Furthermore, ternary lithium batteries have low safety. Mainly because of its low impact force and ignition point in high temperature environment, it is easy to lead to spontaneous combustion of freight cars with worse working conditions than buses. However, with BYD's introduction of lithium ferrous phosphate blade battery, the technology of lithium ferrous phosphate is becoming more and more mature, and the energy density of the battery pack can generally reach 140 Wh/kg, and even products exceeding 170 Wh/kg have appeared.
Secondly, I'm worried about the price of lithium. Power battery system is the most expensive component in new energy vehicles, and lithium metal is an important raw material for producing power batteries. With the outbreak of demand for new energy vehicles, the price of lithium has also soared, from the lowest 40,000 yuan/ton in this cycle to the latest breakthrough of 500,000 yuan/ton. The market rumors that a car factory stopped accepting new orders for two low-cost new energy vehicles. The market interprets this as the loss of low-priced models due to rising costs, and they are worried that they will see more and more cars in the future. Enterprises can't bear the cost pressure brought by the rising price of lithium.
Finally, compared with pure electric trucks, large and medium-sized new energy trucks cannot use coaxial bridges. In the future, it is possible to gradually shift from direct motor drive to integrated bridge. Integrated axle refers to the form of electric drive assembly in which motor, transmission/reducer, differential and axle are highly integrated. Similar to the coaxial bridge, it can also reduce the volume of the assembly and place more batteries for medium and heavy electric trucks. The technology of integrated bridge is not as mature as we thought, and the cost is still relatively high.