In November, the production and sales of new energy vehicles in China reached 457,000 units and 450,000 units, respectively, an increase of 1.3 times and 1.2 times year-on-year, respectively; the output of power batteries totaled 28.2 GWh, an increase of 121.8% year-on-year and 12.4% month-on-month.
According to the latest data released by the China Automobile Association, the production and sales of new energy vehicles in November continued to set new records. Since the beginning of this year, the cumulative output of new energy vehicles in China has exceeded 3 million, and the sales volume has approached 3 million, and the cumulative sales penetration rate of new energy vehicles from January to November has increased to 12.7%.
Specifically, in November, the production and sales of new energy vehicles in China reached 457,000 units and 450,000 units, respectively, an increase of 1.3 times and 1.2 times year-on-year. Among them, the production and sales of pure electric vehicles reached 372,000 units and 361,000 units, up 1.2 times and 1.1 times year-on-year, respectively; the production and sales of plug-in hybrid vehicles were 85,000 units and 89,000 units, up 1.6 times and 1.7 times year-on-year, respectively; and the production and sales of fuel cell vehicles were 212 and 147 units, down 26.4% and 49.3% year-on-year, respectively. From the perspective of subdivision models, the production and sales of pure electric vehicles and plug-in hybrid vehicles have also set new records. The market penetration rate of new energy vehicles in November was 17.8%, which continued to be higher than that of the previous month, of which the market penetration rate of new energy passenger vehicles reached 19.5%.
From January to November, production and sales of new energy vehicles totaled 3.023 million units and 2.99 million units, respectively, up 1.7 times year-on-year. The market penetration rate reached 12.7%, higher than in the previous October. Among them, the production and sales of pure electric vehicles reached 2.504 million units and 2.466 million units, up 1.8 times and 1.7 times year-on-year, respectively; the production and sales of plug-in hybrid vehicles were 517,000 units and 522,000 units, up 1.3 times and 1.4 times year-on-year, respectively; and the production and sales of fuel cell vehicles were 0.1 million units, up 23% and 16% year-on-year, respectively.
In addition, in November, auto companies exported 200,000 units, down 13.6% month-on-month and 59.1% year-on-year. By model, passenger car exports were 170,000 units this month, down 14.1% month-on-month and 71.2% year-on-year, while commercial vehicle exports were 30,000 units, down 10.5% month-on-month and 13.0% year-on-year. The contribution of new energy vehicle exports to growth in November was 32.9%.
On the same day, the China Automotive Power Battery Industry Innovation Alliance released the monthly data of power batteries in November 2021. Data show that in terms of output, in November 2021, China's power battery production totaled 28.2GWh, an increase of 121.8% year-on-year and 12.4% month-on-month. Among them, the output of ternary batteries was 10.4GWh, accounting for 36.8% of the total output, an increase of 42.6% year-on-year, an increase of 12.9% month-on-month; the output of lithium iron phosphate batteries was 17.8GWh, accounting for 63.0% of the total output, an increase of 229.2% year-on-year, and an increase of 12.0% month-on-month.
From January to November, China's power battery production accumulated 188.1GWh, an increase of 175.5% year-on-year. Among them, the production of ternary batteries accumulated 82.4GWh, accounting for 43.8% of the total output, an increase of 106.1% year-on-year; the output of lithium iron phosphate batteries accumulated 105.3GWh, accounting for 56.0% of the total output, an increase of 275.7% year-on-year.
In terms of loading volume, in November 2021, China's power battery loading volume was 20.8GWh, up 96.2% year-on-year and 35.1% month-on-month. Among them, the ternary battery loaded a total of 9.2GWh, up 57.7% year-on-year, up 32.5% month-on-month; lithium iron phosphate batteries loaded a total of 11.6GWh, up 145.3% year-on-year, up 37.2% month-on-month.
From January to November, the cumulative load of power batteries in China was 128.3GWh, an increase of 153.1% year-on-year. Among them, the cumulative loading volume of ternary batteries was 63.3GWh, accounting for 49.3% of the total installed vehicles, an increase of 92.5% year-on-year; the cumulative loading of lithium iron phosphate batteries was 64.8GWh, accounting for 50.5% of the total installed vehicles, an increase of 270.3% year-on-year.
