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排名下降!松下电池“大象转身”是否还来得及?
发布时间:2021-01-27 15:28:00
关键词:动力电池锂电池

“(松下电池)通过对纯电动车锂电池的材料革新,能够进一步增加其续航里程,今后更先进的锂离子电池能够有效改善能量密度、安全性、长期稳定性,并实现合理的成本。”松下集团代表董事专务中国东北亚公司总裁CEO本间哲朗在不久前举办的中国电动汽车百人会(2021)云论坛上表示。


在动力电池领域实力强劲的松下电池,长期盘踞着全球动力电池装机量排名第二的位置。但据韩国SNE最新数据显示,2020年松下电池全年动力电池装机量被“突飞猛进”的LG新能源赶超,退居第三。


DUICI,BUSHAOYENEIRENSHIRENWEI,GUOYUBAOSHOUDESONGXIADIANCHI,QIPAIMINGXIADIEYESHIYILIAOZHIZHONG。JUTISHISHENMEDAOZHILESONGXIADIANCHIDE“WEIMI”,RANGWOMENYITANJIUJING。


01

成也“稳健” 败也 “稳健”


WENJIANYUGONGJIANGJINGSHENJUEDUISHIBAOKUOSONGXIADIANCHIZAINEIDERIQIMENTEZHENGXINGDEPINZHI。YINWEIZHEIGEPINZHI,10NIANQIAN,SONGXIADIANCHI18650LIDIANCHIZAITESILASHIYANDECHAOGUO300ZHONGDIANCHIZHONGTUOYINGERCHU,CONGCIRANGSONGXIADIANCHICHENGWEILEXINNENGYUANQICHELINGTOUYANGTESILADEDIANCHIDUJIAGONGYINGSHANG。DANSUIZHEHULIANWANGSHIDAIDELAILIN,ZHEIZHONGJINGSHENSIHURANGSONGXIADIANCHIBIANDEGUOYUBAOSHOU,YOUXIEGEGEBURU,CUOSHILEBUSHAOLIANGJI。


YOUYUQIANQITOURUJIAODA,2014NIANTESILAHESONGXIADIANCHIGONGTONGCHUZI50YIMEIYUANZAIMEIGUONEIHUADAZHOUJIANSHEDE“CHAOJIDIANCHIGONGCHANG” YIZHICHUYUKUISUNZHUANGTAI。KAOLVDAOTESILAXIAOLIANGBODONGSHENZHIBUJIYUQI,SONGXIADIANCHIJUEDINGJIANGDIKUONENGSUDU,YUANBENZAI2020NIANCHANNENGTIGAO50%DEJIHUAYEBEIGEQIAN。ERTESILAYIFANGZESHIZHIYIYAOZENGJIACHANNENG,SHUANGFANGFENQIBUDUANJIADABINGZAI2019NIANDADAODINGFENG。YEJIUSHIZHEIGESHIHOU,TESILA“ZHAOMU”DEXINCHENGYUAN,YESHISONGXIADIANCHIDELAODUISHOU──LGXINNENGYUANHENINGDESHIDAIJIARUDAOLETESILAGONGYINGLIAN。


ZAIXIAOBIANKANLAI,CHANSHENGFENQIDEYUANYIN,SHUODAODIHAISHIYINWEISONGXIADIANCHIGUOYUBAOSHOUDEJIYIN,WUFAZHICHIJUEKUISUNZHUANGTAIXIAHAIYAOFENGKUANGKUOZENGCHANNENGDEZUOFA。ERZAIZHEIFANGMIAN,QIDUISHOULGXINNENGYUANZE“XIANSHU”DEDUO:JINNIANLAI,DINGZHEJUKUIZAIQUANQIUJINXINGDAGUIMOKUOZHANG,BUDANNAXIATESILA,HAILVXIANYUDAZHONG、BENCHI、LEINUODENGGUOJIZHULIUCHEQIJIANLILEHEZUOGUANXI。


SONGXIADIANCHI“WEIMI”DEYUANYINCHULEYIFANGMIANYOUXIEGENBUSHANGTESILADEFAZHANJIEZOUWAI,HAIZAIYUQIDUIQUANQIUDIANDONGHUAQUSHIYANPANBUZU,MIANDUIXINXINGSHICHANGSHIGUOYUJINSHENDETAIDU。


OUZHOUXINNENGYUANQICHESHICHANGDEJUEQIYOUMUGONGDU。MIANDUI “XINFEIROU”OUZHOUSHICHANG,TOUBUDIANCHIZHENYINGXIANGNINGDESHIDAI、LGXINNENGYUAN、SANXINGSDIDENGJUNYIJINGZAIOUZHOUBENTUBUJUDAXINGDONGLIDIANCHISHENGCHANJIDI,YUANJINGAESC、SKI、FUNENGKEJI、FENGCHAONENGYUANDENGDUOJIAZHULIUDONGLIDIANCHIQIYEYEZHENGXIANGZAIOUZHOUTUIJINDAXINGDONGLIDIANCHIXIANGMU,GENGBUYONGSHUOHAIYOUJINLIANGNIANXUNSUJUEQIDEOUZHOUDUOJIABENTUDIANCHIQIYEYEDOUZAIKUAISUKUOCHONGCHANNENG。


FANGUANSONGXIADIANCHI,YOUYUGUOYU“WENJIAN”,QIDUIOUZHOUSHICHANGHAIYOUZHONGGUOSHICHANGSUIRANYIJINGCHUNCHUNYUDONG,DANYIZHIWEIYOUSHIZHIXINGDEDADONGZUO,QIYEWUFANWEIHAIZHUYAOJUXIANYURIBENBENTUJIBEIMEISHICHANG,DAOZHIQICHANPINSUOZHANDESHICHANGFENEZHUJIANSUOXIAO。YOUSHUJUXIANSHI,SONGXIADIANCHIDEQUANQIUDONGLIDIANCHICHUHUOLIANGSHIZHANLVYOU2015NIANDE36%XIAJIANGZHI2020NIAN18%DE。


“WANLIDENABUZHU,PANLIDEYEBUQUQIANG”,SONGXIADIANCHIJINXIENIANDEBIAOXIANBUMIANRANGRENXIXU。


02

“大象转身”,为时如何?


