U.S. A123 filed for bankruptcy protection ( not bankruptcy ) has been two weeks, watching the domestic lithium industry remained silent on the matter, I feel compelled to speak much. In fact, filed for bankruptcy protection on the A123 went that day, I was not surprised, because we have been through a number of channels in the understanding of attention to it. A123 's performance the last two years can be said to be " bleak ", on the verge of danger not once or twice, but this was finally barely.

1. how does A123 lithium become China 's leader?
I have never been able to understand that a hundred people in small companies ( with SamsungSDI, LG and Sanyo comparison, A123 at best, only a handbag company only ), how to become China's lithium industry " leader" of ? LFP in China from 2005 fever begins, A123 has become a benchmark for the domestic Chinese LFP fans to adhere A123, A123 lithium in recent years seems to have become the domestic industry, "Whampoa Military Academy." Why ? Is actually very simple, it is "American " + "MIT" + "LFP". Chinese research and industry, all the only U.S. lead. U.S. sneezes uncle, we have a heavy cold. U.S. Route route is China, the United States uncle are so gone, we have followed the wrong doing of it ? With tight ! Wow, MIT Yeah, America's " Tsinghua" Yeah ( Hey ), Niubi ah ! Starting in 2005, LFP became the great savior of domestic lithium industry, and that hot ah ! With the domestic lithium industry to meet friends is always the first thing that you do not burn the LFP ? As if I did not do LFP, would not engage in lithium ! Ming Chiang is a Taiwanese, it is natural the company accounted for a large proportion of Chinese people. In recent years, a large number of domestic enterprises to dig people from the A123, this twenty pass hundreds, A123 myth so when everyone mouth created. Thus, a school-run enterprise-level shell companies ( of you fans do not get angry, this is true ), and thus became China's lithium industry " leader" of the ! In contrast, Phostech and Valance almost no A123 so God, and in the pursuit of domestic efforts A123 is far worse. One important reason is that, Phostech and Valance no few people inside China, people Liang Dong total sum of all the high-level figures, there will be no thought and energy to engage in blind blending of myth.

2. Is A123 technology really excellent ?
Practical terms, A123 technology is good, but the overall level of technology, in the international arena at best mid-range only. A123 powder material with a P2 Phostech there are still gaps. Of course, if you bicker with me I have no idea, I just believe that our internal test data. A123's technology strength lies LFP battery production piece, indeed, it is unique. It does pole piece is good than other stores. But not to say, A123 LFP batteries in this piece, the first in the world do ? Have you seen SamsungSDI, LG, or Sanyo 's LFP batteries? No. Because Japan and South Korea do not do these manufacturers LFP battery ( at least not mass production ). Japanese and Korean manufacturers say you will not do these LFP battery ? Or can not do better than the A123 ? If you think so, I have nothing to say. A123's LFP batteries do really well, but that is compared with the results of many domestic manufacturers. Sentence, A123 's LFP battery myth, that is pulling the eldest son dwarf inside only. Our internal assessment report on the A123's depicts should be quite objective.

3. Why A123 goes bankrupt ?
This does not, in a recent Ministry of Science and the Ministry of the brick house came out and said, A123 bankruptcy because the electric car market has not developed well, rather than LFP problem. Is this really so? We often hear the car manufacturers complain, can not find a suitable battery manufacturer can offer to meet their needs battery products. The question now is, LFP batteries can not fully meet the actual needs of low cost and high reliability. A123 battery, the cost is too high. High cost is due to various reasons, the material cost is only one of them, also includes production management operating costs. As long as the U.S. operations, A123 cost reduction is unlikely. But because it is funded by the DOE determines that it can not leave the United States. It can be said, A123 root causes of bankruptcy, or their products can not meet the market demand, rather than the battery no market. They could not handle the balance between cost and performance in the industry or that their vision and policy aspects of the existence of errors

4. A123 bankrupted, why people are choosing to remain silent ?
A very interesting phenomenon, I found that the domestic counterparts on the A123 lithium bankruptcy, most people chose silence. There are also several forum postings report the matter, but with only a handful, far less than those posts lively gossip paste or irrigation. This odd strange, domestic lithium industry most people are engaged in LFP, why what of the " eldest brother " Official indifferent it ? In fact, they are just selective silence it. Now that this has been on the pirate ship, knowing that in front of the abyss, and can only bite the bullet and fight on it.

5 views on Vientiane acquisition A123
When I saw the Vientiane prepared to buy A123, my first time posting, Vientiane CEOs or is rolling his head to the door, or is really a fool. Leaving aside how the A123's asset quality, it is worthwhile to acquire, Could you really think Wall Street speculators are fools, let your white pick up a bargain ? A123 was funded by the DOE, and the new energy is a strategic industry in the United States established, they will make you a Chinese company acquired ? Even if you want to acquire, not quietly engaging, but also the fear that Congress does not know much fanfare like ? Really do not understand why there is always so much money domestic stupid people of the Lord, that we may really have been very prosperous now.

