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In the first quarter, the number of vehicles loaded increased to 95.1GWh, and the global power battery ranking changed

According to data from SNE Research, a South Korean market research agency, the global power battery load reached 95.1GWh in the first quarter of 2022, up 93.3% year-on-year compared with 2021.

In the first quarter, the number of vehicles loaded increased to 95.1GWh, and the global power battery ranking changed

According to the results of SNE surveys, among the top ten power battery companies, CATL, LG New Energy, and BYD won the top three, while Panasonic, the third place in 2021, was squeezed out of the top three thrones and temporarily ranked fourth. It is followed by SK On, Zhongxin Airlines, Samsung SDI, Guoxuan Hi-Tech, Hive Energy and EWELL Lithium Energy.

As a leading enterprise in power battery loading, CATL continued the upward trend in 2021, with the first quarter of 2022 reaching 33.3GWh, a year-on-year surge of 137.7%, and the market share also increased from 28.5% to 35%, occupying the first position with absolute advantage.

In the first quarter, the number of vehicles loaded increased to 95.1GWh, and the global power battery ranking changed

Recently, the Ningde era has been pushed on the hot search because of the strange appearance of "increasing income without increasing profits". In the first quarter, the company achieved revenue of 48.678 billion yuan, an increase of 153.97% year-on-year; net profit attributable to shareholders of listed companies reached 1.493 billion yuan, down 23.62% year-on-year.

For the decline in net profit, the official explanation said that mainly in order to maintain the healthy and benign development of the new energy vehicle and power battery industry, the company undertook the main raw material price increase pressure in the first quarter. According to the financial report, the operating cost of CATL in the first quarter was 41.628 billion yuan, up 198.66% year-on-year.

LG New Energy, which ranked second in the world in terms of vehicle loading in the quarter, reached 15.1GWh in January-March, an increase of 39.1% year-on-year. In the first quarter of 2022, the market share reached 15.9%, down 6.2 percentage points year-on-year.

According to the latest news, LG New Energy's position in South Korea's top 500 companies with sales in 2021 has risen, soaring from 343rd in 2020 to 44th, a forward range of 299. On January 27 this year, LG New Energy was officially listed and traded, the current market value is about 500 billion yuan, and the market value of catheter times has fallen below the 900 billion yuan mark in the same period, but it is still a long way ahead of LG New Energy.

BYD's rapid growth in vehicle loading in the first quarter made it successfully surpass Panasonic and become the third largest vehicle loaded in the quarter. From January to March, the loading volume reached 10.5GWh, an increase of 220.4% year-on-year; the market share reached 11.1%, and the growth rate was very obvious.

In the first quarter, the number of vehicles loaded increased to 95.1GWh, and the global power battery ranking changed

Different from the identity of the first two power battery suppliers, BYD's power batteries are mostly self-produced and sold, so the growth of vehicle loading is also closely related to the growth of the company's vehicle sales. In March, BYD announced that it would officially stop production of fuel vehicles and focus on the production of pure electric and plug-in hybrid vehicles. In April, BYD sold 106042 new cars, an increase of 313.22% year-on-year, which is also BYD's sales exceeding 100,000 units for the second consecutive month.

In the first quarter, the number of vehicles loaded increased to 95.1GWh, and the global power battery ranking changed

In addition, with the continuous development of BYD blade batteries, many car companies have reported news of cooperation with BYD, although it has not been confirmed by the company for the time being, it is believed that in the near future, BYD's power batteries will change from "self-supply" to "export".

It is worth mentioning that in the top ten rankings of global power battery loading, Chinese companies occupy 6 seats, and the loading volume of these six companies has increased by three digits year-on-year, and the global market share has also risen steadily. With the strong development of new energy vehicles, it is believed that the development of domestic power battery companies will become more and more rapid, and in the fierce market competition, whether the Ningde era can continue to rank first, and what changes will occur in the future, Oxcart Network will continue to track and report.

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