Q1 car new power battery supporting analysis

According to the data of the Power Battery Application Branch, in the first quarter of this year, the installed capacity of power batteries in the Chinese market was about 85.7GWh, an increase of 24.3% year-on-year. During the same period, ChinaAutomobile production was about 2.115 million, an increase of 28.1% year-on-year.

It is worth noting that in the first quarter of this year, new forces or new brands such as Li Auto, Wenjie, Ai’an, NIO, Zero Run, Deep Blue, Extreme Krypton, Landu, and Avita, with their rapidly growing production and sales, drove the installed capacity of power batteries to 23.9GWh, accounting for 27.9% of the total installed capacity.

Since the beginning of this year, several leading new forces have been deeply loved by consumers due to their improvement in vehicle intelligence and power performance, and continue to enjoy a strong sales trend. This is especially true as various automakers continue to increase their battery capacity in pure electric battery life and extended range battery life. It is expected that the installed capacity of new automakers will continue to rise rapidly this year.

Battery China has sorted out the production and battery supporting information of major new power automakers in the first quarter of this year for reference.

Li Auto:,Honeycomb Energy provides power battery matching

Among the new forces, Li Auto’s production and delivery are at the forefront of the industry, and its impact on power battery manufacturers is currently the greatest.

In the first quarter of this year, Li Auto battery suppliers mainly included three companies: Ningde Times, Xinwangda and Honeycomb Energy. Among them, Ningde Times is equipped with ideal L7/8/9 and ideal MEGA, with a total installed capacity of 4.2GWh, accounting for 93.6% of the ideal battery supplier system; Xinwangda and Honeycomb Energy are mainly equipped with ideal L7 models, with a total installed capacity of about 287.4MWh.

Ask the World: Ningde Times provides power battery matching

At present, Qinjie’s battery suppliers are still exclusively supplied by Ningde Era. In the first quarter of this year, Qinjie mainly sold three models, M5/7/9, which drove the installed capacity of Ningde Era’s power battery to 3.7GWh during the same period. At present, Qinjie’s highest sales volume is M7. In the first quarter of this year, only one M7 model drove the installed capacity of Ningde Era to 2.8GWh.

Ai An: Zhongchuang Xinhang,(Rights protection), Ningde era,Provide power battery matching

As a major brand of new energy in the GAC series, Aian New Energy has performed relatively strongly in recent years. In the first quarter of this year, the installed capacity of power batteries was about 3.5GWh, and the main battery suppliers were China Innovation Aviation (1.5GWh), Yiwei Lithium Energy (1GWh), Ningde Times (0.7GWh) and Funeng Technology (0.3GWh).

Although there is a certain gap between the output of Aian New Energy in the first quarter and the ideal, given that the latter two are mainly extended-range models, while Aian is currently mainly pure electric models, there is a gap between the electric capacity of extended-range models and pure electric vehicles. Therefore, there is not a big gap between Aian New Energy and the latter two in the contribution of battery installations in the first quarter.

Zero car: Honeycomb Energy, Zhongchuang Xinhang,, Zhengli New Energy, Ruipu Lanjun provide power battery matching

In view of the fact that Zero Run is also vigorously promoting its range-extended models, its total installed capacity in the first quarter was about 1.7GWh. At present, Zero Run car battery suppliers are relatively scattered, with 6 battery companies supporting in the first quarter. The most installed capacity is Honeycomb Energy (0.55GWh), Zhongchuang SIA (0.46GWh), and Guoxuan Hi-Tech (0.36GWh).

NIO: Ningde Times, Zhongchuang Xinhang, and Weilan New Energy provide power battery matching

NIO’s current models are also pure electric models, so its first quarter contribution of power battery installed capacity reached 2.9GWh. At present, NIO’s main battery supplier is Ningde Times, with 2.1GWh installed capacity in the first quarter, accounting for 71.7%; followed by China Innovation Aviation, with 679.6MWh installed capacity, accounting for 23.1%. In addition, Weilan New Energy also supported NIO with 152.4MWh power battery in the first quarter.

Deep Blue Car: Ningde Times and Zhongchuang Xinhang provide power battery matching

The current main models of Deep Blue Automobile are Deep Blue S7 and Deep Blue SL03. The installed capacity of the power battery in the first quarter was about 1.3GWh. Its models are also pure electric and range-extending. In terms of battery suppliers, the first quarter of Deep Blue Automobile was mainly powered by CATL and China Innovation Aviation.

XPeng Motors: Zhongchuang Xinhang, Yiwei Lithium Energy, Xinwangda, Ningde Times, Honeycomb Energy provide power battery matching

XPeng Motors currently has a variety of models such as X9, G9, G6, P7, P5, etc. In the first quarter, the MPV model X9 drove about 975.3MWh of power battery installed capacity, ranking first.

At present, XPeng Motors’ battery suppliers are more diverse, with Zhongchuang Xinhang and Yiwei Lithium Energy as its core battery suppliers. At the same time, Xinwangda, Ningde Times, and Honeycomb Energy are also available.

Extreme Krypton Automobile: Ningde Times, Xinwangda, and Extreme Electric New Energy provide power battery matching

Extreme Krypton Automobile produced more than 20,000 cars in the first quarter. The main models are Extreme Krypton 001, Extreme Krypton 007, Extreme Krypton 009 and Extreme Krypton X. The installed capacity of power batteries in the first quarter was about 1.9GWh. At present, its battery suppliers are mainly Ningde Times (1.3GWh), Xinwangda (269.1MWh) and Extreme Electric New Energy (241.2MWh).

Lantu Automobile: Ningde Times, Honeycomb Energy, Freddy Battery, Funeng Technology, etc. provide power battery matching

In the first quarter of this year, the output of Lantu cars is about 17,000 vehicles, the main models are Lantu Dreamer, Lantu Chasing Light and Lantu FREE, etc., driving the installed capacity of power batteries is about 595.9MWh, and the battery suppliers are Ningde Times, Honeycomb Energy, Freddy Battery, Funeng Technology, Samsung SDI.

Nezha Automobile: Yiwei Lithium Energy, Ningde Times, Guoxuan Hi-Tech, Honeycomb Energy, etc. provide power battery matching

Nezha Automobile produced about 10,000 vehicles in the Chinese market in the first quarter of this year, driving about 0.6GWh of power battery installed capacity. Supporting battery suppliers include Yiwei Lithium Energy, Ningde Times, Guoxuan Hi-Tech, Honeycomb Energy,And Zhengli New Energy. Among them, Yiwei Lithium Energy is its largest supplier, with an installed capacity of about 0.4GWh.

Since the beginning of this year, the price war among car companies has become more intense, and the sales of new forces have begun to gradually diverge. At the same time, at the end of the first quarter, Xiaomi Auto also officially joined the battle. I believe that there will be considerable fluctuations in the market ranking in the future, which will have an impact on the installed capacity and ranking of power battery suppliers. We will continue to track and observe.