Subsidies for new energy vehicles in Europe and the United States have been reduced, and high-nickel ternary materials are facing challenges in overseas markets

With the reduction of subsidies for new energy vehicles in Europe and the United States and the rebound in demand for fuel vehicles, the share of high-nickel ternary materials in overseas markets may be challenged by medium-nickel ternary materials and iron-lithium cathode materials. For this reason, some ternary cathode companies have begun to increase their layout of medium-nickel high-voltage ternary. Medium-nickel ternary materials are occupying an important position in the fast-charging battery market due to their excellent fast-charging performance and low cost.