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【Chemical Machinery and Equipment Network Market Analysis】A few days ago, the China Automotive Power Battery Industry Innovation Alliance announced the monthly data
of power batteries in July this year.
Data show that China's power battery production in July totaled 47.
2GWh, a year-on-year increase of 172.
2%.
The cumulative output from January to July was 253.
7GWh, a cumulative increase of 175.
6% year-on-year, showing a rapid growth momentum
.
of power batteries in July this year.
Data show that China's power battery production in July totaled 47.
2GWh, a year-on-year increase of 172.
2%.
The cumulative output from January to July was 253.
7GWh, a cumulative increase of 175.
6% year-on-year, showing a rapid growth momentum
.
New energy vehicle sales continue to soar, with power battery installations increasing by 114.
2% year-on-year in July
2% year-on-year in July
The core driving force behind the surge in power batteries is the soaring
sales of new energy vehicles.
In 2022, under the influence of multiple adverse factors such as repeated epidemics, rising raw material prices, and lack of chips, new energy vehicles will still maintain a high growth mode
.
According to the latest data from the China Association of Automobile Manufacturers, the production and sales of new energy vehicles reached 617,000 units and 593,000 units respectively in July, a year-on-year increase of 1.
2 times
.
From January to July, cumulative production and sales reached 3.
279 million units, up 1.
2 times
y/y, respectively.
sales of new energy vehicles.
In 2022, under the influence of multiple adverse factors such as repeated epidemics, rising raw material prices, and lack of chips, new energy vehicles will still maintain a high growth mode
.
According to the latest data from the China Association of Automobile Manufacturers, the production and sales of new energy vehicles reached 617,000 units and 593,000 units respectively in July, a year-on-year increase of 1.
2 times
.
From January to July, cumulative production and sales reached 3.
279 million units, up 1.
2 times
y/y, respectively.
Thanks to this, data show that China's power battery installed capacity in July was 24.
2GWh, a year-on-year increase of 114.
2%.
From January to July, the cumulative installed volume was 134.
3GWh, a cumulative increase of 110.
6%
year-on-year.
2GWh, a year-on-year increase of 114.
2%.
From January to July, the cumulative installed volume was 134.
3GWh, a cumulative increase of 110.
6%
year-on-year.
In terms of product segmentation, the installed volume of lithium iron phosphate batteries is still at a high level
.
Data show that the installed capacity of ternary batteries in July was 9.
8GWh, a year-on-year increase of 80.
4%; The installed capacity of lithium iron phosphate batteries was 14.
3GWh, a year-on-year increase of 147.
2%.
From January to July, the installed capacity of ternary batteries was 55.
4GWh, a year-on-year increase of 55.
7%; Lithium iron phosphate batteries were loaded to 78.
7GWh, a year-on-year increase of 180.
9%.
Relatively speaking, lithium iron phosphate batteries have a lower cost than ternary lithium batteries, and the current decline in new energy vehicle subsidies requires companies to reduce their selling prices, which further amplifies China's advantages
in lithium iron phosphate.
.
Data show that the installed capacity of ternary batteries in July was 9.
8GWh, a year-on-year increase of 80.
4%; The installed capacity of lithium iron phosphate batteries was 14.
3GWh, a year-on-year increase of 147.
2%.
From January to July, the installed capacity of ternary batteries was 55.
4GWh, a year-on-year increase of 55.
7%; Lithium iron phosphate batteries were loaded to 78.
7GWh, a year-on-year increase of 180.
9%.
Relatively speaking, lithium iron phosphate batteries have a lower cost than ternary lithium batteries, and the current decline in new energy vehicle subsidies requires companies to reduce their selling prices, which further amplifies China's advantages
in lithium iron phosphate.
The concentration of the loading volume industry is high, and the top ten enterprises account for about 95%
From the perspective of the overall loading volume of enterprises, the market concentration is getting higher
and higher.
Data show that in July, a total of 37 power battery companies in China's new energy vehicle market achieved loading and supporting vehicles, 8 fewer than the same period last year
.
The cumulative installed capacity of the top 3, top 5 and top 10 power battery companies was 19.
0GWh, 20.
9GWh and 23.
2GWh, accounting for 78.
5%, 86.
3% and 95.
9%
of the total installed volume, respectively.
and higher.
Data show that in July, a total of 37 power battery companies in China's new energy vehicle market achieved loading and supporting vehicles, 8 fewer than the same period last year
.
The cumulative installed capacity of the top 3, top 5 and top 10 power battery companies was 19.
0GWh, 20.
