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AddTime:2023-12-16    Author:Xinyuren    Hits:2075

On December 11, the China Automotive Power Battery Industry Innovation Alliance (referred to as the "battery Alliance") released domestic power and energy storage battery sales and loading data in November 2023 and January-November.

Loading capacity, in November, China's power battery loading capacity of 44.9GWh, an increase of 31.0%, an increase of 14.5%. The loading capacity of ternary battery is 15.7GWh, accounting for 35.0% of the total loading capacity. The loading capacity of lithium iron phosphate battery is 29.1GWh, accounting for 64.9% of the total loading capacity.

From January to November, the cumulative load of China's power batteries was 339.7GWh, a cumulative increase of 31.4%. The cumulative loading capacity of ternary batteries is 109.6GWh, accounting for 32.3% of the total loading capacity. The cumulative loading capacity of lithium iron phosphate battery is 229.8GWh, accounting for 67.6% of the total loading capacity.

In terms of concentration, from January to November, a total of 49 power battery companies in China's new energy vehicle market realized vehicle loading, 7 fewer than the same period last year, and the power battery loading capacity of the top 3, top 5 and top 10 power battery companies was 270.1GWh, 299.1GWh and 330.1GWh, respectively. The proportion of total loading volume was 79.5%, 88.0% and 97.2%, respectively.

It is worth mentioning that in November, ternary and lithium ferromanganese phosphate hybrid system batteries were loaded for the first time.

In November, the TOP15 domestic power battery enterprises loading capacity are: Ningde Times, BYD, Zhongchuang New Aviation, Guoxun High-tech, billion Wei Lithium energy, LG New energy, Hive Energy, Funeng technology, Xinwang Da, Rupu Lanjun, Zhengli New energy, Weilan Technology, Polyfluoro, Anchi New energy, Rongsheng Alliance Good Li.
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