On April 11, the China Automotive Power Battery Industry Innovation Alliance (referred to as "Battery Alliance") released monthly data on power batteries in March.
In terms of production, China's power battery output in March totaled 39.2GWh, an increase of 247.3% over the same period last year. Among them, ternary battery output 15.6GWh, accounting for 39.7% of the total output; lithium iron phosphate battery output 23.6GWh, accounting for 60.2% of the total output.
From January to March, China's power battery output accumulated 100.6GWh, an increase of 206.9% over the same period last year. Among them, the output of ternary battery accumulated 38.0GWh, accounting for 37.8% of the total output, and the output of lithium iron phosphate battery accumulated 62.4GWh, accounting for 62.0% of the total output.
In terms of installed capacity, China's power battery installed 21.4GWh in March, up 138.0% from the same period last year. From January to March, the installed capacity of power batteries in China accumulated 51.3GWh, an increase of 120.7% over the same period last year.
The domestic power battery installed TOP15 enterprises in March are: Ningde Times, BYD, China New Airlines, Guoxuan Hi-Tech, LG New Energy, Honeycomb Energy, Yiwei Lithium Energy, Funeng Technology, Xin Wanda, Ruipu Energy, Fluoro, Penghui Energy, Lishen, Tafel, Jiewei Power.
Data source: battery Alliance, Vike Lithium finishing
The domestic power battery installed TOP15 enterprises from January to March are: Ningde Times, BYD, China New Airlines, Guoxuan Hi-Tech, Honeycomb Energy, LG New Energy, Yiwei Lithium Energy, Funeng Technology, Xin Wanda, Jiewei Power, Duofudo, Ruipu Energy, Penghui Energy, Tafel, Lishen.
Data source: battery Alliance, Vike Lithium finishing
Ningde era
Ningde's market share rebounded in March, with a market share of 50.24% in January and 48.02% in February.
However, facing the future, the Ningde era faces a lot of problems.
One is the impact of the epidemic. It is understood that Ningde City, the stronghold of the Ningde era, has implemented temporary traffic control due to the epidemic situation: traffic control has been implemented on all external passageways in Jiaocheng District of Ningde City since 00: 00 on April 10, except point-to-point contactless loading and unloading, closed-loop management of trucks and emergency vehicles, all other vehicles are prohibited from passing.
Although the production base of Ningde era does not stop production, it is still affected by the transportation of raw materials: all incoming logistics vehicles in Ningde will not be released after 10:00 in the evening; all enterprises will arrange production according to existing materials and no longer enter raw materials. if there is no delivery, inform the other party in time that there is no arrangement, and so on.
BYD
BYD's domestic power battery installed market share fell below 20% to 19.24%. Its market share in January and February was 20.93% and 21.24%, respectively.
However, the continued hot sales of BYD's new energy vehicles are the guarantee of its power battery installation. Data show that BYD sold 104338 cars in March, an increase of 160.9 percent over the same period last year. This is the first time that BYD has sold more than 100000 new energy vehicles in a single month!
China New Airlines
The most eye-catching list of domestic power battery installations in March is China Innovation Airlines: in March, China Innovation Airlines installed power batteries in 1.84GWh, an increase of 218% year-on-year, ranking third in the country.
Vertically, in January, February and March 2022, Sinovel's market share was 7.40%, 8.44% and 8.58% respectively, showing a trend of "three consecutive increases". This in the domestic power battery installed capacity of TOP10 enterprises, only in the new airline to achieve this.
Photo production: Vico Lithium
Behind the outstanding performance of Sinovel is its expansion in the new energy passenger car market: the data show that the total number of power batteries installed in new energy passenger vehicles in March was about 19GWh, and Sinovel steadily ranked third with 1.8GWh power battery installed, with a market share of 9.4%, only one step away from the 10% mark, and a year-on-year increase of 220%.
In terms of the number of new energy passenger vehicles, the total number of new energy passenger vehicles matched by China New Airlines in March is close to 43000, an all-time high. Among them, Guangzhou Automobile, Wuling, Xiaopeng, Zero run four major customers set a record high.
Some of the specific data are as follows:
For GAC, the number of power batteries installed in a single month exceeded 9,000 for the first time, and the installed capacity permeability of Aion S broke through 80% again.
The monthly power battery set of Wuling Hongguang MINI model exceeds 17000 for the first time, and the installed capacity is close to 0.3GWh. Mass entrepreneurship and innovation has a new monthly high, ranking firmly in its supplier TOP1.
The complete set of power batteries for Xiaopeng cars has been realized, and the number of sets has exceeded 6, 000 for the first time in a single month, ranking firmly among its supplier TOP1;. The installed capacity permeability of Xiaopeng P5 / Xiaopeng P7 / Xiaopeng G3 models is 66%, 48% and 10%, respectively.
For the first time, the number of power battery sets in a single month for zero-running cars exceeded 3,000; the installed capacity was close to 0.3GWh, an increase of 49% month-on-month, ranking firmly in the zero-running car supplier TOP1.
Guoxuan high-tech
The market share of power battery installed in January, February and March of 2022 is 5.81%, 5.14% and 4.34% respectively, showing a certain declining trend.
However, Guoxuan Hi-Tech, which has long been in the top four and has Volkswagen China as the largest shareholder, is still very strong in the future:
On March 9, Guoxuan Hi-Tech said in Interactive easy, "at present, the degree of cooperation between the company and Volkswagen has been further deepened, the company has obtained the Volkswagen official fixed point of mass production, and the relevant products will be used in customers' largest new energy platform." the relevant departments of the company are making every effort to achieve mass production as soon as possible. "
Li Jie, chairman of Guoxuan Hi-Tech, said at the 2022 China Electric vehicle Centenary Forum on the afternoon of March 26th, "the lithium iron phosphate battery of Guoxuan Hi-Tech 210Wh/kg has been industrialized, and the lithium iron phosphate battery of 230Wh/kg will gradually move towards mass production by the end of this year. At that time, lithium iron phosphate batteries will replace ternary lithium batteries in a larger range. "
Summary
The installed capacity data of power battery is one of the direct embodiment of the comprehensive strength of battery enterprises.
It is gratifying to note that in addition to becoming bigger and stronger, Chinese battery companies are also playing a growing role in the international market. For example, BYD beat Panasonic in February to rise to No. 3 in the world; for example, Sinotrans is also rising in the global ranking.
In addition to the above-mentioned "four kings" of power batteries in China, a number of battery companies, such as Honeycomb Energy, Yiwei Lithium Energy, Funeng Technology, Xinwanda, Ruipu Energy, and so on, are also growing rapidly.
This is an era in which Chinese power batteries lead the world.
