上汽搞出个大动作，它和宁德时代正在共同开发掺硅补锂电信技术，搭载该技术的动力电池，能量密度将高出百分之四十。
可实现一千公里的续航。这部宁德时代又创新高了。其实不管哪家车企做新能源车，都需要动力电池。动力电池。
最终都是大收益的，但是宁德时代也很贵了，股价接近两百八十，市值已经六千五百亿了。那么动力电池产业链中。
谁会成为下一个名的时代呢？马上揭晓。动力电池分为三元材料和磷酸铁锂两种，电池各有优劣，三元材料能量密度更高。
但是呢成本也高，面临成本的压力。越来越多的车企开始选择磷酸铁锂，尤其是在比亚迪刀片电池发布后。
磷酸铁锂与三元材料的能量密度差距越来越小，成本更低，能量密度更接近自然。磷酸铁锂将会取代三元材料。
主流可以看数据，今年前三季度磷酸铁锂出货同比增长百分之二十三，而三元材料出货同比增长还不到百分之十。
而接下来磷酸铁锂出货仍将保持高度增长，自然主营做磷酸铁锂电池的公司将会成为市场的香饽饽。
做三元锂电池的宁德时代，走出了一年三倍的行情。那么做磷酸铁锂电池的公司必定不差于三元锂电池的公司。
所以接下来能够接力明德时代的公司，咱们要去磷酸铁锂的方向去找其中一家公司主营磷酸铁锂电池。
本月计划出货一点零六g 瓦时，同比增长百分之四百三十，增速比宁德时代还要快。而且这家公司的磷酸铁锂电池已经开始出口海外。
逐步成为特斯拉奔驰新能源车的供应商。随着零三铁锂电池取代三元电池的趋势到来，它的成长空间将更加。
SAIC has made a big move. It and CATL are jointly developing a silicon-doped lithium-supplemented telecommunications technology. Power batteries equipped with this technology will have a 40% higher energy density.
It can achieve a battery life of one thousand kilometers. This Ningde era has reached a new high. In fact, no matter which car company makes new energy vehicles, it needs power batteries. Power Battery.
In the end, they are all big gains, but Ningde era is also very expensive, the stock price is close to 280, and the market value is 650 billion. So in the power battery industry chain.
Who will become the next famous era? Announced immediately. Power batteries are divided into ternary materials and lithium iron phosphate. The batteries have their own advantages and disadvantages. The ternary materials have higher energy density.
However, the cost is also high and it faces cost pressure. More and more car companies began to choose lithium iron phosphate, especially after the release of BYD blade batteries.
The energy density gap between lithium iron phosphate and ternary materials is getting smaller and smaller, the cost is lower, and the energy density is closer to nature. Lithium iron phosphate will replace ternary materials.
The mainstream can look at the data. In the first three quarters of this year, lithium iron phosphate shipments increased by 23% year-on-year, while shipments of ternary materials increased by less than 10% year-on-year.
In the future, lithium iron phosphate shipments will continue to maintain a high growth rate, and companies that are mainly engaged in lithium iron phosphate batteries will naturally become the market’s favorites.
In the Ningde era of ternary lithium batteries, the market has tripled in a year. So companies that do lithium iron phosphate batteries must be no worse than ternary lithium battery companies.
So next to the company that can relay the Mingde era, we have to go to the direction of lithium iron phosphate to find one of the companies that specializes in lithium iron phosphate batteries.
It plans to ship 1.06g watt-hours this month, a year-on-year increase of 430%, which is faster than the CATL. And the company's lithium iron phosphate batteries have begun to be exported overseas.
Gradually become a supplier of Tesla and Benz new energy vehicles. With the arrival of zero-three iron lithium batteries to replace ternary batteries, its room for growth will be even greater.