How is the competitiveness of power batteries in the technical route of the electric logistics vehicle field?

　　After 3 years of rapid development and adjustments in the new energy vehicle market, the competitiveness of several technical routes of power batteries has basically been revealed-the passenger car market is a ternary world, and the passenger car market is the mainstream of lithium iron and special vehicles. , Especially in the logistics vehicle market, there is no final conclusion about which of the three power batteries, ternary, iron-lithium, and lithium manganate, is good. The author will make a detailed analysis below.

　　After 3 years of rapid development and adjustments in the new energy vehicle market, the competitiveness of several technical routes of power batteries has basically been revealed-the passenger car market is a ternary world, and the passenger car market is the mainstream of lithium iron and special vehicles. , Especially in the logistics vehicle market, there is no final conclusion about which of the three power batteries, ternary, iron-lithium, and lithium manganate, is good. The author will make a detailed analysis below.

　　In the passenger car field, the cruising range is the most important, and the cost is second. Therefore, the ternary battery with the highest energy density is the most advantageous, while the iron-lithium battery cannot meet the passenger car’s endurance and space requirements due to its large volume and mass. The passenger car market is gradually withdrawing from the passenger car market; in the passenger car field, safety is extremely important, and the size and weight are not as strict as passenger cars. Therefore, even after the ban is lifted, the ternary battery is due to its own instability. It has not been popular, and the iron-lithium battery has the best safety and the best cycle performance. It can easily meet the charge and discharge requirements of 3,000 times in 8 years for passenger cars. Therefore, the field of passenger cars is dominated by iron-lithium.

　　In the field of logistics vehicles, cost is the first factor to consider, and cost includes both the initial purchase price and life cycle issues. At present, the battery packs of ternary, iron-lithium, and lithium manganate are basically at the level of 1.4 yuan/wh, which is not much different; but the logistics vehicle generally needs to travel 250,000 kilometers in 8 years during the life cycle, which is much higher than that of passenger cars. The iron-lithium battery can basically guarantee the full use of one battery in the whole journey, while the ternary and lithium manganate batteries roughly need to be replaced once, which costs more than 50,000 (take a van with a power distribution of 40kwh as an example). In addition, iron-lithium batteries do not contain rare and precious metals. In the future, as the price of lithium carbonate continues to fall, there is still room for price reductions of iron-lithium batteries, so iron-lithium batteries have more advantages in terms of cost. On the other hand, logistics vehicles also have high requirements for battery durability. The voltage platform of iron-lithium is about 3.0V-3.5V, which is very flat, while the voltage platform of ternary materials is 3.0V-4.2V, which is very steep. , A large voltage jump during emergency braking can easily cause alarms and failures. The voltage plateau of lithium manganate is in the middle of the two, so lithium iron is still dominant in terms of durability.

　　In summary, lithium iron phosphate batteries will be more competitive in the logistics vehicle field in the future.