Ningde era / Lishen / Beijing Guoneng supporting the top three

Recently, the Ministry of Industry and Information Technology released the 300th batch of "Road Motor Vehicle Manufacturing Enterprises and Products Announcement" new product announcement, this time a total of 320 new energy vehicle products, including new energy vehicle models and chassis. Among them, there are 128 new energy buses, 166 new energy special vehicles, and 26 new energy passenger cars.

The high-tech lithium power grid found that the 300th batch of product announcements are mainly based on pure electric vehicles, and are diversified in power battery support, including lithium iron phosphate, ternary batteries, lithium manganate, super capacitors, fuel cells, and nickel-hydrogen batteries even lead-acid batteries, etc.

In terms of subdivision, lithium iron phosphate still dominates the new energy bus field, but the technical route is the most diversified; while the ternary battery accounts for a large proportion in the field of new energy passenger cars and special vehicles, and the market share is further enhanced. Details are as follows:

102 new energy buses use lithium iron phosphate battery Ningde era supporting number first

Among the 128 new energy bus models, a total of 102 models are equipped with lithium iron phosphate batteries, accounting for 80%; with 18 models of lithium manganate batteries, they are supplied by Weihong Power, Mengguli Power and Xinhua Battery. There are three models with NiMH batteries and fuel cells, one for each of the super capacitors and the ternary battery models.

In terms of power battery support, a total of 31 battery companies provide product support, including Ningde era for 28 models, ranking first, National energy battery and Hefei Guoxuan provide support for 11 passenger cars, Weihong Power, Union Lee Power and Lishen battery are close behind.

From the perspective of battery matching, the deep cooperation between car companies and power battery companies in the field of new energy buses has become more and more obvious. Ningde era, Guoneng battery, Weihong Power, Mengguli Power, Waterma, Lishen Battery and other enterprises The number of supporting vehicles in the batch of product announcements is among the highest in the industry.

73% new energy passenger car uses ternary battery BMW Brilliance BMW self-contained battery

Among the 26 new energy passenger car models, a total of 19 models use ternary batteries to account for 73%, and four models are equipped with lithium iron phosphate batteries, three of which are BYD pure electric vehicles, using their own battery of iron phosphate lithium battery.

In terms of power battery support, a total of 20 battery companies provide product support, but the number of models supported by each company is relatively small, showing a relatively dispersed state, BYD, BAK battery supporting quantity ranks in the forefront. It is worth noting that in the two BMW plug-in hybrid cars that were shortlisted, the power battery was supplied by BMW Brilliance.

58% of new energy special vehicles use ternary battery lead-acid batteries on the list

Among the 166 new energy-specific models, a total of 97 models use ternary batteries, accounting for 58%; 53 models use lithium iron phosphate, accounting for 32%, and three models are equipped with lithium manganate batteries, accounting for 2%. It is worth noting that in this batch of new energy special-purpose vehicles, one model is equipped with a lead-acid battery, which is a pure electric box-type transport vehicle of Shifeng Brand, which is provided by Tianneng Power.

In terms of power battery support, a total of 47 battery companies provide product support, including Ningde Times, Yiwei Lithium Energy, Lishen Battery, Guoneng Battery, Guoxuan Hi-Tech, Thornton New Energy, Tianjin Shares and Zhihang New Energy. Nandu Power and BAK Battery ranked among the top ten in the number of battery companies.

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