In November, the monthly production and sales of new energy vehicles hit a record high. According to the latest statistics from the China Association of Automobile Manufacturers, in November, the production and sales of new energy vehicles reached 457,000 units and 450,000 units, respectively, an increase of 1.3 times and 1.2 times year-on-year, respectively, and production and sales continued to set new records. In the first 11 months, the production and sales of new energy vehicles reached 3.023 million units and 2.99 million units, respectively, an increase of 1.7 times year-on-year, and the market penetration rate reached 12.7%, higher than in the previous 10 months.
Figure 1 2020-2021 new energy vehicle production and sales statistics
Compared with the new energy vehicle market, the installed capacity of upstream power batteries is more "hot" than last month. According to the data released by the China Automotive Power Battery Industry Innovation Alliance, in November this year, China's power battery installed capacity was 20.8GWh, up 96.2% year-on-year and 35.1% month-on-month.
Among them, ternary lithium batteries loaded 9.2GWh in November, up 57.7% year-on-year, up 32.5% month-on-month; lithium iron phosphate batteries loaded 11.6GWh, continuing to maintain the dominant position of ternary lithium batteries, up 145.3% year-on-year, up 37.2% month-on-month. It is worth noting that in the first 11 months of this year, the total installed volume of lithium iron phosphate batteries in China has exceeded that of ternary lithium batteries.
Figure 2 2 2020-2021 power battery installed capacity statistics
Specific to the power battery suppliers, the top three companies in China's power battery installed capacity in November were NINGDE Times, BYD and AVIC Lithium Battery. Among them, the installed capacity of power batteries in the Ningde era alone accounts for more than half of the market, and its share has increased by 6.1 percentage points over the previous month.
The installed capacity of the top ten power battery companies in November 2021
For this year's anode material industry, the demand is good, the overall supply is in short supply, in 2021, the domestic power battery market continues to maintain rapid growth, lithium battery anode materials also continue to maintain rapid growth. For details, see "181 Longzhong Information 2021-2022 China Anode Materials Market Annual Report"