As an example, the current domestic new energy subsidy policy of the highest grade is 160Wh/kg. 2018 Tesla announced that the energy density of the 21700 battery system jointly developed with Panasonic reaches 300Wh/kg. it can be seen that, in terms of high-density lithium batteries, there is still a lot of room for technology to move forward.
But on the other hand, lithium also has its limitations, such as charging speed and battery weight, determines the electric car can not be as convenient as a gasoline car refueling that is to go. Whether it is to improve battery density or fast charging technology, there are limitations, such as fast charging, according to the Azera ES8 battery capacity of 84KW to calculate, if you want to half an hour full, the power of the charging pile to reach the level of 160KW / H, which is in the civilian project is considered to be relatively large, not very suitable for popularization.
So, lithium-ion this route, may not be able to completely replace the gasoline car, new energy, will not be limited to lithium-ion. At present, we can see that the more appropriate is the hydrogen fuel cell, from the subsidy policy changes can be seen, from the beginning of this year, hydrogen fuel cell subsidies into the equivalent of the first few years of lithium battery subsidies stage.
First of all, since 2009, China's new energy vehicle subsidy policy launched so far, China's lithium power battery industry has been nearly 10 years. In recent years, the power lithium battery industry and related industrial chain have entered a rapid development stage. With the continuous breakthrough of technology and process, by 2017, basically all the production links of China's power lithium battery have been localized, and along with the continuous improvement of the R&D system and business management, product quality and production efficiency are also being optimized. To give two examples, on August 23, 2018, Chongqing Municipality and BYD signed an investment and cooperation agreement on the power battery annual output of 20GWh industrial project, 10 billion yuan to increase the power battery; on July 17, 2018, Nanjing Jiangning Binjiang Development Zone and South Korea's LG Chemical signed a 2 billion U.S. dollar chemical power battery project.
Secondly, the future development direction of the lithium industry is mainly focused on scale production and cost reduction. For example, new energy vehicles driving the growth of lithium battery packs, energy storage technology scale, steady growth in industrial scale, accelerated application of new technologies appear subversive products and so on.
Finally, the future direction of energy, I feel that nuclear energy is the most promising and practical direction.
The lithium industry in Sichuan Province has initially formed a set of lithium mining, lithium salt, positive and negative electrode materials, lithium batteries and applications, lithium battery recycling and other lithium power industry chain.
The first announcement of the public participation in the environmental impact assessment of the 20,000-ton lithium iron phosphate project of Sichuan Yannengda New Materials Technology Co.
Construction address: Ya'an Economic Development Zone, Yongxing Area, Yongxing Avenue
Construction content: lithium iron phosphate production line and other ancillary facilities in the built plant. Mainly for the main workshop (grinding system, roasting system, crushing system, etc.), finished goods warehouse, raw materials warehouse, power station, sewage treatment station, office building, laboratory building, staff dormitory, cafeteria and related ancillary facilities.
Total investment of the project: 59,000 million yuan.
Ya'an Lithium Sheng New Energy Enterprise Management Center Ya'an Lithium Sheng New Energy 50,000 tons of lithium iron phosphate project environmental impact assessment of public participation in the first public notice.
Yongxing Avenue, Yongxing Area, Economic Development Zone, Ya'an City
Nature of construction: new construction
Construction content: the main new plant (light steel structure) and other ancillary facilities. Installation and construction of grinding system, roasting system, crushing system, etc., the use of grinding, roasting, air crushing process to produce lithium iron phosphate products, products
Mainly used in lithium battery electrode material production. After completion, the annual output of 50,000 tons of lithium iron phosphate.
Total project investment: 1.5 billion yuan
The People's Government of Aba Prefecture and Sichuan Development (Holdings) Limited signed a strategic cooperation framework agreement on November 3, 2021 in Malcolm. According to the agreement, the two sides will carry out comprehensive strategic cooperation in the fields of mining development, clean energy, renewable energy innovation and development, infrastructure construction, ecological and environmental protection.
