锂电池行业深度系列报告（二）：从充放电本质看材料创新，龙头共进化.pdf

1 / 25 2020 09 22 - -2020.9.20 - -2020.9.17 - -2020.9.13 liuqiangkysec S0790520010001 liruofeikysec S0790520050004 1 Mg/Al/Mn 2 NCM NCMA 1 2 3 1 2 -15% 0% 15% 31% 46% 62% 2019-09 2020-01 2020-05 300 2 / 25 1 . 4 1.1 . 4 1.2 . 5 1.3 . 6 2 . 8 2.1 . 8 2.1.1 . 8 2.1.1 . 12 2.2 . 15 2.2.1 . 16 2.2.2 . 17 2.2.3 . 19 2.3 “ ” . 20 3 . 21 3.1 . 21 3.2 . 21 3.3 . 21 3.4 . 22 3.5 . 22 3.6 . 22 3.7 . 22 4 . 23 1 304Wh/kg Wh/kg . 4 2 . 5 3 . 5 4 . 6 5 21% . 6 6 38% . 6 7 . 7 8 . 7 9 . 8 10 / . 8 11 NCM523 / . 8 12 NCA9055 NA955 NMn955 . 10 13 Mg/Al/Mn LNO . 10 14 NCMA89 NCA89 NCM90 . 11 15 NCMA89 NCM90 . 11 16 NCMA89 . 11 17 NCMA NCM . 12 3 / 25 18 . 12 19 . 12 20 . 13 21 . 13 22 NCM523 . 13 23 . 14 24 NCA NCA . 14 25 NCA NCA . 15 26 . 16 27 . 16 28 PECVD . 17 29 . 17 30 . 18 31 . 18 32 . 19 33 J.D. NCM523/Graphite . 21 34 J.D. NCM523/Graphite 20 25 90% . 21 1 Wh/kg . 4 2 NCM811 NCM9055 14.06 /kWh . 9 3 NM NCM811 . 10 4 . 19 5 . 20 6 . 20 7 . 23 4 / 25 1 + + 1.1 1991 80Wh/kg 300Wh/kg 1 304Wh/kg Wh/k