Real-time ranking of power battery companies in the first quarter of 2018

According to the data provided by Power Battery Application Branch, installed capacity of domestic power battery companies exceeded 2Gwh in March, and production capacity are growing. Battery China Network ranked top 10 of installed capacity of power battery companies in March 2018 and top 10 inlist of power battery companies recommended by 1-3 batches of new energy vehicles in 2018, trying to analyze the future trends.

The top 10 power-battery companies in March 2018 shown in Figure 1. In March 2018, the total installed capacity of power battery companies was 2066.7Mwh, and the top 10 power battery companies accounted for 91% of the total installed capacity. The installed capacity of home power-battery companies accounted for 78%, and the concentration of production capacity was obvious.

Compared with the change in the ranking of installed capacity in February 2018: the Ningde era, the BYD and Guoxuan high-tech, and the 7th, 8th, and 10th Wanxiang one-two three Jiangsu Zhihang and Harbin Guangyu did not change their rankings and played a stable role. Bick battery rose by one place, ranking fourth. Fu Neng Technology dropped 5 places and ranked 9th. Foster, ranked fifth and the sixth national battery have changed a lot, rising by 12 and 13 respectively, which is a big increase in the chain, which is the best progress in March!

Figure 1: Top 10 companies in the domestic power battery installed capacity ranking in March 2018

Data source: Power Battery Application Branch Research Department finishing production

The installed capacity represents the current market share of power battery companies. If you want to see the development of power, battery companies in the future. It is necessary to look at the approval of the supporting models of power battery companies. The more supporting models of power battery companies in the future, the more opportunities will obtained in the future. Let us look at the top 10 of the battery packs for the 1-3 batch models of the new energy vehicle recommended catalogue in 2018. In the Ningde era, the 149 models were far ahead; the second place was Guoneng, and the number of models was 33; Yiwei Lithium followed closely, with 30 models; starting from the 4th, supporting The models are all below 30 models and are gradually falling, and the trend is flat.

It can clearly that Ningde era, Guoneng and Yiwei Lithium can have a large market share of power batteries in the future; in addition, BYD, Guoxuan Gaoke, lishen and other power battery companies will divide the larger part of the rest of the market, and there is not much difference between them.

However, it is worth noting that BYD has officially begun to sell power batteries externally, and the market share is likely to rise rapidly in the future!

Figure 2: Top 10 of the battery packs for 1-3 batches of new energy vehicles in 2018

Data source: Power Battery Application Branch Research Department finishing production

From the data analysis point of view, in the top 10 domestic power battery installed capacity in March 2018, in the 2018 new energy vehicle recommended catalog 1-3 batch models supporting battery companies, the top 10 power battery companies have Ningde era, the country Can, BYD, Guoxuan Hi-Tech and Wanxiang one-two three. The specific data shown in Figure 3.

According this, Battery China Network analyzes the trend of future installed capacity, Ningde era has advantages, BYD and Guoxuan High-tech are relatively stable, National Energy could have more improvement, and Wanxiang has a steady growth.

Figure 3: Top 10 domestic power battery installed capacity in March 2018 and 2018 new energy vehicle recommended catalog 1-3 batch models supporting battery enterprises top 10 phase coincidence power battery companies

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