In terms of enterprise concentration, in November 2021, a total of 43 power battery companies in China's new energy vehicle market achieved car loading support, a decrease of 3 compared with the same period last year. The top 3, top 5 and top 10 power battery companies loaded 16.0GWh, 17.6GWh and 19.4GWh respectively, accounting for 76.8%, 84.6% and 93.4% of the total installed vehicles, respectively. In November, the top 10 companies in terms of domestic power battery enterprises' loading volume were: Ningde Times, BYD, Zhongxin Airlines (AVIC Lithium Battery), Guoxuan Hi-Tech, Hive Energy, Tafer New Energy, Ewell Lithium Energy, Fu Neng Technology, Sunwoda, LG New Energy.
From January to November, a total of 55 power battery companies in China's new energy vehicle market achieved loading support, a decrease of 13 compared with the same period last year, ranking in the top 3, top 5 and top 10 power battery companies power battery loading capacity of 94.8GWh, 106.7GWh and 118.1GWh respectively, accounting for 73.9%, 83.2% and 92.0% of the total installed vehicle volume, respectively. From January to November, the top 10 companies in terms of domestic power battery company loading volume were: NINGDE Times, BYD, Zhongxin Aviation (AVIC Lithium Battery), Guoxuan Hi-Tech, LG New Energy, Hive Energy, Yiwei Lithium Energy, Tafer New Energy, Fu Energy Technology, and Sunwoda.
According to data released by the China Charging Alliance, the number of public charging piles in November 2021 increased by 30,000 units compared with October 2021, and the increase in November was 57.1% year-on-year. As of November 2021, the member units of the Alliance have reported a total of 1.092 million public charging piles, including 450,000 DC charging piles, 646,000 AC charging piles, and 406 AC and DC integrated charging piles. From December 2020 to November 2021, about 33,000 new public charging piles will be added every month.
The operation of public charging infrastructure provinces, autonomous regions and cities, guangdong, Shanghai, Beijing, Jiangsu, Zhejiang, Shandong, Hubei, Anhui, Henan, Fujian TOP10 areas of public charging infrastructure accounted for 71.7%. The national charging power is mainly concentrated in Guangdong, Jiangsu, Sichuan, Shanxi, Zhejiang, Shaanxi, Henan, Shanghai, Fujian, Beijing and other provinces and cities, and the electricity flow is mainly based on buses and passenger cars, and other types of vehicles such as sanitation logistics vehicles and taxis account for a relatively small proportion. In November 2021, the total charging capacity of the country was about 1.081 billion kWh, an increase of 0.66 billion kWh over the previous month, an increase of 40.2% year-on-year and a month-on-month increase of 6.5%.
Operation of public charging infrastructure operators, as of November 2021, there are 13 charging piles operated by charging operators nationwide with more than 10,000 units, namely: Star Charging operates 246,000 units, Special Call operates 235,000 units, State Grid operates 196,000 units, Cloud Fast Charging operates 136,000 units, China Southern Power Grid operates 41,000 units, Ewell Energy operates 35,000 units, Hui Charging operates 25,000 units, SAIC Anyue operates 22,000 units, Wanma Aichong operates 19,000 units, Shenzhen Vehicle Power Grid operates 19,000 units, China Putian operates 18,000 units, Hengtong Dingchong operates 11,000 units, and Wancheng Wanchong operates 10,000 units. These 13 operators accounted for 92.7% of the total, and the remaining operators accounted for 7.3% of the total.
As of November 2021, 381,000 pieces of data on the reasons for not building charging facilities with vehicles have been sampled. Among them, the three factors of the group's users building piles by themselves, the lack of fixed parking spaces in the place of residence, and the non-cooperation of the residence property are the main reasons for not building charging facilities with the car, accounting for 48.6%, 10.3% and 9.9% respectively, a total of 68.8%, and there is no fixed parking space in the work place, it is difficult to apply for installation, and the user chooses a special station for charging and other reasons, accounting for 31.2%.
The overall operation of charging infrastructure, from January to November 2021, the increase in charging infrastructure was 704,000 units, the increase in public charging infrastructure increased by 59.1% year-on-year, and the increase in charging facilities built with vehicles continued to rise, up 198.1% year-on-year. As of November 2021, the cumulative number of charging infrastructure in the country was 2.385 million units, an increase of 55% year-on-year.