In January 2022, sales of new energy logistics vehicles reached 6,330 units, including 799 crossover passenger cars. In addition to cross-type passenger cars, in January 2022, the cumulative loading volume of power batteries of new energy logistics vehicles reached 767.29MWh, and a total of more than 40 companies achieved loading and matching, and the loading volume of the top 10 companies accounted for 98.37%.
Ningde dominates Yiwei as the runner-up, accounting for nearly 90% of the two
From the specific data point of view, in January 2022, the top 10 enterprises in the installed capacity of new energy logistics vehicle power batteries are Ningde Times, Yiwei Lithium Energy, Guoxuan Hi-Tech, Lishen Power, BYD, Lithium Power, Hive Energy, Penghui Energy, Zhongxin Aviation (AVIC Lithium Battery), and Linkage Tianyi.
At the beginning of 2022, CATL won the championship throne with an absolute advantage, with more than 4/5 of the share, and the total installed volume was 618.35MWh, accounting for 80.59% of the specific proportion. According to the data of China Automotive Power Battery Industry Innovation Alliance, as the first domestic power battery enterprise installed in January 2022, the Market Share is only 50.24%, and in the field of new energy logistics vehicles, the proportion of the Ningde Era has further increased, breaking the previous record, and has approached the total installed volume of TOP5 battery companies in 2021 (82.96%), which shows that the concentration of the power battery market industry is gradually rising, and the trend of "one dominant" is becoming more and more obvious.
At the beginning of 2022, Ewell Lithium can break the embarrassing situation of hovering outside the top 3 installed power batteries and successfully win back a round. In January 2022, Ewell Lithium Energy ranked second with a loading capacity of 66.44MWh.
Guoxuan Hi-Tech ranked third, with a total installed vehicle volume of 23.13MWh, and the supporting models are Karry Youyou EV, Ruichi EC35II, Karry Dolphin EV, etc.
In addition, among the top 10 battery companies in new energy logistics vehicles in January 2022, the installed capacity of more than 3MWh are: Lishen Power (13.32MWh, 1.74%), BYD (7.59MWh, 0.99%), lithium power supply (7.20MWh, 0.94%), Hive Energy (6.53MWh, 0.85%), Penghui Energy (4.37MWh, 0.57%), Zhongxin Aviation (4.03MWh, 0.52%), Linkage Sky Wing (3.85MWh, 0.5%).
In January 2022, in the field of new energy logistics vehicles, the total loading volume of TOP3 battery companies accounted for 92.26%, the total loading volume of TOP5 battery companies accounted for 94.99%, and the total loading volume of TOP10 battery companies accounted for 98.37%. It can be seen that the concentration of power battery enterprises has been further improved.
Under the expectation of price increases, lithium iron phosphate accounted for an innovative 98.30%
In terms of power battery types, the loading capacity of lithium iron phosphate batteries is 720.72MWh, accounting for 98.30% of the market; the loading capacity of ternary lithium batteries is 10.12MWh, accounting for 1.38%; the loading capacity of lithium manganese phosphate batteries is 226.35KWh, accounting for 0.03%; other unknown lithium batteries are 2.1MWh, accounting for 0.29%.
In July 2021, lithium iron phosphate batteries accounted for 97.4%;
In October 2021, lithium iron phosphate batteries accounted for 97.91%;
In January 2022, lithium iron phosphate batteries accounted for 98.30%.
Some people believe that under the influence of factors such as subsidies and raw material price increases, the price increase of new energy commercial vehicles has been an ironclad matter. In order to reduce costs and increase efficiency, more and more car companies choose lithium iron phosphate batteries with good safety performance and high cost performance, which in turn once again pushes up the proportion of lithium iron phosphate batteries in the market.
Heavy trucks burst into flames, and the Ningde era kept "heavy" to cause concern?
From the perspective of battery enterprises supporting car companies, Ningde times are equipped with a total of 3501 new energy logistics vehicles, providing battery support for more than 50 car companies, and the main cooperative car companies are Zhengzhou Yutong, Hanma Technology, Xuzhou Xugong, Foton Automobile, Beiben Heavy Duty Truck, etc., and the total loading volume of these 5 enterprises accounts for 57.25% of the share of Ningde era.
Ewell Lithium Energy realized battery loading support for 392 new energy logistics vehicles, of which 143 were heavy trucks, a total of 11 car companies were supplied with batteries, and the largest installed capacity was Zhengzhou Yutong, accounting for 51.35%, followed by Sany Automobile.
Guoxuan Hi-Tech, which ranks third, mainly provides battery support for Kerry New Energy, Ruichi New Energy, New Longma Automobile and other enterprises, and the total installed capacity of the three occupies 73.81% of the market share of Guoxuan Hi-Tech.
It is worth noting that there are several new faces in the TOP10 list, Honeycomb Energy mainly provides battery support for Great Wall Motors; China New Ventures provides battery support for three car companies of Ruichi New Energy, Karry New Energy and New Longma Automobile, and the supporting models are Ruichi EC35II, Karry Youyou EV, and Qiteng N50EV; Linkage Tianyi only provides battery support for Sany Automobile.
It is not difficult to see that in January, the first and second runner-up of power battery loading, Ningde Times and important customers of Ewell Lithium Energy have been mainly heavy truck companies, and heavy truck loading volume has accounted for 70%-80% of the share. Judging from the layout of heavy truck power exchange business in 2021 and the release of EVOGO and the overall solution of combined power exchange in January, Ningde era maintains a "heavy" basic hammer. Although there is no indication that the Ningde era will abandon the new energy logistics vehicle supporting business, some insiders are worried that the installed capacity of the new energy logistics vehicle Ningde era may be affected before the total production capacity is fully released.
How much power is the most popular for all types of vehicles?
Judging from the supporting data compiled by tram resources, in January 2022, in terms of micro-surfaces, the most popular model has a total of 660 vehicles; followed by 38.7KWh with 196 vehicles; the third is 41.47KWh battery power with 170 vehicles. In addition, many models with electricity below 38KWh are also equipped. However, in general, micro-surface models equipped with 38KWh to 42KWh batteries are more popular.
In terms of light trucks, there are 84 batteries with more than 90 kWh, 76 batteries with 86 kWh to 89 kWh, and 93 batteries with 80 kWh to 85 kWh. It can be seen that new energy light truck models with electricity above 85kWh are the most popular.
In terms of micro-trucks, the 56kWh battery model is the hottest, with a total of 101 units sold; in terms of heavy trucks, the model with 281.9kWh power sold the most, followed by the model with 422.8kWh power.
brief summary:
According to the "Operation of the Nickel-Cobalt-Lithium Industry in 2021" issued by the Ministry of Industry and Information Technology, in 2021, China's new energy industry will develop rapidly, and the nickel-cobalt-lithium industry as a whole will show a pattern of supply and demand, and product prices will rise sharply.
The price of upstream raw materials will increase, or it will affect the price of the whole vehicle. According to the statistics of relevant agencies, from the beginning of January 2020 to January 2022, the prices of battery-grade cobalt, nickel sulfate and lithium carbonate rose by 119%, 55% and 569% respectively.
At this stage, the share of the head enterprises in the power battery industry is relatively stable, and the tail enterprises will be eliminated with the development of the industry, and the shuffle of the power battery industry will accelerate, and it is not surprising that the enterprises with stable battery performance and high battery cost performance will win in this competition. At the same time, the popularity of the heavy-duty truck business has caused the head enterprises such as the Ningde era to accelerate the layout, and whether the installed capacity of new energy logistics vehicle batteries will be squeezed and lack of electricity also needs to be paid attention to by the industry.