TOP10 list on new energy vehicle production on first quarter of 2018

Battery China Network collects data of new energy vehicles in the first quarter of 2018, and analyzes top 10 automakers in production of new energy passenger cars, buses and special vehicles, in an effort to find development trend of new energy vehicles in the future.

In the first quarter of 2018, the total output of new energy vehicles was 141,069, of which passenger car production was 128,912, accounting for 91%; passenger car output was 6,935, accounting for 5%; special vehicle production was 5222, accounting for 4%. From the perspective of production, passenger cars are much higher than passenger cars and special vehicles, and passenger cars are not much different from special vehicles. From the front and rear changes, both passenger cars and passenger cars are in a continuous growth trend, while special vehicles have rebounded slightly in March after a rapid decline in February.

Figure 1: New production data on energy vehicle for the first quarter of 2018

In the first quarter of 2018, the total output of the top 10 new passenger vehicles ranked 111,343 vehicles, accounting for 86% of the total passenger car output, and the output was concentrated. There are four car companies with a production capacity of over 10,000 vehicles, namely BYD Auto, Beijing Auto, Shanghai Auto and Jianghuai. There are four car companies with a production capacity of over 5,000 and less than 10,000 vehicles, namely Chery Automobile, SAIC-GM, Changan Automobile and Jiangling Motors.

Figure 2: Top 10 car companies in the first quarter of 2018 for new energy-passenger car production

Looking at the popular models of passenger cars, in the first quarter of 2018, there were 21 models of the top 10 car manufacturers in the production of passenger cars. Among them, there are 8 models of A-class cars and A0-class cars, and A00-class cars have 3 models, B-class cars have 2 models.

In the first quarter of 2018, BYD Auto, Beijing Auto, and Shanghai Auto, which have the top three passenger car productions, each have four models with a production capacity of over 1,000. From the fourth place, the number of models with over 1,000 production starts at 1- Between the two models, the only one of the top 10 car companies that has no production of over one thousand models is Zhejiang Geely. The battery material is mainly ternary, and the shape of the battery is mainly square and soft.

Figure 3: The first quarter of 2018, the ranking of new energy passenger vehicles, the top 10 car manufacturers, the output of 21 models of various models accounted for the proportion of each level

Figure 4: Top 10 car manufacturers in the first quarter of 2018

In the first quarter of 2018, the output of the top 10 new vehicles was 6014, which accounted for 87% of the total passenger output. The output was concentrated. Only one car manufacturer with a production capacity of over 1,000 vehicles is Yutong Bus, and there are three car companies with a production capacity of over 500 and less than 1,000 vehicles, namely Xiamen Jinlong Wagon, Xiamen Jinlong United Automobile and Beiqi Foton Motor. Passenger cars do not have a production of over one thousand models.

Figure 5: Top 10 car companies in the first quarter of 2018

In the first quarter of 2018, the output of the top 10 new vehicles was 3,506, accounting for 67% of the total output of the special vehicles. There are four car manufacturers with a production capacity of over 500 vehicles, namely Xinlongma Automobile, FAW Bus, General Motors and Geely Sichuan Commercial Vehicle.

Figure 6: Top 10 car companies in the first quarter of 2018 for the production of new energy buses

According to the output of new energy vehicles in the first quarter of 2018, the battery China network analyzed as follows:

1. Passenger cars in 2018 are the mainstay of the new energy vehicle market. On the one hand, after the rapid growth and rapid sales of passenger cars and special vehicles in the first two years, the bus and special-purpose vehicles in the first-tier cities gradually becoming saturated. On the other hand, policy measures such as restrictions on purchases in large cities and restrictions on fuel vehicles have also led many traditional car companies to focus on developing new energy passenger cars.

2. The production of passenger cars and buses is concentrated. The advantages of BYD, Beijing, Shanghai and Jianghuai in passenger cars are obvious; the passenger car Zhongyutong has unique advantages, and the prospect of Jinlong Automobile can expected; the competition pattern may have changed a lot.

The output of March and March will have a greater impact on the ranking of new energy vehicles in the first quarter of 2018. The main reason is that the policy of 2018 new energy vehicle subsidies (hereinafter referred to as subsidies) in January is not clear, and all car companies are afraid to make large-scale production. In February, affected by the Spring Festival and subsidies, the production enthusiasm is not high. After the subsidy of the New Deal in March, began to release production capacity, so that production has grown steadily.

4. Bet on the production of certain models, in order to create explosive models is the production route selected by passenger car companies. Explosive models in this area are conducive to sharing costs and increasing profits. On the other hand, companies with explosive models can build their own visibility and recognition in the industry.

5. 2018 many passenger car companies focus on A-class and A0-class models the era of A00-level model will become history. The ternary square and ternary soft pack is the trend in 2018, and development of cylindrical batteries is slowing down. These two phenomena greatly affected by subsidies and technical factors.

The page contains the contents of the machine translation.