《大行報告》大摩:比亞迪(01211.HK)擬在新旗艦房車「漢」採用LFP電池
大摩發表研究報告指,有報道透露Tesla正與寧德時代(300750.SZ)商談,供應磷酸鋰鐵電(LFP)電池,以節省15%的成本,雖然目前兩公司仍未證實消息,但實則上不是一個新消息,因過去亦有消息指今年7月寧德時代會向Tesla供應LFP電池予內地新能源車廠。
該行指,有關消息的重要性是來自於LFP技術的表現和成本都比市場預期好,但會對供應鎳鈷鋁電池(NCA)或高鎳錳鈷電池(NMC)的生產商有影響,相信未來無鈷電池電池會是新能源車的主要電池。
該行又指,過去中國市場由LFP轉向NMC主因一系列的補貼政策,但新一代的LFP則可以改善電池密度約50%,可以支持汽車行走300公里。在安全性和成本效益下,相信客戶會更傾向選擇LFP。而過去亦有報道,比亞迪(01211.HK)會在今年推出的旗艦房車「漢」使用新LFP電池。(ic/u)~
阿思達克財經新聞
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