Interpretation Of 2016 Power Battery Market

- Jan 10, 2017-

Recently, in the State Science and Technology Innovation Conference Hi-tech sixth, China Automotive Technology Research Center, Wang Cheng, deputy director of the work of Beijing introduced in 2016 the domestic production of new energy vehicles and supporting battery capacity, business and other data. Data show that in November 2016 the total output of new energy vehicles, 405,000 in December output of 112,000, the annual output of 517,000.


2016 1 November, China's new energy vehicles supporting the total battery power more than 19.8 billion-watt, of which pure electric vehicle type of supporting battery capacity of 18.4 billion watts, plug-in hybrid-type power battery supporting capacity of 14 million watts Time. Expected annual demand for more than 25 billion watts.


New energy vehicle production


China Automotive Technology and Research Center data show that in November 2016 the total output of new energy vehicles, 405,000, an increase of 149%; of which pure electric vehicle production was 319,000, an increase of 160%, accounting for about 79% Type hybrid models produced 85,000, an increase of 119%, accounting for about 21%.


December output of 112,000, the annual output of 517,000.


Top five brands ranked


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Technical route accounting


From the battery point of view, in different types of battery supporting models of production, the output of lithium iron phosphate models up to 201,000, slightly higher than the ternary 21,000, the overall situation, the proportion of lithium iron phosphate models stable There is a drop, ternary models of micro-growth trend.


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In terms of passenger cars, ternary model production from April has been higher than the output of lithium iron phosphate models, with the overall growth trend in the month.


2016 years ago, the amount of power battery capacity situation


2016 1 November, China's new energy vehicles supporting the total battery power more than 19.8 billion-watt, of which pure electric vehicle type of supporting battery capacity of 18.4 billion watts, plug-in hybrid-type power battery supporting capacity of 14 million watts Time. Expected annual demand for more than 25 billion watts.


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Of which pure electric passenger car 6.88 billion hours, pure electric passenger car 101.7 million hours, pure electric car 1.39 billion hours, plug-in passenger car 1.01 billion hours, plug-in passenger car 380 million hours.


Battery installed capacity accounted for


In the first 11 months of this year, lithium iron phosphate batteries as the main supporting batteries, supporting the amount of 14.4 billion watts, accounting for 72%; ternary material than the matching amount of lithium iron phosphate battery 1/3, 24% Lithium supporting capacity of 520 million watts, accounting for nearly 3%, the other accounted for less than 1%.


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Analysis of Single Power Battery Enterprise


Among the 140 supporting enterprises, there are 75 supporting enterprises of lithium iron phosphate batteries, 75 supporting enterprises of ternary batteries, 8 supporting enterprises of lithium manganese oxide, 4 supporting enterprises of lithium titanate, 4 multicomponent battery supporting enterprises, Hydrogen battery supporting enterprises 2, super capacitor supporting enterprises 7.


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System and BMS enterprise analysis


Has produced new energy vehicles, a total of 205 systems supporting enterprises, of which seven foreign enterprises, domestic enterprises 198.


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205 systems supporting enterprises, 111 companies have both monomer and system integration, matching the proportion of 80%, while 94 companies only do system integration, not production monomer.


Has produced new energy vehicles a total of 176 BMS supporting enterprises, 12 foreign enterprises, domestic enterprises 164, the share of domestic enterprises installed capacity of 95%.


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46 companies covered the single-system BMS industry model.


The number of enterprises supporting the directory


"Automotive power battery industry standard conditions" since the implementation of a total of four batches of business directory, of which 56 single enterprises, a system of enterprises.


In the 19.8 billion-watt matching volume, the catalog of enterprises supporting 17.8 billion-watt, accounting for 90%, directory of enterprises supporting the amount of 20 billion watts, accounting for 10%.


to sum up


1. Lithium iron phosphate and ternary battery is still the mainstream of the recent application;


2. Standard conditions for the development of the battery industry has a certain guiding significance, the advantages of the initial emergence of the battery business;


3. Comprehensive policy-driven, bus to lithium iron phosphate-based, three-cell battery for the first time more than supporting the use of lithium iron phosphate;


4. Lithium iron phosphate lithium when the amount decreased significantly, ternary battery significantly increased;


5. Ternary battery technology has improved significantly.