New changes of installed capacity in November: the influence

Recently, the power battery application branch released the installed capacity data of domestic power batteries in November this year. Data shows that in November, the installed capacity of power batteries in China was 6.29gwh, down 29.49% year on year. Affected by the sharp decline of financial subsidies for new energy vehicles this year, the growth rate of power battery market demand has slowed down. It is worth noting that the negative impact of the decline in subsidies on the installation of power batteries began to subside, and the installed capacity began to pick up on a month on month basis. In addition, some new enterprises have also been loading. The negative impact of subsidization has subsided, and the installed capacity has picked up month by month

 

 

 

In November, the installed capacity of China’s power battery reached 6.29gwh. Although it still decreased by 29.49% compared with the same period last year, it increased by 54.29% month on month, the highest since July. Affected by the sharp decline of financial subsidies for new energy vehicles this year, since the end of the transition period on June 25, the installed capacity of new energy vehicles’ power batteries has declined significantly, and the subsidies have a great impact on the installed capacity of power batteries. With the efforts of vehicle enterprises and battery enterprises in cost reduction, as well as the support of the state for new energy vehicles, the negative effect of subsidy impact is gradually fading, and the installed capacity of power battery is also starting to pick up steadily. In addition, due to the improvement of the energy density of the battery, the increase of the battery pack capacity also contributes to the growth of the installed capacity. The market share of lithium iron phosphate rose sharply

 

 

 

As the installed capacity of new energy passenger cars increased significantly in November, the installed capacity of lithium iron phosphate increased by 122.55% month on month to 2.48gwh, which made the installed market share of lithium iron phosphate reach 39.45% in November, 12% higher than that in October; the installed capacity of ternary battery in November was 3.75gwh, 27.07% higher than that in October, 59.63% lower than that in December.

 

 

 

From the chart of installed capacity of ternary and lithium iron phosphate from January to November this year, it can be seen that since the transition period of financial subsidies for new energy passenger vehicles ended on June 25 this year, the installed capacity of ternary battery in July fell precipitously, but then slowly recovered. On the other hand, the subsidy for new energy buses with lithium iron phosphate as the main power ended at the beginning of August, and the installed capacity of lithium iron phosphate was at a high point in July, and the installed capacity in August also fell sharply compared with that in July. Subsidies have declined significantly, and vehicle enterprises have begun to pay more attention to the cost link. Since this year, in order to save costs, many A-class and below models in the market are trying to replace lithium iron phosphate batteries with ternary ones. Therefore, the monthly growth rate of lithium iron phosphate has picked up rapidly since August. New power battery enterprises have been loading in succession. Although the power battery market competition is fierce, the industry has entered the deep shuffling area, and many battery enterprises have been out. However, we are optimistic about the future prospects of the new energy automobile industry, and there are still many power battery enterprises. It is worth noting that these new enterprises have begun to load one after another. In May this year, the first phase of 2.5gwh power battery project of Anhui liweineng Power Battery Co., Ltd. was put into production. According to the data of the power battery application branch, Levinson has appeared on the new energy vehicle power battery installation list in November: in November, Levinson power battery installation was 0.15mwh. According to battery china.com, the supporting battery of livir in that month is a three yuan soft pack battery, with a system energy density of 160wh / kg. In an interview with battery china.com, the head of levican disclosed that the company’s first phase production project mainly produces soft bags and cylindrical lithium-ion power batteries. Among them, the soft bag and cylindrical ternary battery will be mainly used in high-end passenger cars; the cylindrical lithium iron phosphate battery target market is electric bicycle, electric energy storage and other fields. As the battery enterprise of the new supporting vehicle enterprise this year, the installed capacity of rip energy increased significantly in November. According to the data, in November this year, the installed capacity of rip energy power battery reached 64.01mwh, an increase of 1591.15% month on month, ranking 14th in the installed capacity of power battery in that month. It is understood that rip energy was established in October 2017, which is an important force for Qingshan group to layout new energy industry. In mid October 2018, the company launched the first phase of small batch trial production of 3gwh power battery production line, and started to load in July this year.