, but it has not yet been mass-produced.
The reason why they are not mass-produced is that they can only work at high temperature, and their solid electrolyte must be heated to a certain temperature to conduct electricity, while the electrodes will expand at high temperature. Therefore, researchers from Toyota and Kyoto University hope to use alloys made of cobalt, nickel and copper to solve the above problems.
The iterative speed of domestic batteries is also obviously accelerated.
As one of the three core components of new energy vehicles, the overall survival of the power battery industry is basically dominated by new energy vehicles. Since the industry started ten years ago, lithium-ion power battery technology has advanced by leaps and bounds. Together with new energy vehicles, the energy density has increased by more than three times, and the cost has decreased by more than 80%. Contemporary battery leading enterprises such as Ampere Technology Co., Ltd. and BYD have emerged.
Byd blade battery reduces the use of non-energy components of power battery in design, improves the energy storage density of lithium iron phosphate battery at the package level, and increases the volume specific energy density of lithium iron phosphate battery by 50%. The electric vehicle equipped with lithium iron phosphate battery has a cruising range of more than 500 kilometers, which makes this battery with low cost, good safety and low energy density glow with new vitality.
At the beginning of June, Contemporary Amperex Technology Co., Ltd. announced that it had developed a new technology with a long life of 16 or a mileage of 2 million kilometers, and the cost only increased by no more than 10% compared with the current battery. This technology is suitable for lithium ferrous phosphate and ternary batteries. Meng Xiangfeng, assistant to the chairman of Contemporary Ampere Technology Co., Ltd. New Energy Technology Co., Ltd. pointed out that there is nothing wrong with pursuing high energy density and long battery life, which is the focus of competition between new energy vehicles and batteries in the future, but the safety problem should be solved.
AVIC lithium battery? CMO Xie Qiu believes that safety is a systematic project, which needs to be considered from many dimensions such as materials, battery design improvement, process control and testing technology, and battery safety design, including life cycle and charging strategy control optimization.
Reduce the amount of cobalt, explore high nickel cobalt-free materials, and reduce the battery cost; Explore the technology of battery lithium supplement, combine thermal management and BMS window control technology to develop long-life batteries; Vigorously developing solid-state batteries and improving battery safety are becoming the direction that battery enterprises are actively exploring.
China's battery supply is being hit.
According to public data, Tesla sold more than 45,000 vehicles in June and June, accounting for more than one-fifth of all new energy vehicle sales in China. As battery suppliers, the output of LG and Panasonic surged, accounting for 65,438+06% of the battery market. In this case, the competition pressure faced by China power battery enterprises will be even greater.
Since the first half of the year, the installed capacity of domestic supporting power batteries has fluctuated in the same direction due to the production and sales of new energy vehicles. On July 10, data from the Ministry of Industry and Information Technology showed that the output of new energy vehicles in the first half of the year was about 352,000, down 42.2% year-on-year. The installed capacity of power battery is about 17.5GWh, down 4 1.7% year-on-year, and the decline is almost "consistent".
The overall sales volume declined, and the domestic power battery market was not calm. With the substantial increase of Tesla's domestic sales, the cooperative battery companies LG Chem and Panasonic quickly came into the forefront. LG Chem even rewrote the original market structure with an amazing installed capacity of 2488.8MWh and a year-on-year increase of 44,764.1%.
However, with the recovery of new energy vehicle sales in the past two months, Contemporary Ampere Technology Co., Ltd. has gradually caught up. According to the data of Power Battery Application Branch, the installed capacity of soft batteries for new energy vehicles in China market in July was about 3 14.08MWh, among which the top five were Contemporary Amp Technology Co., Ltd., Gateway Power, LG Chem, Funeng Technology and Yiwei Lithium Energy. This is the second consecutive month that Contemporary Ampere Technology Co., Ltd. ranked first in the installed capacity of flexible packaging batteries after jumping to the first place in June this year.
Therefore, the position of battery suppliers in China is not stable, and they are still under pressure from many forces, so the innovation of battery technology will be the most important thing for suppliers for a long time to come.
It can be said that the power battery market in 2020 will be a year of turbulence and change. The competition of electric vehicle brands is fierce, Japanese and Korean companies break through, the market ranking position rotates, orders are constantly concentrated in the head enterprises, and different technical routes are contested.
However, for consumers, more new technologies will come out, and the new battery will have a faster iterative improvement in terms of price, energy density, life and reliability. New energy vehicles are also approaching traditional fuel vehicles step by step in practicality.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.