Fengfan Company has been designated by Chery 48V battery supplier and the 48V micro-hybrid market is expected in the future.

SMM: a few days ago, Wang Binggang, head of the National New Energy vehicle Innovation Project expert Group, revealed at the second Global New Energy vehicle supply chain Innovation Conference that the "Energy Saving and New Energy vehicle Technology Roadmap (version 2.0)" has passed the expert review, and the biggest change in the roadmap lies in the change in the view of "hybrid", proposing to actively promote the "hybrid" of traditional vehicles.

Since the beginning of this year, the social positioning and understanding of hybrid vehicles are changing, from the level of policy-making, to car companies, and then to battery enterprises, have begun to pay attention to the technical route of hybrid vehicles. For battery companies that adhere to the route of hybrid battery technology for a long time, the profound changes in policies and car companies' understanding of energy-efficient vehicles are bringing opportunities for them.

According to people familiar with the matter, recently, Fengfan Company has been given a fixed point for Chery's 48V battery.

"48V micro-hybrid car power system is the current main direction of the wind sail company, producing both batteries and PACK,." the relevant person in charge of the wind sail company said in an interview earlier that after the decline of the state financial subsidy, the models of the new energy vehicle market will change a lot, and 48V micro-hybrid vehicles will occupy a good market share in the next stage. It is understood that at that time, the sail company vehicle hybrid system 48V battery module has sent samples to GM, Geely and Chery and other car companies.

In fact, in addition to the company's 48V micro-hybrid vehicle power system designated by Chery suppliers, Fengfan is also a perennial partner of most domestic automobile manufacturers, such as FAW-Volkswagen, Shanghai Volkswagen, Shanghai General Motors, Beijing Hyundai, Dongfeng Motor, and so on. Audi, Mercedes-Benz, BMW and other international mainstream car companies in high-end models to provide start-up and shutdown batteries. At the same time, the company is also the exclusive domestic supplier of underwater military batteries.

According to the data, Fengfan Company is a subsidiary of China Shipbuilding heavy Industry Group Co., Ltd., and its main products include lead-acid storage start-up battery, start-stop battery, vehicle lithium-ion starting battery, 48V lithium-ion power battery and hydrogen fuel cell.

In terms of production capacity, according to the company's public information at the end of 2019, its power branch will have an annual production capacity of 1.5GWh power batteries and 700000 sets of 48V hybrid system vehicle power production capacity in 2019. At the same time, the research and development center of automobile power supply of Fengfan Company is also under construction, and the production line is also being rebuilt.

In fact, looking back at the automobile market in the past two years, with the development of pure electric and plug-in models, the growth momentum of 48V micro-hybrid vehicles is also quite rapid. Taking 48V micro-mixer as an example, industry organizations predict that the pressure of higher energy consumption regulations will promote the gradual formation of the capacity layout of 48V technical parts suppliers in the next few years, and driven by the launch of many new 48V technology automotive products represented by European brands, it is expected that the global passenger car 48V technical supporting scale is expected to exceed 14 million in 2025.

With the landing of the Roadmap of Energy Saving and New Energy vehicle Technology (version 2.0), the demand for 48V micro-hybrid vehicles in the domestic market will also increase in the future. the analysis shows that the scale of 48V technology in the Chinese market is expected to exceed 6 million by 2025.

It is worth noting that from the current situation of China's 48V micro-mixing market, it is basically dominated by joint venture car companies, with only Beijing Mercedes-Benz, SAIC General Motors and Chery Jaguar Land Rover accounting for 70% of the market share. independent car enterprises due to the early stage under the guidance of pure electric technology, the layout of 48V micro-mixing field is relatively less. With the change of policy guidance, domestic car companies will increase their layout in the 48V micro-hybrid market in the future. for the wind sail companies that adhere to 48V micro-hybrid battery technology for a long time, there will be great opportunities in the future.