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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。

  当各行业正加速将人工智能技术应用于从客服到制造的各个领域时,美国政府却试图拆分两大AI巨头——这一行动可能对未来数年的AI发展与投资格局产生深远影响。

  上周,美国联邦贸易委员会(FTC)就Meta旗下Facebook在社交媒体领域的垄断地位发起反垄断诉讼,要求其剥离Instagram和WhatsApp。同一周,弗吉尼亚州法院裁定谷歌为维持在线广告技术主导地位采取非法手段。

  谷歌还因搜索引擎垄断面临另一项反垄断诉讼,政府要求其放弃全球最受欢迎的Chrome浏览器。

  FuturumGroup通信网络研究总监RonWestfall表示:“鉴于Meta和谷歌作为主要AI开发者的角色,这些反垄断行动将深刻重塑AI生态体系。”

  他认为,尽管短期内会出现动荡,但企业将进行转型,这可能催生“更精简、聚焦的创新”,就像1984年AT&T(当时被称为“贝尔大妈”)被拆分为七家地区电信公司(即所谓的“小贝尔”)后,反而促进了电信与互联网创新并孕育出Verizon等竞争者。

  支持自动化公司QueryPal首席执行官DevNag认为,拆分将为中小企业创造机遇:“当谷歌、Meta这类垄断企业面临拆分或限制时,我们常会看到被压制已久的小型创新者爆发式成长。如果谷歌被迫向竞争对手开放搜索数据等关键资源,将推动AI研发民主化,其发展速度可能超越任何单一企业所能达到的水平。”

  他补充说,这些反垄断行动有望构建更具韧性的AI生态,为可能被巨头扼杀的下一代AI领导者开辟道路。

  乔治城大学安全与新兴技术中心研究显示,当前AI生态由少数掌控核心资源(海量数据集、算力及顶尖人才)的巨头主导。这些公司同时重金投入研发,推动从消费品到国防应用的各领域进步。值得注意的是,苹果也因AppStore政策面临反垄断诉讼,亚马逊则被FTC指控利用电商垄断地位打压竞争对手。

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