The three-electric system is the technical core of electric vehicles and the core of value. With the gradual improvement of the electric vehicle industry ecology, the upstream and downstream industries have begun to form a value-added industrial chain with three electric vehicles as the core.
Among the three batteries, the most important is the battery. In 2020, global lithium-ion battery shipments will be about 294.5GWh, of which my country’s shipments will be 158.5GWh, a year-on-year increase of 20.4%. During the same period, my country’s lithium battery output was 18.85 billion, a year-on-year increase of 14.4%.
According to a data from the domestic research institute GGII, lithium-ion battery products are mainly used in electric vehicles, accounting for 46.7%, while batteries account for about 40-50% of the total vehicle cost of new energy vehicles.
In addition to technical hard requirements such as energy density, battery life, and safety, the profit-seeking nature of capital is also drawing more and more attention to the battery industry. The pioneers in the industry have already begun to take action to build new technology around batteries and energy technologies. industrial ecosystem.
With the gradual improvement of the lithium battery industry chain, the manufacturing cost of battery packs is rapidly shrinking. The manufacturing cost of a lithium battery pack was $1,183/kWh in 2010. Today, the manufacturing cost has fallen below $200/kWh.
The overall innovation around the battery industry ecology is also accelerating the reduction of lithium battery production costs. Including innovations in battery materials, cells, modules, PACK, BMS, energy storage product development and manufacturing and other technologies.
In the field of BEV, cobalt-free lithium batteries can already be arranged in two vertical columns through the arrangement of the cells, and the overall arrangement is a matrix, which can be freely matched within the allowable range of the voltage platform, and is not restricted by the number of traditional modules. It is more conducive to the platformization and standardization of battery packs, further shortening the development cycle and reducing development costs.
The latest fast charging technology and corresponding batteries can be charged for 10 minutes and travel 400 kilometers. Honeycomb Energy’s first-generation bee-speed fast charging cell is a 158Ah cell with an energy density of 250Wh/kg, 2.2C fast charging can achieve 20-80% SOC time in 16 minutes, and mass production will be available before the end of the year; the second-generation 4C fast charging The core product has a capacity of 165Ah and an energy density of more than 260Wh/kg. It can achieve a 20-80% SOC fast charge time of 10 minutes. Mass production is expected in Q2 2023.
At present, Honeycomb Energy has launched high-speed lamination technology, cobalt-free batteries, jelly batteries, thermal barrier battery packs and other technical products in the industry. Its innovative ideas have penetrated into the development of basic materials, process innovation, intelligent manufacturing upgrades and other dimensions.
The market is building a foundation, and the industry urgently needs to make up for technical shortcomings
As of March 2021, the number of new energy vehicles in my country has reached 5.51 million. Among them, there are 4.49 million pure electric vehicles, accounting for 81.53% of the total number of new energy vehicles. In the first quarter, 466,000 new energy vehicles were newly registered, an increase of 348,000 units or 295.20% compared with the same period last year; compared with the first quarter of 2019, an increase of 216,000 units, an increase of 86.76%. New registrations of new energy vehicles accounted for 6.21% of new registrations of vehicles.
The huge consumer market provides the foundation for the vigorous development of my country’s new energy vehicle industry. At present, my country’s electric vehicle industry has entered the development period from the cultivation period, and has become an important force leading the transformation of the global automobile industry. As of 2020, the total domestic investment in the entire industry chain has exceeded 2 trillion yuan, and it has increasingly become a new driving force for development. The transaction volume of the new energy market has ranked first in the world for five consecutive years, and the cumulative promotion volume has exceeded 4.8 million vehicles, accounting for more than half of the world’s total.
The prosperity of the electric vehicle consumer market has also driven the development of my country’s battery industry. At present, my country’s domestic battery demand is about 72GWh. At the same time, China’s battery industry also dominates the global supply chain. According to BNEF statistics, China controls 80% of raw material production and 60% of component production in the global lithium battery industry.
Although China’s battery production and consumption capabilities are strong, there are still shortcomings in technical hard power. Compared with Japan and South Korea, which are second and third, and Europe and the United States, which are closely following, there are still obvious differences in manufacturing processes and core technologies. of insufficiency. For example, the accumulation of basic material technology research and development is insufficient; advanced production technology and high-end equipment rely on imports; in terms of talent pool, there is an obvious shortage of high-precision talents. In the long run, these problems are the constraints to the development of China’s power battery industry.
Access to raw materials, talent and infrastructure is critical to attracting value chain investment. In addition to investing heavily in the extraction of key minerals globally, China is also a major player in the extraction of materials. Other countries seeking to dominate the entire value chain may need to support upstream metal mining and refining developments while developing policies to protect the environment.
“For China’s power batteries to be competitive, they must make up for many shortcomings, including shortcomings in basic research and development of raw materials, shortcomings in equipment process innovation, shortcomings in next-generation material upgrades, and shortcomings in talent.” Honeycomb Energy Yang Hongxin, chairman and CEO of Technology Co., Ltd., said that to make up for these shortcomings, more forces must be gathered to create a healthy industrial ecological chain. Focus on cutting-edge products, technologies and services in the industry, promote the participation of more industry experts, and guide capital support reasonably.
Capital paving the way and cultivating an industrial innovation ecosystem
On April 20, at the first innovation day event of Hive Energy with the theme of “Innovative Power Leading the Future”, Hive Energy announced the establishment of Hive Capital, in conjunction with capital partners, to set up a 2 billion yuan industrial innovation support fund. And launched the “Honeycomb Energy Industry Intelligence + Global Acceleration Plan”, recruited 20 cross-industry partners, and innovated 100 “First Bee” scientists.
