The new energy special vehicles are the same as the ordinary special vehicles, and they are collectively referred to as special purpose vehicles. According to their purposes, the new energy special vehicles can be divided into nine categories: dining cars, testing cars, training cars, service cars, sales cars, engineering cars, power cars, sanitation cars, and logistics cars.

With the sharp decline of new energy subsidies in 2019, the market pattern of logistics vehicle batteries dominated by ternary lithium-ion batteries may be reshaped. Automobile enterprises may give up using ternary batteries and plan to use lithium iron phosphate batteries with relatively low prices instead. People from automobile enterprises generally believe that it is the most direct and effective way to make up for the declining subsidies by reducing battery prices, internal digestion, and slightly increasing product prices.

First, since the beginning of the year, the cobalt price has begun to show signs of substantial increase. The ternary lithium ion battery is most affected by the fluctuation of cobalt price, and the price decline space is limited compared with lithium iron phosphate.

Second, thanks to the cost reduction and quality improvement in the whole year of last year, the energy density of lithium iron phosphate batteries has reached the requirement of more than 115Wh/kg in a large range, which is enough to meet the energy density standard of online logistics vehicle subsidies.

Third, the current logistics vehicle field presents a competitive pattern of "small countries dominate and price is king". As a tool for terminal commercial operation, logistics vehicles are very sensitive to price. In order to meet terminal demand, logistics vehicle companies have to try their best to reduce costs.

Subsidies have been "drastically reduced", and cost control has forced logistics vehicles to switch from ternary lithium-ion batteries to iron lithium-ion batteries. At present, the field of logistics vehicles presents a competitive pattern of "small countries dominate and price dominates". As a tool for terminal commercial operation, logistics vehicles are very sensitive to price. In order to meet terminal demand, logistics vehicle companies have to try their best to reduce costs.

In addition, with the decline of subsidies and the market of new energy vehicles moving towards a market driven market in the future, consumers can accept new energy vehicles as well as fuel vehicles, so the advantages of lithium iron phosphate, such as low cost, long life and high safety, will be taken seriously in the field of passenger vehicles and logistics vehicles. In addition to the dominant position of lithium iron phosphate in the passenger car market, if lithium iron phosphate batteries can make a big show in the energy storage market in the future, The market of lithium iron phosphate battery will also be wider.