The first 9 batches of catalogs: system energy density up to 152WH/Kg or comparable to Tesla

Beiqi and Zhidou competed for the championship of the new energy vehicle, and BYD pushed miniature electric vehicles into the third and fourth tier cities. New energy sources have won the world, and as far as the current market is concerned, the competition in the field of pure electric passenger cars is becoming increasingly fierce.

The battery China Network statistics the first nine new energy car recommended catalogs, and peeped into 290 models of pure electric passenger vehicles to subsidize the trend of changes in the era of pure electric passenger cars and supporting power batteries.

Since 2017, the Ministry of Industry and Information Technology has released a total of nine new models of new energy vehicle models, including a total of 2,789 models of 199 companies. Among them, it covers 290 models of pure electric passenger cars. According to statistics, with the exception of the first batch, the number of models released per batch is relatively stable, averaging 32 per month.

In terms of energy density, the energy density of 2017 pure electric passenger cars has increased rapidly. The proportion of vehicles with energy density higher than 120WH/Kg has gradually expanded from 21% of the first three batches to 65% of 7-9 batches. It can be seen that “the purely electric passenger car with a power density higher than 120Wh/kg can enjoy a 1.1-fold subsidy” is still one of the important factors directly stimulating the development of the entire power battery industry toward high energy density. The market (consumer's battery life anxiety), technology, and policies (300Wh/kg monomer in 2020, and 260Wh/kg in the system) are three-pronged, inspiring the entire new energy industry to advance.

It is worth noting that a battery pack (up to 152 WH/Kg) with system energy density between 150-160 WH/Kg appeared in the 5th and 8th batches. According to industry sources, the actual system energy density of the Tesla Model S 85D is about 149WH/Kg. Therefore, comparing the above data, we can see that in the single indicator of system energy density, the overall level of China's power battery is not bad, even better than the foreign data (but this can't rashly say that the level of China's power battery is better than foreign High or low).

From the above figure, we can see that the system energy density greater than 120WH/kg may become the goal of the next stage of pure electric passenger car power battery, and gradually become the norm, so as to better meet the passenger car market demand.

In terms of cruising range, the data shows that the cruising range of pure electric passenger cars in the ninth batch of catalogues is all over 150KM, the average cruising range is 223KM, and the average storage capacity of the power battery system is 34 degrees. Among them, BYD e5's life of 350km has become the highest cruising range in this batch. According to the first nine batches of catalogs, the proportion of models with cruising range above 250 KM has gradually increased, and it is gradually even closer to the number of models with 150-250 km in this range.

This is consistent with the market's judgment: The pure electric vehicle market has a polarization trend, one is the low-end market, and the other is the high-end market. Batteries China Network believes that under the drive of subsidy retreat and the “double-integration” policy, new products in the passenger car market will become practical and the installed capacity of power batteries will be relatively stable.

On the whole, although the fiscal subsidy standards have declined to some extent this year, the country's guidance and promotion of the new energy auto industry has not weakened, and the policy has been consistent and continuous. The long-term development mechanism is gradually being established and improved, and will further promote the upgrading of the new energy automobile industry chain products. For the field of power batteries, companies that possess the technical and scale advantages and can step on the pace of the pure electric passenger car market will further expand their market share and stand out from the competition.