time：2024-11-22 source：高工鋰電
Recently, according to statistics from the China Association of Automobile Manufacturers, the production of new energy vehicles in China has historically exceeded 10 million units, and the country's new energy vehicle industry has entered a new stage.
According to data from the China Association of Automobile Manufacturers, in October 2024, China's new energy vehicle production continued to maintain a strong growth trend, with a monthly output of 1.463 million vehicles, a year-on-year increase of 48%. The sales of new energy vehicles reached 1.43 million units, a year-on-year increase of 49.6%.
From the cumulative data from January to October, the cumulative production of new energy vehicles was 9.779 million units, a year-on-year increase of 33%; The cumulative sales volume is 9.75 million vehicles, with a year-on-year increase of 33.9%.
With the continuous improvement of the domestic new energy vehicle market, the installed capacity of power batteries has also skyrocketed.
According to monthly information on power batteries, in October 2024, the total sales of power and other batteries in China exceeded 110 GWh, a year-on-year increase of nearly 50%. Among them, the sales volume of power batteries exceeds 70%.
In the field of segmented installation of power batteries, the October data presents some interesting changes.
Firstly, in terms of the proportion of vehicle models, the proportion of plug-in hybrid pure electric vehicle models in the installed power battery capacity is "80-20%", but the growth rate of plug-in hybrid models is still strong.
Specifically, the installed capacity of power batteries in plug-in hybrid vehicles increased by over 80% year-on-year, demonstrating the increasingly important position of plug-in hybrid vehicles in the new energy vehicle market. Industry insiders believe that with the continuous improvement of consumer acceptance of plug-in hybrid models and the sustained support of policies for plug-in hybrid models, the market share of plug-in hybrid models is expected to further increase.
Secondly, in terms of battery types, there is a clear differentiation trend in the proportion of installed capacity between lithium iron phosphate batteries and ternary batteries. In October, the installed capacity of lithium iron phosphate batteries was 47GWh, accounting for 80% of the total installed capacity, with a month on month growth of over 10% and a year-on-year growth of over 75%.
In contrast, the installed capacity of ternary batteries was 12GWh, accounting for 20% of the total installed capacity, a decrease of 7.2% month on month and 1.1% year-on-year. This change reflects the increasingly prominent competitive advantage of lithium iron phosphate batteries in the new energy vehicle market, with their high safety, long lifespan, and lower cost making them more favored by the market.
In addition, the growth rate of installed power batteries in segmented fields is strong.
For example, with the acceleration of the electrification transformation of commercial vehicles, the installed capacity growth rate of the commercial vehicle battery market has shown a clear upward trend. Especially in the field of electric buses and electric trucks, due to the dual drive of policy support and market demand, the installed capacity of their power batteries has grown rapidly. The development of these segmented fields will bring new growth points to the power battery industry chain.
It is worth noting that despite the overall growth trend of the power battery industry chain, market competition is becoming increasingly fierce. On the one hand, leading power battery companies are continuously expanding their market share through technological advantages and economies of scale; On the other hand, companies below the waist and self built battery companies by car manufacturers are also actively laying out power batteries, attempting to break the market pattern through technological innovation and differentiated competition. This competitive landscape will drive the power battery industry chain to continuously develop towards higher quality and efficiency.
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