The number of models of power battery companies released in the first quarter reveals the future development trend
[In the first quarter, the number of models of power battery companies was released, and the interpretation of the future development trend from this point] The data provided by the Power Battery Applications Branch showed that the domestic installed capacity of battery power companies exceeded 2Gwh in March, and the production capacity was climbing at the time. Batteries China Network According to the top 10 power battery company rankings in March 2018 and the 1-3 batch of new energy vehicle recommended catalogs in 2018, the number of power battery company models ranked in the top 10, analyzes future trends. In March 2018, the installed capacity of the top 10 power battery companies is shown in Figure 1. In March 2018, the total installed capacity of power battery companies was 2066.7Mwh, and the installed capacity of the top 10 power battery companies accounted for 91%. Home power battery companies accounted for 78% of the installed capacity, production capacity concentration phenomenon. Compared with the month-to-month changes in installed capacity in February 2018, Ningde Times, BYD, and Guoxuan Hi-Tech Co., Ltd. ranked No.1, No.2, No.3, and No.7, No.8, and No.10, respectively. , Jiangsu Zhihang, Harbin Guangyu ranked no change, play a stable. BAK Battery rose one place, ranking fourth. Fu Energy Technology dropped 5 places and ranked 9th. Forster ranked No. 5 and No. 6 National Power Battery changed significantly, rising by 12 and 13 respectively, showing a larger increase from the previous quarter. This is the best progress in March! Figure 1: The top 10 companies ranked in the ranking of installed capacity of domestic power battery in March 2018 The installed capacity represents the current market share of power battery companies. How do you look at the future development of power battery companies? It depends on the approval of supporting vehicles for power battery companies. In the future, the more vehicle models that are equipped with power batteries, the more opportunities there will be for market access in the future. Let's take a look at the top 10 supporting battery companies for the 1-3 batch of new energy vehicles recommended catalogue in 2018. In the Ningde era, it took the lead with 149 models; in the second place was Guoneng, with an installed number of 33 models; Yilv Lithium was able to follow closely, supporting 30 models; starting from the 4th, supporting All models are below 30 models and gradually decline, the trend is flat. It can be clearly seen that the market share of power batteries in the Ningde era, Guoneng and Yiwei Lithium Energy will have a greater potential in the future; other power battery companies such as BYD, Guoxuan Hi-Tech, and Lishen will split up a large part of the remaining markets, and There is not much difference between each other. However, it is worth noting that BYD has officially started selling external power batteries, and the market share is likely to rise rapidly in the future! Figure 2: The Top 10 New Energy Vehicles Recommended Catalogues 1-3 From the data analysis point of view, in March 2018 the domestic power battery installed capacity ranked the top 10 companies, but also in the 2018 new energy vehicle recommended directory 1-3 batch models supporting battery companies the top 10 power battery companies have Ningde era, the country There are five companies, including BYE, BYD, Guoxuan Hi-Tech and Wanxiang. The specific data is shown in Figure 3 below. According to this, the battery China Network analyzes the future installed capacity trend, the Ningde era has obvious advantages, BYD and Guoxuan Hi-Tech are relatively stable, and the national energy has greater room for improvement, and Wanxiang has a stable growth. Figure 3: March 2018 domestic power battery installed capacity top 10 companies and 2018 new energy vehicle recommended directory 1-3 batch of models supporting battery companies top 10 phase coincident power battery company For more detailed data, please pay close attention to the “2018 China New Energy Vehicle Market Monthly†(passenger cars, buses, special vehicles) jointly issued by the Power Battery Application Branch and Battery China Network (CBEA). Network Switches,24 Port Network Switchs,Gigabit Poe Switch,Fiber Network Switches Shenzhen MovingComm Technology Co., Ltd. , https://www.movingcommiot.com