In April, the new energy battery consumption was 3.77 million degrees, an increase of 3 times year-on-year. According to the author's personal estimation, the number of new energy vehicle production certifications achieved high growth in 2018. In April, the output of new energy vehicles was 87,000, an increase of 1.5 times year-on-year. The amount of 3.77 million degrees, a three-fold increase compared to the same period last year.
The production of new energy vehicles for 17 years has continued to grow from the previous month. The year-on-year period of January-April 18 continued to grow at a high rate, and the pull-up rate in April was rapid, and the increase in the synergies between lithium iron phosphate and ternary was also very good.
1,18 new energy vehicle production to achieve a good start
According to the author's personal calculations, according to the automobile production certification data: in April 2018, the output of new energy vehicles was 87,000 units, an increase of 97%; the total installed battery power was about 2.11 million degrees, an increase of 128% over the same period of last year. As the rush-loading characteristics at the beginning of January-February led to an increase in the output of new energy vehicles, the increase in output in April was encouraging. Judging from the April automobile trend, the demand for batteries and the number of vehicles are both in a good state of growth. The production and sales volume in April 17 was very low. After the new subsidy policy for new energy vehicles was stabilized in 18 years, the effect of heavy volume was better.
Recovery of demand for new energy vehicle batteries in 2 and 18 years
From January to December in 17 years, the output of new energy vehicles was 810,000 units, a year-on-year increase of 99%, and the demand for batteries accumulated to 36.02 million kWh. Under the background of negative growth in the first half of the year, the year-on-year growth rate was 3%. increase. The main reason for the resumption of growth was the rapid growth in demand for the year-on-year battery from July to December. Demand for batteries in April-April 18 also increased by 2.8 times year-on-year. Compared with the base of negative growth for the past 17 years, it was indeed strong in January-April of 18 years.
3, the new energy vehicle's battery demand changes with the product
From January to April, the new energy vehicle battery consumption was 8.21 million degrees, an increase of 6.04 million degrees from the 2.17 million in January-April 17 years. In April 18, the amount of battery used increased from March to March, but the structural differentiation was also obvious. From the perspective of vehicle breakdown, the installed capacity of passenger car battery in April 18 was approximately 2.31 million degrees, an increase of 1.56 million degrees from the previous year's 77 million degrees; the installed capacity of passenger car battery was 1.3 million degrees, an increase of 1.24 million degrees over the same period; The battery installed capacity was 160,000 degrees, an increase of 80,000 degrees compared to the same period of last year, and the growth of passenger cars was strong.
In 18 years, the demand for passenger cars resumed quickly, and buses were still the main force for battery demand. From the perspective of changes in production structure, passenger car production in April 18 accounted for 8%, but in April passenger car batteries accounted for 35% of the total, compared to 17% of April 17 battery consumption improved greatly.
In the past 17 years, passenger cars accounted for 68% of total output demand and 37% of battery demand. Passenger cars in 18 years accounted for 89% of total output demand and 66% of battery demand, which is still the core driving force for consumer growth. . The passenger car output in 18 years recovered well.
April and April battery demand characteristics
In 1978, the percentage of ternary batteries for 1-4 was 63%, which was to increase by 18% in 45% in 17 years and 20% in 17 years compared with 22% in 16 years. The demand for lithium manganate and lithium titanate has gradually decreased.
5, passenger car battery demand characteristics
From the perspective of different battery types, the three-year battery trend continues. In April, the proportion of the three yuan lithium in the total passenger car installed capacity continued to increase, and the blending reached 100%. In April, pure electric power reached 93%, and lithium iron phosphate dropped slightly, which is also more distinctive.
Passenger car battery is mainly based on lithium iron phosphate, but its proportion is not high, and the production ratio of lithium manganate and super capacitor also has a certain market space. The lithium iron phosphate passenger car battery demand in April 18 was good, reaching 98%.
The ternary trend of special vehicles is obvious. In 17 years, the capacity of the Sanyuan battery reached 68%, compared with 37% in 16 years. The rising trend of the three yuan in 18 years is relatively a reasonable state, reaching 73% in April, and the recovery of lithium manganate is also a good trend.
6. Characteristics of demand of battery companies over the years
The concentration of battery companies gradually increased. Three years ago, the top three companies reached 57% of the total battery share, which rose to 72% in 18 years. The share of the 4th to 10th companies remained relatively stable, 19% in 16 years, 21% in 17 years, and 18% in 18 years. The 11th to 20th companies have 11% of their share in 16 years, 13% in 17 years, and 7% in 18 years. There has been a contraction.
On the whole, the top 20 companies in battery production dropped from 87% in 16 years to 85% in 17 years, and increased to 94% in 18 years. The overall share is still rising. In particular, the share of leading companies rose from 26% in 16 years to 29% in 17 years, and then rose to 46% in the first quarter of 18 years. The performance was even more pronounced.
From the battery business perspective, BYD and Ningde era are very good companies, both in terms of performance regardless of the previous period, while the performance of Shenzhen Water Code in the 16-17 year is relatively prominent, 18 years by Hefei Guoxuan significantly exceeded Shenzhen BAK battery is relatively strong.
7, the main battery manufacturers outstanding performance
The performance of the main battery company is also chasing after you. Because the battery company's loading list split from the entire vehicle catalog sometimes has a model of multiple manufacturers supporting the situation, it is not sure to split the reasonable, so it is treated as a business group, tied In the enterprise, leading to the main business may therefore be less, but not much.
BYD's installed share in April reached 35%, regaining the first battery installed. The Ningde era was also excellent, reaching 33%.
8, the main battery product structure changes
The advantages of the main manufacturers are relatively obvious. The output of Sanyuanli in the Ningde era is rapidly rising. In particular, the Ningde era represented 63% of its own accounted for the total amount of trivalent lithium in the first quarter of 2018, and reached its 65% proportion in April.
And BYD’s production in April in the first quarter of 18 was 100% loaded, reflecting the demand of the bus and not fulfilled in the first quarter, resulting in the lack of certification data for lithium iron phosphate. In April, BYD turned over and lithium iron phosphate became a major contribution. And BYD's new energy vehicles are still very strong.
9, the main battery product supporting changes
From the data of January-April of January 18, it can be seen that the battery manufacturers have obvious changes in the vehicle support, especially represented by the Ningde era. The overall supporting of the first quarter is by car, especially the Beiqi Energy, Chery Automobile and Changan Automobile. As a representative, we focused on the development of Changan and Chery. The proportion of bus companies with Zhengzhou Yutong dropped significantly.
BYD's battery take-out has made certain progress. The early period was mainly for Beijing Hualin, but in the 18th year, Brilliance Automotive has appeared. Guoxuan Hi-Tech Co., Ltd. focused its efforts on JAC and also vigorously developed the business of BAIC New Energy. The performance of this company was relatively good. Shenzhen BAK has performed very well while developing Zhongtai, and has focused on the development of hippocampus vehicles.
Beijing Guoneng currently supplies Zhengzhou Yutong, while Zhuhai Yinlong did not have lithium titanate in April. It is mainly the supply of Guoneng. It is also a good transition.
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