On August 6, the Ministry of Industry and Information Technology released the "Recommended Models for Promotion and Application of New Energy Vehicles (7th Batch, 2019)". A total of 228 models in the 7th batch of recommended catalogues meet the technical requirements of 2019 products; according to the type of power, there are 225 pure electric vehicles that meet the technical requirements of 2019 products, and 3 plug-in hybrid vehicles.
In the Ningde era, the first five companies have won more than 10 models.
According to statistics, in the 7th batch of recommended catalogues in 2019 (in line with the technical requirements of 2019 products), a total of 49 companies provide power battery packages for 228 new energy vehicles.
The 7th batch of recommended catalogues of power battery companies in 2019 ranked TOP5
In the 7th batch of recommended catalogues in 2019, the number of new energy vehicles supporting the Ningde era reached 91, still ranked first; Huizhou Yiwei Lithium can support 26 models, ranking second; BYD ranked third, supporting 16 models; Hefei Guoxuan High-tech this time supporting 13 models, ranked fourth; Lishen Power ranked fifth in the number of 10 models.
The 7th-ranked Thornton New Energy Awards in this recommended catalogue are also very eye-catching, with a total of five models. According to public information, Thornton New Energy was established in 2011 and is a comprehensive service provider specializing in lithium battery energy R&D and production solutions. The company's business covers lithium battery cathode materials, precursors, battery production; battery management system (BMS), battery packaging (PACK), battery cloud platform development; Internet + waste battery recycling, waste battery cascade utilization, waste battery recycling technology, etc. Formed a complete lithium-ion eco-chain.
According to the data of the Power Battery Application Branch, the installed capacity of Tseng New Energy Soft Pack Battery reached 538.52 MWh in 2018, and the number of domestic soft pack battery installed capacity ranked fifth. It is no accident that Thornton New Energy can enter the top ten this time. Since 2019, it has been in the power battery market. The tender notice issued by Thornton New Energy on May 31 shows that in addition to the proposed 8 GWh soft-package battery production line, 10GWh PACK module automatic line, 6GWh PACK assembly automatic line, 10GWh automatic test line, battery core and module will be built. PACK line intelligent warehouse logistics system.
On July 26, 2019, Thornton New Energy and FAW Car and Shanghai Ruimagan reached a strategic cooperation agreement on the development, design and production of automotive power systems for electric vehicles. Among them, Thornton New Energy will be responsible for providing 150,000 sets of battery systems to FAW New Energy Vehicles for the three-year period for the Pentium B30 new energy vehicles owned by FAW Car. With the increase in sales of new energy vehicles, it is believed that the installed capacity of power batteries after Thornton New Energy is expected to increase further in the case of stable orders. In addition, it is also worth mentioning that the two models of Xingheng Power Supply are from Geely Sichuan commercial vehicles, which are pure electric postal vehicles of type DNC5020XYZBEVK1 and DNC5030XYZBEVK1.
Power battery companies with 10 or more models are available:
Ningde era (91), Huizhou Yiwei lithium energy (26), BYD (16), Hefei Guoxuan High-tech (13), Lishen Power (10).
Power battery companies with 3-9 models are equipped with:
Nanjing Chuangyuan Tiandi (6), Weihong Power (Huzhou) (6), Dongfeng Haibo Fuyang New Energy (5), Thornton New Energy (5), Tianjin Jiewei Power (5), Guoji Zhijun Automobile (4) ), Jiangxi Anchi New Energy (3), Rongsheng Mengli (3), Suzhou Yuliang Battery (3), AVIC Lithium (Luoyang) (3).
The number of power battery companies with 2 models is:
Beijing Guoneng, BAK Battery, Polyfluoride (Jiaozuo) New Energy, Guangdong Tianjin New Energy, Henan Lithium Power Supply, Henan Penghui Power Supply, Jiangsu Tafel New Energy, Suzhou Anyuan Power Supply, Suzhou Keyi New Power , Star Heng Power, Chongqing Changan Automobile.
The number of power battery companies with a number of models is:
Anhui Kunpeng Power, Youyou Power, Honeycomb Energy, Fueng Technology (Zhangzhou), Fujian Guancheng Ruiqi, Guoneng New Energy, Henan Pingmei Guoneng Lithium Battery, Huizhou Yineng Electronics, Jiangsu Yueda New Energy, Jiangsu Zhihang New Energy, Ningbo Liwei Energy Storage, Ningde Yikong Power, Pride New Energy, Shanghai Aowei Technology, Shanghai Jinghong New Energy, SAIC Volkswagen Power Battery, Shiyan Lion New Energy, Weirui Electric Vehicle Technology (Suzhou ), Weiran (Nanjing) Energy Storage, Yinlong New Energy, Zhejiang Hezhong New Energy, CITIC Guoan Mengli, Chongqing Jinkang Power.
Matching ratio
Judging from the proportion of supporting proportions, among the 49 power battery companies, the proportion of supporting ones in Ningde era reached 37%, which is more than the sum of the top 5 other enterprises. The top 5 companies accounted for a total of 64% of the total, compared with the previous recommended list, which accounted for more than 10% of the company, in addition to the Ningde era, there are billion latitude lithium.
Battery type
In terms of battery type, there are 153 products with lithium iron phosphate batteries, accounting for 67.11%; 61 products with ternary batteries, accounting for 26.75%; and 7 products with lithium manganese oxide batteries, accounting for 3.07%. There are one type of lithium titanate battery, accounting for 0.44%; one model with super capacitor and multi-component lithium battery has a total of 0.88%; in addition, there are 4 models with lithium of unknown type. Ion battery. Second, the power battery enterprises supporting car enterprises According to the statistics of tram resources, the 7th batch of recommended catalogues in 2019 (in line with 2019 product technical requirements) a total of 49 power battery companies to provide power battery support for 85 car companies.
In the 7th batch of recommended catalogues, the Ningde era has a total of 91 products of 43 car companies; among them, the most cooperating car companies are Aerospace Chenguang, Yangzhou Yaxing Bus, Changsha Zoomlion, and Ningde Times are three car companies. There are 5 products. There are 8 car companies in Huizhou Yiwei Lithium Energy Co., Ltd.; the most cooperative car company is Nanjing Jinlong, which has a total of 9 products. BYD has provided the most support for its own enterprises. In addition, it cooperates with Changsha Zhonglian Heavy Industry Co., Ltd. The most supporting car company is BYD Auto Industry Co., Ltd. under BYD. Hefei Guoxuan High-tech has 10 car companies; the most cooperative car company is Suzhou Jinlong, which is equipped with 3 products. There are 8 car companies in cooperation with Lishen Power; the most cooperative car companies are Chengdu Dayun Automobile and Shaanxi Automobile, all of which are equipped with 2 products.
Reading volume: Source: Author tram resources: Le Fengtitanium iron
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