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[ Market analysis of chemical machinery equipment network ] Power lithium batteries have the advantages of high energy, high battery voltage, wide operating temperature range, and long storage life.
They are the core components of new energy vehicles.
The market demand is increasing and the industry competition is becoming fierce.
Power lithium batteries are mainly based on ternary material batteries and lithium iron phosphate batteries.
Lithium iron phosphate batteries are showing a comeback due to their cost advantages and safety advantages.
Pure electric passenger vehicles are its big market segment, and the battery installed capacity of plug-in hybrid passenger vehicles has increased significantly.
On the corporate side, the power lithium battery industry has a good market prospects and competition is becoming increasingly fierce.
The installed capacity of Ningde era ranks the first among domestic power battery companies in terms of installed capacity.
The market concentration has further increased, and the market share of head power battery companies has further increased.
Chemical machinery and equipment network market analysis chemical machinery and equipmentThey are the core components of new energy vehicles.
The market demand is increasing and the industry competition is becoming fierce.
Power lithium batteries are mainly based on ternary material batteries and lithium iron phosphate batteries.
Lithium iron phosphate batteries are showing a comeback due to their cost advantages and safety advantages.
Pure electric passenger vehicles are its big market segment, and the battery installed capacity of plug-in hybrid passenger vehicles has increased significantly.
On the corporate side, the power lithium battery industry has a good market prospects and competition is becoming increasingly fierce.
The installed capacity of Ningde era ranks the first among domestic power battery companies in terms of installed capacity.
The market concentration has further increased, and the market share of head power battery companies has further increased.
Lithium iron phosphate battery or welcome the second spring
Lithium iron phosphate battery or welcome the second springPower lithium batteries have the advantages of high energy, high battery voltage, wide operating temperature range, and long storage life.
They are the core components of new energy vehicles.
As the government's requirements for energy conservation and environmental protection have increased, relevant favorable policies have been introduced one after another.
China has made significant progress in research on key technologies, key materials and products of power lithium batteries.
Lithium batteries have developed rapidly and are widely used in the fields of electronics, new energy vehicles and energy storage.
, The market demand is increasing day by day.
They are the core components of new energy vehicles.
As the government's requirements for energy conservation and environmental protection have increased, relevant favorable policies have been introduced one after another.
China has made significant progress in research on key technologies, key materials and products of power lithium batteries.
Lithium batteries have developed rapidly and are widely used in the fields of electronics, new energy vehicles and energy storage.
, The market demand is increasing day by day.
According to GGII data, the cumulative installed capacity of power batteries in 2019 was approximately 62.
38GWh, a year-on-year increase of 9.
48%, and the growth rate has declined.
The slowdown is mainly due to the decline in the production and sales of the new energy vehicle market and the adjustment of industry subsidy policies.
From January to October 2020, the cumulative installed capacity of power batteries throughout the year is about 40.
07GWh, a year-on-year increase and decrease of 13.
59%.
38GWh, a year-on-year increase of 9.
48%, and the growth rate has declined.
The slowdown is mainly due to the decline in the production and sales of the new energy vehicle market and the adjustment of industry subsidy policies.
From January to October 2020, the cumulative installed capacity of power batteries throughout the year is about 40.
07GWh, a year-on-year increase and decrease of 13.
59%.
According to the type of battery, ternary material batteries and lithium iron phosphate batteries are mainly used.
From January to October 2020, the total installed capacity of ternary lithium batteries is 2,7015.
7MWh, accounting for 67.
42%; the installed capacity of lithium iron phosphate batteries is 1,2777.
8MWh, accounting for Than 31.
89%.
From January to October 2020, the total installed capacity of ternary lithium batteries is 2,7015.
7MWh, accounting for 67.
42%; the installed capacity of lithium iron phosphate batteries is 1,2777.
8MWh, accounting for Than 31.
89%.
Although the installed capacity of lithium iron phosphate batteries is inferior to that of ternary material batteries, their growth rate is fast, and their cost advantages and safety advantages have shown a resurgence momentum.
According to new statistics from the China Association of Automobile Manufacturers, in October 2020, China's power battery installed capacity was 5.
9GWh, a year-on-year increase of 44.
0%, continuing to maintain a growth trend.
Among them, ternary lithium batteries total installed 3.
4GWh, an increase of 15.
7% year-on-year, and lithium iron phosphate batteries total installed 2.
4GWh, an increase of 127.
5% year-on-year, far exceeding the growth rate of ternary lithium batteries.
According to new statistics from the China Association of Automobile Manufacturers, in October 2020, China's power battery installed capacity was 5.
9GWh, a year-on-year increase of 44.
0%, continuing to maintain a growth trend.
