Ternary lithium battery shrinks sharply BYD blade battery goes right: consumers pay for it one after another
With the surge in sales of new energy vehicles, the demand for power battery loading has grown strongly:In 2020, 64GWh of power batteries will be installed in vehicles, in 2021, 155GWh will be installed in vehicles, and in 2022, 295GWh will be installed in vehicles, which can be called a double growth.
At present, the core materials of power batteries mainly include lithium iron phosphate and ternary materials. Other materials account for only 0.4% of passenger cars, and they are still shrinking.
According to the latest data from the Passenger Federation, new energy vehicles are being loaded,The proportion of ternary materials has dropped sharply, from 61% in 2018 to 34% in January 2023, reflecting the sharp shrinkage of the ternary battery market.
andLithium iron phosphate batteries increased from 39% to 66%reflecting a huge breakthrough in lithium iron phosphate batteries under the low-price strategy.Low energy density improves the integration method by improving the packaging, and then improves the cost performance, so as to achieve the relative recognition of consumers’ indicators, so the low-priced and low-quality lines of lithium iron phosphate are becoming increasingly strong.
The energy density of lithium iron phosphate is not as good as ternary, and the replacement of ternary by lithium iron phosphate batteries has also brought about a decline in the energy density of the industry.
The current energy density of the main battery of pure electric vehicles is between 125 and 160. The recent performance is more prominent that the proportion of batteries with 140 to 160 is relatively high, reaching 46%. 2020 saw a marked decline.
