Release of battery loading data of logistics vehicles in the first three quarters

According to the data of China Automotive Power Battery Industry Innovation Alliance, in September 2022, China's power battery loading volume will be 31.6GWh, with a year-on-year growth of 101.6% and a month on month growth of 14.0%. Among them, how about the loading capacity of power batteries of new energy logistics vehicles?

The data shows that in September 2022, the cumulative sales of new energy logistics vehicles will be nearly 22500 (excluding cross type passenger vehicles), and the cumulative loading of power batteries will be about 1.39GWh, down 0.67% month on month. The sales volume of new energy logistics vehicles in the first nine months was 146000 vehicles (excluding cross type passenger vehicles), and the corresponding cumulative load of power batteries was about 9.74 GWh.

■ In September, the sales volume increased month on month, and the installed capacity of batteries decreased slightly by 0.67%

The data shows that in September 2022, the loading capacity of power batteries for new energy logistics vehicles is about 1.39GWh, and the top three are Ningde Times, Yiwei Lithium Energy and Guoxuan High Tech. Compared with last month, the second and third places are interchangeable, but there is little difference in loading.

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The 4-10 places are China Innovation Airlines (89.8 MWh), Lishen Power (41.8 MWh), Henan Lidong (17.5 MWh, 1.3%), Honeycomb Energy (16.3 MWh, 1.2%), Antchi New Energy (15 MWh, 1.1%), Shenlan Power (9.9 MWh, 0.7%) and Hengtian New Energy (7 MWh, 0.5%). Among them, Hengtian New Energy gained 6.96MWh of loading capacity by virtue of the sales growth of New Geo, returning to the top ten of the list.

Specifically, Ningde Times won the championship in TOP3 with 821.5MWh loading, with a market share of 59.1%, down 3.9% month on month; Yiwei Lithium can take the second place with the loading capacity of 173.1MWh; Guoxuan High Tech ranked third, with 162.4MWh of loading, accounting for 11.7%. Among them, Kairui Finless Porpoise EV and Dongfeng Yufeng EM26 have more supporting capacity.

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On the whole, TOP3 battery enterprises accounted for 83.3% of the market, an increase of 5.6 percentage points over the same period last year (77.65%), and the market concentration was further improved.

Compared with August, the power battery load in September decreased slightly month on month by 0.67%. The sales volume of new energy logistics vehicles has increased month on month. Why has the battery loading decreased month on month? Trolley resources noted that this was mainly due to the month on month decline in sales of new energy light trucks and small trucks in September. Among them, the ring ratio of new energy light truck dropped by 24.7% and that of small truck dropped by 15.53%.

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As for the performance of the power battery load, the new energy light truck battery load in September was 212.5MWh, a 25.99% month on month decrease; In September, the micro card battery load was 55.06MWh, down 23.9% month on month. Due to the substantial growth in the sales volume of mid tier cars, the loading volume of mid tier cars was almost the same as that of micro tier cars, with a year-on-year growth of 16.31%.

■ In September, which car enterprises were supported by TOP 10 battery enterprises?

According to the tram resource statistics, in September 2022, Ningde Times will provide supporting power batteries for more than 100 models of more than 60 auto enterprises, mainly supporting remote new energy commercial vehicles, Foton Motor, Xinyuan New Energy, Shenlong Motor, Xugong Motor, Dongfeng Liuqi, and Hanma Technology. These seven enterprises account for 50.1% of the total number of vehicles loaded in Ningde Times in September.

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Yiwei Lithium Energy cooperates with Sany Automobile, Remote New Energy Commercial Vehicle, Ruichi New Energy, Dongfeng Automobile Co., Ltd. and other auto enterprises, accounting for 12.5% of the market. Among them, there are many battery kits provided for Sany Automobile and remote new energy commercial vehicles, accounting for 83.2%. The main supporting models are Sany Heavy Truck, Remote Frontier F3E, etc.

Guoxuan Gaoke provides battery support for 16 auto enterprises, including Kairui New Energy, Remote New Energy Commercial Vehicle, Ruichi New Energy, SAIC MAXUS, etc. From the perspective of model segmentation, Kairui Jiangfu has become the highest supporting model of Guoxuan Gaoke with 41.4 MWh loading capacity, with more than 1000 supporting vehicles.

Ruichi New Energy and New Geo are the enterprises with the largest loading capacity of China Innovation Airlines and Lishen Power respectively, with the loading capacity of 72.49MWh and 28.55MWh respectively.

The main supporting enterprises of Henan Lidong, Honeycomb Energy, Antchi New Energy and Shenlan Power are Dongfeng Automobile Co., Ltd., Qianchen Automobile, Kaima Automobile and Zhengzhou Yutong in turn; Tianjin Hengtian New Energy Co., Ltd. only provides supporting vehicles for New Geo vehicles, including New Geo Shualing and Geo Alten.

■ The first three quarters: the battery load reached 9.74 GWh, and the Ningde Times 6.3GWh

According to statistics, the cumulative load of power batteries from January to September 2022 is about 9.74 GWh.

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From the specific data, the top ten enterprises in terms of power battery loading of new energy logistics vehicles from January to September 2022 are Ningde Times, Guoxuan Hi Tech, Yiwei Power, Zhongchuangxin Aviation, Lishen Power, Penghui Power, Henan Lidong, Antchi New Energy, BYD (including Ferdi batteries) and Honeycomb Energy.

Among them, the loading capacity of Ningde Times is about 6.29GWh, accounting for 64.6%, ranking first, and the number of supporting vehicles exceeds 70,000. It is understood that in the first three quarters of this year, Ningde Times achieved a revenue of 210.34 billion yuan, a year-on-year increase of 186.72%; The net profit was 17.592 billion yuan, up 126.95% year on year.

Guoxuan High Tech ranked second with 961.3MWh loading, accounting for 9.9%; Yiwei Power accounted for 8.8%, with 861.5MWh loading capacity ranking third.

From the perspective of market share, from January to September 2022, the cumulative load of power batteries of the top 3, top 5 and top 10 battery manufacturers will be 8.1GWh, 8.9GWh and 9.4GWh respectively. Accounting for 83.3%, 91.4% and 96.7% of the total installed vehicles in the first nine months of 2022.