Power battery choice divided three yuan and lithium iron phosphate batteries who wins who negative?

For new energy automotive industry in 2019 is a year full of challenge and pressure. In car environment overall decline, new energy subsidies TuiPo and multiple factors, such as cash flow stress, the new energy automotive industry in 2019 will nirvana reborn? 8%, year-on-year decline for the first time in 28 years. But against this backdrop, new energy vehicles is still achieve rapid growth. 7%.

new energy vehicles in addition to the requirements of the overall decline in China's automobile industry is the environment, but also facing another serious problem, in 2019 the new energy subsidies TuiPo amplitude is likely to be beyond the expectation of industry. From the previous rounds of 2019 new energy vehicles subsidy programs, subsidies this year by more than 50% generally.

for new energy automotive industry, the battery part is the core of SanDian technology. And the cell technology to complete the iteration and realize the mass production, also need at least 1 year. For the most makers get subsidies is the first priority, which requires to find qualified battery factories and cooperation with them.

if the network version of the new energy subsidies passenger vehicle as an example, you can see the current mileage grading standards and the requirements of the energy density did not change, but directly on the basis of the same standard, reducing subsidies directly.

in 2019 the first batch of new energy vehicles promotion directory, battery energy density in 160 wh/Kg and above, for a total of 15 model of battery suppliers have byd, citic guoan, gac, jianghuai woti-meeting, ningde era, star, constant power, fluorine, tianjin gateway can DE lang, ningbo, Shanghai wei theory. 44 wh/Kg, as currently recommended models in the highest energy density.

you can see, there are many factory can achieve high energy density battery production and form a complete set of system. Need to come up with, the high energy density model of form a complete set of batteries are three yuan.

for the current new energy automotive industry, lithium iron phosphate batteries in 2019 will lead to the decline of the installed base for subsidies TuiPo?

on February 19, 2019, the state ministry of on its official web site of the public the declare the 317th batch of the announcement of road motor vehicle production enterprises and products in the new product. Notice from this batch of form a complete set of battery category, form a complete set of 61 lithium iron phosphate battery model ( 4%) From the point of various models of form a complete set of battery types, passenger car still is given priority to with ternary cell; Passenger car still is given priority to with lithium iron phosphate batteries; Vehicle is given priority to with lithium iron phosphate batteries, battery is complementary three yuan. It can be seen that the lithium iron phosphate in the new energy automotive industry, with excellent safety performance and cost advantage obviously, still has a pivotal position in the market. 98 GWH, up 281% from a year earlier. 42 GWH, up 177% from a year earlier.

at the same time, the era of ningde lithium carbonate in qinghai province is planning to build factories, the porch high-tech & other Hand in hand & throughout; Jianghuai auto with behavior reflects the leading companies such as BOSCH for lithium iron phosphate batteries.

according to the industry to the SMM, as for the full year 2019 there are two main types of planning direction. First is to continue to high nickel ternary course, aiming at to get the maximum amount of subsidy; The second is to consider subsidies after TuiPo enterprise cost control, layout in advance with lithium iron phosphate battery is given priority to the development of the route. Now consider to develop the lithium iron phosphate battery makers on behalf of the Beijing new energy and jianghuai auto. For battery factories, considering the makers for future cells pick up line layout, leading battery manufacturers have already begun bulk purchase lithium iron phosphate material. At the same time, in order to compete with foreign factory after subsidies fully TuiPo, and further reduce the cost of battery system, most of the factory is still in the r&d process of high nickel three yuan. SMM is expected in 2019, three yuan battery and lithium iron phosphate battery demand won't appear after rumors of the polarization phenomenon.

for new energy automotive industry, in 2019 is a year full of challenge and pressure. In car environment overall decline, new energy subsidies TuiPo and multiple factors, such as cash flow stress, the new energy automotive industry can rely on technology breakthrough, the cost of further compression as well as the depth of the industry chain cooperation, achieve nirvana reborn in 2019? Let's wait and see.