On September 10, the China Automotive Power Battery Industry Innovation Alliance released data on battery production, sales and loading of new energy vehicles in August 2021. In August, Ningde era installed 6.5 GWH, and its market share further increased to 51.7%, making it the champion. BYD has the second largest number of 1.9GWh vehicles, Guoxuan Hi-Tech surpassed AVIC Lithium to become the third, and Honeycomb Energy surpassed Yiwei Lithium to become the fifth.
In August, China's power battery production totaled 19.5 GWH, an increase of 161.7 percent over the same period last year and 12.3 percent higher than the previous month. Among them, the output of ternary batteries was 8.4 GWH, accounting for 42.9% of the total output, an increase of 91.5% over the same period last year and 4.8% from the previous year; and the output of lithium iron phosphate batteries was 11.1 GWH, accounting for 56.9% of the total output, up 268.2% from the same period last year and 18.8% from the previous year.
From January to August, China's power battery output totaled 111.5 GWH, an increase of 201.0% over the same period last year. Among them, the output of ternary batteries totaled 53.2 GWH, accounting for 47.7% of the total output, an increase of 137.2% over the same period last year; and the output of lithium iron phosphate batteries totaled 58.1 GWH, accounting for 52.1% of the total output, an increase of 301.8% over the same period last year.
In August, the number of cars loaded with power batteries in China was 12.6 GWH, up 144.9% from the same period last year and 11.2% from the previous month. Among them, the total loading of ternary batteries was 5.3 GWH, up 51.9% from the same period last year, down 2.1% from the previous year; and lithium iron phosphate batteries totaled 7.2 GWH, up 361.8% from the same period last year and 24.4% from the previous year.
In the previous August, the total number of power batteries installed in China totaled 76.3 GWH, an increase of 176.3 percent over the same period last year. Among them, the total loading of ternary batteries was 40.9 GWh, accounting for 53.6 percent of the total, up 111.2 percent over the same period last year; lithium iron phosphate batteries were 35.2 GWhs, accounting for 46.2 percent of the total, up 338.6 percent over the same period last year.
In August, a total of 38 power battery enterprises were installed in China's new energy vehicle market, 5 fewer than in the same period last year. The power battery loads of the top three, the top five and the top 10 power battery companies were 9.6GWh, 10.5GWh and 11.6GWH respectively, accounting for 76.3%, 83.9% and 92.7% of the total load, respectively.
From January to August, a total of 54 power battery enterprises in China's new energy vehicle market were equipped, 5 fewer than the same period last year. The number of power battery installed in the top 3, top 5 and top 10 power battery enterprises were 54.9GWh, 63.9GWh and 69.9 GWH respectively, accounting for 71.9%, 83.7% and 91.6% of the total installed capacity, respectively.
In August, the average installed electricity per car of new energy vehicles in China by model was 45.5 kWhh, down 3.0% from the previous month. Among them, the average carrying capacity of pure electric passenger cars and pure electric buses is 46.7kWh/ and 199.1kWh/ respectively, and the average carrying capacity of pure electric buses decreased by 3.8% compared with the previous month.
In August, the energy density of pure electric passenger vehicle system in China was 140,140 (including)-160Wh/kg and 160Wh/kg and above accounted for 29.7% and 30.3%, respectively. Driven by the release of lithium iron phosphate models, the proportion of production of 125 (including)-140Wh/kg models increased to 21.8% from 17.1% in July.
