Data from the Starting Point Research Institute (SPIR) show that the installed capacity of new energy vehicles in 2019 was about 1.175 million, down 6.6% year-on-year, and the total installed capacity of power batteries was 62.28GWh, an increase of 9.2% year-on-year. In 2019, a total of 161 installations were completed. Among them, the top 20 enterprises in installed power are Ningde Times, BYD, Pride, Guoxuan High-tech, Jiexin Power, Chongqing Changan, Jianghuai Huating, Skysource power, Weima Automobile, Wei Rui Electric, GaC, Great Wall Motor, Beehive Energy, Xinwang Da, SAIC Times, SAIC Volkswagen, Polyfluoro, Penghui, Fu Neng and Li Shen.
Source: Starting Point Research Institute (SPIR)
The market share of 20 enterprises totaled 79.4%, of which BYD and Ningde Times accounted for nearly half of the country, Ningde times accounted for 26.2% and BYD accounted for 16.4%. Among the top 20 companies, there are 6 car companies, 9 power battery companies, and 5 third-party PACK companies. At present, the competitive pattern of car companies, battery companies and third-party PACK companies has been broken. On the one hand, with the decline of subsidies, most car companies choose to invest in or build their own PACK factories to reduce costs, including BYD, Changan Automobile, Jianghuai Automobile, Great Wall Automobile, Weima Automobile, Geely, NiO Automobile, SAIC; On the other hand, power battery companies are also eating the market of third-party PACK companies, from the installed capacity, power battery companies have accounted for the vast majority of the market share, leaving the living space for third-party companies has been very limited.
Ningde Times/BYD/Pride top three
In 2019, Ningde Times PACK supported about 175,000 sets, with an installed capacity of 16.3GWh and a market share of 26.2%, mainly providing supporting facilities for GAC, Geely, Dongfeng, Haima, Yutong, CRCR, Shenwo, Jinlong, Dandong Huanghai, ZTO and so on. Starting Research Institute (SPIR) data show that in 2019, the total installed capacity of Ningde era power batteries was 32.91GWh, with a market share of more than 50%, of which 49.5% was responsible for PACK, and the remaining 16.6GWh was supplied to PACK factories such as Pride, Vero Electric, Jie New Power, and car companies. In 2019, BYD PACK supporting about 188,000 sets, the installed capacity of 10.2GWh, the market share of 16.4%, mainly for BYD, GAC BYD, Beijing Hualin, Xuzhou Engineering, Changsha Zhonglian, Chongqing Changan and other supporting. Third party leader Pride in 2019 PACK supporting about 110,000 sets, installed capacity of 5.8GWh, market share of 9.3%, mainly for Beiqi, Beiqi Foton, Beijing Baowo, Dandong Huanghai and other supporting, the battery is from Ningde times. At present, Oriental Seiko has sold Pride with 1.5 billion yuan, on December 30 last year, Oriental Seiko issued an announcement that 100% of Pride has been attributed to Tianjin CDH Ruixiang Equity Investment Fund Partnership, Tianjin CDH Rui Pu equity Investment Fund Partnership.
Skysource Power ranked 8th
In 2019, Skysource power PACK supporting about 50,500 sets, the installed capacity is 1.07GWh, the market share is 1.7%, ranking 8th, mainly providing supporting facilities for Nanjing Jinlong and Skywell, and the battery cell is from Yiwei Lithium Energy. It is understood that Skysource Power was established in 2015, is a wholly-owned subsidiary of Skywell Group, and is also an important child of Nanjing Jinlong new energy vehicles to extend the layout of the three core technologies of the new energy industry chain. Driven by the vehicle resources of Skywell Group, in 2019, the installation rate of Skysource Power battery pack in Nanjing Jinlong bus exceeded 70%, and all Kaiwo cars adopted Skysource Power battery pack. In the future, Skysource Power is also open to other vehicle enterprises. At present, Skysource Power Nanjing Gaochun base annual production capacity of 4GWh, in April 2018, Skywell new energy vehicle core parts industrial park project officially launched, according to the plan, the total investment of the industrial park project of 4 billion yuan, the first phase of the project after completion, can achieve an annual output of 2GWh power battery system capacity; After the completion of the second phase, it can achieve an annual output of 8GWh power battery system, 40,000 units of motors and controllers, and 40,000 units of vehicle controllers. The third phase of the project will be used for battery echelon utilization and other components project base construction. According to the plan of Huang Hongsheng, chairman of Skywell Automobile, Skywell is expected to achieve the annual production and sales of 20,000 buses in 2025, and the main business income of 20 billion yuan; The annual production and sales of light vehicles are 200,000 units, and the main business income is 20 billion yuan; The annual production and sales of passenger cars are 500,000 units, and the main business income is 60 billion yuan; The main business income of parts and components was 20 billion yuan, and the total annual income exceeded 120 billion yuan. With the growth of Skywell Group's production and sales and the gradual opening up of Skywell Power, it is expected that the company's market share will further increase.
PACK installed capacity in December
According to the statistics of the starting point lithium power big data, there are 109 PACK enterprises that have achieved supporting installation in December 2019, among which the top 10 enterprises are Ningde Times, BYD, Prede, Guoxuan High-tech, Chuangyuan World, SAIC Times, Fu Neng, Force, GAC and Deep LAN Power.
