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A few days ago, the Kirin battery innovatively launched by Ningde Times this year was recently named the best invention of 2022 by the American "Time" magazine. Time magazine said in a commentary that Kirin batteries will start shipping to automakers in 2023. A car equipped with this battery can run 621 miles (1,000 kilometers) on a single charge. The Kirin battery adopts the latest CTP technology, and the new design can also keep the battery at a suitable temperature, thereby speeding up the charging speed
After the release of the third-generation CTP technology Kirin battery, Geely Automobile's high-end electric brand Jikrypton and Celes Automobile's Wenjie series models have been confirmed as the first batch of users, and will be the first to mass-produce using Kirin batteries. Among them, Jikr, a high-end electric brand under Geely Automobile, is the world's first mass-produced brand of Kirin batteries. Jikr 009 will become the world's first mass-produced model of Kirin batteries in the Ningde era, and Jikr 001 will become the world's first pure battery equipped with Kirin batteries. A mass-produced model with an electric cruising range of more than 1,000 kilometers. The latter has a battery life of 1032km (CLTC). The battery capacity is 140kwh, the battery mass is 727±21kg, and the energy density of the battery system reaches 200wh/kg. It is equipped with a high-performance permanent magnet synchronous electric drive system + ternary lithium battery. The peak power of the driving motor is 200kw, and the peak torque is 343 N·m. In addition, the data shows that the Kirin battery can support 5 minutes of fast hot start and 10 minutes of fast charging. Under the same chemical system and the same battery pack size, the power of the Kirin battery pack is 13% higher than that of the 4680 system, achieving comprehensive improvements in battery life, fast charging, safety, life, efficiency, and low-temperature performance. At the same time, the Kirin battery uses large-area cooling technology. The battery pack places the water-cooling functional parts between the bottom of the battery cell and the battery cell, which increases the heat exchange area by 4 times. The battery temperature control time is shortened to 50% of the original. In extreme cases, the battery cells can cool down rapidly, effectively blocking the abnormal heat conduction between the cells.
Driven by this large-area cooling technology, CICC predicts that the value of battery thermal management bicycles is also expected to increase, and the three major thermal management systems of new energy vehicles all have upgrade directions. Analysts predict that sales of new energy vehicles will reach tens of millions in 2025. According to the annual assumption of 3% of the estimated value of single vehicles, the domestic new energy passenger vehicle thermal management system market size will be 71.3 billion yuan in 2025, and the compound annual growth rate from 2023E to 2025E will reach 29%. Industrial Securities also pointed out that the promotion of CTP/CTB technology has made power batteries have higher requirements for structural parts, the integrated design of water-cooled plates and shells has pushed up the demand for integrated processes, and the performance requirements of structural parts and thermal management systems have improved, driving value. high. As more CTP projects start mass production, the performance of water-cooled plates in structural parts and thermal management systems will shift from the technology development stage to the mass production performance realization stage. In addition to the water-cooled plate, China International Finance Securities believes that due to changes in the structure of the Kirin battery, there are also investment opportunities in heat-conducting ball aluminum, LIFSI, polyurethane, aerogel, and insulating materials.
After the release of the third-generation CTP technology Kirin battery, Geely Automobile's high-end electric brand Jikrypton and Celes Automobile's Wenjie series models have been confirmed as the first batch of users, and will be the first to mass-produce using Kirin batteries. Among them, Jikr, a high-end electric brand under Geely Automobile, is the world's first mass-produced brand of Kirin batteries. Jikr 009 will become the world's first mass-produced model of Kirin batteries in the Ningde era, and Jikr 001 will become the world's first pure battery equipped with Kirin batteries. A mass-produced model with an electric cruising range of more than 1,000 kilometers. The latter has a battery life of 1032km (CLTC). The battery capacity is 140kwh, the battery mass is 727±21kg, and the energy density of the battery system reaches 200wh/kg. It is equipped with a high-performance permanent magnet synchronous electric drive system + ternary lithium battery. The peak power of the driving motor is 200kw, and the peak torque is 343 N·m. In addition, the data shows that the Kirin battery can support 5 minutes of fast hot start and 10 minutes of fast charging. Under the same chemical system and the same battery pack size, the power of the Kirin battery pack is 13% higher than that of the 4680 system, achieving comprehensive improvements in battery life, fast charging, safety, life, efficiency, and low-temperature performance. At the same time, the Kirin battery uses large-area cooling technology. The battery pack places the water-cooling functional parts between the bottom of the battery cell and the battery cell, which increases the heat exchange area by 4 times. The battery temperature control time is shortened to 50% of the original. In extreme cases, the battery cells can cool down rapidly, effectively blocking the abnormal heat conduction between the cells.
Driven by this large-area cooling technology, CICC predicts that the value of battery thermal management bicycles is also expected to increase, and the three major thermal management systems of new energy vehicles all have upgrade directions. Analysts predict that sales of new energy vehicles will reach tens of millions in 2025. According to the annual assumption of 3% of the estimated value of single vehicles, the domestic new energy passenger vehicle thermal management system market size will be 71.3 billion yuan in 2025, and the compound annual growth rate from 2023E to 2025E will reach 29%. Industrial Securities also pointed out that the promotion of CTP/CTB technology has made power batteries have higher requirements for structural parts, the integrated design of water-cooled plates and shells has pushed up the demand for integrated processes, and the performance requirements of structural parts and thermal management systems have improved, driving value. high. As more CTP projects start mass production, the performance of water-cooled plates in structural parts and thermal management systems will shift from the technology development stage to the mass production performance realization stage. In addition to the water-cooled plate, China International Finance Securities believes that due to changes in the structure of the Kirin battery, there are also investment opportunities in heat-conducting ball aluminum, LIFSI, polyurethane, aerogel, and insulating materials.
