Core Viewpoint - The article highlights the growing importance and demand for Lithium Manganese Iron Phosphate (LMFP) batteries in the electric vehicle market, emphasizing their performance improvements and potential to replace traditional Lithium Iron Phosphate (LFP) batteries. Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: LMFP Battery Developments - Guoxuan High-Tech has launched its second-generation LMFP battery, achieving an energy density of 240 Wh/kg, enabling electric vehicles to reach a range of 850 km and hybrid models over 1500 km [4] - The advancements in LMFP technology include high packing density of 2.58 g/cm³, rapid charging capabilities, and improved cycle performance, with a capacity retention rate of 93% at -20°C [4] - EVE Energy is also integrating LMFP into cylindrical batteries for two-wheelers and square batteries for commercial vehicles, achieving a specific energy of 170 Wh/kg and a range of 700 km for heavy-duty trucks [4] Group 3: Market Dynamics - Rongbai Technology reports full production capacity for LMFP, with existing orders for tens of thousands of vehicles, driven by demand in the small power market and commercial vehicle sector [5] - The industry anticipates that the cost of LMFP will decrease as production scales up, despite current costs being 10% to 15% higher than LFP [7] - Guoxuan High-Tech has increased its annual production capacity for LMFP materials to tens of thousands of tons, while Rongbai Technology expects significant market demand growth by 2026 [8] Group 4: Future Outlook - Automotive manufacturers are cautiously testing LMFP technology, with potential capacity increases of approximately 15% and 11% in energy and range, respectively, when switching from LFP [8] - Starting from Q4 of this year, more high-end passenger vehicles are expected to adopt mixed LMFP and ternary material solutions, as technical challenges are being addressed [9]
进击的磷酸锰铁锂“需求”
高工锂电·2025-05-23 10:24