6. A123 bankruptcy impact on the development of China's lithium
A123 closure of the route for the development of the domestic lithium problem, it will be a heavy blow. A123 bankruptcy has actually proved LFP line failure, but people are reluctant to admit it. Deeper reason, we all know very well. Basically you can say that we in the past seven years, to go the long route, turn overtaking became a laughing stock. Tens of billions of hit in the LFP above is basically a boondoggle ( of course there is a lot of money into the personal pockets ). China lithium from completely lost the opportunity to catch up with Japan and South Korea. Of course, some people say devils and stick considered a bird Yeah, our goal is to American uncle ! haha.

PS: I was doing research, everything emphasizes realistic. So for any kind of material, are not biased, not to oppose the LFP. I resent that you can not follow the trend of the U.S. losers, feeling he is your uncle ? ( It really is some people's uncle ) I posted four years ago, objective analysis LFP and LMO route, and the result is sprayed by numerous people. I have never objected to engage LFP, I am opposed to is the treasure of all the pressure on it, but also pressed the wrong ! China such a big country, so much of the market, whether it is from a political point of view or from the after school will be betting on one thing on the consequences would be disastrous. How to say, not all eggs in one basket, right ? Contending two, flourishing in the early industrialization of scientific research and are absolutely necessary.
It was always eager, LFP flicker can not, gotta find something flicker right ? This does not, lithium air and lithium-rich solid solution has begun. You sing really our debut Yeah, interesting, something lively...
One of the words, and sincerely hope that China lithium do bigger and stronger!

Cycle performance of the lithium ion battery goes without saying that the degree of importance ; additional terms of the macro, longer cycle life means less consumption of resources. Thus, the impact of lithium-ion battery cycle performance factor is every personnel associated with the lithium industry have had to consider the issue. The following are a few civil and military might affect battery cycle performance factors, for your reference.
       Type of material: the choice of materials that affect the performance of lithium-ion battery of the first element. Select the poor performance of the loop material, process and then reasonable to prepare for further improvement, batteries can not be guaranteed circulation is bound ; choose a better material, even made ​​up a slight problem, the cycle of poor performance may not too outrageous ( lithium cobalt g once played only 135.5mAh / g or so and analysis of lithium batteries, 1C although over a hundred times diving but 0.5C, 500 times more than 90% ; once the batteries apart and negative black graphite particles the batteries, normal cycle performance ). From the material point of view, a full- cycle performance of the battery, the positive electrode and the electrolyte by the cycle performance after the match, a negative electrode and the electrolyte performance matched in both of the cycle, one of the poor determined. The cycling performance is poor, one may be in the cycle of rapid change in the crystal structure and thus can not proceed lithium de lithium, one may be due to the active material and the electrolyte can not generate a corresponding SEI film caused dense, homogeneous active substance side reaction with the electrolyte leaving premature excessive consumption thereby affecting electrolyte circulation. The design of the electric cell, if the cycle performance of a pole poor recognition of the material used, the other need to choose a very good cycle performance materials waste.
       Compaction is negative: positive and negative high compaction, although they could improve the energy density of batteries, but also to some extent reduce the cycling performance. From the theoretical analysis, the greater the compaction, the material equivalent to the greater structural damage, and structure of the material is to ensure that the lithium -ion battery can be used for base; addition, the positive and negative cell compaction is difficult to ensure a higher power than the high packing liquid, and the liquid holding capacity is normal cycle batteries or more times to complete the cycle basis.
       Moisture: Excessive water with positive and negative active material side reactions, thereby affecting its structure destruction cycle, while too much water is not conducive to the formation of the SEI film. But difficult to remove traces of water, while traces of water can also be to some extent to ensure the performance of batteries. Unfortunately, civil and military aspects of this personal experience is almost zero, say too many things. We are interested can search a search forum inside information on this topic, or a lot.
       Coated film density: a single variable to consider the impact on circulation film density is almost an impossible task. Capacity to bring the film density differences or inconsistencies, either wound or laminated layers batteries differences. On the same model with the same capacity in terms of materials, batteries, reducing the film density is equivalent to an additional layer or multi-layer wound or laminated layers, corresponding to the increase in electrolyte membrane can absorb more to ensure that cycle. Considering thinner film density can be increased rate performance of batteries, a pole piece and baking the bare cell will be easier to remove water, of course, the thin coating film density of the error can be difficult to control, the active substance large particles may also be coated, rolled a negative impact, more layers means more foil and diaphragm, in turn means higher costs and lower energy density. Therefore, the assessment also requires a balanced consideration.
       Excessive negative: negative excess because in addition to consider the impact of initial irreversible capacity and the coating film density deviation, the effect of the cycle performance is also a consideration. For lithium cobalt plus graphite system, the negative cycle of graphite as the " short board" one more common. If the negative excess is not sufficient, the batteries may not be in the loop before the analysis of lithium, but hundreds of times loop structure has changed little, but the negative cathode structure is severely damaged and can not fully received positive analysis thus provides a lithium ion, lithium, resulting in over- capacity early fall.
       The amount of electrolyte: electrolyte insufficient impact on circulation there are three main reasons, first, insufficient liquid injection, two liquid injection, although adequate, but aging is negative due to lack of time or other causes excessive compaction does not extract full, three cycles, with the internal batteries the electrolyte is consumed completed. Insufficient liquid injection and before Paul wrote Wenwu insufficient liquid " electrolyte deficiency on batteries performance" and therefore not repeat them. On the third point, the positive and negative anode and the electrolyte in particular microscopic matching dense and stable performance of the formation of the SEI, the performance of right eye can see, both the cycle rate of consumption of the electrolyte. SEI film on the one hand incomplete anode and electrolyte can effectively prevent the occurrence of side reactions which consume the electrolyte, while the SEI film defective parts will be with the loop and thereby regenerate the SEI film is consumed and the electrolyte Lithium reversible. Whether the circulating hundreds or even thousands of times both batteries or for dozens of diving batteries, the electrolyte is sufficient and if the cycle before the cycle after the electrolyte has been consumed, increase the amount of electrolyte is likely to be able to maintain a certain extent to improve their cycling performance.
       Test objective conditions: the testing process charge-discharge rate, cut-off voltage, the charging cut-off current, tests overcharge and over discharge, test room temperature, the sudden interruption during the test, the test point and the contact resistance of batteries and other external factors will more or less affect the cycle performance test results. In addition, different materials on the degree of sensitivity of the objective factors varies, uniform testing standards and understand the similarities and important properties of the materials should be sufficient daily use.
       Summary: As cask principles, many of the affected batteries cycling performance factors, the ultimate decisive factor is the number of factors in the shortest board. Meanwhile, among these factors, but also have a mutual influence. Made of the same material and the ability, the higher the circulation, often means lower energy density, to find exactly the point of integration to meet customer needs, try to ensure the consistency of batteries made ​​,  which is the most important task lies ahead.

