Ningde era CTC integrated lithium battery technology exposure
According to media reports, on January 27th, Xiang Yanhuo, President of China Passenger Vehicle Solutions Department of CATL, revealed at the 10th Global New Energy Vehicle Conference that CATL will officially launch highly integrated CTC battery technology in 2025. .
Xiang Yanhuo further pointed out that CTC battery technology is expected to be upgraded to the fifth-generation intelligent CTC electric chassis system around 2028. At the same time, it is also working hard to solve the technical bottleneck of lithium metal batteries. Using lithium metal as the negative electrode can realize the energy of power batteries. The density is above 350Wh/kg.
OFweek Lithium Grid noticed that Zeng Yuqun, chairman of CATL, said on August 12, 2020: CATL CTC technology will enable the cost of new energy vehicles to directly compete with fuel vehicles, with more riding space and better chassis traffic.
In terms of endurance, the CTC technology can minimize the weight and space of the battery pack due to the omission of the cast battery pack, so that the endurance range of the electric vehicle can reach at least 800km. "It is expected to be launched around 2030." Zeng Yuqun said.
At that time, the market called CTC technology "chassis battery" technology.
What is CTC?
It is understood that CTC is the abbreviation of Cell to Chassis, which can be understood as a further extension of CTP (Cell to Pack). Its core is to eliminate the module and packaging process, and directly integrate the battery cell into the car chassis to achieve a higher degree of integration.化.
Regarding CTP, according to the official introduction of the Ningde era, the CTP battery can increase the volume utilization rate by 15%-20%, reduce the number of parts by 40%, and increase the production efficiency by 50% compared with traditional battery packs due to the omission of battery modules. And reduce the manufacturing cost of power batteries.
Xiang Yanhuo revealed that CATL is currently planning the second-generation platform-based CTP battery system, which is planned to be put into market application from 2022 to 2023, and will launch the third-generation series for the entire series of models from A00 to D. CTP battery system.
"CTC technology is a further expansion, equivalent to the fourth-generation battery system of the Ningde era. Based on CTC technology, Ningde era plans to upgrade to the fifth-generation intelligent CTC electric chassis system around 2028." Xiang Yanhuo pointed out.
Launched around 2028, here is two years ahead of the 2030 that Zeng Yuqun said in August 2020.
It should be noted that BYD's blade battery in March 2020 uses GCTP technology and is in a leading position in CTP.
Guoxuan Hi-Tech has introduced JTM integration technology, which means that the roll core is directly placed in the module to complete the production at one time. Xu Xingwu, senior vice president of Guoxuan Hi-Tech Power Energy Co., Ltd., said, "Just like Transformers, 95% of them can achieve the level of blade batteries through JTM integration technology. We can also achieve their energy density, and we can achieve the same goal."
Another point that needs to be pointed out is that whether it is CTP, CTC, or JTM, they are all based on structural innovation. In terms of material technology, the market is also in a flourishing stage, such as graphene-based batteries, 9/0.5/0.5 batteries, quaternary batteries, cobalt-free batteries, semi-solid batteries, solid-state batteries, etc.
In general, battery technology is developing rapidly!