addtime：2023-01-11 author：xinyuren hits：145
on december 9, the china automotive power battery industry innovation alliance released the monthly data of power battery for november 2022. in terms of loading volume: in november, china's power battery loading volume was 34.3gwh, up 64.5% year-on-year and 12.2% month-on-month. from january to november, china's power battery cumulative load was 258.5gwh, up 101.5% year on year.
in terms of output: china's power battery output totaled 63.4 gwh in november, with a year-on-year increase of 124.6% and a month-on-month increase of 0.9%. from january to november, china's total output of power batteries was 489.2gwh, up 160.1% year on year.
ningde times ranked first in november, with a loading volume of 17.35 gwh and a market share of 50.6%, up 2.8 percentage points on a month-on-month basis. after seven months, it again occupied more than half of the domestic market share and reached a new high in the year.
in retrospect, from january to november 2022, the market share of power batteries in ningde times was less than 50% for many times. now, the market share of power battery in ningde era will not only return to more than 50% in november 2022, but also the cumulative loading volume in the first november of 2022 will be 124.13gwh, with a market share of 48.02%.
byd (002594. sz) is second only to ningde times, with a market share of more than 26%, an increase of 0.7 percentage points on a month-on-month basis, making it the second highest market share of the company in a single month this year. in april this year, byd's share of the market rose sharply to 32%, the highest record of this year.
ningde times and byd together account for 77% of the domestic power battery market, which has been rising for three consecutive months.
china innovation airlines (03931. hk) (5.82%), guoxuan hi-tech (002074. sz) (3.73%) and xinwangda (300207. sz) (2.43%) are listed in three, four and five.
from january to november this year, ningde times, byd, china innovation airlines and guoxuan hi-tech have entered the top four for 10 months, and the rankings are consistent. the only exception was in june, when lg new energy ranked third in the industry and guoxuan hi-tech fell out of the top four.
the total market share of the above four enterprises in november was close to 86.3%, up more than 1.3 percentage points from the previous month, reaching a new high in the year.
compared with the relatively stable market pattern of the top four, xinwanda, yiwei lithium energy (300014. sz), honeycomb energy, ripranjun and voneng technology (688567. sz) rose alternately, ranking fifth to ninth in november, with market share not exceeding 3% at present.
in november, lithium iron phosphate battery once again expanded its leading position in the domestic market. its loading capacity exceeded 23 gwh, with a market share of nearly 67.4%, reaching a record high in a single month, more than 35 percentage points ahead of the ternary battery.
from january to november this year, the domestic power battery loading volume totaled 258.5 gwh, a double increase over the same period last year. among them, the loading capacity of lithium iron phosphate reached 159 gwh, accounting for more than 60% of the market, while the proportion of ternary battery was less than 40%.
in addition, a total of 42 power battery enterprises in the new energy vehicle market in china achieved vehicle loading in november, a decrease of 1 compared with the same period last year. the top 3, top 5 and top 10 power battery enterprises have 28.3gwh, 30.4gwh and 32.9gwh respectively, accounting for 82.5%, 88.7% and 96.0% of the total installed vehicles.
in january-november, a total of 56 power battery enterprises in china's new energy vehicle market achieved vehicle loading, an increase of 1 over the same period last year. the power battery loading capacity of the top 3, top 5 and top 10 power battery enterprises was 201.3gwh, 219.6gwh and 244.7gwh respectively, accounting for 77.9%, 85.0% and 94.7% of the total vehicle loading capacity.
china energy storage network news: the report of the 20th national congress of the communist party of china has carried out a further in-depth study on how to promote green and low-carbon development and the harmonious coexistence of human and nature.
a group of chemical experts from rice university came up with a fairly simple method to paint phosphor and sulfur onto the anode surface of the battery. researchers from rice chemical laboratory and professor james tour jointly developed this powder and attached it to the anode to form a thin layer of lithium coating, effectively preventing the formation of dendrites.
in january 2022, the national development and reform commission and the national energy administration issued the guiding opinions on accelerating the construction of a national unified power market system, proposing to achieve the goal of "full participation of new energy in market transactions" by 2030.
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