The US stock market has risen madly.
1. Events
Tesla announced that the 2020 shareholders' meeting and the "Battery Day" event will be held on September 22; these two events will be held at the Tesla California factory and will be broadcast online.
According to Tesmanian website, this "battery day" will focus on increasing energy density and reducing costs. Maxwell dry electrode technology and Roadrunner (million miles) project will be the two highlights of the day.
1 and "nickel" batteries
At the analyst conference call after the financial report on July 22, "Iron Man" Musk said that we will announce more content on "Battery Day". also said that miners need to increase production of nickel ore , and even bluntly stated that as long as nickel ore operations remain efficient and environmentally friendly, Tesla will carry out more business dealings with it.
In fact, Professor Jeff Dahn, the core figure of Tesla homemade batteries, has been studying single crystals and cobalt-free materials for high-nickel positive electrodes as early as 2017; Jeff's team believes that cobalt has no obvious effect in improving thermal stability, capacity maintenance, and stabilizing material structure. He then believes that cobalt-free may be the future direction, and may gradually realize "cobalt-free" applications starting from low cobalt and high nickel.
Since 2018, the penetration rate of high nickel is constantly increasing. Gaogong lithium battery is expected to account for 26.29% of the domestic high nickel NCM811 and NCA market applications in 2020, corresponding to the demand for cathode materials of about 70,000 tons.
Recently, SK Innovation, one of the South Korean lithium battery giants, said that it has commercialized the world's first NCM9 battery with a nickel content of 90%, a cobalt content of 5%, and a manganese content of 5%. The F-150 electric pickup truck planned to be released in 2023 is expected to be equipped with the battery to enter the market, and the cathode manganese content in the car will reach 50%.
2 and Tesla are expected to announce the battery production system for the first time
. According to reports, Tesla will officially launch a "million miles" battery on "Battery Day". The service life of the TV is expected to reach 1 million miles (about 1.61 million kilometers), an increase of 1-3 times from the current battery life (400,000-800,000) kilometers.
2. History back-tracking
In February this year, rumors of the new Tesla battery were full of twists and turns. First, it was rumored that the domestic Tesla will use CATL's "cobalt-free battery", and then it was revealed that the so-called "cobalt-free battery" is only lithium iron phosphate.
Subsequently, a person close to Tesla revealed that the new battery is a combination of dry battery technology + supercapacitors. A series of news from
has caused the stock market to fluctuate.
Longyi: Siyuan Electric, from February 20 to February 26, an increase of more than 47%;
Longyi: Xinzhoubang , an increase of more than 25% from February 20 to February 25;
3. Benefiting concept stocks
In 2019, Tesla successfully acquired Maxwell and obtained dry electrode preparation technology. This new technology can not only improve the performance of the battery, but also greatly reduce manufacturing costs.
In June this year, Musk confirmed that Tesla did adopt the strategy of "using machines to build machines" and is studying how to produce batteries with higher energy density and cheaper energy. Musk said that the " battery day " event will include visiting the "secretly promoted" battery production system of Tesla .
On July 25, some media revealed that Tesla 's factory in Germany (Roadrunner) will include a battery factory.
*Disclaimer: The content of the article is for reference only and does not constitute investment advice
*Risk warning: The stock market is risky, please be cautious when entering the market
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