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Under the influence of multiple factors such as high energy density and high cobalt price, the application of high nickel ternary materials is increasingly heating up, and 2018 is considered the first year of development for high nickel ternary materials. With NCM811 taking the lead in China, NCA applications have also quietly accelerated.

Gaogong Lithium Battery has learned that in terms of batteries, the main domestic battery companies that have achieved NCA mass production include Lishen Battery, Tianpeng Power Supply, etc. In terms of materials, Tianjin Bamo, Dangsheng Technology, Greenway, BTR, and others have made rapid progress in China. In terms of automotive application, Jianghuai, SAIC GM Wuling, and Zhidou are actively introducing.

In fact, NCA has always been highly respected and widely used by foreign battery companies, but its industrialization progress in China is slow, and NCM811 is more inclined to be promoted in China.

The reason for this is that there are high technical barriers. From the perspective of material production process, NCA has more stringent production process conditions than 811; Secondly, from the perspective of battery production process, NCA battery production is more difficult and the initial cost investment is too high; Thirdly, some car companies still hold a cautious attitude towards the import of domestic NCA materials and prefer to use foreign NCA materials.

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