In terms of mining development, the company will give full play to its advantages and carry out the development of lithium pyroxene ore resources in Aba Prefecture. With market-oriented configuration to promote the acquisition of lithium pyroxene ore resources, and green development, with "enclave park" and other modes *** with the promotion of a more complete lithium industry chain clusters and supporting facilities, the formation of a complete upstream and downstream industry chain, *** with the promotion of the Aba lithium pyroxene ore resources integration, accelerate the development and utilization of resources.
In terms of innovative development of renewable energy, the company will participate in the planning and development of renewable energy sources such as photovoltaic, wind power and other renewable energy sources in Aba Prefecture in accordance with the principle of marketization, including the development of "1+N" and the development of wind-water complementary development, etc., which will lead to the development of the local industry and the revitalization of the countryside, and promote the innovative development of renewable energy sources in Aba Prefecture.
In terms of infrastructure construction, it will strengthen the implementation of major policy research with Aba Prefecture***, and vigorously cooperate in the areas of urban infrastructure construction, industrial park construction, land consolidation and development.
In terms of ecological and environmental protection, it will participate in the construction of national key projects for the high-quality development of the Yellow River Basin in Aba Prefecture in accordance with the market-oriented principle, *** with the promotion of the construction of ecological and environmental protection in Aba Prefecture and the high-quality development of the Yellow River Basin, and will actively promote the projects of ecological restoration, aquatic ecological protection, and the comprehensive management of wetland protection and restoration in the area of Aba Prefecture.
In other areas, we will carry out comprehensive cooperation with Aba Prefecture in the fields of clean energy, new materials, medicine and health, high-end manufacturing, and modern agriculture in the spirit of mutual benefit and cooperation***.
First, the scientific research support is strong.
The lithium industry in Sichuan has a large number of innovative enterprises, in particular, Huading Guolian is the National Power Battery Innovation Center of the technical achievements of the platform, also has in Sichuan University, Electronic Science and Technology University, Southwest Petroleum University, Chengdu Polytechnic University, Southwest University of Science and Technology, Sichuan Light Chemical Industry, Fangda Carbon Research Institute of colleges and universities and scientific research institutes for the subsequent development of the industry strength and technological innovation resources to support.
Secondly, key enterprises are actively involved. In recent years, with the accelerated development of new energy automobile industry, more and more enterprises involved in the development of lithium industry in our province, well-known enterprises such as Tianqi Lithium, Shengtun Group, Yaxhua Group, Rongjie shares, etc., Sichuan Province, the key state-owned enterprises in Sichuan Energy Investment, Sichuan Railway Investment has also entered the domestic well-known lithium battery enterprises Ningde Times, Bamo technology, China Ding Guolian and other enterprises in Sichuan layout planning lithium battery industry projects.
At present, the capacity of lithium battery in Sichuan province is about 5GWH, and the capacity under construction is about 30GWH. It is expected that the capacity of lithium battery in the province is expected to reach 100GWH in 2022.
Thirdly, the scale of industrial agglomeration has begun to emerge. The province's lithium industry is mainly concentrated in Chengdu, Suining, Yibin, Aba, Meishan, Deyang and other cities and states.
The lithium industry in Chengdu is mainly concentrated in Qionglai City, Tianfu New District, new energy and new materials industry functional area, Jintang County, Huizhou New City, Cheng A Industrial Park and Qingbaijiang District, the European Industrial City.
Among them, Tianfu New Energy New Material Functional Zone and Cheng A Park, focusing on the layout of lithium raw materials and lithium battery materials and lithium battery projects. Suining lithium industry is mainly concentrated in Shehong Lithium Industrial Park and Anju Lithium Industrial Park,
focusing on the layout of lithium pyroxene processing, lithium compounds and lithium battery materials, lithium battery components and other projects.
