According to public data, 2016-2017 of China's power battery capacity reached 101-kilowatt, 154-kilowatt hours.
2018 of production capacity is currently expected to be 168GWH. On the other hand, although China's new energy vehicle production in 2018 has been more than 1 million, the power battery shipments will reach only 45GWh. More than 350% of the reverse pattern of supply and demand will become the subject of industry restructuring for some time. As the policy catalyst heats up, the demand for energy density of power battery is further improved.
In this context, the number of battery-related enterprises in China from 2016 to 160 down to less than 90 in 2017. This January-May, the total power battery installed capacity of about 12.67GWh, an increase of 224% yoy.
However, from the installed capacity of the enterprise, the total capacity of the first ten power battery enterprises total up to 3.83GWh, accounting for the overall proportion reached 85%. The controversy over lithium iron phosphate and ternary materials has been a long-standing debate. In 2017, lithium iron phosphate and ternary batteries accounted for 95% of the total vehicle load. Among them, ternary battery accounted for 43.12%, lithium iron phosphate battery accounted for 49.44%. However, the demand for driving mileage and battery energy density policies has increased gradually. The balance between the two was finally broken. In the field of battery loading, 2017 ternary battery loading capacity of 16.05GWh, mainly used in pure electric passenger cars. The proportion of the total electric passenger car is 56.14%, and the matching ratio of the pure electric vehicle is 34.87%.
Lithium iron phosphate battery loading capacity of 18.00GWh, in the pure electric bus supporting capacity of more than 70%, in pure electric passenger car matching quantity is relatively stable, maintained in about 16%, while in the plug-in hybrid passenger cars on the matching amount is declining trend. Data show that the current 73 continue to reach or more than 400 kilometers of pure electric passenger car model supporting battery enterprises have 22, including 20 enterprises supporting three-dimensional battery. In terms of battery technology, 73 of all electric passenger cars that have continued to reach or exceed 400 kilometres are accounted for by 83% of the three-way battery. Other technical routes accounted for: lithium iron phosphate battery 10%, multi-composite lithium battery 4%, not specified battery category lithium battery 3%. Thus, the current technology of three-cell battery is safe and has a promising future.
