In February, my country sold 110,000 new energy vehicles and installed 5.6GWh of power lithium batteries
On March 11, according to the latest data released by the China Automobile Association, in February, the production and sales of new energy vehicles were 124,000 and 110,000, respectively, up 7.2 times and 5.8 times year-on-year, respectively. New energy vehicles have lasted 8 times this month. Refresh the production and sales history of the month. Among them, the production and sales of pure electric vehicles were 107,000 and 92,000, up 7.2 times and 5.8 times respectively year-on-year; the production and sales of plug-in hybrid vehicles were 16,000 and 17,000, respectively, up 7.4 times and 5.9 times year-on-year; The production and sales of fuel-powered battery vehicles were completed in 25 and 28 respectively. From January to February, the production and sales of new energy vehicles were 317,000 and 289,000 respectively, an increase of 3.9 times and 3.2 times respectively year-on-year. Among them, the production and sales of pure electric vehicles were 273,000 and 243,000, up 4.6 times and 3.6 times respectively year-on-year; the production and sales of plug-in hybrid vehicles were 44,000 and 46,000, respectively, up 1.7 times and 1.8 times year-on-year; The production and sales of fuel-powered battery vehicles were 59 and 91 respectively, a year-on-year decrease of 59.3% and 46.8% respectively. According to data released by the my country Automotive Power Lithium Battery Industry Innovation Alliance, in terms of output, in February 2021, my country’s power lithium battery output totaled 9.5GWh, a year-on-year increase of 948.1% and a month-on-month decrease of 21.6%. Among them, the output of ternary batteries was 5.1GWh, accounting for 54.2% of total output, an increase of 1006.5% year-on-year, and a decrease of 25.2% month-on-month; the output of lithium iron phosphate batteries was 4.3GWh, accounting for 44.3% of total output, an increase of 884.4% year-on-year, and a decrease of 16.8% month-on-month. From January to February, my country’s power lithium battery production totaled 21.5GWh, a cumulative increase of 467.3% year-on-year. Among them, the cumulative output of ternary batteries was 12.0GWh, accounting for 55.7% of the total output, a cumulative increase of 385.1% year-on-year; the cumulative output of lithium iron phosphate batteries was 9.5GWh, accounting for 44.3% of the total output, a cumulative increase of 624.2% year-on-year. In terms of vehicle loading, in February 2020, my country’s power lithium battery loading capacity was 5.6GWh, a year-on-year increase of 832.9% and a month-on-month decrease of 35.6%, continuing to maintain a substantial increase year-on-year. Among them, a total of 3.3GWh of ternary batteries was installed in vehicles, a year-on-year increase of 538.6%, and a decrease of 38.4% from the previous month; a total of 2.2GWh of lithium iron phosphate batteries were installed in vehicles, an increase of 2826.0% year-on-year and a decrease of 31.2% from the previous month. From January to February, the total installed capacity of power lithium batteries in my country was 14.2GWh, a cumulative increase of 388.6% year-on-year. Among them, the cumulative installed volume of ternary batteries is 8.7GWh, accounting for 61.3% of the total installed volume, a cumulative increase of 315.5% year-on-year; the cumulative installed volume of lithium iron phosphate batteries is 5.5GWh, accounting for 38.6% of the total installed vehicle volume, a cumulative increase of 586.8% year-on-year, showing Rapidly rising development momentum. In terms of company concentration, in February 2020, a total of 39 power lithium battery companies in my country's new energy vehicle market will realize the installation and support of vehicles, an increase of 2 compared with January. The top 3, top 5, and top 10 power lithium battery companies have installed 4.4GWh, 4.9GWh and 5.3GWh of power lithium batteries, respectively, accounting for 78.3%, 88.3% and 95.4% of the total installed vehicles. In terms of the ranking of domestic power lithium battery companies in terms of installed vehicles in February, the top ten installed vehicles are: CATL, BYD, LG Chem, AVIC Lithium, Guoxuan Hi-Tech, Honeycomb Energy, Yiwei Lithium, Xingheng Power, Gateway Power, Ruipu Energy. From January to February, a total of 41 power lithium battery companies in my country’s new energy vehicle market realized the installation of vehicles, a decrease of 4 compared with the same period last year, ranking the top 3, top 5, and top 10 power lithium battery companies to install power lithium batteries The volume is 10.5GWh, 12.0GWh and 13.2GWh, respectively, accounting for 74.0%, 84.0% and 92.5% of the total installed vehicle volume. The average installed power of a single vehicle by model. In February 2021, the average installed power of my country's new energy vehicles by model was 46.4kWh, an increase of 4.5% from the previous month. Among them, the average charge capacity of pure electric passenger cars and pure electric passenger cars was 48.0kWh/vehicle and 205.2kWh/vehicle, respectively, up 6.3% and 3.2% from the previous month. Regarding the distribution of energy density of pure electric passenger car battery systems, in February 2021, the energy density of pure electric passenger car systems in my country will be 140 (inclusive) -160Wh/kg and the output of models with 160Wh/kg and above will be 24,000 units respectively. And 34,000 vehicles, accounting for 23.3% and 32.5%, respectively. The output of vehicles below 125Wh/kg is 24,000, accounting for 23.2%. Driven by the increase in the production of lithium iron phosphate version Model 3, 125 (inclusive)-140Wh/kg accounts for the comparison The improvement was noticeable in January.
