According to the latest statistical data of the Research Department of the Power Battery Application Branch, the installed capacity of power batteries for new energy vehicles in China in April 2019 is about 5.41 GWh, an increase of 45.83% over the same period last year, and an increase of 6.28% compared with the installed capacity of 5.1GWh in March.
According to the statistical data chart of the above April, Ningde era won the first place with 2436.12MWh, accounting for 45.03%, an increase of one percentage point compared with the previous month, and the dominant position was stable. BYD ranks second with 1.674.39MWh, accounting for 30.95%; power batteries are still installed in Ningde and BYD, but the gap between BYD and Ningde has widened slightly. Unlike the Ningde era, BYD's batteries are mainly self-produced vehicles, supported entirely by its own car production and sales capacity, although BYD aims to double the production and sales of new energy vehicles this year. However, compared with the powerful circle of friends of domestic and foreign car companies around Ningde era, the power is weak.
Judging from the market share, the installed capacity of the top ten battery enterprises accounted for 92.4% of the total installed capacity in April, and the concentration of the power battery industry is relatively high.
In addition, it is worth mentioning that last month in the power battery list No. 6, Air China Lithium Power, this time a further step. The established power battery manufacturer, which changed ownership at the end of last year, became a local holding company in Jintan, Jiangsu Province, replacing ST integration.
In terms of the types of power batteries, the main power batteries in April 2019 are ternary batteries, with an installed capacity of about 3.76 GWh, which is about 10% higher than that of 2.24GWh in the same period last year, and the share of lithium iron phosphate has also increased.
Judging from the share of all kinds of batteries, the installed capacity of ternary batteries accounted for 69.55% of the market share of new energy vehicles, and lithium iron phosphate accounted for 29.76%, while the installed capacity of lithium manganate batteries in April decreased by 56.77% compared with the same period last year. The decline is mainly due to the decline of lithium manganate batteries in the field of special vehicles, accounting for only 0.58% of the total installed capacity this time, and the share of lithium titanate batteries is even smaller.
From the point of view of the power models, the installed capacity of the power battery of the pure electric vehicle is about 5.11GWh. it is up 47.73% from the same period last year, 5.94% from the previous month, and the market share is as high as 94.39%. The installed capacity of power batteries for plug-in hybrid electric vehicles is about 0.3g / h, up 20.03% from the same period last year, 12.57% from the previous month, and the market share is 5.52%. The installed capacity of fuel cell vehicles is about 0.005GWh. it is up 8.73% from the same period last year, 3.14% from the previous month, and the market share is 0.09%.
April domestic new energy vehicle power battery installed capacity analysis unit: MWh
In June this year, the subsidy retrogression transition period will end, so most car companies choose to rush to install a wave during the transition period. Therefore, since the beginning of this year, there is still concern behind the rising installed capacity. What will be the change in the list of power batteries at that time? Which companies will be removed from the list by latecomers? Please follow up on the follow-up report.
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