Victory of Lithium Iron Phosphate Battery: Tesla should also be fully loaded! The rising tide of raw materials makes it difficult to change the hot installation of car enterprises.

Early this morning, Tesla announced his third-quarter results, revenue and net profit both exceeded expectations. Its revenue is $13.76 billion and the market is expected to be $13.91 billion; its third-quarter net profit is $1.618 billion and the market is expected to be $1.257 billion. Tesla said that the company set a number of records in the third quarter, earning the best net profit, operating profit and gross profit ever.

The excellent results were accompanied by Tesley's extremely optimistic outlook for the future: Tesla said car deliveries were expected to grow by an average of 50 per cent a year over the next few years, and is expected to receive final approval for the Berlin-Brandenburg project by the end of this year.

Another piece of news related to the route of battery technology has finally been completely settled. Tesla said in the third quarterly report that lithium iron phosphate batteries are being used worldwide for the standard continued versions of Model 3 and Moderl Y. This at least represents the technological direction for a long time to come.

As early as the end of August, Tesla tested the waters for the worldwide sale of main models equipped with lithium iron phosphate batteries. At that time, users who ordered the standard battery life enhanced version of Tesla Model 3 in the United States received an email saying that if they wanted to get the car in advance, they could choose lithium iron phosphate batteries. The latest news overnight confirms this change.

Since the beginning of this year, with the advantages of low cost and strong safety, the lithium battery of lithium iron phosphate line has achieved a "counterattack". The domestic power battery installation data just released in September show that the ternary battery was loaded with 6.14GWhh in September, and the lithium iron phosphate battery was loaded with a total of 9.54Wh.Lithium iron phosphate battery was ahead of the ternary battery in terms of loading capacity for three months in a row. In terms of production, in September, the output of ternary batteries was 9.63 GWH, accounting for 41.56% of the total output, and the output of lithium iron phosphate batteries was 13.51 GWH, accounting for 58.31% of the total output. This is the fifth consecutive month that the output of lithium iron phosphate batteries has exceeded that of ternary batteries.

Although the price of lithium iron phosphate continues to rise, the agency believes that this trend of installation continues, and that lithium iron phosphate batteries will be added to most passenger car models in the future for consumers to choose from. Hu Hongyu of Huabao Securities predicts that as the permeability of lithium iron phosphate batteries in passenger cars continues to climb, domestic mainstream lithium iron phosphate power battery manufacturers and positive leading enterprises are expected to achieve rapid growth in order performance in 2021. You can pay attention to the continued release of orders caused by the production and sales growth of automobile enterprises in the second half of the Tesla industry chain.

The Finance Union also combs the concept of lithium iron phosphate and related major listed companies:

Ningde Times: the company is the world's leading provider of power battery systems, mainly covering the fields of power battery systems, energy storage systems and lithium battery materials for new energy vehicles, and is committed to providing first-class solutions for new energy applications around the world. In 2019, the company's domestic power battery installed capacity was 31.71GWH, with a market share of 51%, ranking first; lithium iron phosphate installed was 11.5GWH, with a market share of 57%, ranking first.

Guoxuan Hi-Tech: the company is engaged in independent research and development, production and sales of lithium batteries for new energy vehicles, and the products are used in pure electric, hybrid and other new energy vehicles. In 2019, the company's domestic power battery installed capacity of 3.2 GWH, market share of 5.2%, ranking third, second only to Ningde era, BYD; lithium iron phosphate installed capacity of 3.0 GWH, market share of 15%.

BYD: in 2019, the company's installed capacity of lithium iron phosphate is 2.6 GWH, with a market share of 13%, second only to Guoxuan Hi-Tech and Ningde era.

German Nano: the company is the first domestic manufacturer of nano-lithium iron phosphate, deeply ploughing nano-lithium iron phosphate for more than ten years.

Yiwei Lithium Energy: the company is the leader of the domestic lithium primary battery industry, lithium-ion battery technology industry leader, business mainly includes consumer battery and power battery research and development, production and sales.

Pengxin Resources: the company's business covers lithium-ion batteries, primary batteries (lithium-iron batteries, lithium batteries, etc.), Ni-MH batteries, products used in new energy vehicles, light power, energy storage and consumer digital fields.