Now, the development of new energy power batteries is mainly focused on hydrogen fuel cells and lithium-sulfur batteries. Among them, Japan and South Korea lead the hydrogen fuel cell technology, Europe and the United States lead the lithium-sulfur battery technology, and China is in hot pursuit in both directions. The legendary graphene and other batteries in the A-shares are still far from the application, and they are basically negligible.

Mercedes-Benz F125! Concept Car (Lithium Sulfur Battery)

The specific energy of a lithium-sulfur battery pack reaches 332 Wh/kg, which is far lower than the 566Wh/kg of a single battery. This is a common disadvantage of lithium batteries, namely, the specific energy utilization of the battery pack is low. Because of the cask effect, how much water a wooden bucket can hold depends on the shortest board. The individual battery cells of the battery pack have inconsistencies, so the specific energy of the battery pack will be much lower than that of the single-cell battery. This is also true of common lithium batteries. Ordinary lithium battery specific energy reaches 150Wh/kg, after the composition of the battery pack than the energy of only 100 to 120Wh/kg, most domestic ordinary lithium battery pack energy is only about 100Wh/kg, it is difficult to meet the future demand for power batteries. (Note: The specific energy is how much electricity a kilo-battery can fill, and 100Wh/kg means a kilogram battery can be filled with 0.1 kilo-watts.)

Now the best Tesla electric car battery in the application can be filled with 85 kWh of electricity and run 480 km with full power once. If a lithium-sulfur battery with the same weight can charge more than 280 kWh, it can run for 1500 km with full power. This way you don't have to worry about finding a charging pile when the car is out of power soon. And the same installation of a lithium-sulfur battery weighing 900 kilograms, the cost of the battery is similar to the ordinary lithium battery, then the ordinary lithium battery can also sell it? Therefore, ordinary lithium batteries must be replaced. Lithium battery manufacturers that have no technical research and development reserves for lithium-sulfur batteries are likely to be eliminated.

There have been related companies abroad, such as the United States Sion Corporation, the British OXIS company, are trying to research and development and mass production of commercial lithium-sulfur batteries for flexible packaging, which is the active participation of foreign VC funds. Some domestic institutes of the Chinese Academy of Sciences have also introduced self-developed lithium-sulfur batteries for flexible packaging.

Hydrogen fuel cells have the characteristics of large-scale stable storage, continuous supply, long-distance transportation, and rapid replenishment. The disadvantages are that liquid storage consumes a lot of energy, and the construction and operation costs of hydrogen refueling stations are relatively high. China is a major country producing hydrogen, contributing 22 million tons of the world's 60 million tons of hydrogen, accounting for 34% of the total. The source of hydrogen production is similar to that of the international market, and the vast majority comes from fossil energy sources. Because China is rich in coal, hydrogen from coal has become a major source of hydrogen from fossil fuels.

The NECAR I, the first fuel cell car manufactured by Mercedes-Benz in 1995, was very large and stupid at the time, but it has been continuously improved every year, and the technology fully meets the actual driving needs. Mercedes-Benz used three hydrogen fuel cell cars to make a global ring, causing a sensation, but industrialization has not yet moved because of cost. The mass production of Toyota and other car companies can not be separated from advanced technology, experience, technology and equipment, so that its production costs are well controlled. The domestic hydrogen fuel cell technology can be said to be at stake. The level of manufacturing of components is not bad, and catalysts and membranes can be made. However, the performance of the assembly is poor.

Currently, only three automakers are capable of industrializing hydrogen fuel cell vehicles. South Korea's Hyundai achieved volume export to Scandinavia in 2013. The other two are Japan’s Toyota and Honda, and the United States and Europe are also developing rapidly. China's hydrogen fuel cells have only a certain amount of applications for Jinlong Bus. The most important factor constraining the development of domestic hydrogen fuel cell vehicles is the hydrogen refueling station. For example, there are special hydrogen refueling station application documents in California, want to do hydrogen refueling stations, download files from government websites, and can do it step by step. There are no large-scale applications. Some units are self-built and self-contained.

From the current stage, the development prospect of lithium-sulfur batteries is even greater. The reason is very simple. It can be charged anywhere in China, but hydrogen can not be everywhere. However, if unmanned vehicles are used in large-scale applications, the cost advantages of large-scale hydrogen fuel cell vehicles will become apparent. The intensity of the commercialization of our army to the people is still far from Europe and the United States. We still need to catch up.