BYD's new car four consecutive launches are all equipped with blade batteries to go out to sea. It is expected that these suppliers may welcome the profit.

Today (April 7) evening, BYD held a new car press conference in Chongqing, where it unveiled four new cars: Qin Plus EV, 2021 Tang EV, Song Plus EV and 2021 e2, all using blade batteries.

Specific to the price, Qin Plus EV series has ultra-long-lasting flagship version, long-lasting version of the noble model, long-lasting version of the deluxe model, the standard continued version of the deluxe model four, after comprehensive subsidies, the guide price is between 129800 and 166800 yuan.

Under the 2021 Tang EV series, there are three models: four-wheel drive high-performance version honor model, long-lasting version honor model, four-wheel drive high-performance version Genesis flagship model, with a guide price of 279500-314800 yuan after comprehensive subsidy.

Under the Song Plus EV series, there are flagship and noble models, and the guidance prices after comprehensive subsidy are 186800 yuan and 169800 yuan respectively.

Under the 2021 e2 series, there are three models: honorable, luxurious and comfortable. the guide price after comprehensive subsidy is between 99800 and 115800 yuan.

The blade battery is undoubtedly the top priority. At the hour-long press conference, BYD's introduction on the safety performance of the blade battery occupied the first half hour. Wang Chuanfu, chairman of BYD, said that "from today on, BYD's pure electric models will be fully equipped with blade batteries and acupuncture experiments will be fully used."

From the performance point of view, the volume specific energy density of BYD blade battery is 50% higher than that of traditional lithium iron phosphate battery, the cost is reduced by 20% Rose 30%, the rate of Discharge is greatly increased, and the life span is up to 8 years and 1.2 million km.

Its energy density is comparable to that of ordinary ternary batteries, and its safety is extremely high, which makes many car companies intend to use BYD blade batteries. When the blade battery was released in March last year, BYD said that almost all car brands were discussing cooperation plans based on blade battery technology with BYD.

In terms of production capacity, the company began mass production of blade batteries in Chongqing Fudi Battery Factory in March 2020. According to the research report of Soochow Power's new Zeng Duohong team on April 1, the existing production capacity of its blade battery is 13gwhr, and the production capacity is climbing smoothly.

It is worth noting that by expanding potential customers and building factories at sea, BYD continues to promote the external supply of blade batteries.

According to foreign media reports, BYD will start selling car batteries to other companies as early as the second half of this year. Li Yunfei, deputy general manager of BYD's sales subsidiary, said on April 2 that he did not rule out the possibility of accelerating business expansion through the listing of Fudi batteries.

In February, BYD said its blade battery had been designated by Hyundai. Earlier, on January 29, it was reported that BYD would supply "blade batteries" to FAW and Hongqi, which would be loaded in the second half of this year. Potential partners in BYD Power Battery include Audi, Porsche and the mysterious "No.1 customer".

According to an internal recruitment message released by BYD Freddy Battery on March 17, the preparatory office for a new Fudi battery factory (European Group) is currently preparing to build the first overseas battery factory.

In this regard, Chuancai Securities analysts Huang Bo and Zhang Tiannan released a research report on March 19, saying that the construction of the first overseas factory of BYD's Fudi battery is another major breakthrough in the internationalization of China's lithium battery industry chain. Before that, Ningde era was sold overseas, and BYD ranked second in the domestic power battery market. This preparation for the establishment of an overseas market will not only enable more international car companies to try and use lithium iron phosphate batteries, but also enable the company to compete in the international market and enjoy the dividends of the rapid development of the electric vehicle industry.

Specific to the BYD blade battery supply chain company, Xingyuan material is the main supplier of BYD blade battery diaphragm; Dingsheng New material said that BYD is one of the company's important customers of power battery foil; the special shell provided by Chang Aluminum Co., Ltd. for BYD blade battery has entered the stage of batch supply; Zhihong Precision, owned by Dexin Transportation, is the exclusive supplier of BYD blade battery cutter equipment. China Electric Research has provided power battery production equipment for BYD Kengzi factory, Qinghai factory, Chongqing factory and so on.

In addition, Hezhong Technology said that the small-scale test results of matching products with BYD blade batteries fully meet the requirements, but cooperation has not yet begun; Fengyuan's lithium iron phosphate products are in the testing stage in the relevant departments of BYD and have not yet been officially supplied.