requestId:685ea58e443892.72664963.
After the energy storage field continues to explode, phosphate steel batteries continue to “dominate” in the dynamic market.
The latest data shows that in March this year, the domestic power battery installations reached 56.6GWh, which was more than 61% higher than the same period. Among them, the proportion of phosphate steel battery installations exceeded 82%, the proportion of 64% increased by about 64%, and the year-on-year growth of about 97%, and once again “winned the big plate” and became the fastest-growing battery type.
However, in common with ternary batteries, the current phosphate steel material has also ushered in a new technological upgrade under the demands of high energy density, fast charging and fast release, namely Manila escort high-pressure phosphate steel material, defining the powder pressure density to 2.6g/cm³ or above phosphate steel material.
01. 2025 high-pressure phosphate steel has become a supporting role
In fact, since the phosphate steel batteries entered the market, its important positive data phosphate steel is undergoing continuous iterative changes.
Today, iron phosphate has developed to the fourth generation of products. The powder pressure density of the first-generation product is maintained at about 2.30g/Sugar babycm³, the actual pressure density of the extreme sheet reaches 2.45g/cm³; the actual pressure density of the second-generation product increases to 2.40g/cm³, and the actual pressure density of the extreme sheet reaches 2.55g/cm³; the two indicators of the third-generation product continue to increase, the actual pressure density of the powder reaches about 2.50g/cm³, and the actual pressure of the extreme sheet actually does not meet the standards of Song Wei. The density is about 2.65g/cm³.
The fourth generation product is the mainstream high-pressure solid iron phosphate steel recognized in the market at present. The powder pressure density has increased to about 2.60g/cm³ in one step. At the same time, the pressure density of the extreme sheet also reaches 2.75g/cm³.
It is clear that the late-stage market is mainly second-generation products, but with the demand for battery functions, mainstream products in the market have shifted to high-density products of third-generation and above. Even, departments and enterprises have begun to deploy fourth-generation, fifth-generation and higher-pressure real diphosphate iron dihydrate.
The important behind this is that high-pressure iron phosphate has a stable crystal structure and high thermal stability, which has obvious advantages in safety, circulating life and high temperature resistance.
According to 2025, the market will further improve the demand for high-voltage iron phosphate steel products for energy-energized battery circulation and maturity.
Taking fast charging battery as an example, mainstream enterprises such as Ningde era, Xinling Energy, Guohua Hi-Tech, Far Scenic Power, and Chuneng New Power have all made arrangements to promote the accelerated arrival of the 4C/5C/6C supercharge era.
It is like the NING era as a global power battery dragon, fast charging batteries were deployed in dual-directional development areas in the technical and data levels.
Technical end, on April 21, Ningde Times officially released the second generation of Shenxing supercharged battery, which has a continuous flight of 800 kilometers and a peak 12C supercharge rate, and a peak charging power of 1.3MW, which can achieve insensitive replenishment of 2.5 kilometers in 1 second.
On the data side, on the one hand, the Ningde era laid out 450,000 high-pressure solid iron steel production capacity through Yichang Bangpu in February this year, and is expected to invest in 2026; on the other hand, it invested again in Jiangxi Shenghua, a high-pressure solid iron steel producer in March. It is understood that Jiangxi Shenghua promised to complete the investment of its new capacity at its Jiangxi base by April 30, 2025, and reach a production status of 80,000 tons/year by July 31. This will be followed by December 31, 2025, the Sichuan base in Jiangxi Shenghua will also be 200,000 tons/year of capacity was added; just in May this year, Ningde era and Wanhua New Energy signed a five-year large order, with a total supply of about 1.3231 million tons. At the same time, both parties will cooperate to promote the iteration and mass production of high-voltage density phosphate iron steel products.
