The PHEV (including plug-in hybrid and range extender) market has grown explosively this year, and PHEV power battery technology has officially opened the "volume".
On December 12th,Honeycomb EnergyThe "4th Battery Day" was held in Huzhou, Zhejiang. At the meeting, SVOLT debuted three PHEV batteries with ultra-long battery life: the world's first ultra-300km pure electric range hybrid iron-lithium short knife fast charging cell, the first super 350km pure electric range hybrid ternary short knife fast charging core, and the industry's first 800V-3C hybrid fast charging core, which further meets the needs of B-class, C-class SUVs and MPV hybrid models with 45kWh-65kWh configuration.
This means that, driven by Honeycomb Energy,The all-electric range of PHEV models will enter a new competition threshold of 300km next year
According to the data of the Power Battery Application Branch, up to now, the global PHEV (plug-in hybrid + extended range) models have a pure electric range of 50km-200km.
Since the beginning of this year,In order to meet consumers' demand for PHEV pure electric battery life and as a major selling point of the vehicle, major car companies are competing to launch PHEV models with pure electric battery life and longer battery lifeFor example, BYD Han launched a PHEV model with a pure electric range of 242kmThe AITO M9 extended range version is expected to be equipped with a 50kWh battery, with a pure electric range of 200+ kilometers under WLTC working conditions, and the pure electric range of the new M7 is increased to 240km compared with the old 150kmLeap C11 extended range is equipped with 43The 74kWh high-capacity battery pack has a CLTC battery range of up to 285km.
Charged unit: kWh).
However, with the drive of mainstream car companies such as BYD, Ideal, Great Wall, Geely, and Wenjie, its performance advantages have gradually been tapped and recognized, and have become a major mainstream route in the new energy vehicle market.
PHEV explosion
From the beginning of the year to the present, the new energy vehicles, power energy storage battery industry by the slowdown in demand and inventory clearance, the industry has experienced a more painful year, this year the industry feels the most obvious word is "volume". However, in 2023, in the new energy vehicle market, the PHEV track will show a rapid development trend. The data shows thatIn the first 11 months of this year, PHEV model sales reached 24390,000 units, a year-on-year growth rate of 835%, much higher than the 23 for pure electric models6%。It is worth mentioning that as of November of this year,New PHEV models also account for nearly 30% of the new energy vehicle sales market.
The rapid expansion of the PHEV market has also attracted the attention of car companies. Since the beginning of this year, many car companies such as BYD, Wenjie, Ideal, Geely, Great Wall, and Leap have increased their R&D and launch of new PHEV models.
Data show that in the first 11 months of this year, the sales of new energy vehicles have reached 8.3 million, and the penetration rate of new energy vehicles has exceeded 30%. To promote the same price of oil and electricity and subvert traditional fuel vehicles, PHEV models have become an important force that cannot be ignored.
The outbreak of the PHEV track has also led to the rapid growth of the installed capacity and market share of battery companies that have laid out this segment in advance.
It is reported that with last year's accurate research and judgment and advance layout of PHEV battery products and production capacity, especially supporting Geely Galaxy, Ideal, Great Wall and other popular PHEV models, the installed capacity of power batteries has been rising. Recently,Yang Hongxin, Chairman and CEO of SVOLTRevealed,This year, the company's three PHEV batteries are in full production throughout the yearAmong them, the L400 PHEV battery cell with a capacity of 117Ah is equipped with 9 hot-selling modelsThe 62AH PHEV production line has been expanded to 10 lines, supporting 5 hot-selling models, "This year, SVOLT has equipped 40 models, with a total shipment of 13GWh. ”
According to the data, in October this year, SVOLT PHEV battery shipments entered the top three camps in the Chinese market.
New trends in PHEV technology
From the perspective of end customer use Xi, the proportion of electricity consumption of PHEV models has reached 80%, and many consumers only use electricity in most cases, without oil, and have used PHEV models as a pure electric vehicle, only in scenarios such as long mileage, mainly oil. At present, PHEV models generally have a small charge and slow chargingIf the pure electric range and energy replenishment speed of PHEV models can be improved, it will undoubtedly greatly increase the driving experience of PHEV models, thereby further promoting the growth of the PHEV market.
As mentioned earlier, the pure electric range of popular PHEV models in the market is mostly concentrated between 100km and 200km, and some car companies are launching PHEV models with more than 200km to compete for the PHEV market.