A few days ago, I heard a famous electric bicycle charging in the user's home exploded, there is an old injury.
This was the third time the brand of battery bombings : the
The first was in January 2012 a college students exploded in a moving time was small batteries within the battery, such as bullets spraying out, but fortunately no one was injured.
For the second time in March 2012, also in user charging at home, the results of the users of the houses were burned, the expected loss of 180,000.
The third thing is that a few days ago.
I lithium industry as a senior technical staff, very reluctant to hear about lithium battery explosion news, but from a technical point of view, point out the problem or, convenient to analyze the reasons.
From a macro point of view, the causes of lithium battery explosion from three aspects : Batteries, Pack assembly, the user's misuse.
Currently, the electric bike market is in a vicious competitive environment, the more pressure, the lower the cost, no good goods cheaper, which is causing the battery frequent cause of the problem, not only the cost of batteries to a minimum, Pack design is also able to save the Province.
Below is the focus of this post : Electric bicycle lithium batteries cost analysis ---- contained and Pack, the Pack 36V10Ah this post as an example to analyze.

1. Battery Cell
A 10Ah LFP batteries : Batteries theoretical material costs 26.7 yuan, the harvest rate is generally up to 90%, labor costs and management costs about 0.5 yuan / Ah, so the portion of the total monomer batteries cost is 34.7 yuan.
LFP cathode active material amount of about 85g, in accordance with the market price of 70 yuan / Kg calculations, the active material cost of 5.95 yuan, accounting for the total cost of materials, 22.3% of theory.
The amount of the negative active material is about 39.4g, in accordance with the market price of 75 yuan / Kg calculations, the active material cost of 2.96 yuan, accounting for the total cost of materials for 11.1% of theory.
Diaphragm material consumption is about 0.87 square feet, in accordance with the market price of 6.3 yuan / square calculation, the diaphragm costs about 5.48 yuan, accounting for the total cost of materials, 20.5% of theory.
Electrolyte dosage is about 45g, according to market price 80 yuan / Kg calculations, the electrolyte costs about 5.63 yuan, accounting for the total cost of materials, 21.1% of theory.
Four main material costs accounted for a total cost of batteries for 75% of theory, in line with the design of conventional batteries.
Based on personal nearly eight years of technical experience, made ​​of the material system battery at room temperature 0.5C charge-discharge cycle 1000 times no problem.

2. Pack Assembly Section
A 36V, Pack, LFP batteries monomer used number 12Pcs, so the total cost of the battery is 34.7 * 12 = 416.4 yuan.
Protection board part, the price difference is heaven and earth, the general low-grade panels, the price is about 30 yuan / piece, brought the following functions:
Overcharge, over discharge, short circuit protection, no temperature control, no balance, usually pure hardware boards, software failure rate is relatively lower plate.
Chargers, charger also 40 yuan low / Pcs.
Battery box, wires and electrical components, a total of 20 yuan / pcs.
So the whole 36V10AhPack (including batteries, protection board, box, charger) The total cost is: 416.4 +30 +40 +20 = 506.4 yuan.
With the 20% gross margin will offer little more than 600 yuan.