In addition, the demand for fast charging Sugar daddy batteries is also highly certain. According to statistics, many models including Xiaomi SU7, Okkor 001 FR, Okkor 007, Okkor M9, Zhijie S7, Fantasy MEGA, Okkor X9, Xingtu Xingyuan ES, Haohe HT, etc. have been equipped with Sugar daddy4C or 5C fast charging batteries, and there are also a number of popular new models that have already booked 6C supercharged batteries in advance.
First point steel believes that under the dual promotion of end market demand and battery technology development, high-voltage phosphate iron steel is an important way to achieve battery fast charging function and to achieve high energy density.So, its technical competition has been hit.
02. High-pressure phosphate iron steel layout “largeEscort manila‘s battle”
From the market’s reaction, in the process of “price competition” to “quality and technical competition”, it is clear that second-generation and below products no longer have competitive advantages, and third- and fourth-generation products will further pressure the profit margin of low-end products.
QingqingSugar babyCurrently, the most important real-life profitable products in the market today are products of more than three generations, and because of the certain technical walls of high-pressure iron phosphate, the number of victimized enterprises is the small number. It is reported that the current competition for iron phosphate is concentrated in the second and third generation products. There are few companies that can produce 4 generations of products stably, including Fuling Precision (Jiangxi Shenghua), Hunan Yuneng, Longpan Technology (Changzhou License), Defang Nano and other companies. Most of them are in the small and medium-sized trial and R&D stage.
Among these, the high-pressure phosphate iron steel adopts solid-phase method + oxalic acid iron process (one-time burning), and there is no need to carry out carbon heat recovery reaction. The data is uniformly coated, making the process is simple, with relatively lower energy consumption and less production equipment. Today, the current volume of the product has a voltage density of 2.6g/cm3, which is the main supplier of Sugar baby in the Ningde era.
The 2024 annual report showed that in previous years, the current revenue of RMB 8.47 billion, an increase of 47.02% year-on-year; the actual profit was RMB 397 billion, a turnover of profit, a year-on-year increase of 173.11% year-on-year; the non-operating profit was RMB 32 billion, a year-on-year increase of 149.32%.
Overall, the industry has been greatly improved and has been responsible for the high-pressure iron phosphate data. In 2024, the business expenditure of Fuling Seiko Steel Electric Data Industry (high-voltage density phosphate iron steel accounts for 100%) was RMB 4.829 billion, up 71.99% year-on-year, accounting for 57% of the total; the gross profit margin reached 3.89%, an increase of 20.76% year-on-year.
It was revealed that Fuling Seiko’s high-voltage phosphate iron-steel fast charging products have excellent functional capabilities and agile shipments, and have achieved full production and full sales since the second quarter.a href=”https://philippines-sugar.net/”>Sugar daddy. In 2024, the production of high-voltage density iron phosphate steel was 128,200 tons, a year-on-year increase of 2.04.18%; the capacity application rate reached 88.95%; the sales volume was 126,200 tons, a year-on-year increase of 178.79%.
As of the end of 2024, Jiangxi Shenghua has a high-voltage density iron phosphate positive data production capacity of 215,000 tons. With the phased promotion of the Yichun base, it is expected that the useful production capacity will increase to 300,000 tons this year.
Hunan Yuneng High-pressure phosphate iron steel is used to use the leading secondary burning technology, which can achieve high energy density, high stability, long circulation, low temperature resistance and other functions. The fourth generation of high-pressure and high-capacity phosphate iron steel has been produced in full volume in mid-2024, and the fifth generation of products has been tested and has been developed in room and is being mass-produced.
The annual report shows that in 2024, the steel electric positive electrode data closed at 22.214 billion yuan, a year-on-year decrease of 45.97%, accounting for 98.30% of the total; the gross profit margin was 7.63%, a year-on-year increase of 0.33%.
The production of salt phosphate positive data during the same period was 735,500 tons, with a capacity application rate of 1.01.30%; the delivery was 710,600 tons, a year-on-year increase of TC:
發佈留言