IT House April 11 news, today, the China Automotive Power Battery Industry Innovation Alliance released the monthly data on power batteries for March 2022.
IT Home has learned that among the top 15 companies in the domestic power battery installations in March, CATL ranked first with a 49.75% share.BYD and AVIC (AVIC Lithium) ranked second and third with 20.31% and 8.17% respectively。
In addition, the 4th to 15th places are Guoxuan Hi-Tech, Honeycomb Energy, LG New Energy, Yiwei Lithium Energy, Funeng Technology, Xinwangda, Gateway Power, Dofluoroduo, Ruipu Energy, Penghui Energy, Tafei Er, the god of power.
In terms of output, in March 2022, my country’s power battery output totaled 39.2GWh,A year-on-year increase of 247.3% and a month-on-month increase of 23.3%. Among them, the output of ternary batteries was 15.6GWh, accounting for 39.7% of the total output, an increase of 167.3% year-on-year and a month-on-month increase of 33.8%; the output of lithium iron phosphate batteries was 23.6GWh, accounting for 60.2% of the total output, an increase of 332.9% year-on-year and a month-on-month increase of 17.6%. From January to March 2022, my country’s power battery output accumulated to 100.6GWh, a year-on-year increase of 206.9%. Among them, the cumulative output of ternary batteries was 38.0GWh, accounting for 37.8% of the total output, a cumulative increase of 113.7% year-on-year; the cumulative output of lithium iron phosphate batteries was 62.4GWh, accounting for 62.0% of the total output, a cumulative increase of 317.2% year-on-year.
In terms of sales: In March 2022, my country’s power battery sales totaled 24.5GWh,A year-on-year increase of 175.3%. Among them, the sales of ternary batteries were 11.1GWh, accounting for 45.4% of the total sales, a year-on-year increase of 160.8%; the sales of lithium iron phosphate batteries were 13.3GWh, accounting for 54.5% of the total sales, a year-on-year increase of 188.5%. From January to March 2022, the cumulative sales of power batteries in my country reached 65.0GWh, a year-on-year increase of 172.6%. Among them, the cumulative sales of ternary batteries was 27.5GWh, accounting for 42.4% of the total sales, a cumulative increase of 116.8% year-on-year; the cumulative sales of lithium iron phosphate batteries was 37.4GWh, accounting for 57.4% of the total sales, a cumulative increase of 235.5% year-on-year, higher than the overall growth rate of the industry.
In terms of vehicle loading: In March 2022, my country’s power battery loading capacity was 21.4GWh,A year-on-year increase of 138.0% and a month-on-month increase of 56.6%, showing a rapid growth trend. Among them, ternary batteries were installed in a total of 8.2GWh, accounting for 38.3% of the total installation, an increase of 61.2% year-on-year, and a month-on-month increase of 40.5%; lithium iron phosphate batteries were installed in a total of 13.2GWh, accounting for 61.6% of the total installation, an increase of 238.8% year-on-year and month-on-month. rose 69.4%. From January to March 2022, the total installed capacity of power batteries in my country was 51.3GWh, a year-on-year increase of 120.7%. Among them, the cumulative installed capacity of ternary batteries was 21.4GWh, accounting for 41.6% of the total installed capacity, a cumulative increase of 54.5% year-on-year; the cumulative installed capacity of lithium iron phosphate batteries was 29.8GWh, accounting for 58.2% of the total installed capacity, a cumulative increase of 217.9% year-on-year.
In March 2022, a total of 39 power battery companies in my country’s new energy vehicle market achieved vehicle installation, a decrease of 4 from the same period last year. The top 3, top 5, and top 10 power battery companies have power battery installed capacity of 16.8GWh, 18.5GWh and 20.4GWh, accounting for 78.3%, 86.4% and 95.4% of the total installed capacity, respectively. From January to March 2022, a total of 42 power battery companies in my country’s new energy vehicle market achieved vehicle installation, a decrease of 6 compared with the same period last year, ranking the top 3, top 5, and top 10 power battery companies. They are 40.1GWh, 44.0GWh and 48.6GWh respectively, accounting for 78.2%, 85.7% and 94.8% of the total installed vehicles, respectively.