The proposal of the”dual carbon”goal is like the starting gun,and after the gun is fired,new energy sources rush forward in various ways.In particular,photovoltaics and new energy vehicles are not only reshaping the energy and automobile industries,but also the huge industrial chain brings demands that cannot be ignored.
Taking a new energy vehicle as an example,a vehicle needs lithium batteries,structural parts,cockpit,motor electronic control,car decoration,tires and many other components,spanning multiple industries such as machinery,chemicals,electronics,and software.In the production process,only the lithium battery includes the front-end,middle-stage,and back-stage processes.The electrode manufacturing in the front-stage includes stirring,coating,rolling,slitting,and filming.The synthesis of the middle-stage cell involves winding,lamination,The process of entering the shell,injecting liquid,sealing,etc.,and the encapsulation in the latter stage also includes the steps of formation and volume separation.
“双碳”目标的提出,就像扣响了发令枪,枪响后新能源各路狂飙突进。尤其是光伏和新能源车,不仅仅在重塑能源和汽车产业,庞大的产业链更是带来无法忽视的需求。
以新能源车为例,一台车需要锂电池、结构件、驾驶舱、电机电控、汽车装饰、轮胎等诸多部件,横跨机械、化工、电子、软件等多个行业。在生产环节,仅锂电池就包括前段、中段、后段工序,其中前段的电极制造包含搅拌、涂布、辊压、分切、制片等环节,中段电芯合成涉及卷绕、叠片、入壳、注液、封口等工序,后段的封装又包括化成、分容环节。
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