CATL(SZ:300750) 高工锂电·2025-07-17 10:21Core Viewpoint - The article highlights the significant growth and trends in the electric vehicle (EV) battery supply chain, particularly focusing on the dominance of lithium iron phosphate (LFP) batteries and the increasing number of new energy vehicles (NEVs) being introduced in the market [1][2][3]. Group 1: New Energy Passenger Vehicles - In June, the Ministry of Industry and Information Technology announced the 396th batch of vehicle production and product announcements, showcasing 81 new energy passenger vehicles, with 74 using LFP batteries and 7 using ternary batteries [1]. - CATL leads in battery supply, followed by Fudi and Guoxuan High-tech, with other suppliers including Zhongchuang Xinhang, Hive Energy, and others [1]. - CATL's LFP batteries are supplied to major brands such as Changan, Wuling, and Geely, while its ternary batteries are provided to brands like NIO and Mercedes-Benz [1]. Group 2: New Energy Heavy Trucks - A total of 115 new energy heavy truck models were announced, with 80 being charging trucks and 25 being battery-swapping trucks; pure electric trucks accounted for 111 models [2]. - The number of charging trucks significantly exceeds battery-swapping trucks due to the decreasing cost of battery prices and the lower infrastructure costs for charging stations compared to battery-swapping stations [2]. - CATL supplies 76 models of new energy heavy trucks, covering major brands such as Howo, Xugong, and Dongfeng [2]. Group 3: Battery Types and Trends - LFP batteries dominate the new energy heavy truck market, with only one model using a ternary battery supplied by Funeng [3]. - The rapid price decline of LFP batteries is facilitating the transition to electric vehicles, instilling confidence in manufacturers [3]. - Advances in LFP battery fast-charging performance and energy density are meeting the demands of heavy truck owners for long-range and quick recharging capabilities [3].