QICHEDIANDONGHUAQUSHIMINGLANG,SHICHANGKONGJIANJUDA,PAIMINGXIAJIANGDESONGXIADIANCHIZIRANYEYOUSUOJINGXING,YUSHIZAI2020NIANQIKAISHICHANGSHIGAOBIE“BAOSHOU”,ZUOCHUYIXILIEDIAOZHENGJIBUJU。


首先是修复与特斯拉的十年关系:2020年10月,据外媒报道,松下电池宣布与特斯拉合作在内华达州超级工厂建立一条新的生产线,生产特斯拉最新发布的4680型电池。要知道,这是该工厂自2017年开业以来首次扩容。“我们已经开始4680型圆柱电池的开发,伴随电芯的大型化、电池容量增长到原来的5倍,松下电池将不遗余力地开发高可靠性、高安全性的电极和电池的结构以及能将其实现的一个生产方式。”本间哲朗在介绍4680型圆柱电池时谈道。


TONGNIAN11YUE,YEJIUSHIZAIYINGGUOTUIJINJIJINDEDIANDONGHUAZHENGCEBEIJINGXIA,MIANDUIBAOFASHIZENGZHANGDEOUZHOUXINNENGYUANQICHESHICHANG,SONGXIADIANCHIZAIYEZUOBUZHULE,KAISHITUIJINZAINUOWEIJIANLIQISHOUJIADIANCHIGONGCHANGDESHIYI。


CIWAI,SONGXIADIANCHIHAIZAIQUANQIUJINXINGCAILIAOHUISHOUJIHEDONGLIDIANCHIXIANGGUANDEYEWUBUJU。


“SONGXIADIANCHIHECAILIAOCHANGJIAXIESHOUZHENGZAIJIJITUIJINFEIJIUDIANCHIHUISHOU、KEZAISHENGCAILIAOHUISHOU,ZAIBEIMEIWOMENYIJINGKAISHIXINGDONGLE,SONGXIADIANCHITONGGUOZHEIXIEHUODONG,LIZHENGSHIXIANJIANGUHUANJINGDEZHIHUISHEHUI。”JUXI,SONGXIADIANCHIZAI2020NIAN10YUEYIJINGKAISHIHETESILALIANHECHUANGSHIRENCHUCHUANGDERedwood MaterialsGONGSIZAIDIANCHIHUISHOULINGYUHEZUO。


ZHIDEYITIDESHI,QUNIAN10YUE,SONGXIADIANCHIYEKAISHIYUZHONGGUOQIYEZAIDONGLIDIANCHIXIANGGUANJIEJUEFANGANFANGMIANZHANKAIHEZUO。DUICI,BENJIANZHELANGJIESHAODAO:“QUNIAN10YUEFEN,WOMENHEZHONGGUODESIWEITUXINCHENGLIYIJIAHEZIGONGSI,HEZIGONGSIDEMUDEJIUSHIWEIZHONGGUODEYONGHUTIGONGSHANGYONGJIEJUEFANGANDECEHUA、KAIFA、XIAOSHOU、YUNWEI,QIMUBIAOSHIWEICHEZAIDIANCHIDEYONGHUTIGONGGENGJIABIANJIE、GAOXIAODEDIANCHIJIEJUEFANGAN。”


除了在市场上积极布局,在技术层面,松下电池在无钴电池和固态电池等技术方向上也在“跟进”。


“YIZHIYILAIWOMENDOUZAINULIJIANSHAOGUDEYONGLIANG,BINGJIHUAZAI2-3NIANHOUQUANMIANSHISHIWUGUHUA。ZUOWEIXIYOUJINSHUDEGUCONGCAILIAODAOJIAGEYIZHISHIZHONGDAKETI,SONGXIADIANCHIZHILIYUCHUNDIANDONGCHEYONGDIANCHIDEWUGUHUAJINCHENG,ZAIYUANCAILIAOFANGMIANLIZHENGZUODAOANXINZHIZAO、ANQUANSHENGCHAN。”TANJIWUGUDIANCHISHIBENJIANZHELANGBIAOSHI。


当然,对于更为前沿的固态电池,松下电池则显得还是很谨慎。“松下电池今后会将开发量产更加先进的锂离子电池作为事业的基础,也会同时进行固态电池的开发。”本间哲朗表示,“(但这个技术) 需要解决的技术难题还有很多,解决这些问题还需花费很多时间。”


JINGUANYISHANGYOUGUANSONGXIADIANCHIDEBUJUJIJISHUYANFADEXINWENTINGQILAIBINGBUNEIMEXIYINRENYANQIU,YINWEIWULUNSHIZENGJIASHENGCHANXIAN、OUZHOUJIANCHANGHAISHICAILIAOHUISHOU、YANFAWUGUDIANCHI,DOUTINGQILAIBUNEIMEXINXIANLE,DANKEYIKANDAOSONGXIADIANCHIZHEITOU“DAXIANG”,ZHENGZAISHITUZHUANSHEN。DANXIAOGUORUHE,WOMENSHIMUYIDAI。


ZHUANGAOSHUCAIBIANBU

LAIYUANSHUDIANCHIZHONGGUOWANG


稿件来源: 电池中国网
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