前10月国内电池装车量578GWh：磷酸铁锂“攻占”八成份额

Core Insights - The domestic power battery installation volume reached 578.0 GWh from January to October, representing a year-on-year growth of 42.4% [1] - The market shows a clear "80-20" pattern, with lithium iron phosphate batteries accounting for 81.3% of the total installation volume, while ternary lithium batteries have decreased to 18.6% [1] - The growth of lithium iron phosphate batteries is attributed to their lower cost and better safety, making them suitable for mid-range electric vehicles, while ternary lithium batteries are more suited for high-end models due to their higher energy density [1][6] Market Performance - In October, the domestic power battery installation volume was 84.1 GWh, with lithium iron phosphate batteries making up 80.3% and ternary lithium batteries 19.7% [2] - From January to October, the production and sales of new energy vehicles reached 13.015 million and 12.943 million units, respectively, with year-on-year growth of 33.1% and 32.7% [3] - The average battery capacity for new energy vehicles was 53.0 kWh, with pure electric vehicles accounting for 81.5% of the installation volume [3] Technological Advancements - The rise of lithium iron phosphate batteries is not coincidental; their core characteristics of safety, economy, and reliability align with the current demand for cost-effective solutions in the new energy vehicle sector [4] - Recent innovations in battery structure have significantly improved the energy density of lithium iron phosphate batteries, enabling a range of over 600 kilometers [4][5] - The advancement of fast-charging technology has greatly enhanced the charging efficiency of lithium iron phosphate batteries, addressing key user concerns [5] Competitive Landscape - The ongoing price competition in the industry has made manufacturers sensitive to battery costs, positioning lithium iron phosphate batteries as a crucial option for maintaining profit margins [6] - Ternary lithium batteries continue to have a market presence, focusing on high-performance, long-range high-end models and specific niche markets [6] - Both lithium iron phosphate and ternary lithium batteries are essential for different sectors, with the former excelling in chemical energy storage and the latter being more suitable for applications requiring high energy density and power characteristics [6]