Power lithium battery assembly list in May 2020, electronics are also ready

According to a survey of the power lithium battery industry, in May 2020, the output of electric vehicles in shopping malls in my country was 79,869, a year-on-year decrease of 27.97%. The output of EV passenger vehicles was 52,461, accounting for 65.68%, a year-on-year decrease of 35.80%. In May, the output of PHEV passenger cars, PHEV buses, and PHEV special vehicles increased year-on-year, PHEV special vehicles surged by 2000.00%, and other vehicle types decreased year-on-year. Electric vehicles increased by 4.08% month-on-month in May.　　 Electric vehicle installed capacity in May decreased by 2.09% from the previous month. EV passenger cars, PHEV buses, and PHEV special vehicles increased month-on-month, while other vehicle types all declined month-on-month, and PHEV special vehicles surged by 1242.57%.　　 The installed capacity of lithium batteries in May 2020 was 3.72GWh, a year-on-year decrease of 32.75%, and a decrease of 2.09% from the previous month. 　　The total installed capacity of lithium batteries in my country's electric vehicle industry in May 2020 was 3.72GWh, a year-on-year decrease of 32.75%. From the perspective of various market segments, EV passenger cars are the largest market segment. Among them, installed capacity in May was 2.60GWh, down 31.33% year-on-year, accounting for 69.94%; EV passenger cars accounted for 13.17%, making it the second largest market segment. PHEV passenger cars, PHEV buses, and PHEV special vehicles have increased, while pure electric vehicles have all declined year-on-year. From the perspective of the installed capacity of lithium batteries of various shapes, of the 3.72GWh installed capacity in May, prismatic batteries accounted for 73.28% of the installed capacity of 2.72GWh, soft pack batteries accounted for 5.98% of installed capacity of 222.14 MWh, and cylindrical batteries accounted for 771.13 MWh of installed capacity. 20.75%.　　 From the perspective of the installed capacity of various types of lithium batteries, NCM battery installed capacity was 2.81Wh in May, accounting for 75.58%, 87.44% were used in EV passenger car markets, and they were not used in passenger cars, and the use of special vehicles was very small. Lithium iron phosphate batteries (LFP) installed 879.67 MWh in May, accounting for 23.67%, 55.62% are used in EV passenger car markets, and 16.20% are used in EV passenger car markets. The installed capacity of NCA batteries is 8.95 MWh, accounting for 0.24%, all of which are used in the PHEV passenger car market. Lithium titanate batteries were not installed in May, and 92.44% of LMO batteries were used in the PHEV bus market. 62.10% of prismatic batteries are used in EV passenger cars, 69.98% of soft-pack batteries are used in EV passenger cars, and 97.63% of cylindrical batteries are used in EV passenger cars. All three types of batteries are mainly used in EV passenger car stores. Batteries have the highest application concentration in the EV passenger car market.　　 Judging from the status of battery cell factory suppliers, there were 40 battery cell suppliers installed in May, one more than the previous month. The top 20 battery cell suppliers estimated installed capacity at 3.69GWh, accounting for 99.30%. The first CATL installed capacity is 1.69GWh, accounting for 45.42%. LG Chem ranked second with 662.85 MWh installed capacity accounting for 17.83%. BYD ranked third with 425.96 MWh installed capacity accounting for 11.46%. The three estimated installed capacity accounted for 74.72%. The 4-20 battery cell suppliers estimate that the installed capacity accounts for 24.58%.　　 Among the top 20 battery cell suppliers in May, the installed capacity of 14 companies decreased year-on-year, 4 companies increased year-on-year, Wanxiang increased by 1380.56% year-on-year, and AVIC lithium battery increased by 126.34% year-on-year. LG Chem did not install any equipment in May 2019, and ranked second in May of this year. China Ting Guolian did not install equipment in May 2019 and ranked 19th in terms of installed equipment in May of this year. It is still strong. Beek and Thornton fell out of the top 20, and Evergrande and Sichuan Lvxin were on the list. Sichuan Lvxin contributed its first order this year to Sichuan Bus, supplying it with LFP batteries. Since 2018, Sichuan Lvxin has only supplied batteries for Sichuan buses. AVIC Lithium Battery supplied LFP batteries to Shandong Heavy Industry at the beginning of this year. Among them, CATL's May NCM installed capacity accounted for 69.07%, LG Chem used all NCM batteries, and BYD 83.20% was NCM batteries. Judging from the year-on-year growth in the installed capacity of the top 20 battery cell suppliers, Panasonic, AVIC Lithium Battery, LG Chem, Tafel, and Wanxiang have increased their installed capacity year-on-year. China Ting Guolian started installation in April this year, while other companies have decreased year-on-year. .　　 According to the installation status of battery cell suppliers in the first May of 2020, CATL, BYD, and LG Chem have formed a three-pronged trend, CATL is still far ahead, and BYD and LG Chem are on the same level. Electronics' orientation of positioning light-duty power lithium battery suppliers in 2020 also conforms to market demand. At present, it has achieved good results in the field of electric bicycles, electric motorcycles, and electric scooters and power tools. 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