on august 3, the global information agency sne research announced the global power battery loading data from january to june 2023, and the global battery companies handed over the half-year answer sheet.
overall, from january to june 2023, the global power battery load was 304.3gwh, an increase of 50.1%, compared with the high growth rate of 71.8% in 2022. according to sne research at the beginning of the year, the global power battery loading will reach 749gwh this year, the first half of the goal is only less than half, the second half still needs to work hard. among them, the global power battery leader ningde times loading capacity was 112gwh, an increase of 56.2% compared with the same period last year, the global market share was 36.8%, the market share increased by 1.4 percentage points, in the global power battery suppliers only occupy more than 30.0% of the market share, ranking first in the world for six consecutive years.
not only that, the battery loading capacity of ningde era is also about equal to the second, third and fourth byd (47.7gwh), lg new energy (44.1gwh), japan's panasonic (22.8gwh) battery loading capacity.
for the first "unchanged" and "change" in the ningde era, sne research commented that from the performance of the first half of this year, ningde era began to surpass the chinese domestic market and make rapid progress in overseas markets. the company's battery load in europe and north america has nearly doubled year-on-year. batteries in the ningde era are mainly installed on tesla model 3/y, saic mg zs, saic mg 4, gac aion y, nio et5 and other models.
just last week, the 2023 semi-annual report released by ningde times also said that overseas, the company has now deepened global cooperation with tesla, bmw, daimler, stellantis, vw, volvo, ford, hyundai, honda and other car companies. from january to may this year, the company's overseas power battery usage market share reached 27.3%, an increase of 6.9 percentage points over the same period last year.
benefiting from the continuous expansion of overseas business, overseas customers in the early stage of fixed delivery, the first half of this year, ningde times overseas sales revenue increased accordingly. the company's battery system products achieved overseas revenue of 67.27 billion yuan, accounting for 35.49% of the current operating income, a year-on-year increase of 195.15%, not only the growth rate of more than four times the growth rate of domestic operating income, and the gross margin of overseas battery business 20.97%, is also higher than the domestic 20.22%.
however, it is worth noting that the 56.2% growth rate of battery loading in the first half of this year, compared with 111% last year, has almost slowed down by half.
byd ranked second with 47.7gwh, with a year-on-year increase of 102.4% in installed capacity, and a market share increase of 4.1 percentage points to 15.7%, from 2.9 percentage points behind south korea's lg new energy last year to 1.2 percentage points. the gap with the leader ningde era narrowed from 23.8 percentage points behind last year to 21.1 percentage points.
it is interesting that the ratio of 36.8% to 15.7% of the global market share of ningde times and byd batteries in the first half of the year is also the relative ratio of the net profit of the two companies in the first half of the year. in the first half of the year, ningde era achieved a net profit of 20.717 billion yuan, and byd achieved a net profit of 10.5 billion to 11.7 billion yuan in the first half.
sne research commented that byd gained an advantage through its vertically integrated model of self-supplying batteries and car manufacturing. byd's electric models have gained popularity in china's domestic market because of their price competitiveness. byd is expanding its market share in asia and europe outside china, focusing on its main model atto 3(yuan plus).
in addition, based on the success of byd's blade battery for tesla's berlin model y in the first half of this year, it is not difficult to see that byd will be a strong challenger in the ningde era in the future.
in terms of the overall performance of china's battery companies, in addition to ningde times and byd, the top ten are also zhongchuang new aviation, billion wei lithium energy, guoxun high-tech and xinwang da four. the overall market share of the six chinese companies reached 62.6%, up 5.9 percentage points from 56.7% last year.
compared with the top ten list of the same period last year, billion wei lithium energy replaced honeycomb energy, not only that, billion wei lithium energy battery loading growth rate reached 151.7%, in the world's top ten power battery companies, not only the growth rate ranked first, and byd is the only two car loading growth rate reached three digits of enterprises.
however, it can be seen that in addition to the new top ten billion wei lithium energy, the growth rate of battery loading of the remaining three chinese companies has also slowed down significantly compared to last year, such as xinwang da's battery loading growth rate of 651% in the same period last year, zhongchuang airlines is 163%, and guoxun high-tech is 144%, and the loading growth rate of the three companies has slowed to 44.9% this year, respectively. 58.8% and 17.8%.
sne research commented that recently, chinese battery companies are promoting cooperation with south korean companies. if korea, which has signed a free trade agreement (fta) with the u.s., supplies battery materials for electric vehicles and exports them to u.s. companies, the conditions of the inflation reduction act can be met.
in comparison, from january to june 2023, the market share of three south korean companies, lg new energy, samsung sdi and sk on, was 23.9%, down 2.2 percentage points from the same period last year, but the battery loading volume of the three companies showed an increasing trend. lg energy ranked third with 44.1gwh up 50.3 percent from the same period last year, followed by sk on with 15.9gwh up 16.1 percent and samsung sdi with 12.6gwh up 28.2 percent.
the growth momentum of the three korean companies is mainly due to the good sales of models equipped with batteries of each company. samsung sdi benefited from continued sales growth of bmw i4/7/x and audi e-tron. sk on showed growth momentum thanks to strong sales of hyundai ionic 5, kia ev6, and mercedes-benz eqa/b. lg new energy posted the highest growth rate among the three korean companies thanks to sales of global bestsellers such as tesla model3/y, volkswagen id.3/4 and ford mustang mach-e.
it is worth noting that although the market share of lg new energy was surpassed by byd, the growth rate of battery loading was 46.3 percentage points higher than that of the same period last year, showing a momentum that cannot be ignored. in addition, overseas sales of hyundai ioniq 6 and kona (sx2) equipped with lg new energy batteries are expected to expand, which is expected to benefit lg new energy battery sales in the future.
panasonic was the only japanese battery company to enter the top 10, with a load of 22.8gwh, an increase of 39.2% compared to the same period last year, an increase of 23.2 percentage points, and a market share decreased from 8.1% to 7.5%. panasonic is one of tesla's main battery suppliers, accounting for the majority of tesla's models in north america. compared with the same period last year, the sales of tesla model y increased sharply, which led to the growth of panasonic's battery load.
source: thepaper.cn, power battery network
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