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All current visions regarding the purpose of the new power next generation are focused on ionic batteries.
As the new dynamic competition enters the second half, under the strong policy support, technological promotion changes and capital landing trends, the next-generation technological changes caused by capital investment are also the most rapid.
The technological driving force is the biggest sign of the high-speed iteration industry in New Power.
It is precisely this kind of rapid development cycle. The ceiling of the new dynamic competition is higher than that of the masters. The capital is still surging in. We are looking for the next “Ningde era” or “Biadi”.
This is also why all current visions of the purpose of the new power next generation are focused on ionic batteries (hereinafter referred to as: ionic batteries).
According to high-engineering steel electromechanical measurement, the shipment of calendered batteries will exceed 50GWh in 2025 and will exceed 1,000GWh by 2030, with an annual combined growth rate of 82.6% surprising.
In the current economic environment, other industries are moving forward, and the sledge is like a sporting car moving forward on the seat.
Can such a high-growth big cake not appealing?
On July 23, a listed ion battery company issued a notice to announce that its ion battery products received orders from a world-renowned automobile manufacturer, which attracted many capital parties to pay attention and follow up.
From this perspective, the high-speed development path of ionic batteries will be the recycled steel batteries, becoming the most developed battery product in the next 10 years.
In 2023, icon batteries stood on the eve of the second half of the new dynamics.
01 New power, fierce battle with ion batteries
If you ask any new power capital or industry, who will be the biggest new breakthrough in the new power field.
The answers of 80 to 10 will be squid.
In fact, looking back at the development history of electric power, you will find that electric power was a small branch that was prepared for the healing.
The difference between ionic cells and ionic cells started at the same time in 80 years, but due to the difference in characteristics with ionic cells, the ionic cells have always been immature in the product development. It was not until 2015 that there were some industrial seedlings.sugar.net/”>Escort manila head.
Push the head of the cartSugar BabyThe prominence of ion batteries is two logics, capital and market.
As the sharp rise in demand for batteries for new power vehicles, it has brought about a myth of rapid growth in the battery, coupled with the low volume of steel resources and uneven distribution, it has affected many reasons.
Whether the huge market demand or the safety consideration of the international supply chain of steel, the scarce steel elements are obviously unsatisfied.
In terms of data, the steel electrolyte not only accounts for 70% of the proportion of power batteries, but is relatively expensive, while the content of the steel element in the shell is only 0.0065%.
The resource volume of the steel element is 440 times that of the steel element, and it is widely distributed and simple to improve. As a replacement for the steel cell, it can achieve 70% of the functions of the steel cell with a 30%-40% capital advantage of the steel cell.
And the price is less affected by supply and demand, and the carbonate carbonate ends at 3,000 RMB/t.
The grand market gap and opportunity comfort the nerves of all parties.
The ionic battery began to appear in a flat and rechargeable posture. She stood up and walked down the stage. The company’s planning.
It can be said that the capital pressure will push the elbow to the stage, and many changes within the new power are accelerating this progress.
First, a large number of electric vehicles have increased, href=”https://philippines-sugar.net/”>Escort centralized charging will create a very large impact on the Internet.
Such discontinuous or unstable energy demand will have a relatively high demand for energy-energy power.
At the same time, independent energy growth is more and more innovative, which will allow energy-energy to increase the life of energy-energy battery and safe and stable products. baby qualitatively put forward new demands.
This energy supply chain system, which was originally directed at price, has gradually turned to a quality and capital-based ecosystem.
This market demand change has enabled the best trend of placing power with capital and safety as the advantages of placing.
The market is the best resultPresented.
《Sugar babyChina’s White Paper on Development of Ionic Baby (2023)” predicts that the actual shipment of Ionic Battery in 2030 will reach 347.0GWh, and the largest application area at the time will be energy storage. Industry plans to ensure that the rich and large-scale projects have unsatisfactory reserves for the 2023 large-scale storage machines, and the global energy storage pools and systems have also grown explosively simultaneously, and the development of the most powerful electric power supply is full of vigorous expectations.
In a sentence, ionic batteries are a very long-lasting, large-scale and high-ceiling market.
But the heroes compete for the victory, who can ask for the tripod is the most important thing every player wants to know.
02 The protrusions of ion and the convexity of sulfate iron charcoal
In the competition of calculator, the market expectations and the hot capital have almost become Pinay escort.
But there are many players who have entered the game, the three technical routes of the product-based non-opening electrostatic data: layer oxides, polyion compounds, and Prux blue (white).
Classification of ionic positive data Source: Dongya Qianhai Securities
In terms of Prux compounds, due to the production of toxic gases after crystallization and heat loss control, the progress of production is slower today.
For the remaining two, the layer oxide type is more than the ternary calcinium, with a higher energy density, and a polyion ionic compound.It can be compared with the iron plate of the steel cell, which has a higher circulation life and safety, but its energy density is slightly lower than that of the layer oxide.
In detail, layer oxides can be structured as ternary data in the dielectric, with relatively higher specific capacity, and at the same time, their industrial processes are close to ternary data, so they are industrialized faster.
Layer oxide structure diagram Source: “Analysis of energy storage technology and economic characteristics of ionic batteries”
However, as the most powerful application scenario for electric scooters, energy storage and low-speed electric vehicles, customers are most concerned about safety, life cycle, cost benefits, low temperature charging and discharge, etc.
Taking the low temperature charging and discharge point, even if the application and energy storage scene are in China’s coldest locations like Mohe, it can maintain quality and energy supply stability.
It can be said that the electric power cord is very similar to the backbone of the company. It is not clear about any scene and depends on stability.
In a word, whether the high safety, long life, relatively cheap characteristics of the elbow, and even whether the safety function can completely exceed the phosphate steel battery, is the final decision for whether the elbow ion battery can be widely used in the energy storage field.
Related industry insiders analyzed that if the price of steel minerals drops to below 300,000 yuan/tom in one step, the cost advantage of layer oxides will be difficult.
From this dimension, reducing the cost of the entire life cycle is the most important focus value for real power applications.
So when you look at the Galvanic Ion route, many advantages can emerge.
Polyionic ionic conductivity is poor and the energy density is lower. These are all shortcomings that cannot be avoided, but they have a solid and open three-dimensional network structure with a grammable capacity of 80-130 mAh/g.
The advantage of this is that it has good structural stability, fast power storage, high labor voltage, low raw material cost, and has the longest theoretical cycle life.
A set of predicted data is also given in the business.
According to the current industrialization rhythm, 24 years is the economic turning point of the electric power industry, 25 years and 2018The energy storage capacity of the steel has remained the same, and the 26-year progress has entered the large-scale and large-scale stage.
This reference is based on iron phosphate, and TC: