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【导读】宁德时代召开首个超级科技日,传递突破技术与定位边界信号

4月21日下午,宁德时代召开主题为“边界觉醒”的超级科技日。记者现场注意到,宁德时代从企业定位、技术突破等方面展示其突破边界。

宁德时代董事长曾毓群表示:“宁德时代从来没有把自己定义为电池制造者,我们更愿意将自己称作是新能源行业的开拓者。”

同时,宁德时代发布钠新乘用车动力电池、骁遥双核电池、第二代神行超充电池,以及钠新24V重卡启驻一体蓄电池,这些产品均在强调其突破技术或资源的边界。

钠新电池打破资源边界

推出全球首款大规模量产钠电池

“我要特别强调的是,钠电体系的突破意义重大。”曾毓群表示,宁德时代在钠电体系的突破,打破了资源边界,夯实了新能源发展的根基。

据悉,宁德时代钠电池品牌名为“钠新”,产品突破了材料的性能边界,首次将钠电池推向大规模量产,将有效降低新能源行业对锂资源的依赖。

宁德时代研发体系联席总裁欧阳楚英称,锂资源在地壳的含量为0.0065%,而钠资源在地壳的含量为2.74%,钠资源在地壳的含量是锂资源的421倍。

同时,宁德时代在钠电池性能上取得突破,补足了电池在极寒环境下的应用短板。

宁德时代国内乘用车和商用车CTO高焕介绍,公司此次推出的两款钠新电池,分别是钠新乘用车动力电池、钠新24V重卡启驻一体蓄电池,均实现了零下40℃至零上70℃的全温域适配。

以钠新乘用车电池为例,其在零下40℃环境下仍能保持90%的可用电量,在仅剩10%剩余电量的极端状态下,仍可做到零下40℃整车动力基本不衰减。

据高焕介绍,钠新乘用车动力电池的能量密度达175Wh/kg,是当前全球钠电池最高能量密度的产品,比肩磷酸铁锂电池,并且支持峰值达5C的充电速率和500公里续航,实现超1万次循环的寿命。

此外,钠新24V重卡启驻一体蓄电池的使用寿命突破8年,全生命周期的总成本较传统铅酸蓄电池降低61%,推动商用车进入“天下无铅,车电同寿”的时代。

高焕表示,钠新24V重卡启驻一体蓄电池将于2025年6月正式量产,合作伙伴是一汽解放;钠新乘用车动力电池将于2025年12月正式量产。

电池行业加速进入“多核时代”

加快固态电池应用进程

“现在要发布的是本场活动的‘主菜’。”高焕在现场提示观众。随即,高焕发布骁遥双核电池,是宁德时代双核架构、自生成负极技术深度融合的重要产品。

双核架构意味着电池包拥有两个“独立能量区”,五大双核功能包括高压、低压、结构、热管理、热失控安全防护,确保动力输出的连续、稳定和安全。

高焕介绍,双核电池突破单一化学体系难以兼顾全场景的技术瓶颈,让不同成本区间、不同应用场景下的电池性能定制化成为可能。

据悉,骁遥双核电池采用双核设计和软件智能协同,将在未来L3、L4级智驾时代,为整车提供更稳定可靠的供能保障。

同时,宁德时代推出的自生成负极技术,被称为原子层级的颠覆性突破,可以适配各种材料体系,让电池的体积能量密度提升60%、重量能量密度提升50%。

宁德时代现场发布三种跨化学体系的双核解决方案,分别是钠—铁双核电池(钠新电池+磷酸铁锂自生成负极电池)、铁—铁双核电池(第二代神行超充电池+磷酸铁锂自生成负极电池)、三元铁/双三元双核电池(三元电池+磷酸铁锂自生成负极电池)。

高焕介绍,自生成负极技术搭配三元材料体系时,电池能量密度最高可提升至1000Wh/L以上。

曾毓群表示,电池行业的“多核时代”正在加速到来。多核电池的本质是将动力电池从“参数推动”带入“需求引领”阶段,令用户真正成为中心,使产品回归价值创造的本质,进而加速新能源全场景产业化进程。

据悉,多核技术的应用不限于新能源乘用车领域,还将在电动巴士、重卡、飞机、船舶、工商业等全领域落地,加速新能源全场景产业化落地。曾毓群表示:“多核技术将加快固态电池等前沿技术的应用进程。”

截至4月21日收盘,宁德时代股价报231.36元/股,涨幅达2.62%,总市值为1.02万亿元。

  4月21日金融一线消息,重庆蚂蚁消费金融有限公司(下称蚂蚁消金)披露2024年经营数据。数据显示,2024年蚂蚁消金资产总额3137.51亿元,营业收入152.13亿元,全年公司实现净利润30.51亿元。

  据了解,蚂蚁消金成立于2021年,在2023年完成两轮增资,2024年是其完成增资后,充分经营业务的一年。根据其此前披露过的公开数据,蚂蚁消金服务用户数超过4亿,服务商家数超过4000万。从盈利情况看,蚂蚁消金的ROE水平在行业位于中游水平,约为12%。

  目前,消费作为经济增长“压舱石”的作用愈发凸显,因此金融监管总局发出“发展消费金融,助力提振消费”的通知要求,在这一背景下,行业普遍认为,消金公司今年将会寻求更积极的发展策略,满足消费者多样化需求,助力商家经营增长,助力国家提振消费。

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