CONFIDENTIAL – NOT FOR DISTRIBUTION

车辆电气化与奥升德 (Ascend) 创新型产品解决方案

Vehicle Electrification and Ascend Material Solutions

2019 年 5 月 21 日

CONFIDENTIAL – NOT FOR DISTRIBUTION

到 2030 年，纯电动汽车 (BEV) 将会比燃油汽车 (ICE) 更加经济实惠By 2030, BEVs will be more affordable than ICEs

100 100101

102

119

116

105

96

2015 2020 2025 2030

ICE BEV

2

电池的价格正在下降，这将加快电动汽车 (EV) 的发展速度

$-

$200

$400

$600

$800

$1,000

$1,200

$1,400

$1,600

$1,800

$2,000

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

$/k

Wh

锂离子电池价格(根据电池类型划分)

Li-ion battery pricing by cell type

Consumer Electronics Large Format

2

80KWh 电池：18,000 美元80KWh battery: $18,000

269 191 125 73电池成本(美元/kWh)Battery cost $/kWh

来源 Source: Navigant Research 市场报告 来源 Source ：McKinsey Energy Insights 麦肯锡能源视角

消费类电池Consumer Electronics

大型电池Large Format

Battery prices are dropping; will accelerate EV growth

每公里成本：燃油汽车(ICE)与电动汽车(EV)对比（以 2015 年 ICE 为基准）Cost per kilometer: ICE vs. EV(normalized to 2015 ICE)

CONFIDENTIAL – NOT FOR DISTRIBUTION

纯电动汽车(BEV)市场正在迅速发展The BEV market is growing fast

3

1182

409

358

53

97

663

306

200

56

52

0 200 400 600 800 1,000 1,200

China

Europe

USA

Japan

Other

2017 年至 2018 年电动汽车(EV)销售及增长百分比 (%) (1000)

EV Sales and % Growth 2017 – 2018 (1000)

78%

34%

79%

- 6%

86%

来源 Source: EVvolume.com

56%

19%

17%

3% 5%

2018 年电动汽车(EV)各区域销售

2018 EV sales by region

China

Europe

USA

Japan

Other

2018 年销售数据

210 万2018 total sales

2.1M

2017 年销售数据

130 万2017 total sales

1.3M

销售Sales 变化百分比 (%)

% Change

2017 年2018 年

其它Other

中国China欧洲Europe美国USA日本Japan其它Other

中国China

欧洲Europe

美国USA

日本Japan

CONFIDENTIAL – NOT FOR DISTRIBUTION

来源 Source: 德勤 Deloitte

不过成本并不是消费者考虑的唯一因素But cost is not the only consumer consideration

4

– 燃油汽车(ICE)用了一个世纪的时间在消费者心中构筑了关于安全性、可靠性和性能(续航能力)的期望值。

– 汽车产业如何向电能交通迈进，每个人都在这些领域重新思考解决方案。

35%

22%

20%

11%

5%

Driving range

Cost/price premium

Lack of EV charginginfrastructure

Time required to charge

Safety concerns with batterytechnology

对电动汽车(EV)的主要顾虑Greatest concern regarding all battery-powered EVs

可行驶里程Driving range

成本/价格溢价Cost/price premium

缺少电动汽车(EV)充电用基础设施Lack of EV charging infrastructure

充电需要花费的时间Time required to charge

对电池技术安全性的担忧Safety concerns with battery technology

– ICE vehicles have had a century to form consumer

expectations around safety, reliability and

performance (range anxiety).

– The move toward e-mobility presents opportunities

to rethink solutions in these areas.

CONFIDENTIAL – NOT FOR DISTRIBUTION

电动汽车(EV)在实现安全性上的挑战EVs present unique safety challenges

5

锂电池很可靠，然而一旦出现故障，极易引发爆燃或触电危险。

在严重故障的情况下保持锂电池的完整性和合理温度对于保障安全来说至关重要。

理想材料需具备以下特点：

– 强度高

– 达到 V0 阻燃等级

– 电气绝缘

– 长期耐高温

火灾隐患FIRE RISK

危险DANGER

Li-ion batteries are incredibly

reliable; however, when they fail,

they pose a fire and electrocution

hazard.

Maintaining the integrity and

temperature of Li-ion batteries in the

event of critical failure is vital to

safety.

