Securities Daily reporter according to the Union released by the latest list of new energy passenger car sales that in November this year, the domestic sales of new energy vehicles reached 74,900 units, an increase of 131.4% January-November cumulative sales Reaching 445,100 units, an increase of 108.2% over the same period of last year. The popularity of new energy vehicles also boosted the market for power lithium batteries. In the first ten months, the total installed capacity of domestic lithium batteries was 18.1GWh, an increase of 31.43% over the same period of last year.
Reporter noted that this year 700,000 new energy vehicles production and marketing industry chain has brought the demand has been further enlarged, electric car parts supply chain market competition has entered a white-hot stage in which the supply of lithium batteries has become the focus of competition.
"Securities Daily" reporter statistics by 2017 five batches of new energy passenger vehicles to promote battery pack found that Ningde era, BYD, Fu can technology, Pride and Guoxuan Hi-Tech has become the mainstream of the current market of new energy vehicles battery Among them, Ningde Times took 33 models ahead of its competitors; BYD passed the top 20 with its own 20 models; and Funeng Technology, Plaid and Guoxuan Tech took 16, 14 and 13 respectively The number of third to fifth place breakdown.
In the hot pure electric trains, the performance of Beiqi New Energy EC series is very eye-catching. In the first 11 months, the sales volume of 64,900 units topped the list, and the second known Zhudou D2 opened a gap of 23,000 units; ranking third To the fifth place is the BYD e5, JAC IEV and Imperial EV, sales were 21,300, 21,300 and 20,500.
It is worth mentioning that, between the mainstream battery suppliers and hot models between the flowers, almost reached one by one supporting the relationship between supply.
Reporters noted that the Beijing Automobile EC series mainly uses the country Xuan Transtech's square aluminum case batteries, but also some of the supporting Fu can technology soft battery; know beans using battery pack by the Boston battery and multi-fluoride battery; JAC iEV in iEV5 and iEV4 models were used, respectively, Tianjin Li Shen He Xuan and Hi-Tech single cell; and EVOL models have adopted the era of Ningde ternary lithium batteries.
In response, insiders told reporters that due to the high quality hot car models in the future there is a higher expected heavy volume and product life expectancy, large-scale battery suppliers supporting the supply of vehicles will drive the concentration of battery suppliers to further enhance.
Power battery industry in the harvest of high concern, the market is also increasingly fierce competition, the elimination of accelerated data show that in the first 10 months of 2017 a total of 76 battery suppliers to form an effective installed supply, compared with 109 last year. It is estimated that this year or will reduce the 30 battery suppliers.
In response, China Chemical and Physical Power Industry Association Power Battery Branch Senior Consultant Fang Jianhua told reporters that the power battery industry has emerged structural overcapacity: 'can be recognized by the vehicle business, recognized by the market, cost-effective to meet the market Demand for the product, capacity is not enough; and can not meet the battery needs of the market, there will be overcapacity. 'The future of industrial reshuffle will be accelerated, out of speed will be accelerated, the stronger Hengqiong leading role will be further revealed.
