{"id":5967,"date":"2023-05-24T17:15:19","date_gmt":"2023-05-24T09:15:19","guid":{"rendered":"https:\/\/www.ray-tron.com\/?p=5967"},"modified":"2023-07-21T09:45:16","modified_gmt":"2023-07-21T01:45:16","slug":"ele5816","status":"publish","type":"post","link":"https:\/\/www.ray-tron.com\/en\/ele5816\/","title":{"rendered":"The battle between CATL and BYD, two new energy giants"},"content":{"rendered":"
In recent days, the showdown between the two new energy giants CATL and BYD has spanned the dual battlefields of energy storage and power batteries.<\/p>\n
On May 24, at the SNEC 16th (2023) InternationalSolar Photovoltaic<\/a>At the Smart Energy (Shanghai) Conference and Exhibition, CATL released the world's first "zero auxiliary source" photovoltaic energy storage fusion solution. On the same day, BYD officially launched its cube energy storage system product with integrated blade batteries.<\/p>\n According to CATL, after three years of development, CATL's "zero auxiliary source" photovoltaic and storage fusion solution has broken away from the traditional energy storage solution's reliance on cooling systems and their auxiliary power supplies through self-developed photovoltaic and storage inverters, combined with high-temperature battery cell technology and advanced self-heating technology. Photovoltaic and storage are linked in real time to achieve millisecond-level power control response, while charging and discharging efficiency is improved by 10%.<\/p>\n As one of the main sources of new energy electricity, the stability of photovoltaic energy is still restricted by weather conditions. In addition, due to factors such as system architecture constraints and auxiliary power consumption, traditional photovoltaic storage systems face problems such as low operating efficiency and complex operation and maintenance.<\/p>\n Specifically, the solution launched by CATL consists of "Photovoltaic modules<\/a>The photovoltaic system is composed of three modules: photovoltaic modules, energy storage cabinets, and photovoltaic storage inverters. While photovoltaic modules receive sunlight and convert it into electrical energy, the energy storage cabinets can participate in the storage or release of electrical energy according to real-time needs. The photovoltaic storage inverter can convert the DC power of photovoltaic modules and energy storage cabinets into AC power and transmit it to the power grid. The three modules work together efficiently to help realize the functions of active support for the power grid, power fluctuation suppression, and peak regulation.<\/p>\n The biggest highlight of the solution is "zero auxiliary power". It is reported that the energy storage cabinet used in this solution is equipped with the industry's first long-life high-temperature battery cell, and the system cycle life can reach 15,000 times. With high-temperature resistant graphite negative electrode materials and special electrolytes, the energy storage battery cells still maintain good attenuation characteristics under conditions exceeding 35\u00b0C, without the need for cooling systems and external auxiliary power supplies, optimizing system operating performance and efficiency, and achieving maintenance-free.<\/p>\n At the same time, unlike traditional external heating methods, the battery cell achieves uniform heating through advanced self-heating technology, eliminates heat transfer losses, and further improves the overall efficiency and stability of the photovoltaic storage system.<\/p>\n Through innovation in battery cell technology, the photovoltaic storage system has gotten rid of its dependence on the cooling system and its auxiliary power supply.<\/p>\n Moreover, in CATL's zero-auxiliary-source photovoltaic-storage fusion system, each string photovoltaic-storage inverter is equipped with an independent local energy management system (Local EMS), and can achieve real-time communication with the upper management system, making energy storage operation more intelligent. Each photovoltaic-storage inverter has an energy storage battery to adjust the photovoltaic components, forming its own system, responsible for its own "profit and loss", and realizing the coordinated operation of photovoltaic and storage.<\/p>\n In addition, the system can also perform real-time analysis of light intensity and working scenarios, identify photovoltaic and energy storage energy distribution needs in different environments, adapt to maximum efficiency under changing weather conditions, achieve millisecond-level response, and output power "zero" deviation.<\/p>\n BYD Cube Energy Storage System is officially equipped with blade batteries<\/p>\n Last September, at the 12th China International Energy Storage Conference held in Hangzhou, the relevant person in charge of BYD's energy storage department stated that the company's new cube energy storage system products based on blade batteries will be launched simultaneously at home and abroad in 2023.<\/p>\n According to BYD's introduction on May 24, the latest BYD cube energy storage system product is equipped with blade batteries that have passed the "needle puncture test" and adopts CTS (cell to system integration) technology. "No modules, no PACK, directly integrated into the system, can reduce the number of parts by about 36%, improve space utilization by about 98%, and increase structural strength by about 30%." At the same time, it can be flexibly combined and suitable for application scenarios such as industrial and commercial energy storage and power station-level energy storage.