3000马力靠铁锂电池撑，仰望U9刷新全球电动车极速

Core Viewpoint - BYD's Yangwang brand has set a new global record for electric vehicles with its U9 model, achieving a top speed of 472.41 km/h, surpassing the previous record of 438.73 km/h held by Aspark Owl SP600, making it the fastest production electric vehicle in the world [3] Group 1: Performance and Technology - The Yangwang U9 features the world's first mass-produced 1200V ultra-high voltage platform, equipped with four independent motors, achieving a peak power of 555 kW per motor and a total vehicle power of 2220 kW (approximately 3018 horsepower) [3] - The U9 utilizes lithium iron phosphate (LFP) batteries instead of the commonly used ternary lithium batteries, which is noteworthy given the high-performance output [4][5] - The combination of high-performance data and LFP battery technology has raised some skepticism in the industry regarding the feasibility of achieving such high power outputs [6][7] - The recent testing has demonstrated that LFP batteries can support high power discharge, achieving 2220 kW (approximately 30C), which is significant for the racing sector [8][9] Group 2: Market Implications - The Yangwang U9 serves as a technological benchmark for the industry, prompting a reevaluation of the performance potential and market applications of LFP batteries, especially in high-end vehicles [10] - Other high-end models from BYD, such as the Yangwang U7 and the Denza D9 DM-i, also utilize BYD's LFP blade batteries, indicating a trend towards LFP in premium segments [11] - The adoption of LFP batteries is influencing joint venture brands to explore high-end applications, as seen with the upcoming Mercedes-Benz GLC plug-in hybrid version [12][13] - Data from GGII indicates that the domestic installation volume of LFP batteries is projected to reach approximately 223.1 GWh in the first half of 2025, marking a 71% year-on-year increase and a market share of 77.4%, up 12.5 percentage points from the previous year [14] - The ongoing technological advancements and high-end applications of LFP batteries may challenge the market share of ternary batteries in the mid to high-end passenger vehicle segment [15]