Aba lithium industry is mainly concentrated in the state's major lithium pyroxene mines and Sichuan Aba Industrial Park in Wenchuan Xuankou Town.
Yibin is expected to become an important support for the development of the province's lithium industry, relying on the industrial transformation of the traditional chemical company Tianyuan Group and the introduction of the global lithium battery giant Ningde Times strategic investment layout.
As of now, the province *** there are about 90 lithium industry chain upstream and downstream enterprises, has formed lithium concentrate production capacity of about 100,000 tons, lithium salt production capacity of about 120,000 tons, cathode materials production capacity of 80,000 tons, lithium battery production capacity of 5GWH, 2020 the province's lithium industry to achieve operating income of more than 80 billion yuan.
One, strengthen the top layout, increase policy support. Improve the top-level design and planning, strengthen the scientific and technological support, improve the relevant system standards and norms, strengthen capacity building, and achieve strategic synergistic development. The lithium industry into the province's key industrial planning layout and characteristics of advantageous industrial guidelines directory, into the "14th Five-Year Plan" of Sichuan Province, the national economy and social development planning or relevant provincial key special planning. Developed and issued "on the promotion of lithium characteristics of advantageous industries to accelerate the development of the implementation of opinions", priority support for major projects, strengthen the leading role of leading enterprises; focus on supporting Ganzi, Aba built lithium resources development base; support Chengdu built lithium materials and new energy automobile base; support Suining cultivate lithium midstream and downstream industry chain, built the lithium capital;
Lithium is essentially said to be the material, lithium development, must be based on the lithium industry, the development of lithium-ion, lithium-ion, lithium-ion, lithium-ion, lithium-ion, lithium-ion, lithium-ion and lithium-ion. development, must be based on the continuous upgrading of lithium materials technology, and constantly improve performance. This is the general direction.
Embodied in the battery above, the first is the continuous improvement of energy density. The second is the continuous reduction of unit cost. And then the high and low temperature resistance and safety enhancement. This is the direction that everyone is committed to pursuing. In the future, it is very likely that the fundamental form of evolution, such as solid state, or new and better materials appear, completely replace the lithium battery, are possible.
Essentially, lithium batteries are just a new energy intermediary, which is not a new energy itself, but this intermediary is very important because the future of new energy, no matter what energy will become mainstream, must be converted through the power, and ultimately applied to a variety of terminals, and the car power battery, belonging to the indispensable carrier.
As for the future of what kind of energy will become the mainstream energy, from the world energy development, it is very likely that controlled fusion, of course, controlled fusion is still facing a lot of technical difficulties need to break through, but the advantages of controlled fusion are well known, this is the future of mankind to space, into a higher order of civilization must go. Once controlled fusion can really enter the industrialization of the stage of application, I believe that the material technology has been developed to an unimaginable degree, let's wait and see, which may require several generations or even a long time of unremitting efforts.
Lithium-ion batteries should be developed to high density, which is the only drawback of lithium-ion batteries. The future of electric car batteries should be the world of hydrogen batteries. Lithium is also going to have to tremble.
The lithium industry has no future, the future of human survival energy from the moon energy - wrong, Ming, titanium and other undiscovered energy.
The development of new energy vehicles can not be limited to the electric car itself. Should develop renewable energy generation storage fast charging system on all roads nationwide to develop the use of solar wind hydroelectric resources to develop renewable energy generation storage fast charging system to develop efficient rail transportation of new energy technology zero energy consumption zero pollution elimination of fuel gas cars elimination of fuel private cars. Develop pumped storage power plants to utilize the grid's valley power for grid peaking. Earn price differences to reduce costs and improve competitiveness to eliminate fuel cars.
Solar and nuclear energy have always been sources of energy, and there is no other source of energy in sight.
Lithium-ion is mainly lightweight, short-distance use, the main direction of the long-distance future is hydrogen or even nuclear energy.