In February 2022, the installed capacity of power batteries in my country was 13.7GWh, a year-on-year increase of 145.1%, a month-on-month decrease of 15.5%, and continued to maintain a substantial year-on-year increase. Among them, the total installed capacity of ternary batteries was 5.8GWh, a year-on-year increase of 75.6% and a month-on-month decrease of 19.9%; the total installed capacity of lithium iron phosphate batteries was 7.8GWh, a year-on-year increase of 247.3% and a month-on-month decrease of 12.3%.
New energy, power battery, lithium battery
According to the news on March 14, according to the monthly data of power batteries in February 2022 released by the China Automotive Power Battery Industry Innovation Alliance, in terms of output, in February 2022, my country's power battery output totaled 31.8GWh, a year-on-year increase of 236.2% and a month-on-month increase of 7.1%. . Among them, the output of ternary batteries was 11.6GWh, accounting for 36.6% of the total output, an increase of 127.2% year-on-year and a month-on-month increase of 7.6%; the output of lithium iron phosphate batteries was 20.1GWh, accounting for 63.1% of the total output, an increase of 364.1% year-on-year and a month-on-month increase of 6.7%.
From January to February, my country's power battery output accumulated to 61.4GWh, a year-on-year increase of 185.7%. Among them, the cumulative output of ternary batteries is 22.5GWh, accounting for 36.6% of the total output, a cumulative increase of 87.6% year-on-year; the cumulative output of lithium iron phosphate batteries is 38.8GWh, accounting for 63.2% of the total output, a cumulative increase of 308.2% year-on-year.
In terms of vehicle loading, in February 2022, my country's power battery loading volume was 13.7GWh, a year-on-year increase of 145.1%, a month-on-month decrease of 15.5%, and continued to maintain a substantial year-on-year increase. Among them, the total installed capacity of ternary batteries was 5.8GWh, a year-on-year increase of 75.6% and a month-on-month decrease of 19.9%; the total installed capacity of lithium iron phosphate batteries was 7.8GWh, a year-on-year increase of 247.3% and a month-on-month decrease of 12.3%.
From January to February, the total installed capacity of power batteries in my country was 29.9GWh, a year-on-year increase of 109.7%. Among them, the cumulative installed capacity of ternary batteries is 13.1GWh, accounting for 43.8% of the total installed capacity, with a cumulative increase of 50.6% year-on-year; the cumulative installed capacity of lithium iron phosphate batteries is 16.7GWh, accounting for 55.9% of the total installed capacity, a cumulative increase of 203.1% year-on-year, showing a rapid growth momentum.
In February 2022, a total of 35 power battery companies in my country's new energy vehicle market achieved vehicle installation, and the number of companies was the same as in January. The top 3, top 5, and top 10 power battery companies have power battery installations of 10.6GWh, 11.7GWh and 13.0GWh, accounting for 77.7%, 85.4% and 94.8% of the total installed capacity, respectively.
In February 2022, the top 15 power battery companies in my country in terms of installed vehicles are: CATL (6.57GWh), BYD (2.9GWh), China Innovation Aviation (1.15GWh), Guoxuan Hi-Tech (0.7GWh), LG New Energy (0.35GWh), Honeycomb Energy (0.34GWh), Gateway Power (0.25GWh), EVE (0.25GWh), Sunwoda (0.24GWh), Polyfluoride (0.21GWh), Funeng Technology (0.2GWh), Manly Battery (0.06GWh), Lishen (0.07GWh), . Among them, CATL, BYD, and China Innovation Aviation ranked the top three in terms of market share, accounting for 48.02%, 21.24%, and 8.44% respectively.
