Source: Tesla's official website
On April 23, Tesla's Cybertruck children's car was officially put on sale, with an official price of 11,190 yuan.
According to the official website, the design of this car is inspired by the "iconic" Cybertruck style, with rear-wheel drive and electronic braking, equipped with adjustable seats, LED headlights and taillights.
The stroller is powered by a lithium battery and has a range of 19 km. With a top speed of 8 km/h, it is divided into two speeds, high and low, which can be switched between 4 km/h and 8 km/h, and can be driven by up to two children aged 6-12 years.
It is worth mentioning that last year, Tesla's official website in China also put on the shelves a similar children's car, called Cyberquad for Kids toy car, and its price is almost the same as the Cybertruck children's car on the shelves this time, which is 11990 yuan.
Lithium batteries, as the power source of Tesla's Cybertruck children's car, are also the mainstream choice in the current electric vehicle market. With the popularity of electric vehicles and the innovation of children's toy cars, the lithium battery industry is also growing.
Analysis of the loading volume of power lithium batteries in China
According to the information disclosed by the China Automotive Power Battery Industry Innovation Alliance, from 2018 to 2022, the overall loading volume of China's power lithium batteries is on the rise, driven by the sharp rise in the production and sales of new energy vehicles, and in 2021 and 2022, the loading volume of China's power lithium batteries will rise sharply. In 2022, the installed capacity of Continental Power's lithium batteries will reach 294.6GWh, an increase of 90.7% year-on-year. From January to November 2023, the cumulative installed capacity of power batteries in mainland China was 339.7GWh, a year-on-year increase of 31.4%.
Innovative design of lithium battery structure
For example, CTP (Cell To Pack) skips the standardized module link and directly integrates the battery cells on the battery pack to improve energy density.
Improve the energy density of the battery in the short term and diversify the technical route in the long term
In the short term, improving the energy density of lithium batteries is mainly achieved through the iterative upgrading of the existing material system and the innovation of the battery structure. Among them, the iterative upgrade of lithium battery material system includes the iterative upgrade of positive and negative electrode materials, electrolytes and separators; The innovation of battery structure also includes the structural improvement and simplification of cells, modules, packaging methods, etc.
In the long run, due to the low upper limit of energy density of lithium iron phosphate batteries, and in order to meet the different needs of different application scenarios, the lithium battery technology route will develop in the direction of diversification. In addition to lithium iron acid batteries and ternary lithium batteries, the development trend of new lithium battery technology routes such as solid-state batteries, lithium manganese iron phosphate batteries, and lithium-rich manganese-based batteries is improving.
Dongxing Securities said in the research report that the key to improving the profitability of the lithium battery link lies in the bargaining power and cost control ability with downstream customers. Leading manufacturers have advantages in technology accumulation and product matrix differentiation, can meet the needs of downstream customers at different levels, and have strong bargaining power. In the case of intensified competition in the industry and fluctuating prices of products and raw materials, the cost-side advantage will promote the profitability of leading manufacturers to continue to be stable.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "2024-2029 China Lithium Battery Electrolyte Industry Market Prospect and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute
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