Home > Industry Information > H1 Domestic Power Battery Manufacturer TOP10 Installation Analysis
Driven by a series of factors such as the price war of the battery cell and the excess capacity of capacity, the domestic power batteryTOP10The number of seats is still changing.
High Industry Industry Research Institute (GGII) According to statistics from new energy vehicle traffic strong insurance caliber, display,2024In the first half of the year, my country's new energy vehicle sales contract427.910,000 vehicles, a year -on -year increase41%, Drive the domestic power battery installed capacity contract200.6GWh, Year -on -year increase40%。
Among them, in the first half of the year, the top ten enterprises in power battery installed capacity were in total.193.6GWh, Occupy the entire power battery installed capacity96.5%。
Judging from the ranking, domestic power battery installed capacity in the first half of the yearTOP10In order: Ningde Times, BYD, China Innovation Airlines, Yimei Lithium Energy, Guoxuan Hi -Tech, Hive Energy, Xinwangda, Ruipu Lanjun, Zhengli Xinneng,LGES。
Compared with the same period last year, Yimei Lithium has changed with Guoxuan Hi -Tech, and Ruipu Lanjun once again ranked amongTOP10Inside, Zhengli Xin NengjinLGESLast year6Fall to the first10。
In terms of growth rates, Yimei Lithium Energy, Hive Energy, and Xinwangda have more than doubled year -on -year growth.2More than times, Ruipu Lanjun has increased by year -on -year3Note.
Ningde Times
In the first half of the Ningde Times94.4GWh, Year -on -year increase43.63%, Compared with the market share of installation2023Growth in the first half1.1A percentage point, continue to lead.
In terms of supporting customers, Tesla, Geely Automobile, Involved Car, and ideal cars occupy the top four installed capacity in Ningde Times, and the installation volume reaches the installation volume respectively.14.7GWh、9.1GWh、7.9GWhand6.96GWhEssenceOccupy the total support41%。
In terms of products, the Shenxing battery and Kirin battery released by Ningde Times last year began to have a large scale this year. It is expected that from the year, the proportion of Shenxing and Kirin batteries will account for 30 % to 40 % in the company's power battery shipments.The proportion of shipments of batteries will continue to increase.
At the same time, this year the company also released a new way of ShenxingPlusThe battery and new generation of Kirin high -power batteries have been launched in the field of commercial vehicles.
BYD
BYD's power battery installed volume in the first half of the year42.04GWh, Year -on -year increase21.65%, The market share of installation decreases4One percentage point.The proportion of external installation machines3.3%rise to7.6%。
In terms of supporting customers, BYD battery self -care proportion92%,Compared to2023Decline in the same period of the year4.7One percentage point.Added Xiaomi Motor Supplementary Control0.5GWh。
According to public data, BYD's new energy vehicle sales exceeded more161.310,000 vehicles, of which the sales of pure electric vehicles are72.62Thousands of vehicles,Plug -in hybrid model sales88.10Thousands of vehicles.The sales target has been completed in the first half of the year44.5%, Rough estimation, BYD2024The annual sales target is at least362.4Thousands of vehicles.
China Innovation Airlines
China Innovation Airlines in the first half of the year13.94GWh, Year -on -year increase28.36%, Stable in the installation marketTop3。
In terms of supporting customers, China Innovation Airlines has four core passenger cars including GAC passenger cars, Xiaopeng Automobile, Weilai Automobile, and Changan Automobile.It is worth mentioning that China Innovation Airlines is wisdomLS6supplyLFPThe version of the battery has entered the announcement of the new car, which is also the first time that China Innovation Airlines has entered the SAIC supply system.
In terms of new products,4Month, China Innovation Airlines Guangdong Jiangmen Base No. 1 ProjectOne-StopThe battery product is successfully offline, and the energy density of the battery pack is reached153Wh/kg；6In the month, the BAIC project supported by China Innovation AirlinesOSLithium iron phosphate fast battery pack is officially offline.
also,4In the month, Zhongchuangxiang Airlines also won respectively2023Annual FranceForsee PowerPreferring strategic supplier awards, and2023The best overall performance of Mazda Ma Hengda in the year.It marks that its overseas product supply continues to advance and has been highly recognized in the market. It is expected2024His overseas performance will have a brighter performance.
Yimei Lithium Energy
The number of installations in the first half of 100 million lithium is reached8.04GWh, Year -on -year increase126.48%, Rank forward to one to the first4name.
The main supporting car companies of Yiwei Lithium include GAC passenger cars, Changan Automobile, Xiaopeng Automobile, Hezhong New Energy, Geely Automobile, Sanyi Automobile, Tang Jun Ou Ling, BMW Brilliance and so on.Among them, GAC passenger car3.9GWhThe installed capacity becomes a large customer of Yimei Lithium, and the proportion of the total installed motor amount is about48.9%。
In terms of new products,5On the month, Yimei Lithium can release open source battery series products for the commercial vehicle market, which uses3CSuper charge technology,15MM from from20%Be a fast charging80%SOC。6Month, Yiwei Lithium can bringOmnicellAlmighty battery, support6CFast charging, which can realize charging5Minute battery life300kilometer.