9GWh and 23.
2GWh, accounting for 78.
5%, 86.
3% and 95.
9%
of the total installed volume, respectively.
From January to July, a total of 45 power battery companies in China's new energy vehicle market achieved loading support, down 8 from the same period last year, and the cumulative installed capacity of the top 3, top 5 and top 10 power battery companies was 103.
6GWh, 113.
5GWh and 127.
3GWh, accounting for 77.
1%, 84.
5% and 94.
8%
of the total installed volume, respectively.
6GWh, 113.
5GWh and 127.
3GWh, accounting for 77.
1%, 84.
5% and 94.
8%
of the total installed volume, respectively.
In terms of the performance of individual enterprises, CATL continues to rank first
in the industry with 11.
41GWh installed volume and 47.
19% market share.
Fordy Battery (BYD), China Innovation Airlines and Guoxuan Hi-Tech followed closely behind, with installed volumes of 6.
10GWh, 1.
47GWh and 1.
14GWh respectively, with market shares of 25.
23%, 6.
07% and 4.
70%
respectively.
in the industry with 11.
41GWh installed volume and 47.
19% market share.
Fordy Battery (BYD), China Innovation Airlines and Guoxuan Hi-Tech followed closely behind, with installed volumes of 6.
10GWh, 1.
47GWh and 1.
14GWh respectively, with market shares of 25.
23%, 6.
07% and 4.
70%
respectively.
For CATL, 2022 can be described as a fluctuating year, but this has not stopped its pace of expansion
.
Recently, CATL announced that it plans to invest in the construction of a battery industry base in Debrecen, Hungary, with a total investment of no more than 7.
34 billion euros (about 50.
8 billion yuan).
The project has a planned battery production capacity of 100GWh and will start construction this year, and the total construction period is expected to be no more than 64 months
.
Statistics from SNE Research, a South Korean research institution, show that in the first half of this year, CATL's installed capacity was 69GWh, with a market share of 34%, 20 percentage points
ahead of LG New Energy, which ranked second.
At the same time, CATL's share in overseas markets was close to 18%, a year-on-year increase of 6 percentage points
.
.
Recently, CATL announced that it plans to invest in the construction of a battery industry base in Debrecen, Hungary, with a total investment of no more than 7.
34 billion euros (about 50.
8 billion yuan).
The project has a planned battery production capacity of 100GWh and will start construction this year, and the total construction period is expected to be no more than 64 months
.
Statistics from SNE Research, a South Korean research institution, show that in the first half of this year, CATL's installed capacity was 69GWh, with a market share of 34%, 20 percentage points
ahead of LG New Energy, which ranked second.
At the same time, CATL's share in overseas markets was close to 18%, a year-on-year increase of 6 percentage points
.
The rapid growth of Verdy batteries is inseparable
from BYD's rising sales.
Data show that in July, BYD's sales ushered in a record high, with total sales reaching 160,000 units, a year-on-year increase of 183.
1%.
It is precisely because of this momentum that Fordy Battery jumped up and beat the Ningde era to rank first
in the industry in terms of the installed volume of lithium iron phosphate batteries.
from BYD's rising sales.
Data show that in July, BYD's sales ushered in a record high, with total sales reaching 160,000 units, a year-on-year increase of 183.
1%.
It is precisely because of this momentum that Fordy Battery jumped up and beat the Ningde era to rank first
in the industry in terms of the installed volume of lithium iron phosphate batteries.
In addition to the above head companies, we also see that second-tier power battery manufacturers are also ushering in new breakthroughs
.
In the favorable environment of the rapid development of new energy vehicles, new energy vehicle manufacturers are eager to reduce costs and maintain stability in the supply chain, so they actively introduce "secondary supply" and "third supply", which bring the possibility
of breakthrough to second-tier suppliers.
.
In the favorable environment of the rapid development of new energy vehicles, new energy vehicle manufacturers are eager to reduce costs and maintain stability in the supply chain, so they actively introduce "secondary supply" and "third supply", which bring the possibility
of breakthrough to second-tier suppliers.
It can be seen that the "involution" of the power battery market is intensifying, and for now, it is difficult to judge which player in the industry can have an advantage
in the future.
Therefore, for the head enterprises that have taken the lead in the market, they still need to accelerate and run
forward.
in the future.
Therefore, for the head enterprises that have taken the lead in the market, they still need to accelerate and run
forward.
Original: The installed capacity of power batteries in July was 24.
2GWh, a year-on-year increase of 114.
2%
2GWh, a year-on-year increase of 114.
2%
