Briefly describe the growth of new energy vehicle power battery installed capacity in February

According to the statistics of the Research Department of the power battery Application Branch, the installed capacity of the power battery in the domestic new energy vehicle market was 1017MWh (about 1.02GWh) in February 2018, and the ring was reduced by 256.16MWh in January 2018, a decrease of 20.12% from the previous month. In February 2017, the growth rate was 794.39MWh, with a growth rate of 356.85%. Among them, the new energy bus increased the most, with a growth rate of 2942.92%.

From the perspective of the specific type of vehicle, the installed capacity of domestic new energy passenger cars was 782.06MWh in February 2018, and the market share of new energy vehicles reached 77%; the installed capacity of new energy buses was 195.93MWh, and the market share was 19 %; the installed capacity of new energy special vehicles is 39.01MWh, and the market share is 4%.

In terms of specific battery types, the installed capacity of new energy vehicles' ternary batteries was 609.64MWh in February 2018, and the market share in the power battery market was 59.94%. It is mainly used in new energy passenger vehicles and new energy special vehicles; the installed capacity of lithium battery is 310.24MWh, the market share is 30.51%; the installed capacity of lithium ion battery is 68.96MWh, the market share is 6.78%; the installed capacity of lithium titanate battery is 26.11MWh, the market share is 2.57. %; lithium manganate installed capacity is 2.06MWh, and the market share is 0.20%.

From the appearance of the power battery, the installed capacity of the new energy vehicle square battery was 883.25MWh in February 2018, with a market share of 86.85%; the cylindrical battery installed capacity was 130.39MWh, and the market share was 12.82%; the square soft pack battery installed The volume is 3.28MWh, the market share is 0.32%; the installed capacity without the appearance of the battery is 0.08MWh, and the market share is 0.01%.

From the perspective of power battery manufacturers, the installed capacity of power batteries in the domestic new energy vehicle market in February 2018 was 1017MWh. Among them, Ningde era installed capacity is 539.45MWh, ranking first, market share reached 53.04%, leading enterprises have obvious advantages; BYD installed capacity is 143.6MWh ranked second, market share is 14.12%; Guoxuan high-tech installed capacity is 112.63MWh ranked third, with a market share of 11.07%; the top 10 power battery companies accounted for 94.59% of the total installed capacity.

In the new energy vehicle market installed capacity in February 2018, Ningde era is the largest supplier of lithium iron phosphate and ternary batteries, with installed capacity of 209.98MWh and 288.17MWh respectively; CITIC Guoan is the largest supplier of lithium manganate batteries. The installed capacity is 1.12MWh; all lithium titanate is supplied by Zhuhai Yinlong with a installed capacity of 26.11MWh; the batteries supplied by Guoxuan Hi-Tech are almost all lithium iron phosphate batteries; the batteries supplied by BYD are all ternary batteries.

Overall, in the new energy vehicle market installed capacity in February 2018, the type of vehicle is dominated by passenger cars; the battery type is mainly ternary and lithium iron phosphate, and the application of ternary battery is biased towards new energy passenger cars. All types of vehicles equipped with lithium iron phosphate batteries are distributed; the shape of the battery is mainly square and cylindrical, and all types of vehicles are distributed; the installed capacity of battery enterprises is mainly concentrated in the leading enterprises in the top, and the iron phosphate in Ningde era is dominating the market share of lithium iron phosphate and ternary battery category.

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