"compared with the month-on-month increase of 82.0% in March, the production of ternary batteries decreased by 21.4% in April, becoming the main reason for the decline in the output of the battery industry as a whole. The small increase in lithium iron phosphate battery production has not yet filled this decline, after all, ternary batteries account for more than 60% of the market share. "
On May 13, the China Association of Automobile Industries (CAAC) held a monthly information conference in Beijing, announcing the economic operation of China's automobile industry in 2019 and the monthly data of new energy vehicles and power batteries in April 2019.
According to the data of power battery production in April 2019, China's power battery production totaled 7.3 GW in April, down 10.9% from the previous month. Among them, the output of ternary battery decreased by 21.4%, accounting for 59.0% of the total output, and the output of lithium iron phosphate battery increased by 12.0%, accounting for 38.2% of the total output.
China's power battery production totaled 8.2GWhin March, up 70.2 per cent from a month earlier, according to data released last month by the China Auto Association. Among them, the output of ternary battery is 5.5GWh, accounting for 66.8% of the total output, which is 82.0% higher than that of the previous month, and the output of lithium iron phosphate battery is 2.5GWh, accounting for 30.4% of the total output, an increase of 49.4% compared with the previous month. In contrast, the decline in the production of ternary batteries has become the main reason for the decline in the output of the battery industry as a whole.
From January to April, the cumulative output of power batteries in China reached 27.1GWh. among them, the cumulative production of ternary batteries was 16.4GWh, accounting for 60.6% of the total output, and the cumulative production of lithium iron phosphate batteries was 9.9GWh, accounting for 36.5% of the total output. Batteries of other materials account for 2.9%.
The following is the output of power batteries by material type in April 2019:
In terms of production concentration level of power battery enterprises, in April, China's power battery industry ranked among the top three enterprises to produce 5.2 GWhs, accounting for 71.0%, and the top five enterprises produced 5.8 GWhs, accounting for 79.9%. The top 10 enterprises produced a total of 6.9 GWhs, accounting for 94.0%.
From January to April, the top three enterprises in China's power battery industry produced 18.6 GWhs, accounting for 68.5%, and the top five enterprises produced 20.9GWhs, accounting for 77.1%. The top ten enterprises produced a total of 24.2 GWhs, accounting for 89.1%.
The data of power battery loading in China in April 2019 show that the total power battery loading volume in China is 5.4 GWh, an increase of 43.9% over the same period last year and 6.3% from the previous month. From January to April, China's power battery loading totaled 17.7 GWh, an increase of 116.7% over the same period last year, and the growth rate was lower than that in March. Lithium iron phosphate battery increased in April in the field of new energy commercial vehicles, a total of 1.5 GWh, ternary battery loading 3.8GWh in April decreased slightly compared with the previous month.
According to the data of power battery loading in China in April 2019, a total of 43 power battery enterprises have been installed in China's new energy vehicle market, an increase of 3 over March. The power battery loading capacity of the top 3, top 5 and top 10 power battery companies was 4.4GWh, 4.6GWh and 5.0 GWhrespectively, accounting for 80.7 per cent, 85.4 per cent and 92.5 per cent of the total, respectively.
From January to April, a total of 60 power battery enterprises in China's new energy vehicle market realized loading support. The power battery loading capacity of the top 3 power battery enterprises, the top 5 power battery enterprises and the top 10 power battery enterprises were 13.5GWh, 14.5GWh and 15.9GWhrespectively. The proportion of total vehicle loading was 76.5%, 81.7% and 88.8%, respectively.
Number of supporting Power Battery Enterprises in China from 2017 to 2019