From the perspective of penetration rate, new energy commercial vehicles are undoubtedly the fastest growing next. Power Battery track.

In July this year, the sales penetration rate of new energy vehicles in the Chinese market exceeded 50% for the first time, achieving a historic breakthrough. However, among them, new energy passenger cars play a major role, and the penetration rate of new energy commercial vehicles is still low. According to statistics from industry agencies, the penetration rate of new energy in light truck cargo van, which is mainly between cities, is less than 10%, while the penetration rate of long-distance trunk heavy truck is still less than 5%.

With the price of lithium carbonate falling below 100000 yuan/ton, the cost of lithium iron phosphate battery dropped sharply, and the continuous improvement of energy density, cycle life and fast charging performance of lithium iron phosphate battery, the economic obstacles of electric-powered commercial vehicles have been removed; at the same time, from the cost reduction of operation and policy-driven, the electrification of commercial vehicles is rapidly breaking out.

According to the data, in the first seven months of this year, the sales volume of new energy light trucks in China was about 42700, up 158 percent year-on-year, which was close to the sales volume of the whole year last year. In terms of heavy trucks, the sales volume in the first seven months of this year was about 35000, more than 33000 in the whole year of last year, a year-on-year increase of 144 percent.

The agency predicts that by 2028, the overall penetration rate of electric commercial vehicles is expected to exceed, especially in the medium and long distance logistics of light trucks and heavy trucks-the largest commercial vehicle application market, electric vehicles will usher in an outbreak period.

As operating vehicles, new energy commercial vehicles have high requirements on battery performance and cost. Focusing on the huge incremental market of new energy commercial vehicles, the research and development competition of power battery technology has become one of the key points of competition among many battery enterprises.

Since this year, head battery enterprises have intensively released new energy commercial vehicle power battery brands, technologies or products, hoping to take the preemptive opportunities in this blue ocean market.

According to the introduction of Yiwei Lithium Energy, open source batteries not only have the high power discharge capability of pulse 4C and continuous 3C, but also ensure the stable driving and easy climbing of vehicles under harsh road conditions, it also increases the cycle life to 7,000 times to ensure that commercial vehicles can be used with confidence in the whole life cycle.

Battery China has learned that the full range of yiweineng open source battery products cover four cell: LF125P, LF125H, LF140P and LF150P, and based on these cell, micro surface M3/M4, light truck T3, heavy truck H2 and heavy truck H3 are four platform products to match different commercial vehicle fields such as cargo van and heavy truck.

In July, Ningde era released the power battery brand-"Tianxing" series, which is specifically aimed at new energy commercial vehicle batteries, including two types: super-charge version and long-life version.

Among them, Tianxing L-super-charge edition is the world's first 4C super-charge light commercial vehicle power battery, supporting 4C super-charge, which can quickly replenish 60% in 12 minutes, and the vehicle is fully loaded, under the real working condition of 80 kilometers per hour, 350 kilometers of battery life is supported.

The Tianxing L-long endurance version can reach ultra-long life battery of 500km on a single charge under the real working condition of full load of vehicles and high speed of 80 kilometers per hour, and the battery capacity is as high as 200 degrees, the energy density of the system reaches 200Wh/kg, which is the highest energy density of light commercial vehicles and the volume utilization rate is greatly improved.

In August, Guoxuan High-Tech released the latest generation of G-engraved super-charged hybrid heavy truck standard box, which is equipped with G-engraved Cell released by the company on May this year, with a 9.8-minute replenishment capacity of 80%,-35 ℃ driving as usual, the battery life can reach 1100-1300Kilometers.

According to Guoxuan Gaoke, G-engraved hybrid heavy truck standard box supports 4C/12C charging and discharging, which provides great convenience for long-distance trunk transportation and makes it possible to "follow the charge, the flexibility and timeliness of logistics transportation are greatly improved.

According to the different needs of medium-short distance and long-distance trunk transportation, G-engraved hybrid heavy truck standard box provides a variety of battery combination solutions such as 66kWh, 99kWh, and 132kWh, with a range of about 1100-1300 kilometers, it solves the endurance anxiety of long-distance transportation.

Recently, Sinochem also released a new brand of new energy commercial vehicle power battery-"Zhiyuan" series. Among them, the far light truck high-power battery system realizes a single battery pack to cover 100 degrees to 180 degrees of electricity; The far heavy truck standard battery system covers the heavy truck charging and switching application scenarios, and the energy density reaches 167Wh/kg.

In addition, Ruipu Lanjun has also launched standardized power battery products used in the field of new energy commercial vehicles, such as C casting Box, G casting box, B casting box, and V casting box. Among them, C casting box and G casting box are standardized boxes specially developed by Ruipu Lanjun for new energy heavy trucks, which can be matched with different capacities of cell, such as 230Ah, 306Ah and 324Ah according to different requirements; B casting box is mainly aimed at low-speed and special models, and can be matched with 205Ah and 230Ah cell according to different power requirements.

Lanjun new energy, the new power of battery, launched 324Ah commercial and storage shared cell in April this year. The energy density of this battery reaches 190Wh/kg through technologies such as material innovation, Electrode improvement, and cell current distribution optimization, the cycle life is more than 7000 times. Aiming at New Energy heavy truck, electric ship, electric bus and other fields, the goal is to significantly reduce logistics transportation costs, improve transportation efficiency, and truly empower commercial vehicles to reduce costs and increase efficiency of power batteries.

It is worth mentioning that as a new power force of power battery, Lan Jun New Energy has completed its layout in the new energy commercial vehicle market by taking commercial vehicles as the breakthrough point since entering the new energy vehicle track, when the track broke out, it had achieved good results. According to the understanding of battery China, todayIn the first half of the year, the power battery shipments of Lanjun new energy commercial vehicle were about 3GWh, and it jumped into the first echelon of new energy heavy truck shipments.