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Pinay escort After the replenishment and slope reduction, the cost advantage of the phosphate steel battery slowly highlights. At the same time, a new power bus or Sugar baby, which is one of the important application scenarios of phosphate steel batteries, will gain policy support in a step further, thus benefiting the phosphate steel battery industry; for consumers in third- and fourth-line cities and even towns, low-priced and long-lived phosphate steel batteries are more competitive. In addition, overall, compared with foreign manufacturers, my country’s technical advantages related to iron phosphate steel batteries are obvious, the product price ratio and industry maturity are high, and the supporting methods related to power management are also very complete.
58.33%
84 models have been selected for the second batch of “New Power Car Promotion Models” in 2019, Sugar baby has 49 models equipped with phosphate steel batteries, accounting for 58.33%.
0.7 yuan/Wh
Today, the market price of phosphate steel battery cores has dropped below 0.7 yuan/Wh, while the price of ternary battery cores is 0.9 yuan/Wh.
60%
Today, the important application of phosphate steel batteries in the market is mainly buses, and the market share in this area accounts for more than 60%.
In the past two years, due to the country’s innovative technical supplement policies for new power automobile industries, related enterprises have been constantly seeking the energy density and continuous range of power batteries. The ternary batteries have become popular, and the market space of the other main branch of the steel battery, the iron phosphate steel battery, has been compressed. In 2018, companies such as Escort manilaShenli Battery, Bicco, Bicco battery, BYD, Far East Foster and other companies are developing highSugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySugar babySSugar daddy begins to turn to ternary battery products.
However, this situation may change this year. Recently, many investment institutions such as Wanlian Securities, China Securities, and China Securities Investment Securities have predicted in their research that due to the adjustment of the new power automobile supplement policy in 2019, the advantages of ternary batteries have weakened, and the market for phosphate iron steel batteries has been taciturn, and a large number of edits have been made in later production to achieve the effect. The market share is expected to rise. Is the spring and innocent thing of the phosphate steel battery coming back?
Cash advantages are prominent
As the main force of power batteries, in recent years, phosphate steel batteries and Sugar daddyternary battery have always accounted for about 95% of the total industry, and the proportion between the two has never ended. From 2015 to 2016, the market share of phosphate steel batteries was as high as 70%. However, as the country’s new power automobile supplement gradually increases to high energy density and high range products. The market share of phosphate steel batteries has gradually declined. In the two years 2017 and 2018, the market share of iron phosphate steel fell to 45% and 39% respectively.
But since this year, the market for phosphate steel batteries has once again seen a hot trend.
The latest data released by the China Automobile Industry Association, from January to February 2019, my country’s cumulative power battery production reached 11Sugar daddy.6GWh, of which the ternary battery is cumulatively produced 6.6GWh, accounting for 57.2% of the total production ratio; the phosphate steel battery is cumulatively produced 4.6GWh, accounting for 39.6% of the total production ratio, which is slightly higher than 36.03% in the same period last year.
At the same time, from the second batch of “New Power Automobile Promotion Application Recommended Car Model Catalog” (hereinafter referred to as “Catalogue”) released by the Ministry of Industry and Information Technology, 49 of the 84 selected models have been equipped with Sugar baby phosphate iron steel batteries, accounting for 58.33%.
Insiders believe that since the new power car supplement in 2019 fell by more than half of the amount in 2018, the passenger car subscription reduction dropped by more than 70%, and the vehicle companies have been under pressure to increase drama. Under this situation, many vehicle companies have set their sights on reducing their capital for the first time.
China Chemical and Physical Power Industry Association DataManila escort shows that today, the market price of phosphate steel battery cores has dropped below 0.7 yuan/Wh, and the ternary battery cores are in a state of confusion at 0.9 yuan/Wh, and the gap between the two has begun to expand.
“After the replenishment and slope reduction, the cost advantage of the phosphate steel battery gradually protrudes.” According to the analysis of the Oriental Securities, “Take the 50-degree motor model as an example, adjusting from a ternary battery to a phosphate steel battery, although the replenishment is reduced by about 2,000 yuan, Sugar daddyBut the battery cost can drop by 12,000 yuan. “
The potential of the low-sustaining airline market is large compared with the ternary battery, and the phosphate steel battery is indeed more advantageous in terms of capital, safety, life, etc., but because of its stability, the sustained airline capacity is slightly weak, which limits its application scope.
“Energy density is the biggest challenge for phosphate steel batteries. From the current stage, it cannot develop towards high-voltage growth like a ternary battery in terms of energy density.” TrendForce Consulting New Dynamics Research told reporters, “This characteristic limits phosphate steel batteries to specific applications. Today, the important application of phosphate steel batteries in the market is mainly buses, with 60%. “
This trend is also seen in the “Table of Contents”. The Catalog has released a total of 22 pure electric passenger cars, 19 of which are equipped with phosphate steel batteries; among the 28 models that have chosen pure electric passenger cars, only 8 models have been used.
Oriental Securities TablePinay escort Now, the new power bus subsidiaries will be completely cancelled after June 25, but the new power bus subsidiaries will still be preserved. This will have a strong effect on the new power buses promoted by the local government. The sales volume of iron phosphate steel batteries will increase greatly in 2019. In addition, as one of the four ministries and commissions this year’s key areas of focus, it is expected to exceed expectations.The policy of pines-sugar.net/”>Sugar baby will improve the industry of phosphate steel batteries.
It is worth noting that in addition to the new power bus, some companies are also aiming for the low-sustainable passenger car market that can apply phosphate steel batteries. In 2019, JAC Motors released a new electric car content label with phosphate steel batteries: Tianzuo Zhihe, industry elite, Xiao Tianwen, love-style iEV7L, supplementary Manila escort will be sold at 94,500 yuan.
JAC Motors believes that from a long distance, my country’s electric vehicle market is not only concentrated in first- and second-tier cities, but also consumers in third- and fourth-tier cities and even towns have the opportunity to rest. During a nap, she did Sugar babyA dream. The ternary battery product with long-term flight characteristics is not suitable for its short commuter journey. On the contrary, the low-priced, long-lived phosphate iron-sized batteries are more competitive.
Sugar daddy daddyThe industry maturity is higher
Although the market is constantly acclaiming the development of phosphate steel batteries, it is also Sugar baby believes that the recovery of the phosphate steel battery industry is borrowing the trend of replenishment and decline. With the promotion of the marketization of the ternary battery industry, the capital has gradually dropped. Do you expect it to have been inspected in the hospital? “After the replenishment period declines in 2020, the development of phosphate steel battery will face uncertainty again.
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