In March 2022, my country's power battery output totaled 39.2GWh, a year-on-year increase of 247.3% and a month-on-month increase of 23.3%. Among them, the output of ternary batteries was 15.6GWh, accounting for 39.7% of the total output, an increase of 167.3% year-on-year and a month-on-month increase of 33.8%; the output of lithium iron phosphate batteries was 23.6GWh, accounting for 60.2% of the total output, an increase of 332.9% year-on-year and a month-on-month increase of 17.6%. From January to March 2022, my country's power battery output accumulated to 100.6GWh, a year-on-year increase of 206.9%. Among them, the cumulative output of ternary batteries is 38.0GWh, accounting for 37.8% of the total output, a cumulative increase of 113.7% year-on-year; the cumulative output of lithium iron phosphate batteries is 62.4GWh, accounting for 62.0% of the total output, a cumulative increase of 317.2% year-on-year.
In terms of sales: In March 2022, my country's power battery sales totaled 24.5GWh, a year-on-year increase of 175.3%. Among them, the sales of ternary batteries were 11.1GWh, accounting for 45.4% of the total sales, a year-on-year increase of 160.8%; the sales of lithium iron phosphate batteries were 13.3GWh, accounting for 54.5% of the total sales, a year-on-year increase of 188.5%. From January to March 2022, the cumulative sales volume of power batteries in my country reached 65.0GWh, a year-on-year increase of 172.6%. Among them, the cumulative sales of ternary batteries was 27.5GWh, accounting for 42.4% of the total sales, a cumulative increase of 116.8% year-on-year; the cumulative sales of lithium iron phosphate batteries was 37.4GWh, accounting for 57.4% of the total sales, a cumulative increase of 235.5% year-on-year, higher than the overall growth rate of the industry.
In terms of vehicle loading: In March 2022, the installed capacity of power batteries in my country was 21.4GWh, a year-on-year increase of 138.0% and a month-on-month increase of 56.6%, showing a rapid growth trend. Among them, the total loading of ternary batteries was 8.2GWh, accounting for 38.3% of the total loading, a year-on-year increase of 61.2%, and a month-on-month increase of 40.5%; the total loading of lithium iron phosphate batteries was 13.2GWh, accounting for 61.6% of the total loading, an increase of 238.8% year-on-year and month-on-month. rose 69.4%. From January to March 2022, the cumulative installed capacity of power batteries in my country was 51.3GWh, a year-on-year increase of 120.7%. Among them, the cumulative installed capacity of ternary batteries was 21.4GWh, accounting for 41.6% of the total installed capacity, a cumulative increase of 54.5% year-on-year; the cumulative installed capacity of lithium iron phosphate batteries was 29.8GWh, accounting for 58.2% of the total installed capacity, a cumulative increase of 217.9% year-on-year.
In March 2022, a total of 39 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 power battery installations of 16.8GWh, 18.5GWh and 20.4GWh, accounting for 78.3%, 86.4% and 95.4% of the total installed capacity, respectively. From January to March 2022, a total of 42 power battery companies in my country's new energy vehicle market achieved vehicle installation, a decrease of 6 from the same period last year, ranking the top 3, top 5, and top 10 power battery companies. They are 40.1GWh, 44.0GWh and 48.6GWh respectively, accounting for 78.2%, 85.7% and 94.8% of the total installed vehicles, respectively.
