Compared with ternary lithium battery, lithium iron phosphate battery shows signs of warming up?

　　When the national subsidies are reduced or even gone, the lithium iron phosphate battery will return to its position strongly. At the 2018 Pearl River Delta Future Automobile Supply Chain Innovation Forum held in March this year, Vice General Manager Shen Xi of BYD Lithium Business Department gave the above forecast. Only six months later, The market situation of "three yuan rise and fall" and "lithium iron decline" is gradually broken. In July and August this year, in the field of pure electric passenger vehicles and special vehicles, the installed proportion of lithium iron phosphate batteries "rose against the trend" 。 On September 11, China Association of Automobile Manufacturers released the auto production and sales data for August 2018. The monthly sales of new energy vehicles exceeded 100000 again, continuing the rapid growth trend since this year. From January to August this year, the cumulative production and sales of new energy vehicles were 607000 and 601000 respectively, up 75.4% and 88% year on year respectively. According to the output data of power lithium battery disclosed for the first time, in August, the total output of power lithium battery in China was 6.69 gwh, of which the output of ternary battery was 3.78 gwh, accounting for 56.51% of the total output, and the output of lithium iron phosphate battery was 2.83 gwh, accounting for 42.35% of the total output. In August, the total installed power of power lithium battery was about 4.17gwh, with a stable growth on a month on month basis, of which ternary battery still dominated. Although iron lithium decreased slightly year on year, it improved significantly, with a growth rate of 48%. At the beginning of this year, the overall operating rate of lithium iron phosphate was low due to the declining demand. In order to maintain the factory operation, individual manufacturers have to produce in small batches.

　　At the same time, mainstream battery factories continue to require lithium iron companies to reduce supply prices. The purchase price given by some factories has been lower than 80000 yuan tons, and has been stuck in a long-term deadlock. In the next six months, lithium iron phosphate decreased significantly, and went through a round of de stocking process during the transition of old and new subsidy policies. "Recently, the demand order of lithium iron has rebounded. First, after the price of lithium carbonate has fallen, the price performance of lithium iron has become more and more prominent. Second, the debt will be reissued in the early stage. At present, the inventory of lithium iron phosphate has been basically cleared. Xie Honghe, an analyst of Zhongtai Securities, said:" d has started to resume production and stock up, and the demand is expected to increase month by month. ". What is the reason for re warming? Since the promotion and demonstration of new energy vehicles, China has gradually formed the mainstream technology route of power lithium battery based on lithium iron phosphate. With the improvement of range requirements, ternary lithium-ion batteries with higher energy density came into being. In the new energy vehicle market in 2015, the supporting proportion of ternary lithium and lithium iron phosphate is still "37% open", and will become "46% open" in 2016. In 2017, it was nearly flat, and in the first half of 2018, ternary lithium has completely exceeded. This change is closely related to government subsidies. According to the requirements of the new energy vehicle subsidy policy, the vehicle subsidy will be linked to mileage and energy density. Therefore, ternary material batteries with high energy density are rapidly popularized. Yang Yusheng, an academician of the CAE Member, believes that the reason why the "Sanyuan Wind" is "artificial" is not the natural formation of technological advantages, but the result of one-sided pursuit of pure electric remote policy guidance. However, although the energy storage density of ternary materials is relatively high, their safety is not as good as that of lithium iron phosphate. Therefore, commercial vehicles generally need lithium iron phosphate batteries to ensure the safety of passengers. At present, the matching proportion of ternary batteries is 77%, and lithium iron phosphate only accounts for 11%. However, at present, lithium iron phosphate continues to maintain its mainstream position in the passenger car market, and its application in special vehicles is gradually increasing. In the field of passenger vehicles, lithium iron phosphate accounted for about 76%, 81% and 78% of the fifth, sixth and seventh batch of new energy vehicle promotion and application recommended models (hereinafter referred to as the catalog) in 2018, which is still the mainstream. In the field of special vehicles, lithium iron phosphate accounted for about 30%, 32% and 40% respectively in the fifth, sixth and seventh batch of directories in 2018, and the application proportion was gradually increasing. "From the 2018 new energy vehicle recommendation catalog, lithium iron phosphate battery has absolute advantages in non fast charging pure electric buses. In the field of electric logistics vehicles, lithium iron phosphate battery has greater cost advantages in terms of life cycle and materials." Zhang Yu, the secretary-general of the Power Lithium Battery Application Branch of China Chemical, Physical and Electrical Industry Association, pointed out that with the gradual shortening of the subsidy reduction time, there are more and more turnover opportunities for lithium iron phosphate. The recovery of the industry began in July this year. After the implementation of the new subsidy policy, the battery demand of some low-speed special vehicles has shifted from ternary to lithium iron phosphate. In addition, the orders of large buses are also increasing, and the orders are also increasing gradually. "The whole new energy vehicle industry is expected to see the recovery of lithium iron phosphate battery after the subsidy is completely reduced and truly marketed. Lithium iron phosphate has relatively stable price and high safety. It has broad prospects in the logistics vehicle, small car and passenger car markets." An employee, who asked not to be named, told the reporter. There are more and more electric vehicle fires this year, which is closely related to blindly increasing the energy density of ternary batteries

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