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  • 第322批公示新能源專用車分析:磷酸鐵鋰市場持續火熱 驚現兩款電動微型車

    電車資源獲悉,工信部7月17日公示申報第322批《道路機動車輛 生產企業及產品公告》新產品。本文對其中175款新能源專用車做進一步分析。

    磷酸鐵鋰回歸 國軒高科迎來發展機遇?

    補貼后時代的到來,來自整車的成本和經營壓力傳導至動力電池領域,從而帶動動力電池行業全方位發生深刻變化,新一輪市場整合正在醞釀之中。

    動力電池企業主流選擇:高密度與低成本雙路線并存

    EnergyTrend梳理了主流動力電池企業的技術路線,發現目前主流動力電池企業均采用了三元電池和磷酸鐵鋰電池兩手抓的方案,高密度與低成本雙路線并存。

    后補貼時代 磷酸鐵鋰電池市場回暖

    補貼的進一步退坡以及出于成本和安全的考慮,讓企業更加關注動力電池的性能、成本以及細分市場需求等,在新形勢下,磷酸鐵鋰應用風潮已經重啟。

    磷酸鐵鋰電池的市場發展分析

    磷酸鐵鋰電池的春天真的要回來了嗎?

    2019年4月動力電池裝機量分析:磷酸鐵鋰在專用車領域強勢回歸

    電車資源數據顯示,4月新能源汽車動力電池裝機量總量達5.41GWh,同比增長43.9%,環比增長6.3%。4月動力電池裝機量呈持續增長的態勢,但受補貼退坡影響,增速有所放緩。

    國軒高科:磷酸鐵鋰電池回歸趨勢顯現

    國軒高科公布5月30日上午12家國內外機構調研情況,表示針對補貼退坡,公司早有預計和準備。在國內補貼退坡、新能源汽車安全性不斷被提及的大背景下,磷酸鐵鋰電池回歸趨勢顯現。

    新能源汽車事故多發 三元訂單顯著收縮

    疊加新能源乘用車過渡期臨近,具備成本優勢與安全優勢的磷酸鐵鋰的應用場景有望繼續滲透,如低里程乘用車市場、專用車市場等。我們預計,磷酸鐵鋰第二季度的需求有望回溫。

    安全爭議及鐵鋰回潮雙重夾擊下 三元鋰電池地位依舊穩固

    統計稱,2018年三元鋰電池占比為57.37%,同比增長101%。2019年一季度,三元鋰電池的裝機量遠超過磷酸鐵鋰電池,其中圓柱電池表現搶眼,裝機總量約1.04GWh,同比增長48%。

    三元鋰電池地位依舊穩固

    補貼的大幅退坡除了帶來市場波動外,也讓磷酸鐵鋰電池回潮的聲音再次浮現。不少業內人士認為,在市場因素的驅動下,尤其是補貼完全退坡后,磷酸鐵鋰電池或許會強勢回歸,

    EV早報|寧德時代攜德方納米成立合資公司;4月新能源車銷量9.7萬輛;小鵬獲網約車經營許可證......

    德方納米公告稱,公司5月11日與寧德時代簽署《合資經營協議》,擬共同增資曲靖麟鐵。曲靖麟鐵首期規劃年產磷酸鐵鋰1萬噸。寧德時代將向曲靖麟鐵采購磷酸鐵鋰,并根據采購量向其預付采購款不超1.32億元。

    磷酸鐵鋰電池將有所回潮 但大方向仍是三元

    墨柯認為,今年磷酸鐵鋰電池裝機量,在乘用車領域或有所回潮,但三元電池確定仍是大方向。同樣的電動汽車總開發成本,三元電池在產品生命周期、性能提升等方面比磷酸鐵鋰大得多。

    【新能源物流車周報】磷酸鐵鋰在新補貼政策下優勢初顯 開瑞新能源新車曝光

    新能源,新鮮料,物流每周來報道!本周319批新車公示公布,磷酸鐵鋰在新補貼政策下優勢初顯,此外,開瑞新能源新車曝光,開瑞優勁T70L/T72L主打大微貨/準輕卡市場,是專為新生代創富者打造的大微卡。

    第319批公示新能源專用車分析:磷酸鐵鋰占比高達76% 新補貼政策下優勢初顯

    電車資源獲悉,工信部于4月18日公示了申報第319批《道路機動車輛生產企業及產品公告》新產品。本文將對其中的142款新能源專用車進行分析。

    這家磷酸鐵鋰電池企業迎來轉機?動力電池技術路線之爭余波又起

    近日,沃特瑪的母公司堅瑞沃能公告稱,將引入合作方江蘇華控投資管理有限公司,以盤活沃特瑪的子公司湖南沃特瑪,幫助其恢復生產。
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