The new energy vehicle market is heating up rapidly, and passenger vehicle OEMs are speeding up the declaration of their new models.

　　On June 15, the Ministry of Industry and Information Technology announced the "Announcement on Road Motor Vehicle Manufacturers and Products" (batch #345). A total of 80 new energy passenger vehicles were shortlisted, including 48 pure electric vehicles and 32 plug-in hybrid vehicles.

　　Among them, there are 30 models of lithium iron phosphate batteries, accounting for 37%; 46 models of ternary battery models, accounting for 58%; and 4 models of lithium ion batteries (types not specified).

　　In terms of battery support, CATL (31 models), BYD (15 models), Hefei Guoxuan (4 models), AVIC Lithium Battery/Honeycomb Energy (3 models), and Yipeng Energy (2 models) ranked top in the number of supporting models.

　　Compared with the previous batch of announcements, the battery supporting situation of the new energy passenger car products in this batch of announcements has the following highlights:

　　First, domestic and foreign OEMs have increased their new products and launched new brands or mid-to-high-end models.

　　In the previous batch of announcements, the OEMs pushed to declare the A00-class models, mainly supporting lithium iron phosphate batteries. In the 345th batch of announcements, a relatively big change is that many OEMs have launched new brands or new models under their banners, mainly in the mid-to-high-end market, indicating that OEMs are gradually shifting their product center to the mid-to-high-end market.

　　For example, BYD has declared a number of Song PLUS, Song PRO, Qin PLUS, Han DM and other models in this batch of announcements, as well as a new brand "Dolphin." The length, width and height of the new car are 4070/4125*1770*1570mm, and the wheelbase is 2700mm. All of them are equipped with its lithium iron phosphate blade batteries, which further enriches BYD's product matrix.

　　In addition to BYD, Geely’s high-end brand Jikrypton 001 also made an announcement, equipped with a ternary battery produced by CATL; Chery, BAIC, and GAC also declared Ruiteng RT-1, EU7, AION LX and other new models. Mainly equipped with ternary batteries, indicating that mid-to-high-end models are still dominated by ternary batteries.

　　In addition to traditional OEMs, new powers including Xiaopeng, Weimar, Mercedes-Benz, Volkswagen, Chery Land Rover, and joint venture OEMs have also declared a number of new models.

　　Among them, Xiaopeng declared the new pure electric car P5, which has two versions of ternary battery and lithium iron phosphate, and the battery is supplied by Ningde Times. At the same time, Xiaopeng also declared another new model N5, equipped with lithium iron phosphate batteries. The shape and power of the car are the same as the P5, but some of the configurations are missing, indicating that the N5 is either its entry-level model or is for the online car-hailing market. .

　　In terms of joint venture car companies, Beijing Benz declared a pure electric car EQA300, equipped with ternary batteries produced by Funeng Technology; Chery Jaguar Land Rover declared a plug-in hybrid model equipped with ternary batteries produced by CATL, indicating that the joint venture car company is in The Chinese market is making further efforts.

　　The second is that new faces have appeared in power battery matching, and "new forces" have begun to exert their strength.

　　At present, the power battery market is highly competitive. CATL, BYD, AVIC Lithium, Yiwei Lithium, Lishen Battery, Honeycomb Energy, Penghui Energy, Ruipu Energy, etc. occupy the main share of new energy passenger vehicle power battery installed capacity.

　　In this batch of announcements, in addition to the appearance of many new faces, it indicates that the passenger car power market is still pouring into "new forces."

　　For example, Chery New Energy has declared a new A00-class model, the Chiru Costinec1, which is similar in size to the current Chery Little Ant. The new car is equipped with a lithium iron phosphate battery produced by Jiangxi Ganfeng Lithium Battery Technology Co., Ltd.

　　A Nezha brand sedan declared by Hezhong Automobile is equipped with a ternary battery produced by Huading Guolian, and Hong Chuangxin Energy is responsible for the powertrain.

　　The pure electric car E5 declared by Weimar Motors is equipped with a ternary battery produced by Leading New Energy, and Weimar Motors is responsible for the powertrain. Lingpai New Energy was established in 2018 and is the power battery business section of Dazhi Technology. In March this year, Lingpai New Energy displayed its mass-produced power battery products on the open day, indicating that it has done a good job of receiving orders. Preparation for mass production.

　　The third is that HEV vehicle declarations are heating up, opening up new opportunities for battery companies.

　　In the 344 batch of announcements, Great Wall declared two HEV models Haval H6 and Weipai Latte. Both HEV models can choose lithium batteries produced by CATL and BYD. Honeycomb Energy is responsible for the completion.

　　In this batch of announcements, OEMs including Dongfeng, Great Wall, Baoneng, FAW Toyota and other OEMs have also declared a variety of HEV models, indicating that the HEV market is rapidly heating up, opening up the growth space of the HEV lithium battery market, thereby providing power battery companies with New development opportunities.

　　Among them, Dongfeng Motor declared three HEV models of Nissan Sylphy e-POWER, equipped with lithium-ion batteries, and the battery cell enterprises were not marked, and Dongfeng Motor was responsible for the powertrain.

　　However, on June 19, 2020, Nissan announced the joint development of next-generation car batteries for Nissan’s e-POWER intelligent charging technology models with Xinwanda. And this time Nissan Sylphy e-POWER entered the announcement, and its HEV batteries are most likely from Xinwangda.

　　In addition, Baoneng Automobile has also declared a HEV model equipped with a ternary battery produced by Ju Chuangxin Energy; the HEV model declared by Dongfeng Motor also Xuan MAX is equipped with a ternary battery produced by Gateway Power; two HEVs declared by FAW Toyota The model RAV4 is equipped with a ternary battery produced by New Zhongyuan Toyota.

　　In the HEV model market, joint ventures such as GAC Honda, FAW Toyota, GAC Toyota, and Dongfeng Honda occupy the main market share. However, Chinese OEMs have also begun to make efforts in the HEV market. It is expected that more OEMs will enter the HEV market in the later period. It is expected that the HEV lithium battery market needs to grow substantially, thereby providing new development opportunities for battery companies in the field of HEV batteries.