The ideal material will have:

– High strength

– V0 flammability

– Electrical insulation

– Long term heat stability

CONFIDENTIAL – NOT FOR DISTRIBUTION

消费者期望产品安全可靠Consumers have come to expect reliability

EV 的活动部件更少，且可靠性将从根本上优于 ICE。

不过，对材料的要求程度也完全不同。

– 更长的加热和冷却循环

– 可应对电池热量的冷却系统

– 高电压

理想材料需具备以下特点：

– 长期耐高温

– 抗腐蚀性

– 耐化学性

6

EVs have fewer moving parts and will be

inherently more reliable than ICEs.

However, the stresses on the materials

will be fundamentally different.

– Longer heating and cooling cycles

– Complex cooling systems to manage

battery heat

– High voltage

The ideal material will have:

– Long term heat stability

– Corrosion resistance

– Chemical resistance

CONFIDENTIAL – NOT FOR DISTRIBUTION

可行驶里程和性能问题仍待解决Range and performance still need to be solved

Li-ion battery technology is reaching its

maximum potential, so range gains will likely

come from ancillary technologies.

Lightweighting will be essential to

increasing range.

We know from ICEs that a 10% weight

reduction yields 6-8% greater efficiency.

Ultra-fast charging and greater charging

infrastructure will also be necessary and

require advanced material technologies.

Ultra-fast charging uses high current power to

charge batteries quickly, causing tremendous

amounts of heat that must be managed.

7

锂电池技术发展已至瓶颈，因此增加可行驶

里程将需要通过辅助技术实现。

轻量化将是增加可行驶里程的一个要素。

根据燃油汽车(ICE)的发展经验我们知道，每

减轻10%的重量，效能就会提升6%到8%。

超快速充电和更优质的充电用基础设施也很

必要，而且需要更先进的材料技术支持。

超快速充电使用高功率电流对电池进行快速

充电，这会产生大量热量，必须对这些热量

进行处理。

CONFIDENTIAL – NOT FOR DISTRIBUTION

泛达®PA66产品解决方案助您应对这些挑战Vydyne® PA66 is ready to meet all these challenges

安全性Safety

可靠性Reliability

性能Performance

J 系列J series

抗腐蚀级PA66产品适用于电子连接器等应用。

Corrosion-resistant PA66 for use in electrical connectors

ECO 系列ECO series

阻燃级PA66产品适用于电子连接器和线束等应用。

Flame-retardant PA66 for use in electrical connectors, wiring and harnesses

HR 系列HR series

耐高温及耐水解级PA66产品适用于冷却系统等应用。

High-temperature and hydrolysis resistant PA66 for use in cooling systems.

抗冲改性级Impact

modified

抗冲击级PA66产品适用于电池外壳和应对噪声、振动与声振粗糙度(Noise/Vibration/Harshness)相关应用。

Impact-resistant PA66 for use in battery enclosures and NVH applications.

8

北美洲North America

1010 Travis Street, Suite 900

Houston, TX 77002 USA

+1 713 315 5700

欧洲Europe

Watson & Crick Hill Park

11, rue Granbonpré - Bâtiment H

B-1435 Mont-St-Guibert

Belgium

+32 10 60 8600

亚洲Asia

Unit 3602, Raffles City

No. 268, Xizang Road (M),

Shanghai, China 200001

+86 21 2315 0888

机密 –不用于分发CONFIDENTIAL – NOT FOR DISTRIBUTION

© 2019 Ascend Performance Materials Operations LLC奥升德功能材料和 Vydyne 标志和商标是 Ascend Performance Materials Operations LLC 的商标或注册商标。© 2019 Ascend Performance Materials Operations LLC

The Ascend Performance Materials and Vydyne, marks and logos are trademarks or registered trademarks of Ascend Performance Materials Operations LLC.

尽管本文所述信息和建议（以下简称“信息”）是善意的，且在发布之日被认为是正确的，Ascend Performance Materials Operations LLC 对其完整性或准确性不作任何陈述或保证。免担保及免责声明的完整内容请在 ascendmaterials.com/disclaimer 中查看。Although the information and recommendations set forth herein ( hereinafter “Information”) are presented in good faith and be lieved to be correct as of the date hereof, Ascend Performance Materials

Operations LLC makes no representations or warranties as to the completeness or accuracy thereof. The full disclaimer of warranty and liability can be found at ascendmaterials.com/disclaimer.