Ningde accounts for half of the market in June power battery monthly data

Recently, the China Automotive Power Battery Industry Innovation Alliance released the monthly data of power batteries in June 2022. In June, my country's power battery installation volume was 27.0GWh, a year-on-year increase of 143.3% and a month-on-month increase of 45.5%. Among them, CATL's installation volume in June was 13.40GWh, accounting for 49.60%.

In June, my country's power battery production totaled 41.3GWh, a year-on-year increase of 171.7% and a month-on-month increase of 16.1%. Among them, the output of ternary batteries was 18.3GWh, accounting for 44.3% of the total output, a year-on-year increase of 148.9% and a month-on-month increase of 12.5%; the output of lithium iron phosphate batteries was 22.9GWh, accounting for 55.5% of the total output, a year-on-year increase of 194.8% and a month-on-month increase of 19.2%. From January to June, my country's power battery production totaled 206.4GWh, a year-on-year increase of 176.4%. Among them, the cumulative output of ternary batteries was 82.9GWh, accounting for 40.2% of the total output, a year-on-year cumulative increase of 125.0%; the cumulative output of lithium iron phosphate batteries was 123.2GWh, accounting for 59.7% of the total output, a year-on-year cumulative increase of 226.8%.

In terms of sales: In June, my country's power battery sales totaled 47.5GWh, a year-on-year increase of 297.0%. Among them, the sales of ternary batteries were 22.1GWh, accounting for 46.5% of the total sales, a year-on-year increase of 328.3%; the sales of lithium iron phosphate batteries were 25.3GWh, accounting for 53.3% of the total sales, a year-on-year increase of 275.3%. From January to June, the cumulative sales of power batteries in my country reached 205.4GWh, a cumulative year-on-year increase of 253.2%. Among them, the cumulative sales of ternary batteries were 83.8GWh, accounting for 40.8% of the total sales, a cumulative year-on-year increase of 208.1%; the cumulative sales of lithium iron phosphate batteries were 121.3GWh, accounting for 59.0% of the total sales, a cumulative year-on-year increase of 294.2%.

In terms of installed capacity: In June, my country's installed capacity of power batteries was 27.0GWh, a year-on-year increase of 143.3% and a month-on-month increase of 45.5%. Among them, the installed capacity of ternary batteries was 11.6GWh, accounting for 42.9% of the total installed capacity, a year-on-year increase of 94.9% and a month-on-month increase of 39.4%; the installed capacity of lithium iron phosphate batteries was 15.4GWh, accounting for 57.1% of the total installed capacity, a year-on-year increase of 201.5% and a month-on-month increase of 50.7%. From January to June, the cumulative installed capacity of power batteries in my country was 110.1GWh, a cumulative year-on-year increase of 109.8%. Among them, the cumulative installed capacity of ternary batteries was 45.6GWh, accounting for 41.4% of the total installed capacity, a cumulative year-on-year increase of 51.2%; the cumulative installed capacity of lithium iron phosphate batteries was 64.4 GWh, accounting for 58.5% of the total installed capacity, a cumulative year-on-year increase of 189.7%.

In June 2022, a total of 37 power battery companies in my country's new energy vehicle market achieved vehicle installation and matching, 2 fewer than the same period last year. The top 3, top 5, and top 10 power battery companies had installed power batteries of 20.1 GWh, 23.0 GWh, and 25.8 GWh, respectively, accounting for 74.3%, 85.3%, and 95.4% of the total installed capacity, respectively. From January to June, a total of 45 power battery companies in my country's new energy vehicle market achieved vehicle installation and matching, 8 fewer than the same period last year. The top 3, top 5, and top 10 power battery companies had installed power batteries of 84.6 GWh, 93.3 GWh, and 104.3 GWh, respectively, accounting for 76.8%, 84.7%, and 94.7% of the total installed capacity, respectively.