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A few days ago, it was reported that with the sharp drop in the supplement standards and the frequency discovery of ternary steel battery cars, the cost and safety advantages of the phosphate steel battery are slowly becoming more and more prominent. As of today, many complete vehicle companies have confirmed that they will start switching phosphate steel batteries on their local passenger cars, including JAC Motors, BAIC New Power, Jiangxi Changhe Automobile, Sugar daddy‘s new power, Dongfeng Automobile, etc.
In addition, since this year, in the Sugar baby‘s new power car promotion application recommendation model catalog released by the Ministry of Industry and Information Technology, the proportion of models of the phosphate steel battery supporting the car has been increasing. In the “New Power Car Promotion, “Hey, that’s a matter of time.” Zhengju photographed the children around him, and “the students and professors of the broad application promotion have had a fierce discussion. Among them, the most famous person is the SonPinay escortcar model catalog (2Sugar baby019 Batch 7)” that the phosphate steel battery is equipped with 237 models, accounting for 67%; the ternary battery is equipped with 64 models, accounting for 18%.
Analysis points out that the phosphate steel battery is equipped with 237 modelsSugar babyBaby has been rising, and the market has already seen a good turn. href=”https://philippines-sugar.net/”>Escort, which is a brilliant, beautiful, and charming. The broadcast of the program has allowed her to recover from the demand for iron and steel in the power battery market in September.
1. Development trend of the phosphate steel and steel battery market
Generally speaking, steel and steel batteries can be divided into phosphate steel and steel batteries, phosphate steel and steel batteries, ternary steel batteries, etc. According to their polar system, they can be divided into phosphate steel and steel batteries, phosphate steel and steel batteries, ternary steel batteries, etc. Specifically, phosphate <a The biggest advantage of the Sugar baby battery is its safety and cost, while its disadvantages are its lower energy density and shorter range.
From 2015 to 2016, the market share of phosphate steel batteries reached 70%, but with the strong popularity of new power cars and the country’s replenishment of new power cars gradually developing towards high energy density and high range product tilts, the market share of phosphate steel batteries gradually declined to 40%. Taking japan (Japan) as an example, its current new power car department is Escort is mainly composed of ternary acid sterol, and the ternary battery has a dominant position as the technology matures.
However, the market for phosphate steel batteries this year has shown signs of return to heat. The latest data shows that my country’s cumulative production of power batteries from January to February 2019 was 11.6GWh, of which, the cumulative production of ternary batteries was 6.6GWh, accounting for 57.2% of the total production; the cumulative production of phosphate steel batteries was 4.6GWh, accounting for 39.6% of the total production, compared with 36.03% in the same period last year.
On the one hand, the demand for phosphate steel batteries has been restored, which is related to the country’s new power automobile supplement policy.
As mentioned above, the supplementary provision of national new power vehicles in the late period tends to be high energy density and high sustained mileage products. Under the policy landscape, automobile manufacturers of course chose ternary electric vehicles. href=”https://philippines-sugar.net/”>Escort manila pool, in addition to the cost landing, the ternary battery also has the advantages of high volume, energy density, and unlimited passenger space and high range requirements. However, since 2019, as the national fundraising decline exceeded expectations, the capital of new power automobile manufacturers has been borne by Sugar baby.Pressure. Looking at the market prices of the two batteries, data shows that the market prices of phosphate steel battery cores fell below 0.7 yuan/Wh in 2019, while the price of ternary battery cores was fumbled at 0.9 yuan/Wh. It is easy to see that the price of phosphate steel battery batteries is lower, and the gap between the two has begun to expand.
According to the calculation, taking the 400km and 250km continuous vehicle models as examples, the decomposition cost of the phosphate iron dielectric deducted from the impact of the supplementary supplement is 5,600 yuan and 3,500 yuan lower than that of the three yuan respectively. This also means that when the supplementary supplementary supplementary is fully added in 2021, the cost price advantage of the phosphate iron dielectric will be more obvious.
On the other hand, the safety of automobile applications is one of the most concerned issues for consumers, and the continuous changes in car spontaneous combustion of cars in recent years. In April, only in April, new power cars such as Tesla, NIO, and Biadi were caught on fire, all of which Sugar daddy made the entire industry focus on safety issues. Here, when returning to the phosphate steel battery, its heat loss control temperature is much higher, and its safety is much higher than that under the control of the capital, so its safety benefits also increase its demand.
Analysis: This year, the national new power automobile supplement policy has been released, and the industry’s gross profit has been under pressure. The overall decline of the passenger car area is about 60%-67%. Considering the safety of the phosphate iron dielectric and the economicality brought by long-circulation properties, the demand for phosphate iron dielectric is heated evenly at the lower slope. Based on the above, in the A-share market, related companies may be attracted attention. Sugar daddy
2. Related companies
Guangdong Hi-Tech: The company is the first company in China to independently develop, produce and sell new-powered automotive power steel ion batteries and data. First, it is a few of them that have been the first to increase the energy density of passenger cars’ phosphate iron steel PACK to Sugar daddy140Wh/ href=”https://philippines-sugar.net/”>Sugar babykg’s battery companies are one of the important products of iron phosphate, ternary batteries and data.
From 2015 to 2018, the company’s steel battery business has been operating at RMB 2.1 billion, RMB 4.1 billion, RMB 4.1 billion and RMB 4.6 billion, accounting for 78%, 86%, 84% and 89% of the total operating revenue. Among them, phosphate steel is an important battery product for the company. From 2017 to 2018, it installed 1.8GWh and 2.3GWh respectively, accounting for 84% and 75% of the company’s total battery pack and 10% and 11% of the country’s phosphate steel battery packs.
In the first half of 2019, the company’s current capital was RMB 3.607 billion, an increase of 38.36% compared with the same period; the parent profit of Sugar daddy was RMB 352 billion, a decrease of 24.49% year-on-year; the non-paper profit of RMB 29.2 billion, a increase of 10.34% year-on-year. The five regular guests include various artists: host, comedy actor, actor, etc. During the period, the iron and steel phosphate machine was 1.57gwh, an increase of 85% year-on-year, and the iron and steel market share reached 20.5%, which was 10% in the whole year of 2018.
Xinxin Dielectric Energy: The company focuses on the innovative development of dielectric batteries and focuses on the dynamic and energy-energy markets. Today, the company’s dielectric battery business ranks as the leading position in the country. The phosphate steel batteries are importantly supplied to Nanjing Jinlong, Dongfeng, Jixiang Commercial Vehicles and other passenger and logistics vehicles.
In the first half of 2019, the capital revenue reached 2.53 billion yuan, a year-on-year increase of 34.3%, and the profit increased by 501 billion yuan, a year-on-year increase of 215.23%. The company predicts that the profits will be the best in the first nine months of this yearThe high price is Sugar daddy to RMB 95.1 billion. According to the high-tech steel electromechanical statistics, the first half of the year, the phosphate steel battery assembly was 556MWh, accounting for 1.9% of the industry, ranking 5th; the 209MWh assembly ranking rose to 3rd in July, and it is expected to continue to grow better in the second half of the year.
Defang Nano: The company’s main business is the research, production and sales of nano iron phosphate and carbon nanotube electroconductors. Among them, nano TC:
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