In May, the installed capacity of power batteries in my country was 18.6GWh, a year-on-year increase of 90.3 percentage point
On June 10, the China Automotive Power Battery Industry Innovation Alliance (referred to as the "Battery Alliance") released the monthly data on power batteries in May 2022. The data is released as follows:
Production:
In May 2022, my country‘s power battery output totaled 35.6GWh, a year-on-year increase of 157.9% and a month-on-month increase of 22.8%. Among them, the output of ternary battery was 16.3GWh, accounting for 45.8% of the total output, a year-on-year increase of 225.7% and a month-on-month increase of 58.2%; the output of lithium iron phosphate battery was 19.2GWh, accounting for 54.1% of the total output, a year-on-year increase 119.4%, a month-on-month increase of 3.3%. From January to May 2022, the cumulative output of power batteries in my country was 165.1GWh, a year-on-year increase of 177.5%. Among them, the cumulative output of ternary batteries is 64.6GWh, accounting for 39.1% of the total output, with a cumulative year-on-year increase of 119.0%; the cumulative output of lithium iron phosphate batteries is 100.3GWh, accounting for 60.7% of the total output, with a cumulative year-on-year increase of 235.2%.
In terms of loading volume:
In May 2022, the installed capacity of power batteries in my country was 18.6GWh, a year-on-year increase of 90.3% and a month-on-month increase of 39.9%. Among them, the installed capacity of ternary batteries was 8.3GWh, accounting for 44.7% of the total installed capacity, a year-on-year increase of 59.0% and a month-on-month increase of 90.3%; the installed capacity of lithium iron phosphate batteries was 10.2GWh, accounting for 55% of the total installed capacity. .1%, a year-on-year increase of 126.5% and a month-on-month increase of 15.1%. From January to May 2022, the cumulative installed capacity of power batteries in my country was 83.1GWh, a year-on-year increase of 100.8%. Among them, the cumulative loading of ternary batteries is 34.0GWh, accounting for 40.9% of the total loading, with a cumulative increase of 40.5% year-on-year; the cumulative loading of lithium iron phosphate batteries is 49.0GWh, accounting for 58.9% of the total loading. The cumulative year-on-year growth was 186.1%, showing a rapid growth momentum.
In May 2022, a total of 37 power battery companies in my country‘s new energy vehicle market achieved vehicle installation, a decrease of 4 from the same period last year. The top 3, top 5, and top 10 power battery companies have installed power batteries of 14.2GWh, 15.7GWh and 17.4GWh, accounting for 76.7% and 84.5% of the total installed capacity, respectively. and 93.9%. From January to May 2022, a total of 43 power battery companies in my country‘s new energy vehicle market achieved vehicle installation, a decrease of 8 compared with the same period last year, ranking the top 3, top 5, and top 10 power battery companies. They are 64.6GWh, 70.8GWh and 78.5GWh respectively, accounting for 77.7%, 85.2% and 94.4% of the total installed capacity, respectively.