The establishment of Honeycomb Capital aims to provide capital support for the newly planned whole industry chain innovation ecosystem of Honeycomb Energy. Through cross-border cooperation, we will gather the strengths of upstream and downstream enterprises in the entire industry chain to create a cross-border integration innovation ecosystem that combines production, learning, research and use in the power battery industry, and enhance the independent innovation and in-depth research and development capabilities of local enterprises.
At present, Hive Capital has signed a strategic cooperation agreement with the social capital SDIC Investment Promotion, investing 2 billion yuan in the first phase to establish two funds for growth and innovation, which are used to recruit innovative industry partners and provide Hive Energy’s innovative ecosystem. Strong financial support.
Cui Dongxu, CEO of Honeycomb Capital, said: “Relying on the strong industrial background of Great Wall Holding Group, Honeycomb Capital has laid out the industrial chain of new energy vehicles, from upstream materials, to midstream core components, and downstream production, to achieve the integration of the entire industry chain. At the same time, explore new Market sales model, improve market penetration, extend and improve user experience, create a complete ecological closed loop for smart travel, and help local innovation and upgrading of the power battery industry.”
Honeycomb Energy Industry Intelligence + Global Acceleration Program
“Hive Energy Industry Intelligence + Global Acceleration Plan” is an important deployment for Sive Energy to implement industrial innovation. This project is open to recruiting start-ups that have already registered and have reached the B round of seed rounds. Focus on silicon anode materials, solid-state battery core materials such as solid electrolytes and electrolyte membranes, advanced battery materials, advanced lithium battery equipment, factory AI big data, factory visual inspection technology, perovskite solar materials, magnetic levitation technology, etc. More than ten fields, selected from excellent. Start-ups can choose one or more of the directions to apply. The selected companies can not only have in-depth exchanges with the relevant business departments of Honeycomb Energy, jointly design pilot cooperation projects and obtain financial support, but also have the opportunity to obtain industrial investment from the strategic investment team in the future.
In the process of promoting the innovative industry partner recruitment plan, Honeycomb Capital has reached a strategic cooperation with the leading domestic technology new media and industrial service platform Machine Heart, leveraging the machine heart in the new generation of industrial technology field represented by artificial intelligence Accumulation of professional data, channels and experience, through the unique closed-loop innovative recruitment model of communication, positioning, screening, and operation of new media, to expand the influence of the brand and recruitment plan, and to promote innovation in the battery and energy industries efficiently. landing. Finally, through this project, advanced intelligent technology will be applied in the production of the power battery industry, realizing the cross-border integration of the lithium battery industry with AI, big data, and upstream and downstream industry chains, and accelerating the global layout of Sive Energy in the intelligent field.
In addition, the first phase of the recruitment plan will start from May to July, and industrial innovation recruitment roadshows and factory visits will be conducted in Beijing, Shanghai and Shenzhen. Honeycomb Energy will sign a strategic cooperation agreement with the selected high-quality industrial chain partners. Achieve deep bundling and promote industrial innovation and development.
In terms of talent innovation, Honeycomb Energy will cooperate with LinkedIn, a well-known workplace social platform, to launch the innovative “First Bee” scientist recruitment plan, recruiting 100 scientists worldwide, dedicated to the research and development of power batteries, and realize independent research and development for the industry. And innovation to inject fresh blood and talent reserve.
Open the ecosystem to accelerate industrial upgrading
For the construction of technology ecosystem, manufacturing companies usually choose a closed-loop ecosystem, and build a whole industry chain system step by step through the acquisition of mature upstream and downstream enterprises. This approach is obviously more stable, but it is also slower, and the constructed industrial chain only serves itself.
Hive Capital’s approach is very different. By investing in start-ups in the form of recruitment, a more comprehensive open ecosystem can be cultivated in a short period of time. For recruiting companies, with the support of capital and the industrial and technical strength of Hive Capital, the innovation of these companies is more likely to be successful; for Hive Capital, they can benefit from the perspective of capital in the process of enterprise growth; and for Hive Energy and For other companies in the industry, they can reap the industrial dividends brought by the technology ecosystem.
“This industry recruitment is the trump card for us to build our core competitiveness. Hive Capital brings together the dual power of capital and industry, and uses these two powers to help those who are still in the seed round and A round, have technology but no funds, and have technology without funds. A large-scale company. Use technical strength, industrial strength, and capital strength to jointly support it and accelerate its growth. Then use their expanded strength to make up for shortcomings, and finally create a competitive industrial chain.” Yang Hongxin said about the future The industrial ecological chain has many expectations. He believes that the industrial chain should cover various application fields from materials to AI intelligent algorithms, visual inspection systems, to equipment and processes, and promote the transformation and upgrading of the entire industrial chain.
To achieve leading and sustainable development in the future new energy market, Chinese companies must make innovative breakthroughs in independent research and development and Chinese manufacturing. To this end, Honeycomb Energy hopes to gather cross-disciplinary industry and industry partners, gather the world’s top talents, and use innovation as the driving force to realize local independent innovation of the entire industry chain from upstream materials, to midstream core components, and downstream production, and get rid of Fettered by traditional craftsmanship, the introduction of cross-industry advanced technology is integrated into the innovative research and development of the lithium battery industry.
Does your team or business have unique strengths in the following areas?
Battery materials: such as silicon anode materials, solid electrolytes and electrolyte membranes and other solid-state battery core materials, advanced battery materials, etc.;
Advanced manufacturing: such as advanced lithium battery equipment, factory AI big data, factory visual inspection technology, etc.;
Perovskite solar materials and related industry chains;
Maglev technology and related industry chain.
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