Among them, ternary lithium batteries total installed 3.
4GWh, an increase of 15.
7% year-on-year, and lithium iron phosphate batteries total installed 2.
4GWh, an increase of 127.
5% year-on-year, far exceeding the growth rate of ternary lithium batteries.
According to the supporting models, pure electric passenger vehicles are a large market segment, with 27.
3GWh installed from January to October 2020, accounting for 68.
13% of the total installed capacity of power batteries.
Followed by pure electric passenger cars, the installed capacity is 6.
75GWh, accounting for 16.
85%.
In October 2020, the battery installed capacity of plug-in hybrid passenger cars was 0.
4GWh, a year-on-year increase of 192.
1%, a significant increase.
The cumulative installed capacity from January to October 2020 is 2.
98GWh, a cumulative year-on-year increase of 45.
7%, which is a large increase.
3GWh installed from January to October 2020, accounting for 68.
13% of the total installed capacity of power batteries.
Followed by pure electric passenger cars, the installed capacity is 6.
75GWh, accounting for 16.
85%.
In October 2020, the battery installed capacity of plug-in hybrid passenger cars was 0.
4GWh, a year-on-year increase of 192.
1%, a significant increase.
The cumulative installed capacity from January to October 2020 is 2.
98GWh, a cumulative year-on-year increase of 45.
7%, which is a large increase.
Ningde era is firmly in* position
Ningde era is firmly in* position The power lithium battery industry has a good market prospect and increasingly fierce competition.
With the increasing requirements for high energy density, high safety, and high technical indicators, some power battery companies with backward technology, shortage of funds, and improper management have been gradually eliminated.
In 2019, a total of 82 companies with installed power battery capacity were involved, a decrease of 15 compared with 2018.
From January to October 2020, there will be 66 power battery companies that have realized the installation of vehicles, a decrease of 4 compared with the same period in 2019.
With the increasing requirements for high energy density, high safety, and high technical indicators, some power battery companies with backward technology, shortage of funds, and improper management have been gradually eliminated.
In 2019, a total of 82 companies with installed power battery capacity were involved, a decrease of 15 compared with 2018.
From January to October 2020, there will be 66 power battery companies that have realized the installation of vehicles, a decrease of 4 compared with the same period in 2019.
Ranked by installed capacity, CATL’s installed capacity in 2019 was 32.
31GWh, accounting for 51.
8%,*, which accounted for an increase of about 10%; BYD’s installed capacity in 2019 was 10.
78GWh, accounting for 17.
28%, *2; Guoxuan Hi-Tech The installed capacity in 2019 was 3.
22GWh, accounting for 5.
16%, *3.
In 2019, the total installed capacity of power battery*0 companies reached 54.
88GWh, accounting for 87.
98% of the total installed capacity, which was 5.
16% higher than the proportion of ranked*0 companies in 2018.
The situation of the strong and strong is even more prominent.
31GWh, accounting for 51.
8%,*, which accounted for an increase of about 10%; BYD’s installed capacity in 2019 was 10.
78GWh, accounting for 17.
28%, *2; Guoxuan Hi-Tech The installed capacity in 2019 was 3.
22GWh, accounting for 5.
16%, *3.
In 2019, the total installed capacity of power battery*0 companies reached 54.
88GWh, accounting for 87.
98% of the total installed capacity, which was 5.
16% higher than the proportion of ranked*0 companies in 2018.
The situation of the strong and strong is even more prominent.
From January to October 2020, CATL has an installed capacity of 19.
8GWH, accounting for 49.
4% of the total installed capacity, ranking the top among domestic power battery companies in terms of installed capacity*.
*0 The total installed capacity of enterprises accounted for 92.
4% of the total installed capacity, the market concentration has further increased, and the market share of head power battery companies has further increased.
8GWH, accounting for 49.
4% of the total installed capacity, ranking the top among domestic power battery companies in terms of installed capacity*.
*0 The total installed capacity of enterprises accounted for 92.
4% of the total installed capacity, the market concentration has further increased, and the market share of head power battery companies has further increased.
The current competitive landscape is the dominant one in the CATL era, BYD maintains its second place, and subsequent companies are moving in and out.
This competitive situation is not conducive to the long-term development of the new energy vehicle market.
The mature development of the new energy automobile industry requires multiple companies to compete with each other and are evenly matched, which is more conducive to the healthy, long-term and mature development of the market.
This competitive situation is not conducive to the long-term development of the new energy vehicle market.
The mature development of the new energy automobile industry requires multiple companies to compete with each other and are evenly matched, which is more conducive to the healthy, long-term and mature development of the market.
Original Title: Analysis of China's Power Lithium Battery Industry Market Status and Competitive Pattern in 2020
