As the penetration rate of new energy vehicles continues to rise, the power battery industry has also ushered in further development. On October 11, the China Automobile Association released data showing that in September this year, the installed capacity of power batteries in my country was 31.6GWh, a year-on-year increase of 101.6%; from January to September this year, the cumulative installed capacity of power batteries in my country was 193.7GWh, a cumulative increase of 110.5% year-on-year. %.
Industry concentration is further improved. In September this year, a total of 36 power battery companies in my country’s new energy automobile market achieved vehicle installation, 3 less than the same period last year. The top 3, top 5, and top 10 power battery companies have installed power batteries of 24.2GWh, 26.5GWh, and 29.9GWh, accounting for 76.4%, 83.7%, and 94.6% of the total installed capacity. %.
Judging from the overall performance of this year, it also reflects the above-mentioned development trend. From January to September this year, a total of 48 power battery companies in my country’s new energy vehicle market achieved vehicle installation, a decrease of 6 from the same period last year. The power battery loading capacity of the top 3, top 5 and top 10 power battery companies are: 148. 4GWh, 162. 6GWh, 182. 9GWh, respectively, accounting for 76.6% and 83. 9% of the total loading capacity. , 94.4%.
At present, the loading volume of lithium iron phosphate has exceeded that of ternary materials, and the growth rate of lithium iron phosphate is relatively fast. In the opinion of Yu Qingjiao, secretary general of the Zhongguancun New Battery Technology Innovation Alliance and chairman of the Battery Hundred People’s Association, this is mainly due to “the relatively obvious cost and safety advantages of lithium iron phosphate, and the development of incremental markets such as energy storage. It will boost the demand for lithium iron phosphate and make the supply chain of lithium iron phosphate more stable.”
Source: Data from China Automotive Power Battery Industry Innovation Alliance
From the perspective of export performance, in September this year, my country’s power battery exports totaled 6.8GWh. Among them, the export volume of ternary battery is 4.6GWh, and the export volume of lithium iron phosphate battery is 2.2GWh.
From January to September this year, my country’s power battery exports totaled 90.6GWh. Among them, the export volume of ternary batteries is 26.6GWh, and the export volume of lithium iron phosphate batteries is 63.8GWh.
▍“catl” has a market share of 47.80% and continues to lead
In terms of company rankings, according to data from the China Automotive Power Battery Industry Innovation Alliance, in September this year, CATL continued to lead with a 47.80% share, BYD, China Chuanghang, Guoxuan Hi-Tech, and LG New Energy with 22.44% and 6.16% respectively. , 4.33%, and 2.96% ranked 2-5. The 6th to 10th places are: Xinwangda, Yiwei Lithium Energy, Ruipu Lanjun, Honeycomb Energy, Zhengli New Energy (Tafel).
Source: Data from China Automotive Power Battery Industry Innovation Alliance
From January to September this year, the installed capacity of power batteries for CATL, BYD, and China Innovation Airlines were: 92.02GWh, 43.06GWh, and 13.33GWh, accounting for 47.51%, 2.23%, and 6.88%, respectively.
Source: Data from China Automotive Power Battery Industry Innovation Alliance
As a leading enterprise in the power battery industry, CATL recently issued an announcement saying that the net profit in the first three quarters is expected to be 16.5 billion yuan to 18 billion yuan, a year-on-year increase of 112.87% to 132.22%; , a year-on-year increase of 169.33%-199.94%.
According to data from the China Automobile Association, from January to September this year, the top ten companies (groups) in terms of car sales sold a total of 16.792 million vehicles, accounting for 86.2% of the total car sales. Among the top ten companies in auto sales, BYD has the most obvious sales growth compared with the same period of the previous year.
Tianfeng Securities (2.830, 0.08, 2.91%) research shows that BYD’s blade battery solution has achieved rapid vehicle loading applications, and Fudi battery has begun to expand its external supply business. At present, Fudi Battery has supplied blade batteries to Ford, FAW and other car companies, and currently all BYD pure electric models and FAW Hongqi’s batteries are blade battery solutions. In addition, Fudi batteries are also equipped with HEV models such as Haval H6 and Weipai Latte of Great Wall. This also means that BYD’s momentum of chasing “Ning Wang” may intensify.
It should be noted that the current competition in the power battery industry is increasingly stalemate. On the one hand, second-tier battery manufacturers are speeding up to seize market share; on the other hand, many OEMs have been “ending” in the field of power batteries.
“At present, the competition pattern of the power battery industry has not been fully formed, but in next year (2023), the pattern of the top five has been basically established. By then, the production capacity of each company has been gradually released, and the layout of upstream resources has been completed, and the product layout has been completed. Whether it is competitive has also been reflected. In the future, it will be more and more concentrated in the head, and there will also be some companies that perform well in the segmented fields. “A senior practitioner in the power battery industry analyzed to a reporter from the “Science and Technology Innovation Board Daily” express.
According to the forecast of the China Association of Automobile Manufacturers, “Under the continuous effect of the policies of stabilizing the economy and promoting consumption, the production and sales of automobiles will continue to maintain rapid growth in the fourth quarter. “This also means that the power battery industry may usher in further development.
Financial Associated Press
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