At the same time, the power battery of PHEV models is also replicating the cost reduction route of pure electric vehicle power batteries. Unlike the previous few years of PHEV power batteries, which are mainly ternary batteries, with the improvement of lithium iron phosphate battery technology, for the sake of cost reduction, many battery companies are currently launching lithium iron phosphate batteries for the PHEV market.
In the rapidly exploding PHEV market, if the pure electric range of PHEV models can be further improved, and at the same time their charging efficiency can be improved, PHEV models will take into account the respective advantages of pure electric vehicles and fuel vehicles, and become a highly competitive new energy vehicle route.
The battery has evolved in an all-round way, and the era of PHEV pure electric range of 300km has arrived
At the Honeycomb Energy Battery Day, Yang Hongxin said that based on the pain points of cost reduction, safety, fast charging and battery lifeIn the future, PHEV batteries will gradually become lithic ironThe company PHEV battery will come standard with 22C fast charging capabilityAt the same time, it is a product with a pure electric range of 300km+It will become a new technology territory for battery and car companies to compete.
In 2022, SVOLT will build an exclusive PHEV battery development platform based on "Flying Stack + Short Knife", and build a very complete PHEV battery product matrix in the industry. Thanks to this, based on the accurate prediction of the PHEV market and product layout, its PHEV shipments and installed capacity will grow rapidly in 2023.
Based on the trends of large power and long battery life, rising pure electric usage, and increasing demand for charging convenience in the PHEV market, SVOLT released another blockbuster at this year's Battery Day"Second-generation hybrid cells".On the one hand, the hot-selling large items in the PHEV market 62ah, 90ah, and 117ah are upgraded to 22C fast charging, and "acceleration without price increase" while realizing fast charging upgrades;On the other hand, SVOLT is the first in the industry to launch a 300km+ PHEV short knife battery in a pure electric state.
PHEV pure electric range 300km battery:The industry's first PHEV lithium iron phosphate battery with a pure electric range of more than 300km launched by SVOLT Energy, based on its short knife L400 PHEV size, has a capacity of 133ah, and covers 45kWh 55kWh with power, with 22C fast charging performance, can achieve a full charge in 20 minutes. According to Yang Hongxin, this product will be used in B-level and above SUV or MPV models.
PHEV pure electric range 350km battery:In terms of longer mileage, SVOLT will launch a PHEV battery based on ternary materials, with a pure electric range of 350km, designed with L300 short knife scheme, with a capacity of 160Ah, and a power covering 55kWh 65kWh, which also has 22C energy replenishment efficiency, suitable for 400V platform, suitable for C-level or above SUV or MPV models.
800V-3C fast charging cell:SVOLT will also release 3C ultra-fast charging PHEV cells in 2024, which can be fully charged in 15 minutes based on a ternary material system and meet the PHEV pure electric battery life of 350km.
As the leading player in the PHEV battery market,SVOLT's idea is to further improve the performance of PHEV batteries in an all-round way, but not to increase the cost of batteries, and hopes to empower the upgrading of PHEV model experience through technology.
It is reported that the second-generation PHEV battery of SVOLT Energy will fully support 22C fast charging capability, acceleration but no price increase,Empower with technology to deal with the PHEV battery track that is about to involute in the future
At the same time, SVOLT is the first in the industry to launch a PHEV short knife battery that meets the pure electric range of 300km+, so that the pure electric range of PHEV models is close to that of BEV;2.The fast charging energy of 2C and 3C is close to that of fuel vehicles, which truly allows PHEV models to take into account the comprehensive advantages of electric vehicles and fuel vehicles.
According to Yang Hongxin, the fully evolved short-knife PHEV battery cell has won the favor of many downstream customers, and at present, the next-generation models of many car companies are intended to be equipped with upgraded second-generation hybrid battery cells of Honeycomb Energy, "The company will also drive the comprehensive evolution of popular models of key car enterprise customers in 2024, and further strengthen the industry leadership of Honeycomb Energy in the hybrid market." ”
As mainstream car companies have joined the PHEV track, especially driven by the technology of battery companies, PHEV models that meet the requirements of longer pure electric range and faster energy replenishment speed will be more competitive than fuel vehicles and pure electric vehicles, and the penetration rate of PHEV models is expected to occupy 50% of the market share in new energy vehicles in the next three years. At that time, companies with advantages in technology, cost, manufacturing and delivery in the field of PHEV batteries are expected to rewrite the existing battery market pattern.