1. On June 29th, it was reported by the media that the battery pack of the modified Model 3 made in Tesla will continue to be upgraded, especially the basic rear-wheel drive version will be upgraded from 60kWh to 66kWh, using M3P lithium iron phosphate battery from Catl.

2. The modified Model 3 made in China is code-named "Highland". According to industry chain sources, the modified car will be launched in the third quarter.

3. In addition, according to sources, the 66kWh battery pack is not only used for the modified Model 3, but also a platform solution, and will be used for the modified Model Y model in the future.

4.Catl and Tesla China have not responded to the above news.

5.M3P battery is a battery developed by Contemporary Amperex Technology Co., Limited based on new material system. According to market speculation, the "M" in M3P battery is manganese, and M3P battery is a lithium manganese phosphate battery. However, Contemporary Amperex Technology Co., Limited once said in the investigation that M3P is not lithium manganese iron phosphate, but also contains other metal elements-the company called it "the ternary of phosphate system".

6. According to the analysis, lithium manganese iron phosphate has the advantages of energy density and low temperature performance compared with Ferrous lithium phosphate; Compared with ternary anode, it has safety advantages; Comparing the two also has a cost advantage.

7. Specifically, in terms of energy density, its theoretical energy density is 15%-20% higher than that of Ferrous lithium phosphate under the same conditions; At low temperature, the capacity retention rate of lithium manganese iron phosphate can reach about 75% at -20℃, while that of Ferrous lithium phosphate is 60%-70%. In terms of safety, lithium manganese iron phosphate has olivine structure, which is more stable when charging and discharging; In terms of cost, there are abundant manganese resources in the world. In addition, considering the improvement of energy density of lithium ferromanganese, the unit watt-hour cost of lithium ferromanganese phosphate is slightly lower than that of Ferrous lithium phosphate and much lower than that of ternary batteries.

8. Combining the above advantages, every time the information about lithium manganese iron phosphate is reported, it can cause a heated discussion.

9. In recent years, the installed capacity of lithium iron phosphate batteries is booming. According to the latest data, from January to May, 2023, the total installed capacity of lithium iron phosphate batteries in China was 81.2GWh, accounting for 68.1% of the total installed capacity. However, because the actual energy density of lithium iron phosphate battery approaches the theoretical bottleneck, major battery manufacturers and material manufacturers actively promote the commercialization of lithium manganese iron phosphate.