2017 power battery industry echelon ranking

The statistics of China Chemical and Physical Power Industry Association shows that new energy vehicles TuiPo subsidies and publicized models of retrial had great influence on power battery market in 2017, but the overall still achieved high growth. Last year, China new energy vehicle load power battery quantity is 37.06 GWh, which was up 21.5% from a year earlier.

Points enterprises, domestic power battery market presents the characteristics of high concentration, at present has formed three tier.

Among them, the era of Ningde over BYD become domestic power battery industry, BYD is changing from self-sufficiency to supply to other vehicle enterprises, more than two enterprises constitute the "the first tier of the industry;

"The second echelon" formed by Walter Tamar HeGuoXuan high-tech companies, are the important participants in the industry.

"Third tier" is made up of a Bick, Lishen the enterprise, this kind of enterprise in the fierce competition in the industry, evolution of the pressure.

Top1 Ningde era

Capacity: 10.57 GWh

Year-on-year growth: 57.24%

2017, Ningde every times over power battery industry has "eldest brother" BYD, leaps to the total installed capacity charts, in addition to beat sales champion, Panasonic has become a global power battery system and become one of the most international competitive power battery manufacturers in domestic.

Last year, the age of Ningde successively established in France, the United States, Canada, Japan branch, at the same time to joint venture with Saic, further expanding industry. At present, Ningde era main business includes power battery system, storage system and lithium battery materials recycling. Among them, including batteries, power battery system module and battery pack, give priority to with square battery products, application areas include electric passenger cars, electric buses, electric car logistics models, etc. At present, the era of Ningde power battery monomer ratio energy can reach more than 270 wh/kg, 2020 will strive to achieve 350 wh/kg, also is developing in the solid state battery technology.

In "2017 China unicorn enterprise development report, the valuation sixth Ningde era.

Ranked by BYD

Capacity: 5.66 GWh

Year-on-year growth: 26.21%

Due to set up his own electric passenger cars, commercial vehicles business sector, do batteries, BYD has been producted &used adopt development pattern. Last year, in power battery industry has been among the first of BYD overtaken by Ningde era, the situation had appeared in the first quarter; In the second half, Ningde era and the further the distance between BYD.

Self-sufficient closed mode is considered for BYD long-term development, especially the Ningde era has built a close partnership with many car companies at home and abroad, BYD seems to face greater challenges. Last year, BYD began brewing split battery business, and other parts, automotive software, such as mold department, also has the possibility of independent operation in the future.

However, in the context of the high power battery raw materials prices, BYD has been ahead of the layout of raw materials market, the price advantage, so its power battery still have obvious advantages. In addition, the cloud rail and energy storage two pieces of new business, BYD is also in the layout.

Top3 Walter m

Capacity: 2.41 GWh

Year-on-year growth: 2.93%

In 2017, to form a complete set of new energy vehicle power battery enterprises 73, Walter manasseh was one of only a installed capacity of 1 GWH manufacturers.

Founded in 2002, Walter, is the earliest research and development power battery and take the lead in implementing the mass application of one of the high-tech enterprise, its products in the group, quick charge, low temperature, security monitoring technology, etc., are in a leading level. Yu Ningde different times in collaboration with major car companies and BYD self-sufficiency, Walter ma chose to expand in the form of a industrial innovation alliance "friends". By the end of 2017, the existing more than 2017 vehicles equipped with walter power battery system of new energy vehicles running on domestic 34 provinces and cities, also sells its products to more than 40 countries and regions.

Hin high-tech Top4 countries

Capacity: 2.05 GWh

Year-on-year growth: 9.93%

Hin high-tech and new energy, Baic Changzhou, Baic NK buses, Jianghuai automobile, Chengdu universiade, Chery automobile, Nanjing Jinlong car companies close cooperation. In 2017, the porch tech center has 3 GWH three yuan 7 GWH lithium iron phosphate batteries, batteries of production capacity, planning on the basis of the original production capacity this year new 10 GWH, plan by the end of 2020 reached 30 GWH capacity level.

It is reported, the porch tech center to undertake the national ministry of science and technology "300 wh/kg" high energy density in major R&D projects, the company independent research and development of the soft package of batteries energy density has amounted to 302 wh/kg, the future will continue to revolve around the major R&D projects layout, and plans to advancing the industrialization of related products this year.

Top5 Bick

Capacity: 1.66 GWh

Year-on-year growth: 138.13%

Not only is zte, HP, Lenovo, Samsung and other consumer electronic products supplier, at the same time with Volkswagen, faw, such as BMW, chery automobile enterprise close ties. In 2017,Bak battery supporting a total of 34400 vehicles, which installed the largest number of Jiangnan automobile form a complete set, to 20000 vehicles. In addition, the Bick also in the last year with the cloud, the singularity and other new building cars enterprises signed the order.