Guoxuan Hi -Tech
Guoxuan Hi -Tech's power battery installed capacity in the first half of the year6.77GWh, Year -on -year increase12.09%, Ranked first5。
The main supporting models of Guoxuan Hi -Tech include Geely Automobile, SAIC -GM Wuling, Chery Automobile, Zero Running Motors, Changan Automobile, Great Wall Motor, Dongfeng Well -off, JAC, Selis, etc.It is worth mentioning that,7On the month, Guoxuan Hi -Tech won the honor award of the best supplier of Volkswagen.
In terms of new products, Guoxuan Hi -Tech this year5Monthly launchGcarve5CSuper fast battery, can be achieved on iron lithium battery monomers190Wh/kgEnergy density can be achieved on the ternary battery unit255Wh/kgEnergy density.The quality and energy density of Xingchen high -nickel three -yuan large cylindrical battery released by Guoxuan Hi -Tech reaches the quality and energy density285Wh/kgSupport4CQuick charge.Guoxuan Hi -Tech's first golden stone full solid -state battery30AhFull -solid -state battery can be realized350Wh/kgQuality and energy density.
Honeycomb energy
Honeycomb energy in the first half of the year5.58GWh, Year -on -year increased138.46%, The market share increased compared to the same period last year1.2One percentage point.
This is mainly due to hive energy grabbingPHEVAnd fast charge market segmentation, launching very competitive products, further magnifying the advantages.This year, the tremendous Baidu autonomous driving travel service platform is running fast, and it is also equipped with a short -knife battery of honeycomb energy.At the same time, honeycomb energy batteries have been loaded in batchesMINIandStellantis。
In terms of new products, the second -generation short -knife cell of the honeycomb energy relies on flying stack+Fast charging gold combination, adopts independently developed third -generation lithium iron phosphate positive pole material, energy density reaches188Wh/Kg, And take into account2.2CFast charging performance, peak value can be achieved3CThe above, the charging time is shortened to15minute.
Xinwangda
Xinwangda's installed capacity in the first half of the year realized4.94GWh, Year -on -year increase121.52%, Ranked first7, Compared with the same period last year, rising1Bit.
In terms of supporting customers, the main car companies of Xinwangda include Dongfeng Automobile, Ideal Automobile, Geely Automobile, Xiaopeng Automobile, etc.7On the month, Xinwangda delivered the battery pack of the ideal car10Thousands of.
In terms of new products,6On the month, Xinwangda Power ushered in the Huizhou base.10010,000 unitsHEVHybrid car battery offline ceremony, three generationsHEVThe products all realize Volkswagen, Nissan, Renault, GAC, Geely's Steam, Dongfeng, Chery and other customers.At this year's Beijing Auto Show, Xinwangda's new generation of flash charging batteries, the charging peak value multiplier6C,only10It can be charged in minutes80%SOC。
Ruipu Lanjun
Ruipu Lanjun In the first half of the year3GWh, Year -on -year surge383.87%, Among the first8The market share also increased over the same period last year1One percentage point.
Customers who are installed include SAIC -GM, Shanghai Automobile, Zero Running Cars, GAC Passenger Car.Among them, SAIC -GM Wuling supports the proportion66%。6On the month, Ruipu Lanjun asked the top battery to help Wuling Xingguang to win the hybrid car triple crown
In terms of new products,4On the month, Ruipu Lanjun released the latest questioning familyPHEV 148series,194series,220Series comprehensive adaptation300kmAt the same time as the power needs of the internal hybrid models, the comprehensive advantages of high -power, high energy, long circulation, super fast charging, and cold start.
Zhengli Xinneng
Zhengli Xinneng's power battery installed volume in the first half of the year3GWh, Year -on -year increase261.45%, The market share increased compared to the same period last year0.9%。
In terms of supporting customers, Zhengli Xinneng supports zero running cars, China FAW, GAC passenger car, and SAIC -GM Wuling.The proportion of four core customers95%。
In terms of new products,4In the month, Zhengli Xinneng released the first double -semicolon -long ultra -long battery life -Zhengli · Dragon, supporting pure electricityMPVModel, full battery life1000More than kilometers.In addition, Zhengli Xinneng also actively entered the field of aviation batteries, signed cooperation with Liaoning General Aviation Research Institute and Liaoning Ruixiang General Aircraft Manufacturing Co., Ltd. and Ruen Aircraft Industry (Zhejiang) Co., Ltd.Essence
LGES
LGESIn the first half of the year2.76GWh,Down18.58%, The installation ranking has fallen further to the first10Bit.The market share decreased compared to the same period last year1%。
LGESThe number of installes in Tesla in the country35150Vehicle, decreased from the same period last year16.8%The amount of installation narrowed again.According to its semi -annual report data,LGESIn the first half of revenue3520Billion -won (Jue18.5100 million yuan), a year -on -year decline67.8%。
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