Date: 2024-04-02 hits: 166
Recently, Xiaomi's first car SU7 will break 50,000 after 27 minutes on the market, which can be described as "release is a big explosion." This is undoubtedly a strong shot in the arm for the new energy automobile industry and the lithium battery industry chain, which are suffering from price wars and downward cycles.
According to the news revealed recently, the annual production capacity of the first phase of the Xiaomi auto factory is designed to be 150,000 vehicles, which has been completed in June 2023 and is in the climbing stage;
According to other media reports, Lei Jun set a sales target of 100,000 units for millet cars in 2024.
With 100,000 vehicles as the standard for calculation, millet cars can drive more than 7-10GWh of battery demand a year.
Whether this favorable demand side is sustainable and to what extent it can drive the restoration of the excess supply pattern of the lithium battery industry chain needs to be comprehensively considered from multiple dimensions.
Such as the next day of the conference, millet SU7 was once again hot search because it could not cancel the subscription.
First of all, the pricing of 215,900 yuan to 299,900 yuan means that Millet SU7 will be in the price band of 200,000 to 300,000 yuan, and at the same time compete fiercely with traditional models with a market share of more than 58%, Tesla Model3, Model Y, Ask the world M7 and other hot new energy models.
If it is subdivided from the power type, Xiaomi SU7's rivals in this price belt include both pure electric models, but also include the hybrid models that have increased rapidly in the past two years. Xiaomi chose two lithium iron phosphate batteries and one ternary lithium battery for SU7.
Among them, the basic model is equipped with 73.6kWh lithium iron phosphate blade battery provided by Ferdi, which can achieve 700km CLTC battery life;
The mid-range SU7 Pro is equipped with a 94.3kWh CatL battery, which can achieve 830km CLTC range.
Both the low and medium versions are equipped with 400V platforms and support a 15-minute power recharge of 350km.
The top SU7 Max is equipped with 101kWh CatL Kirin battery, which is the only model in the SU7 series suitable for 800V high voltage platform, supporting 510km of 15-minute recharge, and the total battery life supports 800km CLTC, which is slightly lower than the middle version.
Shenxing battery and Kirin battery are both important products promoted by Ningde era in the past 2 years, the former is the first lithium iron phosphate 4C fast charging battery, the latter is condensed by Ningde era in CTP battery structure technology of 3 iterations.
On the day of the listing of millet SU7, Ningde Times Airborne announced the launch of Shenxing and Kirin "all-around series".
Among them, the "Almighty God Action" further increased the volume group efficiency to 77.8%6, and the endurance was upgraded from over 700km to over 800km; "All-around Kirin" supports no heat spread at 55 ° C.
The combination of Xiaomi SU7 with Shenxing and Kirin's "all-around series" reflects its pursuit and ambition for high-performance batteries.
For comparison, as of February 2024, the average per-bike capacity of a pure electric passenger car is about 55kWh;
In 2023, the pure electric battery life of more than 600km of pure trams accounted for only 15% of Xiaomi cars over 700km of pure electric life is undoubtedly competitive.
At the same time, the three versions of Xiaomi SU7 charge from 10% to 80% in 25,30 and 19 minutes respectively, that is, the maximum support of about 3C charging rate, less than 4C.
Combined with the above information, it can be seen that the interpretation of Xiaomi SU7 for high-performance batteries pays more attention to long life rather than supercharge.
Krypton 007 is considered to be a strong competitor of Xiaomi SU7, mainly because it supports 800V high voltage platform and 4.5C fast charge through lithium iron phosphate battery at the lowest price of 209,900 yuan, and also has a good performance of more than 600km in pure battery life performance, which is already the representative of lithium iron fast charge model "roll" to the extreme.
Recently, there has been market news that millet has been conducting research and development of two models at the same time, and millet will further launch SUV models at the end of the year.
In any case, the lithium battery industry chain can wait for the relevant benefits of millet cars to further land.