<\/p>\n BYD's grid-level Cube energy storage system was released in 2020. In this energy storage system, BYD has applied the CTP (module-free battery pack) design concept of power batteries, eliminating the battery module level, thereby bringing about volume optimization. Since its release in 2020, the cumulative installed capacity of the Cube energy storage system in the world has exceeded 3GWh.<\/p>\n As we all know, the blade battery is BYD's flagship product for electric vehicles, which was also released in 2020. The so-called blade battery refers to a lithium-ion battery cell that is thin, long and flat like a blade (such as a typical size of 13.5mm*90mm*960mm), with a lamination process inside. The cell is directly integrated into the bottom of the battery pack, eliminating the module structure. The blade battery cell adopts the lithium iron phosphate technology route. Compared with the mainstream ternary lithium battery route at the time, the lithium iron phosphate blade has more cost advantages.<\/p>\n In terms of battery safety, the blade battery design also allows the battery to generate less heat and dissipate heat faster when short-circuited. A BYD energy storage official said that based on the excellent performance of blade batteries in new energy vehicles, the performance and safety of new energy storage system products will be greatly improved.<\/p>\n According to Zhou Guishu, director of the Shanghai Development Center of Shenzhen Fudi Battery Co., Ltd., blade batteries have been widely used in BYD Han EV, Dolphin, Qin, Tang, Song and other series of models across all brands.<\/p>\n The ever-expanding battlefield between the two new energy giants<\/p>\n It is worth mentioning that as the two giants in the domestic new energy industry, the competition between CATL and BYD has been reflected in all aspects recently.<\/p>\n Recently, Tesla's Model Y RWD, which was produced at the Berlin Gigafactory in Germany and equipped with BYD's blade batteries, was officially delivered. This is the first time that Tesla's Berlin Gigafactory has used Chinese-branded batteries, and it is also the first electric car produced by Tesla in Europe that uses lithium iron phosphate batteries. Previously, the Tesla Model Y basic version used lithium iron phosphate square shell batteries from CATL.<\/p>\n The basic version of Model Y is equipped with two battery packs from CATL and BYD with similar capacities. According to data previously released by the Ministry of Industry and Information Technology, the basic version of Model Y's CATL battery pack has a capacity of 60 kWh and a range of 545 kilometers. According to data released by the German teslamag.de website, the BYD blade battery pack produced by the Berlin Super Factory has a capacity of 55kWh and a range of 440 kilometers.<\/p>\n However, a record of battery charging power and SOC data shows that the charging performance of the two versions of batteries is different. The record shows that BYD Blade Battery can maintain a maximum charging power of 172 kW for a longer time than CATL's battery pack, and the rear-end power is also higher than CATL's battery, charging in 15 minutes 11%-71%.<\/p>\n For reference, the Model Y equipped with CATL lithium iron phosphate battery has similar performance at the beginning of charging, but the power will drop rapidly afterwards, and can only be maintained at around 110kW at 50%. BYD Blade Battery can maintain a power of around 172kW to 50%, and is close to the CATL version again at 90%, but there is no overlap.<\/p>\n However, industry insiders still point out that considering that the first batch of prototypes have just been delivered, it will take a long time to see proof of the battery's durability.<\/p>\n Earlier data showed that Tesla China's battery supply of 80% in 2022 came from CATL. Why did it choose BYD, a competitor other than CATL? According to industry insiders who analyzed to The Paper, for Tesla, expanding production capacity and reducing costs are the top priorities.<\/p>\n On the one hand, Tesla is attracted by BYD's large-scale delivery capacity of lithium iron phosphate blade batteries. Among domestic battery manufacturers, part of CATL's production capacity is scattered in ternary lithium batteries, and the production capacity of lithium iron phosphate batteries is relatively limited. Tesla needs to diversify risks by adding suppliers. On the other hand, BYD's blade batteries have bargaining advantages. With blade batteries as a check and balance, CATL's batteries will not dare to increase prices easily in the future.<\/p>\n Tab material manufacturers<\/a>RAYTRON<\/a>We produce a wide variety ofBattery Tab Materials<\/a>, completely customized according to customer needs.<\/p>","protected":false},"excerpt":{"rendered":" In recent days, the duel between CATL and BYD, two new energy giants, has spanned the dual battlefields of energy storage and power batteries. On May 24, at the 16th SNEC (2 [\u2026]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[19],"tags":[253,233],"class_list":["post-5967","post","type-post","status-publish","format-standard","hentry","category-blog","tag-blog","tag-guangfuchanye"],"_links":{"self":[{"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/posts\/5967","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/comments?post=5967"}],"version-history":[{"count":0,"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/posts\/5967\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/media?parent=5967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/categories?post=5967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ray-tron.com\/en\/wp-json\/wp\/v2\/tags?post=5967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}