Lithium battery reproduces "cool techs"! GAC graphene battery enters the real car mass production test electric vehicle "monthly charging era" is coming?

On Friday (15th), according to the Financial Associated Press reporter exclusively learned that GAC GROUP graphene battery has entered the real car mass production test stage, and will release detailed information about graphene battery technology at the end of this month.

According to the official poster released by GAC Ean on the same day, the car equipped with graphene-based super fast charging battery can be filled with 80% NEDC in 8 minutes with a mileage of 1000 km, and the silicon negative battery will enter the "monthly charging era". The poster also says that the new power battery technology is "going into mass production and will not have to wait until next year."

This is also this month after Weilai brought "solid-state batteries" to attract market attention, the domestic lithium battery industry once again welcomed the "cool techs", and from the market reaction, the sense of freshness continues unabated. After the release of the news, GAC GROUP A shares rose to the limit, graphene concept stocks also rose to varying degrees.

Xiaomi mobile phones are equipped with graphene technology, and these companies have layouts.

In fact, both consumers and investors are no stranger to graphene batteries. In October last year, Zeng Xuezhong, president of Xiaomi Group's mobile phone department, popularized Xiaomi 10 top version of battery technology, saying that Xiaomi 10 top version used graphene technology, with 120W high power charging, Xiaomi 10 top version battery capacity ≥ 90% after 800 cycles.

As we all know, the normal operation of lithium battery is achieved by the movement of lithium ion between positive and negative electrodes. Therefore, the performance of positive and negative electrode materials will directly affect the power performance of lithium battery.

Graphene has excellent electronic conductivity, which can improve the conduction rate of electrons between the positive and negative electrodes of the battery, and play a role in increasing the power performance of lithium battery.

At the same time, when charging at high current, the better thermal conductivity of graphene promotes the balance of temperature between particles, avoids the life decay caused by local overheating of active particles, and greatly improves the cycle life of high-power battery. therefore, it is often used to make cathode materials for lithium batteries.

It is precisely because of its excellent electrical, mechanical, thermal and optical properties that graphene material is even praised as the "material king" of the new energy industry by some people in the industry. Countries all over the world have laid out the research and development and application of graphene. At present, graphene has been used in energy storage lithium batteries, screens, wearable devices and so on.

In China, the graphene industry developed relatively late. In 2013, China initially realized the replacement of graphene for traditional materials, and the downstream market gradually opened, mainly used in lithium batteries and coatings and other fields. According to the head Leopard Research Institute, the size of China's graphene market has grown rapidly from 140 million yuan in 2014 to 27.45 billion yuan in 2018, with a compound annual growth rate of 274.2 percent.

According to the report of the head Leopard Research Institute on November 4, 2020, the development of emerging areas downstream will directly promote the growth of the mid-stream manufacturing market. China's graphene market will continue to grow at an annual compound growth rate of 67.9% in the five years from 2021 to 2025, and the market size is expected to exceed 370 billion yuan by 2023.

In terms of domestic companies, there has been a partial layout of graphene batteries. Science and Technology Innovation Board Daily combines brokerage research and reporting and investor interaction platform information, A-share related listed companies are as follows:

Penghui Energy (300438): with graphene core-related intellectual property rights and technology, digital graphene batteries have been mass produced, automotive power graphene fast rechargeable batteries have been successfully developed, in the prenatal testing stage.

Dow Technology (300409): the main products of subsidiary Haoxin New Energy are graphene conductive agent, carbon nanotube conductive agent and graphite anode products for power lithium-ion batteries.

Del Future (002631): the R & D field of graphene into graphene, a holding subsidiary, includes, but is not limited to, conductive additives, silicon-carbon composite negative electrodes, graphene sensors and so on.