Can cost advantages really bring lithium iron phosphate batteries back to the passenger car market?

On March 8, 2019, the 'Catalog of Recommended Models for the Promotion and Application of New Energy Vehicles (2nd Batch in 2019)' announced 29 new energy passenger vehicles. From the power lithium batteries of 29 vehicles, it can be seen that new energy passenger vehicles The car is still mainly equipped with ternary lithium-ion batteries, a total of 20 models, accounting for 69%. But a new situation is the emergence of 8 models equipped with lithium iron phosphate batteries, including 6 models from JAC and one model each from Chery New Energy and SAIC-GM-Wuling. It should be said that since JAC first tested the ternary lithium-ion battery model on its passenger cars in 2015 (Jianghuai New Energy IEV5, vehicles produced in 205 have been replaced with power lithium batteries), the passenger car market has basically appeared in the past few years The development trend of going out of lithium iron into ternary lithium, and reached a peak in the second half of 2018. At that time, the passenger car models applied for at that time were no longer visible. So, why enter 2019, iron-lithium is on the rise again in passenger vehicles. I believe that although the density of iron-lithium itself has increased and safety technology progress is one reason, more importantly, it is caused by the gradual withdrawal of subsidy policies. The decline of financial subsidies is imminent, and the amount of subsidies will be greatly reduced. New energy vehicles will start from the policy market Turning to the market, which model can control costs, then has an advantage. For example, based on the 43-degree battery capacity of the new BYD Yuan 360, just replacing the current ternary lithium-ion battery with lithium iron will reduce the battery cost by 16,000 to 20,000 yuan. Therefore, as market factors play a role, what is the significance of the return of lithium iron to the passenger car market in 2019: First, for companies and projects, it can slow down the trend of iron and lithium construction and the decline in electric bus sales in the previous years The double blow to reduce the risk of bankruptcy of some iron-lithium companies. The second is for the management department to improve the safety of passenger cars to a certain extent, and to return industry independence. Thirdly, as far as consumers are concerned, from the perspective of the application market of lithium iron, it is important that low-end and medium-end models, especially the a00 class, are price-sensitive. Therefore, one is to suggest that companies and governments should pay attention to iron-lithium projects, and not to look at iron-lithium with colored glasses when selecting projects; second, it is recommended that consumers pay attention to the models of iron-lithium-ion batteries, if not for high battery life requirements , Iron-lithium models are also a good choice, with better safety and higher battery cycle times. For consumers of low-end models, the price/performance ratio is very good.