the first three quarters of the global power battery load top10 released-皇冠彩票网址

on november 7, the latest data released by south korean research institute sne research showed that from january to september, the global registered electric vehicle (ev, phev, hev) battery load was about 485.9gwh, an increase of 44.4%. from the perspective of the global power battery installed capacity top10 enterprises, chinese enterprises still occupy 6 seats, the market share reached 62.9%, compared with the market share of 63.1% in january to august. the combined market share of ningde times and byd is still more than half, reaching 52.6%.

specifically, from january to september, ningde era topped the list with 178.9gwh of loaded vehicles, an increase of 52.1% year-on-year, accounting for 36.8% of the market share among global battery suppliers; byd retained the second place with 76.6gwh, up 71.4% year on year; although china chuang singapore airlines continues to rank sixth above samsung sdi with 22.5gwh, its installed capacity is tightly gripped by the latter; the loading capacity of guoxuan high-tech was 10.6gwh, an increase of 9.2%, rising one place to the eighth; although yiwei lithium energy maintained a triple-digit year-on-year growth, it fell one place to ninth, with 10.1gwh of loading; xinwanda maintained its 10th position with 6.8gwh of loaded vehicles, up 9.4% year-on-year.

in addition to the six chinese companies, three battery companies in south korea and japan's panasonic also remain solid. in south korea, from january to september, lg new energy power battery load increased by 49.1% to 69.3gwh, ranking third, sk on and samsung sdi ranked fifth and seventh, respectively, up 13.2% to 24.6gwh, up 40.2% to 21.7gwh. in addition, japan's panasonic with 33.8gwh installed capacity, an increase of 32.3%, ranked fourth in the world's power battery installed capacity.

sne analysis, the current price competitiveness rather than performance has become a hot topic, and accordingly many companies are using lithium iron phosphate batteries with price competitiveness compared to ternary batteries, and korean battery companies focusing on high-nickel batteries have also announced lithium iron phosphate and high-voltage nickel battery road maps. as countries raise trade barriers, such as the united states "reduce inflation act" (ira), etc., it is difficult for chinese companies with strong lithium iron phosphate batteries to enter the market directly, and market share changes are of great concern.

from the perspective of listed enterprises, ningde era's technological innovation continues to export, and has a broad customer base at home and abroad, with global leading competitiveness. since 2017, the company's global power battery market share has been the first in a row, with domestic installed capacity accounting for 42.8% in the first three quarters of 2023, and overseas installed capacity accounting for more than 25%. in terms of customers, the company is the most important supplier of tesla, saic, geely, ideal, nio, celis, etc., and overseas volkswagen, bmw, daimler, psa, etc., and is the main supporting enterprise of domestic passenger car exports, accounting for more than 60% of the supporting enterprises.

byd, since the release of blade batteries, ferdi battery shipments have achieved a huge leap forward, with cost and safety advantages, the world's installed capacity ranked second. the explosion of the company's own brand vehicles has driven its power battery installed capacity to continue to increase, and entering the tesla supply system proves the technical strength of blade batteries, which also promotes the accelerated expansion of its external supply scale, which is expected to further increase its market share.

in terms of zhongchuang new aviation, the development of dongfeng by gac 'an has achieved the coverage of all models of xiaopeng, and the installed capacity of the company's power battery has increased by multiple levels. in addition, the company takes the ultra-high rate battery as the focus, supports the full range of hao bao ssr models, enters the field of luxury intelligent electric vehicles, realizes the full circle industrial layout, gradually optimizes the customer structure, and the future development is worth looking forward to.

yiwei lithium can drive high expectations of power battery growth with square iron lithium and ternary large cylinders. in the domestic market, the company focuses on square iron lithium products, and has become a core supplier of xiaopeng, gac 'an, nezha, etc. in the overseas market, the company accelerated the development and mass production of 46 large cylinders. at present, 46 series of large cylinders have obtained a total of 472.31gwh of intended orders in the next five years, and it is expected to complete 20gwh production capacity construction within the year, and the planned production capacity of more than 50gwh in shenyang, chengdu, hungary and other places. in terms of customer development, the company's subsidiary yiwei power received the fixed point of gm's 12v lithium battery system, and signed a memorandum of understanding with rimac in europe. in addition, yiwei usa plans to set up overseas joint ventures with electrified power, daimler truck and paccar in the united states.

as a leading domestic lithium iron phosphate battery enterprise, the company has fully enjoyed the dividend of the substantial growth of the lithium iron phosphate battery industry in the past two years, especially after being held by volkswagen, and its overseas layout has gone quite far. with the strong support of shareholders, its product brand and technical strength have also been greatly improved compared with before. especially in the united states ira bill to increase restrictions on chinese power battery companies at the same time, guoxuan high-tech may be able to benefit from its foreign-controlled shareholder background, in the european and american markets to seize the development opportunities.

xinwang da, as a long-term enterprise in the field of lithium-ion batteries, the company has nearly 30 years of lithium-ion battery production and manufacturing experience. relying on rich industry experience, xinwang da has grown rapidly in the field of power batteries, focusing on square batteries while laying out large columns, covering the two major application markets of bev, phev/erev power and energy storage, and actively laying out in the field of electric ships. once the company's power battery business is successfully spun off and listed, its financing ability will be greatly strengthened and help the company's competitiveness improve rapidly.

in addition, it is worth mentioning that with the three quarterly reports of the two listed companies in shenzhen and shanghai, ningde times, byd, billion wei lithium energy, xinwang da, guoxun high-tech has also disclosed the performance, except for 1 revenue decline, the rest of the revenue net profit year-on-year growth. among them, byd's operating income in the first three quarters was the highest, reaching 422.275 billion yuan, an increase of 57.75%; the net profit of ningde era was the highest, reaching 31.145 billion yuan, with an average daily income of more than 100 million yuan.

however, it cannot be ignored that at present, the power battery industry competition is becoming increasingly fierce, the competition of first and second line battery companies is fierce, and the geopolitical policy risks in europe and the united states are increasing, which has a certain test for the subsequent market development and market share consolidation of enterprises. in the previous research activities, yi wei lithium energy said that at the current stage, battery companies need to achieve high-quality development, to fight technology, fight quality, fight efficiency, fight digital, which is a benign way of development.

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