BYD returned to the top spot in April when it overtook CATL in power cell shipments

As two giants in the power battery industry, byd and ningde times have been fighting for market share. Prior to 2016, byd had been in the top position in domestic market share, but from 2017 to March 2018, its market share surpassed that of byd in the new era of the hegemon ningde. Just in April 2018, byd won by 1. With 34GWh topping the list at 35%, byd's monthly installed capacity has surpassed CATL's for the first time in a year.

Installation capacity of power battery in April 3. 8GWh, up more than 2 times year-on-year

According to the statistical calculation of the first electric vehicle research institute, the installed number of power batteries in the domestic new energy vehicle market in April 2018 is 3. 756GWh, up 77 points from last month. 63%, up 261 from a year earlier. 56%.

The number of all types of vehicles installed in April was higher than that in the same period of last year. 29GWh, up 3,362 from a year earlier. 08%, accounting for 34% of the total battery load in April; Pure electric passenger car installed 2. 06GWh, up 157 year-on-year. 21%, accounting for 55% of the month, is the largest plate; Installation of plug-in hybrid passenger car 0. 23GWh, or 6%, up 129 from a year earlier. 47%; Special vehicle installed 0. 16GWh, or 4%.

In terms of monthly performance, the largest month-on-month increase in April was pure electric buses, up 177 percent. 00%, pure electric vehicle month-on-month growth of 63. 23 percent, and all-electric passenger cars grew 41 percent month-on-month. 83 percent, mixed passenger car month-on-month growth of 37. 72%, the lowest growth of hybrid passenger vehicles, only 6. 13%.

April 92. 7% of the pure electric passenger cars use ternary material battery, carrying capacity 1. 9GWh, an increase of 8 percentage points over last month. The proportion of ternary materials in the carrying of pure electric passenger cars has been on the rise this year. Hybrid passenger cars are all equipped with ternary material batteries.

Pure electric passenger car lithium iron phosphate battery carrying proportion reached 98 in April. 6%, carrying capacity of 1. 27GWh, 1 percentage point less than last month, and the plug-in hybrid bus in March is also based on lithium iron phosphate battery, 87. Two percent are lithium iron phosphate batteries. 72 for all-electric cars in April. That compares with more than 94% in February and march.

From the perspective of different battery types, the installation volume of all types of power batteries in April was higher, and the shipment volume of ternary material batteries was 2. 25GWh, accounting for 60% of the month, lithium iron phosphate battery shipments 1. 44GWh, 38 percent. Combined with shipments of lithium manganate, the third-biggest component of the battery, at 27 per cent, the third category accounts for more than 99 per cent of the monthly total.

From the carrying models of all kinds of batteries, 85% of the ternary material batteries are used in the installed pure electric passenger cars, 10% are carried in the pure electric special cars, and the rest are installed in hybrid passenger cars. lithium iron phosphate battery, 88% of the installed pure electric bus, 10. Three percent are for pure electric passenger cars.

Byd returned to the top spot in April when it overtook CATL in power cell shipments

Byd shipped 7 power cells in 2016. The 35GWh, ranked the first in China and the second in the world, suffered a Waterloo in 2017 with the emergence of ningde era. By 2017, the installed capacity had dropped to 5. 4GWh, in the rapid development of the industry as a whole, the performance does not increase but decreases.

Until 2016, byd supplied batteries to other bus companies in addition to producing and selling its own. By virtue of the domestic advance promotion of new energy passenger cars, the huge amount of subsidy, and its own large passenger car business, byd became the first in the industry. However, the passenger car market has become a disaster area after the cheating scandal of new energy vehicles was exposed in 2016. As a result, demand for power batteries for passenger cars fell, and byd's business shrank. It's worth noting that the ningde era seemed unaffected in 2016 because of its ace in the three-way lithium battery. In the sales share of ningde times in 2017, ternary lithium battery accounted for nearly half.

In 2017, China produced 47 new energy passenger cars. 80,000, up more than 200,000 from the previous year. In the decline of the new energy passenger car market, continue to advance by leaps and bounds of new energy passenger cars become the core of power battery performance growth. However, byd was limited by its choice of technology route, and it followed up too late on ternary lithium batteries, since byd's batteries are self-produced and sold in the passenger car market. In this way, the rise of ningde era, byd fell from the throne.

The abrupt reversal of policy and technology has caught byd off guard. After much soul-searching, byd turned its back on business. On the one hand, starting in 2017, byd began to develop ternary lithium in its passenger car business. In the first half of 2017, almost all of byd's new models used ternary lithium batteries. In 2018, byd says it will use ternary lithium batteries in all its future electric cars.

According to data from the passenger association, byd's sales of 13,392 new energy vehicles in April 2018 ranked first, with a year-on-year growth rate of 116%. Byd's sales from January to April totaled 41,891 vehicles, making it the champion of the 2018 sales list so far.

Byd, on the other hand, is preparing to spin off its power-cell business and supply other new-energy car companies. According to shen xi, vice President of byd's lithium battery business, byd is working on a spin-off of its power battery business, which is expected to be completed by the end of 2018 or early 2019. Byd's power battery company will go public independently between 2022 and 2023.

When ningde era accounted for nearly half of the domestic market share of power batteries, byd's array has played a significant role. In April, byd won by 1. With 34GWh topping the list at 35%, byd's monthly installed capacity has surpassed CATL's for the first time in a year. In April, CATL closed at 1. 27GWh came in second with 34% of the machines installed, breaking its stranglehold on half the market so far this year.

In terms of battery type, seven of the top 20 battery cell suppliers for lithium battery installation in April 2018 provide lithium iron phosphate battery, 16 supply ternary material battery, 3 supply lithium manganese acid battery, and no manufacturer provides lithium titanate battery. lithium iron phosphate batteries are mainly concentrated in byd, CATL, guoxuan high-tech and yiwei lithium energy. The ternary lithium battery is mainly supplied by CATL, byd and phuneng technology. In the january-april period, the CATL fell to 3. The 54GWh continued to lead in total installed capacity, but its market share fell to 43. 07%. Byd took a 1. The proportion of 99GWh is 24. With 18% in second place and nearly 10% market share growth, it is rapidly closing the gap with CATL.

When byd is preparing to break up the power battery business for listing, CATL is actively preparing for IPO. On May 30, ningde times officially applied for purchase. As a leading enterprise of new energy power battery, CATL became the first unicorn company to be listed on the gem. It is foreseeable that the "infighting" between byd and CATL to seize market share will be more intense in the future.

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