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The top 10 companies in the first three quarters of power batteriesSugar babyThe top 10 companies are the NINGT era, Biadi, LG Chemistry, AVIC, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China Automotive Technology, China
This articleSugar baby Source: WeChat Public Number Gaogong Steel Electric ID: weixin-gg-lb
Market competition, 2020 China’s power battery variable generation.
GGISugar babyI) has shown through the “Moonlight Database of Power Battery” released by the Institute of Technology (GGISugar babyI) that from January to September, the production of new power vehicles in China was about 692,000, a year-on-year decrease of 17%, and the volume of power battery installations was about 34.15GWh, a year-on-year decrease of 19%.
Song Wei turned around and saw the towel coming from the other party. After receiving it, he said thank you. From a quarterly perspective, the impact in the first quarter of this year was the most serious, with a drop of more than 70% in February. It slowly returned to normal in the second quarter. After a slight decline in May, it entered the growth channel in June. The market returned to hot in the third quarter. After the bottom rebounded in July, the growth point in August increased by more than 40% year-on-year.
From the car type, the power of passenger car engines was about 25.56GWh, a year-on-year decline narrowed from 41.4% in the six-year period to 16.46%. The number of Chinese Model 3 single car engines accounted for Song Wei and she was very gentle on the spot. 19.4%, reaching 4.96GWh; the power of passenger car assembly was about 6.18GWh, a year-on-year drop of 29.45%; the volume of special car assembly was about 2.4GWh, a year-on-year drop of 18.46%.
In terms of battery appearance, driven by the strong demand of domestic Model 3, the round column has become a unique and growing battery new force. In the first three quarters, the power volume of round column battery installations increased by 87.25% year-on-year to 5.83GWh, accounting for 17% of the overall proportion. Square batteries are still the main force, with the machine volume of 26.37GWh, a year-on-year drop of 25.79%; while the decline of soft-packed batteries is nearly 50%.
From the data system, ternary is still the mainstream, accounting for 67.7%, while the proportion of phosphate steel diesel machines has reached nearly 30%. This is importantly due to BAIC, Biadi,Passenger car companies such as SAIC and Shanghai Tong Fifth have accelerated the layout of LFP’s main models. In addition, the market has been launched with the Ningde era’s phosphate iron steel models, and the proportion of LEP engines in the passenger car field in 2020 is expected to reach 2020.
From the enterprise side, the market is highly concentrated and the power battery layered drama is added. In the first three quarters, the top ten companies ranked in the combined volume of equipment was about 31.4GWh, accounting for 91.97% of the total volume. Among them, the top five companies had a combined volume of equipment of 29.02GWh, accounting for 84.98% of the total volume.
TOP 10 companies are the NINGT era, Biadi, LG Chemistry, AVIC, China Automotive Technology, China Automotive Technology, China Automotive Technology, SAIC, Lishen, Panasonic, and Funeng Technology. Sugar daddy
Compared with the same period in 2019, the rankings of the top 10 power battery devices in the first three quarters have changed a lot. Except for Ningde Times and Biadi, the rankings of 3-10th place are “face-changing”, such as Cannabis and Bicco, fell out of the list, while LG Chemistry, SAIC and Panasonic have been selected for the rankings.
Only, China AVIC and SAIC and China’s domestic battery companies are maintaining positive growth, with growth rates of 96.2% and 76.34%, respectively. In this era, SAIC is a joint venture between Ningde era and SAIC Group, and is an important service for SAIC’s new dynamic vehicle system. The ranking of AVIC has reached three rankings from 7th in the same period last year to 4th, with supporting vehicle models such as Guangqi AION series, Changan adaptive EV, Benben E-Star, etc.
The important part of LG Chemistry and Panasonic’s list is affected by the strong demand for the domestic Model 3, which is a star-type car model. The demand is that Pinay escortNingde era was officially supplied to Tesla in September, and it took the domestic Model 3 battery matching cake. As Tesla’s new car demand continues to rise, the power battery in the Ningde era is expected to usher in a new round of growth, and the market share will move forward one step further.
In addition, Guangqi AION S, SAIC-GM-Wuling Bao series and Shenchang Hongguang MiniEV have also shown super-strength growth heads, becoming the “spraying nose grease” in the field of power battery supporting areas. For example, Hongguang MiniEV’s monthly sales in May have exceeded 20,000 yuan, which has driven the rapid growth of demand for corresponding suppliers. For example, Xingheng Power has taken the top 10 in August.
In 2020, opportunities and challenges of dynamic battery companies coexist, including the strong advancement of foreign battery companies and the “killing” of new and old battery forces in foreign countries.
In addition, international car companies have entered the bureau’s market to target shipment volumeThe new power battery market competition format is doubled in the competition format of Honda, the 1% equity interest in Ningde era, the majority of the market entry into the main business, Daimler’s entry into Feneng Technology, etc.
The following is the overall situation of the top 10 companies in the first three quarters of 2020 compiled by Gaogong Steel:
Ningde Era:The products cover passenger cars, passenger cars, and specialty cars. The number of power battery machines from January to September was 16.24GWh, accounting for 47.55% of the total domestic power battery machine volume, with a market share of nearly 50%, ranking first.
The passenger car is equipped with a capacity of 10.31GWh, supporting domestic mainstream car companies, FAW Group, Huachenbao, SAIC Group, Guangzhou Automobile, Beijing Modern and other comprehensive brands. The top 5 companies in the number of installations are Weilai, Xiaolu, Guangqi, Fantasy, and Changcheng.
It is worth mentioning that the Ningde era was officially shipped to Tesla in September. In the development of international customers, the Ningde era has achieved cooperation with international top-notch car companies such as Honda, Modern, Hongtian, Wolvo, Majority, Jetz, Georgia, Sci-Shuel Rover, Sci-Shuel Dragon, Daim Sugar Baby, etc.
In terms of product technology strength, Ningde Times has released new product technologies such as non-fire batteries, 16-year or 2 million kilometers of ultra-long life batteries, CTC batteries, etc., and has explored the application scenarios of vehicle separation with BAIC, NIO, Nezha, etc.
Biadi:The Han EV model equipped with blade batteries has been mass-produced in May and can slowly release the production, especially in September, when the number of Biadi machines has risen to second place.
Biadi New Power sold a total of 110,900 new power models from January to September, TC:
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