battery enterprises installed capacity analysis : Ning De Times ranked the first
Although there is a long holiday in October, but in the context of the booming production and sales of new energy vehicles, still do not change the trend of power battery installation steadily rising, the annual installation is still firmly towards 150GWh.
Data from Power Battery Application Branch show that in October this year, the installed capacity of power battery in The Chinese market was about 17.86GWh, up 147.6% year on year; From January to October, the installed capacity was about 113.11 GWh, up 173.3% year-on-year. In spite of the long holiday in October, the installation volume also increased by 12.6% compared with September. At the same time, referring to the experience of previous years, November and December will maintain a high growth rate. It is expected that the sales of new energy vehicles and the installation volume of power batteries in November and December will still be strong, and the annual installation volume of 150GWh is a high probability event.
October installation observation: the whole year to 150GWh impact lingpai new energy into the top 10
Data source: Power Battery Applications Branch (MWh)
In terms of battery types, the installed capacity of lithium iron phosphate batteries was about 10.25GWh and that of ternary batteries was about 7.59GWh in October, and the installed capacity of lithium iron phosphate batteries exceeded ternary batteries for four consecutive months. From January to October, the installed capacity of lithium iron phosphate battery is about 55.63 GWh, and the ternary battery is about 57.28 GWh. The gap between lithium iron phosphate and ternary battery is only 1.65 GWh. It is expected that the total installed capacity of lithium iron phosphate battery in the first 11 months of this year will exceed the ternary battery by the end of November.
October installation observation: the whole year to 150GWh impact lingpai new energy into the top 10
Data source: Power Battery Applications Branch (MWh)
In terms of sales volume of new energy vehicles, the sales volume of new energy vehicles from January to October was about 2.542 million, with a year-on-year growth of 176.6%. The annual sales of new energy vehicles in China are expected to exceed 3.1 million units.
In terms of power battery installed units in the Chinese market, the TOP15 has been relatively stable, with little change this year, but there are still some companies that have started to stir up the TOP10 lineup in recent months.
Data from the Power Battery Application Branch show that in October this year, a total of 43 battery manufacturers have installed matching vehicles. Among them, the top 10 installed about 16.54 GWh, accounting for 92.61% of the total installed capacity. The top 10 installed units in October were Ningde Times, Fodi Battery, Guoxin High-tech, AVIC Lithium, LG New Energy, Honeycomb Energy, Tafel New Energy, Evev Lithium energy, Gateway Power and Xinwanda.
Data source: Power Battery Applications Branch (MWh)
In fact, after entering the second half of 2020, the Chinese market power battery installed TOP10 camp has been relatively stable, but there are also new "dark horse", such as bee nest energy since last September, has been standing in the TOP10, gateway power since entering the TOP10 in the second half of this year, for many consecutive months. And it has edged up in recent months.
In addition, xinwanda has also appeared in the TOP10 list for two consecutive months.
Whether it is a firm firm in the top 10 camp, the ranking is very stable, or a new entrant, behind it must mean that there is a strong car enterprise or model in support. Through this article, xiaobian will briefly analyze the main supporting vehicle enterprises and models of the TOP10 enterprises with power battery installed capacity in China market in October, for reference.
In October, Ningde Times China installed about 9.74 GWh of power batteries, including 8.42 GWh of passenger vehicles. The month ningde times supporting passenger car models have 144, involving dozens of car enterprises. The top 10 models with the most installed numbers were Model Y, Model 3, Xiaopeng P7, Ideal One, ID.4X, NIO ES6, Fengshen E70, Xiaopeng G3, Aulahao Cat and ID.6 CROZZ. The 10 models contributed 5.27 GWh of installed capacity to Ningde Times in October.
Among them, Tesla (Shanghai) plant alone drove the installed capacity of 2.89GWh this month, making it the largest customer of Ningde era. Xiaopeng Automobile ranks the second largest customer of Ningde era, contributing about 699.27MWh of installed units this month.
Byd is still the main, at the same time supporting red flag, LAN Tu, Siris.
In October, the installed capacity of Fodi battery was about 3.72GWh, and the main supporting models were BYD · Han, BYD · Qin Plus, BYD · Song, BYD · Yuan, BYD · Dolphin and other models. The installed capacity of the above five models was about 2.17GWh. In addition, this month, Fordi battery for red Flag E-QM5, Siris SF5, Siris SF5 and other models of supporting installed capacity of about 302.5MWh.
Mainly supporting SAIC-GM-Wuling, Jianghuai, zero run.
Guoxen High-tech has installed about 884.36MWh power batteries this month, supporting 21 passenger car models, among which Hongguang MINI EV, Sihao E10X, zero run T03 are the top three, corresponding to the installed capacity of 160.08MWh, 158.87mWh, 78.78mWh.
China aviation lithium electricity
Supporting models up to 13 mainly for GaC, Changan.
This month, AVIC installed about 610.42MWh lithium batteries, ranking fourth in the Chinese market. In October, THERE were 13 types of lithium battery models, among which Aion S alone had installed 363.59MWh, accounting for more than half. It is worth mentioning that in addition to major customers such as GAC and Changan, AVIC Lithium has also developed customers such as Zero-run and Geely. This month, it is zero-run and small-batch installation of some Geely models.
LG's new energy
In October, LG new energy returned to the TOP10 group in the Chinese market. Its customers are still tesla (Shanghai) and general motors. This month, the installed volume of Model 3 reached 433.97mwh, among which the installed volume of Model 3 alone reached 413.69mwh. LG's Model Y, a new energy package, has only 86 units this month, with a capacity of 6.43 MWh. Compared with the number of Model Y installed in Ningde Era, the current Tesla (Shanghai) factory Model Y mainly uses lithium iron phosphate batteries.
Beehive energy
This month, the installed capacity of Honeycomb Energy power battery is about 261.12MWh, ranking 6th in the Chinese market. The main supporting models are Euler Good cat/Black cat/white cat. In addition, this month, Honeycomb energy power batteries are also supplied with Nezha V under United New Energy and Zerorun T03 under Zerorun.
Tafel New Energy
Tafel New Energy ranked 7th with 260.86MWH installed. Data show that Tafel new energy this month mainly supporting Weima E5 models.
Weft lithium can
In October, The installed capacity of Yiwei lithium energy in the domestic market was about 246.47MWH, and the supporting customers were mainly Xiaopeng cars, models were Xiaopeng P7 and G3. In addition, in passenger cars, this month yiwei lithium energy also for skyworth EV6 supporting a small number of batteries.
Gateway dynamic
This month, Gateway Power power battery installed capacity of about 190.74MWh, ranked the 8th in the Chinese market. The main supporting models include Nezha U, European Shield Cat, Euler White Cat and Chery eQ, etc.
We have pleasure in wanda
Xinwanda has now become one of geely Auto's major battery suppliers. In October, it supplied batteries for geely auto's Jingyi S50, Emgrand, Geometry C and Jihe A and other models.