Cui Dongshu: The trend of power batteries in July is strong, and the differentiation advantage of lithium iron phosphate batteries is obvious.

According to the Intelligent Financial APP, on August 16, Cui Dongshu announced that in July, the trend of power batteries was relatively strong, with good performance in both exports and domestic sales. The energy density range of mainstream batteries for pure electric vehicles is currently between 125 and 160, with a slight improvement in high-energy density recently. The competition between battery companies is dominated by Ningde Times (300750.SZ) and BYD (002594.SZ), with both showing relatively strong characteristics. Ningde Times' share of lithium iron phosphate batteries has surpassed BYD since 2024, with plug-in hybrids in a slump. The industry's competitive landscape is changing rapidly.