刀片电池是比亚迪的王牌产品。2020年3月,比亚迪推出了其第一代刀片电池,当时的能量密度已经达到了140Wh/kg,体积能量密度达到230Wh/L,明显优于同类型产品,装配车辆后续航里程能够达到三元锂电池旗鼓相当的水平。
相较于普通的磷酸铁锂电池,比亚迪的刀片电池具有更好的安全性。第一代刀片电池通过苛刻的测试条件,比如针刺、挤压、弯曲、在熔炉中加热至300°C高温,以及过度充电达260%。经过这些测试,刀片电池都没有发生火灾或爆炸。
按照王传福的说法是:“刀片电池体现了比亚迪彻底终结新能源汽车安全痛点的决心,更有能力将引领全球动力电池技术路线重回正道,把‘自燃’这个词从新能源汽车的字典里彻底抹掉。”
据了解,比亚迪第二代刀片电池采用了一种新的电解液配方,可以有效降低电池的内阻,提高电池的低温放电能力。数据显示,第二代刀片电池产品在-30℃时的放电容量为80%,比第一代产品提高了10%,并且高于三元电池。
在客户方面,目前全球众多车企都对刀片电池青睐有加。包括一汽、长安、丰田、特斯拉、福特、戴姆勒、北汽福田、徐工、江淮等,都已经装配或者计划装配刀片电池。比亚迪副总裁、弗迪电池董事长何龙表示:“你能想到的所有汽车品牌,都在和我们探讨基于刀片电池技术的合作方案。”
值得注意的是,近期刚刚宣布上市的小米SU7也装配了刀片电池。小米SU7分为标准版本、Pro长续航版和Max版本,售价分别为21.59万元、24.59万元、29.99万元。其中小米SU7标准版搭载了73.6kWh比亚迪磷酸铁锂刀片电池,CLTC续航里程700km。
而小米SU7 Pro版和Max版则搭载了94.3kWh宁德时代神行电池和麒麟电池,CLTC续航里程分别为830km 和800km。
“目前新能源行业已进入淘汰赛,2024~2026年是规模、成本和技术的决战。”王传福指出,中国车企新能源产品加速投放将会蚕食合资品牌市场,未来3~5年,合资品牌份额将从40%降到10%,其中30%是中国品牌未来增长的空间。
除了将发布第二代刀片电池外,王传福还表示,今年5月比亚迪将推出第五代DMI混动技术,馈电油耗降至2.9升/百公里,满油满电续航2000公里。
"BYD is currently developing a second-generation blade battery system, which will be released in August 2024." Recently, at the 2023 financial report investor communication meeting, BYD Chairman and President Wang Chuanfu revealed. It is understood that the energy density of the new generation blade battery will reach 190Wh/kg, and the range of pure electric models will exceed 1000km.
Blade batteries are BYD's flagship product. In March 2020, BYD launched its first generation blade battery, with an energy density of 140Wh/kg and a volumetric energy density of 230Wh/L, which was significantly better than similar products. After assembling the vehicle, the range can reach a level comparable to that of ternary lithium batteries.
Compared to ordinary lithium iron phosphate batteries, BYD's blade batteries have better safety. The first generation blade batteries passed rigorous testing conditions such as needle piercing, squeezing, bending, heating to a high temperature of 300 ° C in a furnace, and overcharging up to 260%. After these tests, none of the blade batteries have experienced any fire or explosion.
According to Wang Chuanfu, "Blade batteries reflect BYD's determination to completely end the pain points of new energy vehicle safety, and are more capable of leading the global power battery technology path back on track, completely erasing the word 'spontaneous combustion' from the dictionary of new energy vehicles."
It is understood that BYD's second-generation blade battery adopts a new electrolyte formula, which can effectively reduce the internal resistance of the battery and improve its low-temperature discharge capacity. The data shows that the discharge capacity of the second generation blade battery product is 80% at -30 ℃, which is 10% higher than the first generation product and higher than that of ternary batteries.
In terms of customers, many car companies around the world currently have a strong preference for blade batteries. Including FAW, Changan, Toyota, Tesla, Ford, Daimler, Beiqi Foton, XCMG, JAC, etc., all have already assembled or plan to assemble blade batteries. BYD Vice President and Chairman of Ford Battery, He Long, said, "All the car brands you can think of are discussing cooperation plans based on blade battery technology with us."
It is worth noting that the recently announced Xiaomi SU7 is also equipped with blade batteries. The Xiaomi SU7 is available in standard, Pro Long Range, and Max versions, with prices of 215900 yuan, 245900 yuan, and 299900 yuan respectively. The Xiaomi SU7 standard version is equipped with a 73.6kWh BYD lithium iron phosphate blade battery, with a CLTC range of 700km.
The Xiaomi SU7 Pro and Max versions are equipped with 94.3kWh CATL Shenxing and Kirin batteries, with CLTC ranges of 830km and 800km respectively.
"At present, the new energy industry has entered the knockout stage, and 2024-2026 is a decisive battle in terms of scale, cost, and technology." Wang Chuanfu pointed out that the accelerated launch of new energy products by Chinese automakers will erode the joint venture brand market. In the next 3-5 years, the share of joint venture brands will decrease from 40% to 10%, with 30% being the future growth space for Chinese brands.
In addition to the release of the second generation blade battery, Wang Chuanfu also stated that BYD will launch the fifth generation DMI hybrid technology in May this year, with a fuel consumption of 2.9 liters per 100 kilometers and a full fuel and electric range of 2000 kilometers.