In January 2022, the market share of CATL reached 50.24%, still dominating the top; BYD's market share of 20.93%, ranking second, and China Innovation Aviation's market share of 7.4%, ranking third. Guoxuan Hi-Tech and Hive Energy ranked fourth and fifth respectively.
The market share of TOP3 companies has reached 78.5%, and the market concentration is getting higher and higher. In particular, the Ningde era is equivalent to relying on its own strength, surpassing the sum of the installed capacity of 15 domestic enterprises, and the "hegemonic" status is unshaked.
The loading capacity of continental power batteries is 16.2GWh, and lithium iron phosphate batteries have doubled year-on-year
On February 16, the China Automotive Power Battery Industry Innovation Alliance (hereinafter referred to as the "Battery Alliance") released the power battery data for January 2022.
In terms of production, in January 2022, the output of power batteries in the mainland was 29.7GWh, up 146.2% year-on-year and down 6.2% month-on-month. Among them, the output of ternary batteries was 10.8GWh, accounting for 36.5% of the total output, up 57.9% year-on-year, down 5.4% month-on-month; the output of lithium iron phosphate batteries was 18.8GWh, accounting for 63.3% of the total output, up 261.8% year-on-year, and down 6.3% month-on-month. Lithium manganate production was 45.2 MWh, down 65.5% month-on-month, and lithium titanate production was 10.4 MWh, up 85.7% month-on-month.
In terms of loading volume, in January, the loading volume of mainland power batteries was 16.2GWh, up 86.9% year-on-year and down 38.3% month-on-month. The loading volume of ternary batteries and lithium iron phosphate batteries was 7.3GWh and 8.9GWh, respectively, up 35.2% and 172.7% year-on-year, and down 34.0% and 41.0% respectively. The loading volume of lithium titanate batteries is constantly increasing, soaring by 2373% month-on-month and 1878% year-on-year.
Lithium iron phosphate batteries have developed rapidly last year, and the gap between the two has been increasing since surpassing ternary lithium batteries in July last year.
By model, pure electric passenger cars loaded the most, reaching 12GWh, down 34.9% month-on-month, followed by plug-in hybrid passenger cars with 1.7GWh installed capacity, down 76% month-on-month. The installed capacity of pure electric special equipment was 1.1GWh, down 53.8% month-on-month.
Ningde era hegemony Beehive Energy ranked fifth
In January 2022, a total of 35 power battery companies in the mainland new energy vehicle market achieved loading and matching, a decrease of 1 from the same period last year. The top 3, top 5 and top 10 power battery companies had installed vehicles of 12.7GWh, 14.1GWh and 15.3GWh respectively, accounting for 78.6%, 87.1% and 94.8% of the total installed vehicles, respectively.
In January, the loading volume of CATL was 8.13GWh, accounting for 50.2%, ranking first. BYD's loading volume was 3.39GWh, accounting for 20.9%, ranking second, and The installed capacity of China Innovation was 1.2GWh, accounting for 7.4%, ranking third. Top3 companies occupy a total of 78.5% of the market share, and the market concentration is getting higher and higher.
It is worth noting that the nest energy loading volume is 0.44GWh, accounting for 2.69%, ranking fifth in the list. LG New Energy fell from fifth last year to 12th. The installed volume of Jiewei Power was 0.17GWh, accounting for 1.08%, ranking among the top ten in the list.
Specific to the ternary lithium battery, the Ningde era is still a monopoly, with an installed volume of 4.17GWh, accounting for 57.17%; the installed volume of China Innovation Aviation is 1.03GWh, accounting for 14.05%, and the installed capacity of Fu Neng Technology is 0.34GWh, accounting for 4.68% of the top three.
In terms of lithium iron phosphate, the loading volume of the Cataline era is 3.96GWh, accounting for 44.6%, still ranking first; BYD loading volume is 3.24GWh, accounting for 36.5%, ranking second, and the gap between the two is getting smaller and smaller. Guoxuan Hi-Tech loaded 0.87GWh, accounting for 9.82%, ranking third.
We can see that the Ningde era also takes into account ternary lithium batteries and lithium iron phosphate batteries, BYD, Guoxuan Hi-Tech, Yiwei Lithium Energy, Ruipu Energy, Penghui Energy, etc. focus on lithium iron phosphate batteries, and Zhongxin Airlines, Fu Neng Technology, Sunwoda, Jiewei Power, etc. focus on ternary lithium batteries.
In addition, in January, the average loading capacity of new energy vehicles in mainland China by model was 45.6KWh, an increase of 2.7% year-on-year. Among them, the average carrying capacity of pure electric passenger cars and pure electric buses was 50.2KWh/unit and 196.2KWh/unit, respectively, an increase of 11% and a decrease of 1.4% year-on-year, respectively.
The energy density of Continental's pure electric passenger car system accounted for 36.1% and 31.5% of the production of models with energy densities of 140 (inclusive) to 160KWh/kg and 160KWh/kg and above, respectively. Production of 125 (inclusive) to 140KWh/kg models accounted for 18%, and models under 125Wh/kg accounted for 14.4%.