Saic power battery ii: age, foreign battery only for mixing

In January 2019, the domestic new energy automobile production more than 100000 vehicles, driving power battery monthly capacity are growing almost three times from the same period a year earlier, to 4. 98GWh。

there is no suspense, the highest monthly capacity, ningde era of 2. 14 GWH, market share of more than 4, the era of ningde joint venture with saic saic contribute quite a lot of the time; Byd monthly capacity 1. 37 GWH, market share is less than three, and still is given priority to with self supply, but for has started, there are 7 January capacity. 7% is for outside.

power battery enterprises & other; Big head, long and thin tail rolling & throughout; The market pattern persists, January market share of less than 0. 5% of batteries have 31 companies, accounting for 1 month more than six into effective installed enterprise.

foreign battery enterprise, SANYO and LG chemical has installed two, total is 15. 24 MWH, synthesis of supply power battery foreign enterprises look at last year, foreign investment enterprises power battery only supply mixed passenger cars, is three yuan material batteries. Has so far failed to a domestic pure electric vehicles using the foreign capital enterprise power battery.

the sliding battery installed 3 monthly ternary material. 47 GWH, accounting for more than 69. 75%, an increase of 383. 11%; Lithium iron phosphate battery installed 1 monthly. 42 GWH, accounting for more than 28. 59%, an increase of 179. 06%. Ternary material battery is still the key to pulling power battery capacity growth in January.

model field distribution, pure electric passenger cars is one of the biggest market capacity, installed on January 3. 22 GWH, accounted for 65%, sliding batteries ternary material accounted for more than 96%.

the lion technology ( 002684). In late January 8 announcement, the company and building materials to be deepened xin technology co. , LTD. Signed the asset purchase framework agreement, the company intends to be deepened through to the building materials xin issuing shares and pay cash to buy its to be engaged in photovoltaic power generation and other related business of the company's equity and related to all the rights and interests of specific transaction price is yet to be evaluated.

the second plate is pure electric passenger cars, machine 1. 2 GWH, accounted for 24%. Lithium iron phosphate battery accounted for the largest proportion, there are 1. 15 GWH, lithium titanate battery 45. 9 MWH, manganese acid lithium battery 7. 1MWh。

pure electric vehicle, the lithium iron phosphate batteries installed accounted for more than 58. 4%, 122 MWH, sliding three installed capacity is only 85 yuan. 9MWh。

compared with the same period last year, pure electric vehicle power battery installed capacity increased 5. More than 5 times, is the biggest gains plate; Pure electric bus power battery installed capacity increased 1. Seven times. In addition, the mixed passenger car plate rose 58% year-on-year, pure electric vehicle installed year-on-year growth of 32%.