On February 4, the Ministry of Industry and Information Technology of the People's Republic of China publicized the 380th batch of "Announcement on Road Motor Vehicle Manufacturers and Products". Among them, 64 new energy passenger vehicles, 24 new energy buses, and 358 new energy commercial vehicles were declared.
It is worth noting that in this batch of announcements,There are as many as 30 plug-in hybrid models (PHEVs) of new energy passenger vehicles, which are already close to the pure electric models of passenger cars (34 models).
According to the data, in 2023, the sales volume of plug-in hybrid vehicles in the Chinese market will be 28040,000 units, a year-on-year growth rate of 847%, much higher than the pure electric model 24 in the same periodWith a growth rate of 6%, plug-in hybrid models are becoming the focus of car companies.
In terms of battery support for new energy passenger vehiclesCATL has 23 models, Guoxuan Hi-Tech has 11 models, China Innovation Airlines has 9 models, Fodi Battery has 6 models, Sunwoda and Honeycomb Energy have 5 models each, EVE Lithium Energy has 2 models, Ruipu Lanjun has 2 models, Zhejiang Yaoneng has 2 models, and Zhengli New Energy has 1 model.
In terms of battery types for new models of new energy passenger vehicles44 models of lithium iron phosphate and 20 models of ternary batteries.
In this batch, BYD's Fodi battery has added 1 new external model, which is the Sihao QX PHEV owned by JAC, equipped with lithium iron phosphate batteries.
The main highlights of the 380th batch of new energy passenger vehicles and power battery supporting:
1. The proportion of newly declared PHEV models has risen rapidly to 470%, market attention has risen sharply
In the context of the rapid development of the new energy vehicle market, the proportion of new declared PHEV models has risen rapidly, becoming a bright spot in the new energy vehicle market. According to the statistics of Battery China, the proportion of newly declared PHEV models in China has increased from 30 at the beginning of 20238% to 470%。
In the announcement of the 380th batch of publicity, JAC's "Ruifeng M3" declared plug-in hybrid power; SAIC Maxus's "MAXUS MIFA 9" declared plug-in hybrid power; Chery Automobile's Xingtu brand "Star Era ET" has also declared plug-in hybrid power. It is worth noting that the power types declared by the above models are all pure electric.
In addition, a total of 13 new models were newly declared in this batch of announcements, namely JAC Yttrium 3, Universiade Yuanhang Y7, and Volkswagen ID7 S, Kailu V3, Dongfeng Yipai E 008, BYD Seal 06, BYD Qin L, Chery Fengyun T9, Hongqi HS7, Lynk & Co 07, SAIC Maxus, SAIC Maxus T70 and JAC X8 Plus. Among them, JAC yttrium is 3, Universiade Voyage Y7, Volkswagen ID7 S and Kailu V3 are pure electric; Dongfeng Yipai E 008 adds two new powers: pure electric and plug-in hybrid at the same time; The remaining 8 models are all plug-in hybrid power, and the product matrix of the new energy passenger car market is constantly enriched.
2. Sunwoda has deepened cooperation with customers such as Leap and SAIC Maxus
Battery China observed that in the 363rd batch of publicity, Sunwoda has begun to support customers such as Leap and SAIC Maxus. In this batch of announcements, newly declared models such as Leapmotor C10, SAIC Maxus MILA1, SAIC Maxus and SAIC Maxus MIFA 9 are also equipped with Sunwoda's power batteries. This means that Sunwoda is accelerating into the ** chain of OEMs such as Leap and SAIC Maxus.
Sunwoda has been supporting Leap and SAIC Maxus models in recent batches
Data**: Compiled by the Research Center of Power Battery Application Branch.
3. Maxus MIFA 9 and other mid-to-high-end models are newly equipped with lithium iron phosphate batteries
Nowadays, the supporting of lithium iron phosphate batteries is not only limited to the low-end market of new energy vehicles, but gradually penetrates into the mid-to-high-end market. OEMs are also actively deploying diversified battery systems to enhance competitiveness and ensure the stability of the chain and cost control, such as:
Hongqi EH7 has newly declared a lithium iron phosphate version, using CATL battery cells; SAIC Maxus MIFA 9 has newly declared a lithium iron phosphate version, using Ruipu Lanjun's battery cells; Sihao QX has newly declared the lithium iron phosphate version, using the battery cells of Fodi battery.
The 380th batch of "Announcement on Road Motor Vehicle Manufacturers and Products" new energy passenger vehicles and battery supporting information
Data**: Compiled by the Research Center of Power Battery Application Branch.