The hottest power battery market is frustrated, an

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Power battery market frustrated lithium iron phosphate accelerated to embrace the energy storage market

with the rise of the energy storage market, some power battery enterprises have laid out energy storage businesses in recent years. Recently 5. Valid width: within about 420mm, power battery enterprises have won orders in the electric side energy storage market, which has opened a Xintiandi for lithium iron phosphate batteries

according to the statistical data of power battery installed capacity, the proportion of lithium iron phosphate and ternary power battery was 69% and 28% respectively in 2015, and 60% and 38% in 2016; In 2017, lithium iron phosphate accounted for 50%, and ternary power batteries accounted for 45%; Among the total installed capacity of 2.87gwh in June this year, the installed capacity of ternary power battery was 1.81gwh, accounting for 63.01%; The installed capacity of lithium iron phosphate power battery is 1.01gwh, accounting for 35.16%

it can be seen that the installed capacity of lithium iron phosphate accounted for more than half from 2015 to 2017. In these three years, China's sales of new energy vehicles ranked first in the world for three consecutive years, which can be said to have made great contributions to China's new energy vehicles reaching the top of the world. However, nowadays, the proportion of lithium iron phosphate batteries in power batteries continues to decline, and the views that lithium iron phosphate will "fall out of favor" and "be eliminated" are also emerging one after another

in fact, the current lithium iron phosphate battery, Hedong has become Hexi, and its popularity in the field of new energy vehicles has long been overshadowed by ternary power batteries. Although it has many advantages, lithium iron phosphate with energy density bottleneck is still defeated in the face of the essence of policy guidance to seek high energy density, ultra long endurance capability and commercial profit seeking

the industry believes that with the rapid development of the new energy vehicle industry, although the proportion of lithium iron phosphate battery in the installed capacity of power battery continues to decline, its huge capacity can not be ignored. As the largest market of lithium iron phosphate battery in the field of new energy passenger vehicles, lithium iron phosphate battery may face all failures in this field, and lose this cake. How to relieve the pressure on production capacity will face a test

with the change of subsidy policy, lithium iron phosphate battery is not superior to high nickel ternary battery. In the field of power batteries, lithium iron phosphate batteries should stick to the new energy bus market, look forward to the resurgence of new energy special vehicles, or wait for the reemergence of low-speed electric vehicles, continue to strengthen research and development, make breakthroughs and innovations, so as to stabilize the existing situation

the market share of lithium iron phosphate is gradually compressed

when high nickel ternary batteries become the mainstream of domestic development, enterprises once dominated by lithium iron phosphate had to change direction to regain the market share lost due to lithium iron phosphate. It is understood that all passenger cars of BYD this year, except E6, will be equipped with ternary power batteries. As its largest power battery production base, Qinghai BYD power battery factory with a planned capacity of 24gwh will also mainly produce ternary power batteries

The person in charge of Golden Eagle said that the company was actively adjusting the original lithium iron phosphate battery project to expand to lithium manganate. With the decline of subsidies for new energy vehicles, the price advantage of lithium manganate in the three power lithium battery systems will gradually become prominent. At the same time, the power performance, discharge rate performance, low temperature performance and high voltage frequency characteristics of lithium manganate battery can also meet the market demand, hoping to realize the relative complementarity between lithium manganate and ternary

an insider also pointed out that, (3) using a suitable wrench to connect the oil pipes has had a negative impact on lithium iron phosphate materials in the short term under the guidance of China's new energy policy, but as long as there are breakthroughs in the following aspects, we firmly believe that the future of lithium iron phosphate materials is better: 1. The advantages of lithium iron phosphate materials in safety and cost need to be brought into full play; 2. Lithium iron phosphate materials have disadvantages in energy density, power and so on, which need to actively seek breakthroughs; Better

3. Products should adhere to high-end leadership, put an end to low-end repeated construction, resolutely eliminate backward processes and production capacity, and resist homogenization competition and price war; 4. It is hoped that this short text can prevent users from making the same mistakes in the testing process, expand the application field and scale of lithium iron phosphate materials, and develop more application scenarios of lithium iron phosphate

Bloomberg new energy finance emphasized for the first time in 2018 new energy outlook that the decline in battery costs will have a huge impact on the power system in the coming decades. According to Bloomberg new energy financial analysis, the cost of lithium batteries per megawatt hour has decreased by nearly 80% since 2010. By 2020, with the continuous development of electric vehicle manufacturing industry, the price of lithium batteries will continue to fall, and their application advantages in the field of energy storage will be greater and greater

SEB henest, head of Bloomberg new energy finance Europe, the Middle East and Africa, and the main author of Neo 2018, said: "we expect that by 2050, the investment related to battery capacity will reach 548billion US dollars, of which two thirds will be on the power side and one third will be distributed behind household and commercial meters."

with the rise of energy storage market, in recent years, some power battery enterprises have laid out energy storage business. Recently, power battery enterprises have won orders in the electric energy storage market, which has opened a Xintiandi for lithium iron phosphate batteries

on August 1, Yiwei lithium energy announced that the company had become the first candidate to win the bid for the complete container energy storage equipment of Xi county energy storage power station in the second batch of equipment procurement projects of Henan Electric 100MW battery energy storage demonstration project, which was the first time that the company had obtained an "electric side" energy storage business order

in mid July, Jiangsu Zhenjiang electric energy storage power station project was officially put into operation. It is understood that the energy storage power station has a total power of 101mw and a total capacity of 202mwh. It is the largest battery energy storage power station project in China. Lixin Energy announced that it also participated in the Jiangsu Zhenjiang electric energy storage power station project, and helped the success of Zhenjiang 80mwh lithium iron phosphate energy storage project

lithium iron phosphate accelerated its embrace of energy storage

in mid June, the first demonstration project of 100MW battery energy storage of Henan electric power - the first set of container battery energy storage unit in Luoyang Huanglong station was successful, becoming the first parallel power side distributed battery energy storage power station project in China. It is reported that this year, China's Henan electric power company selected 16 substations in 9 regions including Luoyang to carry out the construction of China's first 100 MW distributed battery energy storage demonstration project on the power side

judging from the bidding and implementation projects of Henan and Jiangsu, there are many power battery enterprises participating in the energy storage projects. Participating enterprises include Tianjin Lishen, Nandu power, Kelu, Yiwei lithium energy, Zhongtian Technology, Lixin energy, etc. Due to the advantages of ultra long service life, safe use, large capacity, green and environmental protection, the transfer of lithium iron phosphate to the field of energy storage will extend the value chain, which is conducive to promoting new business models and constructing a new industrial chain. In addition, the energy storage market is larger than the electric vehicle market, and will become an important potential market for lithium iron phosphate

second, the energy storage system equipped with lithium batteries (mainly lithium iron phosphate batteries) has become the mainstream choice. With the technological progress of power battery enterprises and the decline of power battery costs in recent years, lithium iron phosphate has a cost-effective advantage over lead-acid and lead carbon batteries. The explosion of domestic demand for electric energy storage also provides a way out for lithium iron phosphate batteries to reduce production capacity

as electric energy storage is driving the demand for lithium iron phosphate batteries, it can be predicted that domestic electric energy storage will win a new market breakthrough for lithium iron phosphate batteries. Power battery enterprises have diversified their businesses such as power and energy storage, and the energy storage business is expected to become the fastest-growing business of the enterprise

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