EV power battery

- Jan 16, 2017-

more than 19 billion 800 million kwh, the EV power battery supporting capacity of 18 billion 400 million kwh, plug-in hybrid vehicle power battery supporting capacity of 1 billion 400 million kwh. Year is expected to more than 25 billion kwh of demand.

 

新能源汽车产量

New energy vehicle production

中国汽车技术研究中心数据显示,2016年前11月新能源汽车总产量40.5万辆,同比增长149%;其中纯电动车型产量为31.9万辆,同比增长160%,占比约79%,插电式混动车型产量为8.5万辆,同比增长119%,占比约21%

Chinese Automotive Technology Research Center data show that in 2016 November before the new energy automobile total output of 405 thousand vehicles, an increase of 149%; the yield of pure electric vehicles 319 thousand vehicles, an increase of 160%, accounting for about 79%, plug-in hybrid car production of 85 thousand vehicles, an increase of 119%, accounting for about 21%.

12月产量11.2万辆,全年产量51.7万辆。

December production of 112 thousand units, the annual output of 517 thousand vehicles.

 

技术路线占比

Technical route accounting

从电池角度来看,在不同类型电池配套车型产量方面,磷酸铁锂车型产量最高为20.1万辆,比三元车型略高2.1万辆,总体来讲,占比情况出磷酸铁锂车型稳中有降,三元车型微增长的趋势。

From the point of view of the different types of batteries, battery supporting car production, lithium iron phosphate models yield up to 201 thousand vehicles, three yuan more than 21 thousand car models slightly higher, generally speaking, the proportion of lithium iron phosphate models went, three yuan car growth trend.

在乘用车方面,三元车型产量从4月份起一直高于磷酸铁锂车型产量,随着月份整体呈现增长的趋势。

In terms of passenger cars, three yuan vehicle production from April has been higher than the output of lithium iron phosphate model, with the overall growth trend in the month.

 

2016年前11月动力电池配套量情况

2016 years ago, the amount of battery power matching situation in November

20161~11月,我国新能源汽车动力电池配套总量超过198亿瓦时,其中纯电动车型动力电池配套量为184亿瓦时,插电式混动车型动力电池配套量为14亿瓦时。预计全年超过250亿瓦时需求。

2016 1~11 months, China's new energy automotive battery supporting a total of more than 19 billion 800 million kwh, the EV power battery supporting capacity of 18 billion 400 million kwh, plug-in hybrid vehicle power battery supporting capacity of 1 billion 400 million kwh. Year is expected to more than 25 billion kwh of demand.

其中纯电动乘用车68.8亿瓦时,纯电动客车101.7亿瓦时,纯电动专用车13.9亿瓦时,插电式乘用车10.1亿瓦时,插电式客车3.8亿瓦时。

The pure electric passenger car 6 billion 880 million kwh, pure electric bus 10 billion 170 million kwh, 1 billion 390 million kwh electric cars, plug-in passenger cars 1 billion 10 million kwh, 380 million kwh electric bus.

 

电池装机量占比

Proportion of battery installed capacity

今年前11月,磷酸铁锂电池为主力配套电池,配套量达144亿瓦时,占比72%;三元材料电池占比配套量为磷酸铁锂电池的1/3,为24%;锰酸锂配套量为5.2亿瓦时,占比近3%,其它占比均不到1%

In November this year, the lithium iron phosphate battery for the main batteries, supporting capacity of 14 billion 400 million kwh, accounting for 72%; three yuan accounted for the amount of battery materials supporting the lithium iron phosphate battery 1/3, 24%; supporting lithium manganate amount to 520 million kwh, accounting for nearly 3%, other accounted for less than 1%.

 

单体动力电池企业分析

Analysis of single power battery enterprises

140家单体配套企业中,磷酸铁锂电池配套企业75家,三元电池配套企业75家,锰酸锂配套企业8家,钛酸锂配套企业4家,多元复合电池配套企业4家,镍氢电池配套企业2家,超级电容配套企业7家。

140 single supporting enterprises, lithium iron phosphate battery 75 supporting enterprises, three yuan battery 75 supporting enterprises, 8 enterprises supporting lithium manganate lithium titanate, supporting 4 enterprises, 4 enterprises supporting multiple batteries, Ni MH battery 2 supporting enterprises, 7 supporting enterprises of super capacitor.

 

系统及BMS企业分析

System and BMS enterprise analysis

已产的新能源车辆共有205家系统配套企业,其中国外企业7家,国内企业198家。

Has produced a total of 205 new energy vehicles supporting systems, including foreign enterprises, domestic enterprises, 7, 198.

205家系统配套企业中,111家企业既产单体又做系统集成,配套量占比80%,另外94家企业仅做系统集成,不产单体。

205 systems supporting enterprises, the production of both the monomer and the system integration of the 111 companies, accounting for the proportion of the amount of support, the other 94 companies only do system integration, not monomer production.

 

Has produced a total of 176 new energy vehicles BMS supporting enterprises, foreign enterprises, domestic enterprises, 164, the domestic enterprises installed capacity of the share of 95% of the total of 12.

46家企业覆盖了单体系统BMS的产业模式。

46 companies covering the monomer system BMS industrial model.

198亿瓦时的配套量中,目录内企业配套178亿瓦时,占比90%,目录外企业配套量20亿瓦时,占比10%

In supporting 19 billion 800 million watts, 17 billion 800 million watts in the directory of supporting enterprises, accounting for 90%, the amount of supporting directory enterprise 2 billion kwh, accounting for 10%.