Analysis of installed capacity of lithium iron phosphate and ternary lithium batteries

by:CTECHi     2021-07-27

In 2018, the total output of new energy special vehicles exceeded 110,000, a year-on-year decrease of 36.4%. With the decline in the output of new energy special vehicles, the installed capacity of power batteries has also decreased. According to the statistics of tram resources, the installed capacity of new energy special vehicles in 2018 reached 6,377MWh, a year-on-year decrease of 33%. Sorted out the domestic new energy special vehicle power battery installed capacity in 2018: In terms of battery companies, the top ten companies accounted for nearly 70% of the installed capacity, of which the Ningde era took the lead, and Hefei Guoxuan Hi-Tech rushed to second, with a total of 35.8%. Share. In terms of battery types, lithium iron phosphate and ternary lithium batteries are equally divided. Compared with 2017, the market share of lithium iron phosphate has increased by 15.49%, while ternary lithium has dropped by 20.6%. The following is a detailed analysis of tram resources on the installed capacity of new energy special vehicles in China in 2018. 2018 new energy special vehicle power battery company installed capacity ranking (Top10)

1. CATL takes the lead and Hefei Guoxuan Hi-Tech takes a total of 35.8% share in 2018 new energy special vehicles TOP20 installed capacity of power battery companies (unit: kWh)

In terms of battery companies, the top ten installed capacity of new energy special vehicle power battery companies in 2018 are: Ningde Times, Hefei Guoxuan High-Tech, Xingheng Power, Jiangsu Zhihang New Energy, Lishen Power, Beijing Guoneng, Harbin Coslight, Tianjin New Energy, AVIC Lithium (Luoyang) and BAK Battery. CATL takes the lead with 1492.7MWh installed capacity, accounting for 23.4%. Hefei Guoxuan Hi-Tech ranked second with 788MWh installed capacity, accounting for 12.4%. Ranked third is Xingheng Power, with an installed capacity of 389.5MWh, followed by Jiangsu Zhihang New Energy with an installed capacity of 381.4MWh, and Lishen Power is ranked fifth with an installed capacity of 335MWh, accounting for 6.1%. 6%, 5.3%. Also in the top ten are Beijing Guoneng, Harbin Coslight, Tianjin New Energy, AVIC Lithium Battery (Luoyang) and BAK Battery, with installed capacity of 325.1MWh, 217.8MWh, 174.8MWh, 169MWh and 154.3MWh respectively. In addition, companies with installed capacity of more than 100MWh include Thornton New Energy, CITIC Guoanmeng Guli, Huizhou Yipeng Energy, Huizhou Yiwei Lithium Energy, and Anhui Openbach. 2. The installed capacity of the top ten companies accounted for nearly 70%. Five “rising stars” rushed into the top ten.

In the 2018 new energy special vehicle power battery installed capacity ranking, Ningde Times and Hefei Guoxuan Hi-Tech accounted for 23.4% and 12.4% respectively, and the two together accounted for 35.8% of the installed capacity of new energy special vehicles in 2018. In addition, according to the statistics of tram resources, the total installed capacity of the top five battery companies accounted for about 53.1% of the total installed capacity, and the total installed capacity of the top ten battery companies accounted for 69.4%. The market concentration is still high.

It can be seen from the changes in the ranking of new energy special vehicles installed by power battery companies that even though CATL dropped to second in October and November 2018, It still does not affect its dominance on the top of the list with a leading advantage. Compared with 2017, Ningde era replaced Waterma as the champion. Hefei Guoxuan High-Tech jumped from the top ten to the top ten, and Xingheng Power also rose to the third place. In addition to Ningde Times and Xingheng Power, which still remain in the top ten list, there are Tianjin New Energy, AVIC Lithium Battery (Luoyang) and BAK Battery. In addition, the 'rising stars' Hefei Guoxuan High-Tech, Jiangsu Zhihang New Energy, Lishen Power, Beijing Guoneng, and Harbin Coslight entered the top ten in 2018. In other words, in 2017, five of the companies that were still on the top ten list either fell out of the top ten or disappeared. This shows the acceleration of the reshuffle of the power battery industry. Before the end, no one knows who will survive. Third, the share of lithium iron phosphate increased by 15.49% and the ternary lithium equally divided the world

In terms of power battery types, among the total installed capacity of 6,377MWh, lithium iron phosphate and ternary lithium were equally divided In the world, both account for more than 40%. Among them, the installed capacity of ternary lithium power batteries reached 3086.5MWh, accounting for 48.4%; the installed capacity of lithium iron phosphate power batteries was 2645.8MWh, accounting for 41.49%; the installed capacity of lithium manganate power batteries was 336.8MWh, accounting for 5.28%; The installed capacity of other power batteries is 308.1MWh, accounting for 4.83%.

Compared with 2017, the proportion of lithium iron phosphate batteries has increased from 26% to 41.49%, while the proportion of ternary lithium batteries has declined. 69% dropped to 48.4%. Since 2018, the share of lithium iron phosphate has gradually increased, changing the dominance of ternary lithium and sharing the world with ternary lithium.

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