As of May 2, the Ministry of Industry and Information Technology has announced four batches of recommended models for the promotion and application of new energy vehicles. A total of 1,473 models of 136 companies were selected, of which 670 were pure electric buses, accounting for 45% of all selected models. Next, let's take a look at the battery support for pure electric buses.
First, the power battery package: Ningde era, Guoneng battery, Waterma ranked in the top three
Among the first four batches of recommended catalogues, there were 20 selected 670 pure electric bus models with more than 5 battery companies, including 245 Ningde era, 74 national energy batteries, and 54 Waltma. Three. Guoxuan Hi-Tech 53 models, second only to Watmar, still belong to the first echelon; micro-power 37, latitude lithium energy 30, Lishen battery 29, belong to the second echelon; AVIC Lithium, Hai Sida and The models of Wuhu Tianzhu are 19, 11 and 11 models respectively, belonging to the third echelon. Although we can't directly estimate the market share of the battery companies from the number of models, the difference in the number of models equipped by each battery company is still relatively obvious, which can reflect the situation of car companies that cooperate with battery companies to a certain extent.
Second, the battery type: lithium iron phosphate is the largest, lithium manganate, lithium titanate accounted for 10%
Battery China Network statistics show that the first four batches of recommended battery vehicles for pure electric bus, lithium iron phosphate battery supporting models up to 589 models, accounting for 88%, is still a single; lithium manganese oxide battery supporting 40 models , accounting for 6%; 25 lithium titanate batteries , accounting for 4%; other lithium-ion batteries without specific technical routes have 16 models, accounting for 2%. It can be seen that lithium iron phosphate, lithium manganate and lithium titanate batteries are the main players in the pure electric bus battery. Among them, lithium iron phosphate is the absolute mainstream, and lithium titanate and lithium manganate account for 10%.
Third, the system energy density: more than half of the 115Wh / kg can get 1.2 times subsidy
According to the statistics of China Battery Network, among the first four batches of recommended catalogues, there are 337 models of pure electric bus vehicles with energy density above 115Wh/kg, accounting for 50.3% of the number of pure electric buses. According to the latest financial subsidies policy for new energy vehicles. These models receive a 1.2 times financial subsidy. The number of batches 1-4 is 1, 55, 119 and 162. It can be seen that under the guidance of the subsidy policy, the system energy density of the battery for pure electric buses has increased rapidly. The industry is worried that the subsidy policy will be tightened. It will have a serious impact on the catalogue of pure electric buses, and it seems that this effect is easing.
In the first four batches of recommended catalogues, there are also some new faces appearing on the list of battery companies for pure electric buses. For example, the more unfamiliar Wuhu Tianyu is crowded into the top ten battery companies. It is understood that the company was established in 2014, mainly engaged in research and development of lithium-ion battery cells and battery packs, with an annual production capacity of 5GWh. In addition, Qianjiang Lithium Battery (2 models), Jiangsu Chunlan Clean Energy (5 models), Sichuan Jianxing Lithium Battery (4 models), Rubik's New Energy (2 units, 3 units) indicate the new strength of the power battery industry. Is rising. Compared with the recommended catalogues that were previously pushed down, the first four batches of recommended catalogues announced in 2017, all aspects of the battery for pure electric buses have been greatly improved, and the increase in energy density has enabled more than half of the models to receive 1.2 times subsidies. The dominant position of lithium iron phosphate in the pure electric bus market is still difficult to shake.
Ridge Cap Roof Sheet Roll Forming Machine
Ridge Cap Roof Sheet Roll Forming Machine,Cold Roll Forming Machine,Roof Sheet Roll Forming Machine,Ridge Cap Roll Forming Machine
HEBEI SENUF MANUFACTURE AND TRADE CO., LTD , https://www.senufmetals.com