At present, Bak battery production cylindrical ternary lithium battery energy density of 220 wh/kg. In 2016, the total output of Shenzhen Bak battery, Zhengzhou two base for 2.5 GWh, planning a value of 8 2017 GWh. Bak battery in the further expansion of production capacity, is expected to reach 15 total capacity of up to 2020 GWH, market share will be 12% above.

As positive ternary battery capacity expansion, the prospects of the Bick is valued. In February this year, Jiangsu Zhongli Group Co., Ltd, according to the announcement by about $10 billion acquisition of Shenzhen Bak power battery Co., Ltd., Co.

Top6 Lishen

Capacity: 1.03 GWh

Year-on-year growth: 18.30%

Last October, Lishen become Dongfeng automobile joint venture with renault-Nissan alliance formed new energy car companies - easy jet BBG project power battery only supplier, this is the first domestic new energy automobile joint venture foreign explicitly released supplier. In addition, Lishen in last year's another big movement is a total investment of 2.1 billion yuan, annual output of 4 gwh21700 power battery project began to put into production, and launched the first domestic product customization production line. Nanjing Jinlong bus manufacturing co., LTD and Beijing (Changzhou) co., LTD., the production of two pure electric van trucks, the future will be equipped with this ternary lithium ion battery, which means that 21700 batteries put into application in our country.

As a battery companies earlier in the industry, Lishen has 10 GWH lithium ion battery capacity, with companies such as BYD, Ningde era of power battery with the first echelon. In recent one or two years, however, as the battery industry competition intensifies, Lishen industry status.

Top7 fu can science and technology

Capacity: 1.02 GWh

Year-on-year growth: 197.37%

In 2016, has not yet been installed into the top 20 cases, fu can at last year's performance is qualitative leap of science and technology, has industry ranked seventh, 2017 piece of "dark horse".

Can first in the industry of science and technology has always been low-key, but last year, the first can technology (Ganzhou) co., LTD. And Beijing automotive group co., LTD., Beijing Shunyi district people's government of the three sides reached a strategic cooperation, will be in local work together for new energy vehicles power battery research and development and manufacturing base, of 8 GWH batteries and battery pack production capacity. Signed with Beijing automotive group, its five years millions of battery packs for strategic procurement agreement, become the domestic field of new energy vehicles single purchase the largest order. Fu can both from 2015 began to cooperation, science and technology Beijing new energy battery pack has been supporting the whole series cars, bicycle mileage has reached its highest tens of thousands of kilometers, over the next five years will also be equipped with more products.

Top8 million weft lithium can

Capacity: 0.94 GWh

Year-on-year growth: unknown

As after entering, hundred million weft lithium can from 2015 began to enter the field of power battery, did not enter the industry top 10 in 2016.Nearly two years, the company's investment in the power energy storage market reached 5 billion, built in Huizhou, Guangdong province, Hubei Jingmen, such as multiple production base, has now formed 7 GWH capacity, is expected to 2018 GWH.

At present, the million weft in the passenger car market cooperation between lithium automakers are Nanjing Jinlong, Yutong bus, Zhongtong coach, car in China; Bike market cooperation car companies mainly have Chengdu Jun, Zhongtai auto, land of the ark, etc; In the passenger car market main cooperation automakers are Huatai automobile, Hebei royal Jie, Chang 'an, etc.

Top9 Beijing countries

Capacity: 0.8 GWh

Year-on-year growth: 100.25%

After Beijing it is the first to science and technology, and a leap development of the enterprise in 2017.As China's largest soft package power battery production enterprises, Beijing will occupy a larger market share in power battery industry last year, in 2017 the ministry released a few batch of the catalog of new energy automobile application recommended models, the countries of the large number of vehicles involved in supporting.

In terms of capacity, it is established in Beijing, Henan ZhongMou, Haining, Zhejiang, Hubei Xiangyang, Nanchang of Jiangxi province, Fujian Longyan 8 production base, production capacity of 11 GWH, and upgrade to become the world's largest soft package power battery maker, is expected in 2020, production capacity can reach 25 GWH.

Top 10 silver Zhuhai long

Capacity: 0.74 GWh

Year-on-year growth: 60.70%

Zhuhai silver lung is the main business units lithium titanate battery, it is mainly used in pure electric field of new energy bus. However, due to the lithium titanate battery technology is controversial, the passenger car market has not been developed. Lithium titanate battery technical characteristic determines the Zhuhai silver long electric car products can only be fixed lines in the city on the bus, is difficult to meet the requirements of household electric cars, this also causes silver long hard to quickly open the situation in the field of new energy automobile passenger cars.

In addition, the Zhuhai silver long also vigorously in the field of energy storage layout, it is also the most Dong Mingzhu etc. Investors are optimistic about the development direction.

The page contains the contents of the machine translation.