The ranking of power batteries in the world in the first quarter: Ningde era firmly ranked first and AVIC lithium battery jumped to the seventh.

The competition for the top spot in the global power battery market is becoming increasingly fierce.

Recently, according to the global power battery installed data released by SNE Research in the first quarter of 2021, the total installed capacity of Q1 power battery in the world reached 47.8GWH, an increase of 127% over the same period last year. Ningde still ranked first in the era of Ningde, with LG and Panasonic in the top three respectively. BYD, Samsung SDI, SKI, AVIC Lithium, Guoxuan Tech, AESC and Yiwei Lithium Energy were closely followed, with a combined market share of 94 per cent.

Among them, the installed capacity of Chinese enterprises such as Ningde Times, BYD, AVIC Lithium Power, Guoxuan Hi-Tech and other Chinese enterprises have all achieved more than 2 times growth, which is much higher than the average market growth rate, thus driving the growth of the entire market, especially AVIC Lithium Power, an increase of more than 9 times over the same period last year.

Judging from the ranking of the list, Ningde era jumped to the first place from the third place in the same period last year, BYD rose from 7th to 4th place, Guoxuan Hi-Tech promoted one place, and AVIC Lithium entered the top 10. The installed capacity of the Korean Big three also increased, but it was lower than the market average. The ranking of LG New Energy and SKI remained unchanged, while SDI dropped one place. In addition, the market share of Japanese companies is declining, with Panasonic falling from first to third and PEVE from eighth to 10th.

Of the 10 companies, only AESC showed negative growth year-on-year, down 13.2% from fifth to eighth.

As for enterprises, the global installed capacity of power batteries in the Q1 Ningde era this year reached 15.1 GWH, an increase of 320.8% over the same period last year, with a market share of 31.5%. Among them, the domestic installed capacity is 12.22GWhh, with a market share of more than 52%. According to Ningde Customs statistics, Ningde Customs declared the export value of power batteries at Ningde Customs in the first quarter was 2.517 billion yuan, an increase of 28.7 times over the same period last year.

According to statistics, in the just-concluded Shanghai auto show, a total of 65 new energy vehicles are equipped with Ningde era batteries, in addition to Mercedes-Benz EQs, Zhiji L7, Polar Krypton 001, Polar Fox Alpha S (Huawei HI version), Audi, Hongguang Mini, Weima W6, Xiaopeng P5 and so on are all equipped with Ningde era power batteries.

The installed capacity of BYD Q1 power battery was 3.2 GWH, an increase of more than 2 times compared with the same period last year, with a market share of 6.7%. The installed capacity of Guoxuan Hi-Tech Q1 power battery is 1.1 GWH, an increase of more than 3 times over the same period last year, with a market share of 2.3%.

It is worth noting that after AVIC entered 2021, the installed capacity of lithium battery suddenly increased by leaps and bounds, with Q1 reaching 1.4 GWH, an increase of more than 9 times compared with the same period last year, and a market share of 2.9%.

AVIC Lithium Power is the largest dark horse in the power battery industry since 2020, and its installed capacity is second only to Ningde era and BYD, ranking in the top three in the industry. At present, AVIC Lithium has three major industrial bases in Changzhou, Xiamen and Luoyang. The actual production capacity of AVIC Lithium Power already in mass production, under construction and under construction this year will be increased to 100GWh. the planned production capacity of AVIC Lithium Power will exceed 200GWh during the 14th five-year Plan period. At present, the main customers of AVIC Lithium include GAC MOTOR, Changan Automobile, Guangzhou Automobile Toyota, Jinkang, Geely, Dongfeng well-off and so on.

Conclusion: at the beginning of 2021, Ningde era is full of scenery, BYD still needs to continue to work hard, AVIC lithium battery is likely to enter the second echelon in the future. Judging from the current development trend, the Ningde era is likely to continue to dominate the list this year.