On December 10, the Ministry of Industry and Information Technology issued the official version of the "Lithium-ion Battery Industry Specification Conditions (2021 Version)" and the "Lithium-ion Battery Industry Specification Announcement Management Measures (2021 Version)", many of the indicator requirements for lithium iron phosphate batteries have changed, in general, the performance index requirements have been reduced, but they are more in line with the overall development of the industry.
As Wall Street Insight Research in the previous article "The Ministry of Industry and Information Technology's Two Major Lithium Battery Opinion Drafts, increasing energy density requirements and restricting the expansion of production | See Wisdom Research said, the relevant standards for lithium iron phosphate batteries for the current second- and third-line battery manufacturers are still difficult, if the real implementation or will inhibit the accelerating development of lithium iron phosphate battery industry, for the performance requirements in the draft opinion, all parties have the opportunity to feedback their respective suggestions to the Ministry of Industry and Information Technology Electronic Information Department, follow-up indicator requirements will also change, just like the previous penetration rate of new energy vehicles in 2025, in order to better meet the development requirements from 25% to 20%.
Compared with the previously released "Lithium-ion Battery Industry Specification Conditions (2021 Version)" (Draft for Comments), the officially released "Specification" has three changes in terms of lithium iron phosphate and ternary lithium batteries:
1) In the new power battery project, the requirement of "energy-type power battery project single energy density should be ≥180Wh/kg, battery pack energy density should be ≥120Wh/kg", but a separate index requirement for ternary materials was added (single battery energy density ≥ 210Wh/kg, battery pack energy density ≥ 150Wh/kg), and at the same time, lithium iron phosphate batteries were inducted to other energy types (single battery energy density ≥ 160Wh/kg, battery pack energy density ≥115Wh/kg), and lithium iron phosphate batteries were inducted into other energy types (single battery energy density ≥ 160Wh/kg, battery pack energy density ≥115Wh/kg). kg）。
It can be clearly seen that this means that the monomer energy density requirements for lithium iron phosphate batteries are reduced from 180Wh/kg to 160 Wh/kg, considering that 180Wh/kg of this high level of energy density lithium iron phosphate batteries are not the norm, but the standard of 160Wh/kg is basically only slightly higher than the current general situation of 150Wh/kg, this 11% reduction makes the requirements that only first-line leading battery manufacturers such as Ningde Times, Guoxuan Hi-Tech, etc. can achieve. Now the efforts of second- and third-line battery manufacturers can also be achieved, which is equivalent to relaxing the restriction requirements.
2) As for the requirement that the energy density of the ternary battery unit should not be less than 210Wh/kg, see Zhi Research believes that for ternary lithium batteries, it is actually a disguised improvement relative to the opinion draft. The energy density of the monomer is increased from the previous 180Wh/kg as the lithium iron phosphate battery to 210Wh/kg, and the previous monomer 180Wh/kg is actually possible for the current mainstream 5 series and 6 series of low-nickel ternary lithium batteries, but with the improvement of the official draft requirements, although the energy density of the battery pack 150Wh/kg can still be met, the energy density of the monomer has greater difficulty for two- and three-line battery manufacturers, but from another point of view, However, it is very conducive to the development of high-nickel ternary lithium batteries in the future, which is also the main development direction of major battery manufacturers and cathode material manufacturers.
3) The last aspect is that the indicator requirements for the cathode material of lithium iron phosphate batteries and ternary lithium batteries have changed, previously in order to cooperate with the higher energy density requirements of lithium iron phosphate batteries 180 Ah /kg in the opinion draft, so the specific capacity of lithium iron phosphate cathode materials is also put forward higher requirements, which need to be greater than 150Ah/kg, and the positive theoretical specific capacity of lithium iron phosphate is the highest, that is, about 170Ah/kg, so 150Ah/kg already belongs to a higher threshold. The market can also be reached by leading enterprises.
At the same time, the specific capacity of the cathode material of ternary lithium batteries has also been reduced from 175 Ah /kg to 165 Ah / kg, but considering that the energy density of ternary lithium batteries does not decrease but increases, it is of little significance. In the latest official manuscript, due to the reduction of the energy density requirements of lithium iron phosphate batteries, the specific capacity of lithium iron phosphate cathode materials will be reduced from 150 Ah /kg to 145 Ah /kg, which seems to be only a 3% reduction, but for manufacturers who strive to cross the 150Ah /kg mark, it is given the opportunity to develop and continue to work hard, so that the second- and third-line cathode material manufacturers also have the opportunity to join, and will not slow down the lithium iron phosphate industry under the high prosperity.
