The mainstream competition of power lithium battery, lithium manganese oxide battery cannot be ignored

Introduction: while the ternary and iron-lithium battery systems are competing in the mainstream of the power lithium battery market, the lithium manganate battery system, which has received less attention from the market, has begun to erode the market. Relying on its cost advantage and performance improvement, it has launched an impact on the new energy bus market dominated by iron-lithium.

At the same time that the ternary and iron-lithium systems are engaged in the mainstream battlefield of power lithium batteries, lithium manganese oxide batteries have begun to erode the market as a lithium battery system with less market concern, which relies on cost advantages and performance improvement. The lithium-based new energy bus market has launched an impact.

1. The first three batches of power battery catalogues of lithium manganate are the third largest battery system.

In the first three batches of new energy promotion models, a total of 1328 products were released. Among the supporting power batteries, lithium iron phosphate is still the most mainstream supporting battery system, and its application models account for 55%; ternary lithium battery applications account for Compared with 25%, due to its high energy density and cost control and policy planning, it is considered to be the mainstream power battery application system in the future; while the market has paid less attention to the lithium manganate battery system, the first three batches of supporting models accounted for Compared with 16%, it has become a force that cannot be ignored.

Power lithium battery mainstream battlefield competition lithium manganese oxide battery cannot be ignored

2. Lithium manganate has become another major application system for mainstream pure electric vehicles.

In the first three batches of new energy promotion models, the application system of lithium manganate still uses plug-in hybrid as the main application field. It should not be overlooked that there are 36 pure electric bus models with lithium manganate as the main application. Lithium manganate accounts for 17% of the models. Lithium manganate is applied to Beiqi New Energy, which is the most pure electric bus model, followed by Xiamen Jinlong and CSR. In addition, Zhongtong, Yutong, Yangzijiang, Ankai, Shenlong and Yaxing all start in pure electric bus models application of lithium manganate.

Power lithium battery mainstream battlefield competition lithium manganese oxide battery cannot be ignored

3. Lithium manganate has a strong price advantage

Under the dual role of subsidies for new energy vehicles and marketization, the price advantage of lithium manganate in the three major power lithium battery systems will be particularly evident.

Although the price of ternary materials has experienced a decline in cobalt prices, it is still at a high level of 180,000-190,000 Yuan/ton. Due to the market's high expectation of ternary materials and limited release of production capacity, the price There will be adjustments, but it will remain at a high level; the market price of mainstream lithium iron phosphate is maintained at around 85,000 Yuan / ton, down 20 million / ton compared with the previous year, a drop of 20%, subject to the new energy vehicle subsidy policy and The influence of the catalogue is relatively large. Looking back at the lithium manganate, due to the sufficient supply of materials in the front-end mine, the material price is only 50,000 Yuan/ton, and the most affected lithium carbonate, with the release of Qinghai lithium mine capacity, the future manganese acid Lithium price fluctuations are unlikely to be expected.

4. Excellent performance index of lithium manganate and high degree of integration with policy

In the first three batches of new energy promotion models, the energy density of lithium manganese oxide batteries for pure electric buses exceeded 115wh/kg, which changed the previous view of low energy density of lithium manganate in the market, and the starting point study (SPIR) through the investigation of several lithium manganate battery companies such as Menggu Li, Xingheng and Yipeng, it was found that the SOC cycle of lithium manganate battery can reach 2000C, which is similar to the ternary system. Under the dual requirements of energy density and fast charge performance, lithium manganese oxide battery can fully meet the market demand for its power performance, discharge rate performance, low temperature performance and high voltage frequency.

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