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In August, the installed capacity exceeded LG Chemical, and Ningde era regained the first place in the world

via:博客园     time:2020/10/10 8:31:45     readed:772

Reporter Zhou Xiaoyang


Photo source: visual China

In August, Ningde era (300750. SZ) overtook LG Chemical, a South Korean rival, in terms of installed power batteries, regaining the top position in the global power battery industry.

South Korea's new energy market analysis company released data on SNE Research 10 5, August global power battery installed 10.8 GWh, Ningde era with 2.8 GWh of installed capacity ranked first in the world, market share of 25.9.

LG Chemistry and Panasonic ranked second and third, accounting for 22.2% and 19.4% of the global installed capacity at GWh 2.4 and 2.1, respectively.

From 2017 to 2019, Ningde times has become the world's largest power battery for three consecutive years.

The first quarter of this year, thanks to Tesla Model 3、 Renault Zoe and Porsche electric vehicle orders, LG chemical installed capacity to catch up with the Ningde era, took the global hegemony. This counter-overweight continued until July.

From the total installed capacity in the first eight months of this year, LG Chemical is still higher than that of Ningde era, but the gap between the two sides has been narrowing, and the difference in market share is only 0.6%.

Before August, the installed capacity of global power batteries was 64.7 GWh, down 9.9% from the same period last year.

LG chemistry with 15.9 GWh installed capacity ranked first in the world, market share of 24.6. The installed capacity is twice that of the same period last year.

Ningde times ranked second with an installed capacity of 15.5 GWH, with a market share of 24%; Panasonic ranked third with an installed capacity of 12.4 GWH, with a market share of 19.2%.

By the end of July this year, LG Chemical ranked first with 26.8% market share. The market share of Ningde era is 25.4%, and the market share gap between the two sides is 1.4%.

Among the top three power batteries in the world, Ningde times and LG Chemical have new production expansion projects. Compared with the two new projects, Matsushita is at a disadvantage.

Many industry insiders have told interface news reporters that the next 5-10 years will be the era of Ningde and LG Chemical.

According to the Korea economic daily, South Korean battery industry officials believe that the new energy vehicle market in China was seriously affected by the new crown epidemic in the first half of the year, which is an important reason why LG Chemical can counter the Ningde era.

Since July, China's power battery manufacturers will narrow the gap with their South Korean rivals as the new energy vehicle market in China has recovered significantly, the official said.

China sold 83000 pure electric vehicles in August, accounting for about 51% of the global sales of 163 000 vehicles, according to EV sales.

According to real lithium research statistics in August, in August China's electric vehicle market achieved total lithium electricity installed 5.04 GWh, an increase of 31.2 percent year on year.

According to the South Korea economic daily, Ningde era will make efforts in the European market next, and its wholly-owned subsidiary, the Turing era (CATT), which is invested and established in Germany, is advancing.

In addition, Ningde times won the cooperation agreement from Daimler group, the parent company of Mercedes Benz, in August this year. It will produce soft pack batteries for Daimler and provide batteries, modules and battery systems for Mercedes Benz.


Image source: inside EVs

At present, the first camp in the power battery industry is dominated by Chinese, Japanese and Korean manufacturers.

In the top ten installed capacity in the first eight months, Chinese battery manufacturers occupied five seats.

Outside the Ningde era, China's BYD (002594. SZ), Vision Technology Group's Vision AESC、 Guoxuan Hi-tech (002074. SZ), Air China Lithium Technology Co., Ltd. ranked fifth, seventh, ninth and tenth respectively. Toyota and Panasonic's joint venture PEVE ranked eighth, while South Korea's Samsung SDI and SKI ranked fourth and sixth.

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