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Why the lithium iron phosphate battery back to lead hot?

by:Vglory      2020-12-05
Source: 2020 - 04 - 01 he cometh hits: the return of the lithium iron phosphate battery caused a heated discussion, the ternary lithium battery is still the mainstream recently, ningde electric cooperation with tesla has caused a lot of discussion. According to Reuters news agency reported on February 18, 2020, tesla is and the choice of ningde times its domestic electric cars' cobalt free batteries' talks, now in its final stages. According to activity organization, media coverage of the 'battery without cobalt is CTP lithium iron phosphate batteries. The Chinese government has been strongly support the new energy automotive industry, and puts forward the new energy car subsidy, to encourage car makers to trek the product quality, travel journey to new energy vehicles, thus promote new energy vehicles more widely to consumers. Power battery energy density as the core component of new energy vehicles, determines the new energy car battery life. To this end, each big power battery manufacturers in actively explore battery technology, to explore three yuan high nickel batteries to continue. However, since the 2019 years since the new energy car subsidy policy, 'lithium iron phosphate batteries could replace the ternary lithium batteries as main battery' has been operators mentioned repeatedly. Although with ternary lithium batteries, lithium iron phosphate battery energy density is low, but now subsidies downhill, downstream automobile enterprises control the cost price, the upstream materials necessary to guess the ternary lithium battery less cobalt element in China's foreign exchange reserves, most of the overseas import, ternary lithium battery costs are high. With three yuan ( Parameter | photo) Batteries, for example, ningde leading enterprises in recent years under the concession of subsidy policy, its gross margin is also under pressure. From 2015 to the end of September 2019, ningde gross margins from 43. A peak of 7% to 29 in the third quarter of 2019. 08%. In this case, lithium - Iron phosphate battery power obtained from scratch: in addition to tesla could buy lithium - from ningde era That iron phosphate batteries, byd's latest lithium battery is - blade Iron phosphate batteries. In addition to the energy density, safety is car manufacturers choose lithium iron phosphate battery an important factor. China association of chemical and physical power operation data in a flash, lithium iron phosphate battery now market price has fallen to zero. Below 7 yuan/Wh, 3 yuan battery price at 0. 9 yuan/Wh hovering, distance to expand. Orient securities analyst said that in 50 kilowatt hours of electricity mode, for example, from three yuan battery to lithium iron phosphate batteries, although subsidies lost about $2000, but the battery cost can reduce 1. 20000 yuan. In a long period of time, however, in order to match the new dynamic passenger car market demand, leading battery company in China is still eager to develop three high nickel technology, according to the operating mechanism, in January 2020, China power capacity battery 2. 32, women, and in January 2019, 4. 98, compared to women, fell by 52%. At the same time, the joint battery installed quantity of 1. 51 GWH, accounting for 65%; Lithium iron phosphate battery capacity of 0. 65 GWH, accounting for 28%. Manganese acid lithium, lithium titanate battery capacity of 0. 16 GWH, accounting for 7%. The choice of the ternary cell still is the mainstream. In addition, according to the operating agency estimates, China's high nickel model will mass production in 2021, broke out in 2022. In the future, the ternary lithium batteries will be the first to be installed in the model range of more than 500 kilometers, and lithium iron phosphate batteries will focus on the range of the passenger car market is less than 400 kilometers, cover up part of the new energy buses and special vehicles etc.
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