Ternary, lithium iron phosphate lead the technical line of the dispute will continue

- Aug 03, 2017-

July 31, the State Ministry of Industry announced in 2017 the seventh batch of "new energy vehicles to promote the use of recommended models directory." According to the statistics, the batch of selected models of a total of 282 models, of which 38 pure electric passenger cars, 123 pure electric buses, 88 new energy vehicles, plug-in passenger cars and passenger cars 33.

Selected models were led by new energy bus Hagrid, Yutong far ahead



Reporters on all selected seventh batch of new energy car brand statistics found that the most selected models of the top 10 brands, in addition to Imperial, the other nine brands were selected models are involved in new energy bus, visible, the new energy bus dominated This batch of catalogs.

Haige brand selected models 20, including pure electric bus and plug-in hybrid bus 10 each. Pure electric bus, with lithium iron phosphate 8, the energy density from 116.50Wh / kg to 137.27Wh / kg range, the battery supplier from the Ningde era and other battery companies; plug-in hybrid buses equipped with all the manganese Acid lithium, suppliers for the CITIC Guoan solid profit and so on.

Yutong Bus has 18 selected, the main pure electric models. Among them, pure electric bus 12, the battery with lithium iron phosphate-based, supporting the battery business from Huizhou billion Wei Li, Hefei Guoxuan Hi-Tech, Huzhou micro-macro power and other enterprises. As the world's leading passenger car manufacturers, Yutong Bus 2016 sales exceeded 70,000, in view of the huge demand for power batteries, Yutong Bus did not "put the eggs in the same basket," but with a number of suppliers. This way to reduce the risk of a battery company caused by change; Moreover, the competition between suppliers so that Yutong grasp the bargaining power.

In addition, Kaibo licensing 14 models selected, of which 10 pure electric van van, 4 pure electric bus, the former are equipped with three yuan lithium battery, suppliers for the power of God batteries, Huizhou billion Wei Li , Fujian lion science and technology, etc .; Fukuda, Dongfeng licensing, Imperial and other remaining brands, the number of models selected gap is not large.

New energy bus brand competition in many markets intensified

Reporters statistics show that the batch of a total of 153 new energy passenger cars selected, accounting for about 54.26% of the total number of selected models. In all selected new energy bus, pure electric bus 123, plug-in hybrid bus 30 models.



From the chart we can see that the batch of pure electric bus matching battery, a total of 107 models supporting lithium iron phosphate battery, accounting for up to 87%; followed by lithium manganese oxide, 12 models, accounting for 10%; ternary batteries and titanium Lithium-ion battery equipped with pure electric bus models are few, each with 1.

It is worth noting that the selection of the batch of bus brands, large and small 50 brands, both Yutong, Futian such well-known brands, there are Wanda, cloud horse this new brand, the fierce fighting between the brands. From the industry background, in recent years, China's new energy automotive industry to support, subsidize funds is very attractive, able to get a lot of subsidies for the new energy bus to flourish, and the layout of the new energy slow response part of the old bus Enterprises, because of its market share was new energy bus business carved up, its annual sales or even less than 1000, gradually sliding to the edge, in the new energy era began to fall behind.

It is understood that in 2016, Hengtong bus sales 678 (2012 3688); youth bus sales 269 (3408 in 2012); Guilin bus sales of only 781 (2012 2250); Yellow River passenger car sales 1090 (4584 vehicles in 2012). In sharp contrast to this, Zhuhai Yinlong, in the car era, Nanjing Jinlong three later to the rapid rise. In 2016, Zhuhai Yinlong, in the car era, Nanjing Jinlong three new energy vehicles to the main bus business, its annual sales were 5285, 4277, 4645, the former old enterprises left behind. New energy bus in the bus product weight is increasingly heavy, has become a key factor in determining the bus market structure.

This batch was published pure electric passenger cars 38 models, according to the type of battery installed, Sanyuan 31, accounting for 81%; lithium iron phosphate is only one, equipped with BYD brand cars; not marked type of lithium battery by 6 The Plug-in hybrid passenger cars only 3, the brand is the red flag, Chery and Han Teng. Visible, selected in this batch of passenger car models to pure electric-based, a small number of hybrid, which may be related to the national subsidy policy, part of the city's subsidy policy does not cover hybrid passenger cars, which may be car prices And the market response to the state subsidy policy.

New energy dedicated car battery: lithium iron phosphate and ternary "March 7 open"


This batch of a total of 88 new energy vehicles selected, of which 60 models for the pure electric van, accounting for the new section of the new energy models 68.18%, the rest for the insulation cars, refrigerated trucks and so on. From the battery type, the assembly of ternary 62, accounting for 71%; lithium iron phosphate 25, accounting for 28%. New energy vehicles with the battery is still ternary-based, lithium iron phosphate and ternary roughly "March 7 open."

From the 7th batch of catalogs we can get a glimpse of the pattern of new energy vehicles in China, the proportion of new energy buses, pure electric passenger cars and new energy vehicles equipped with ternary batteries, to a certain extent, reflects the national subsidy policy. Ternary lithium batteries, lithium iron phosphate batteries in their respective areas of the dominant position has not changed significantly in the technical system before the qualitative change, the industry debate on the battery technology or will continue.