CR1625 battery.Is lithium iron phosphate battery expected to replace ternary batteries as the "dominant"?

　　Due to the hot sales of related vehicle models, the installed capacity of lithium iron phosphate batteries has significantly increased. From the data, in 2020, the sales of ternary batteries in Chinese shopping malls reached 34.8 GWh, a year-on-year decrease of 34.4%; The sales of lithium iron phosphate batteries reached 30.8GWh, with a year-on-year increase of 49.2%. In the "Model Catalogue (2021 Batch 1)", the proportion of lithium iron phosphate battery models has now reached 78%, and the proportion of supporting vehicles in passenger cars has also increased from the previous highest of 40% to 50%.

　　It is clear that the professional format of power batteries, previously dominated by ternary batteries, is undergoing a drastic change, and lithium iron phosphate batteries will usher in a new trend of rise. Manufacturers with iron lithium production lines such as Ningde Times, BYD, Yiwei Lithium, Guoxuan High tech, Penghui Energy, Ruipu Energy, Honeycomb Energy, and AVIC Lithium will continue to benefit from this. Industry insiders estimate that 2021 will usher in a year of increasing demand for lithium iron phosphate batteries, with an estimated year-on-year increase of up to 80%.

　　In fact, many enterprises are accelerating production expansion and preparation. In addition to the aforementioned addition of lithium iron phosphate production capacity in the Ningde era, BYD's blade battery production capacity is also rapidly expanding. It is reported that its five production bases in Chongqing, Changsha, Bengbu, Guiyang, and Hefei have been completed, are under construction, and the planned blade battery production capacity has reached nearly 135GWh. In addition, in less than a month in the first quarter of this year, Yiwei Lithium Energy quickly released two announcements, with a total investment of 4.9 billion yuan to expand production and target the lithium iron phosphate battery mall for passenger cars.

　　CITIC Securities pointed out that overseas new energy car mainstream companies such as Tesla and Daimler have also clarified the path of lithium iron phosphate batteries. It is estimated that other overseas car companies such as BMW and Volkswagen will also choose to have lithium iron phosphate battery supporting solutions in their electrification paths, and lithium iron phosphate batteries are expected to complete global support. With the launch of more models equipped with lithium iron phosphate batteries, the demand for lithium iron phosphate batteries in shopping malls will remain strong for a long time.

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