Power Battery Company Ranking 2020

If the ranking of power battery companies is based on the installed capacity of new energy vehicles, the top ten ranking data of power battery companies in 2020 are as follows:

　　1. The power battery installed capacity of CATL is 1.59GWh;

　　2, BYD’s power battery loading capacity is 0.39GWh;

　　3, LG Chem’s power battery loading capacity is 0.37GWh;

　　4, Panasonic's power battery loading capacity is 0.28GWh;

　　5. The power battery loading capacity of AVIC Lithium Battery is 0.22GWh;

　　6, Guoxuan Hi-Tech’s power battery loading capacity is 0.12GWh;

　　7. The power battery loading capacity of SAIC Motor is 0.10GWh;

　　 8. The power battery loading capacity of Lishen battery is 0.06GWh;

　　9, Tafel New Energy’s power battery loading capacity is 0.06GWh;

　　10, Yiwei Lithium Energy's power battery loading capacity is 0.05GWh;

　　According to the latest data from the Federation of Travel Services, China’s new energy vehicle market has continued its growth momentum, achieving an increase of 12.2% month-on-month, with production and sales reaching 84,000 and 82,000 vehicles respectively, down 25.8% and 23.5% year-on-year. Therefore, power battery production and installed capacity are also directly affected.

　　 ranks among power battery companies in terms of installed vehicles.

　　 According to the ranking data of power battery companies, CATL, BYD, and LG Chem dominate the top three with 1.59GWh, 0.39GWh and 0.37GWh respectively, while others are relatively small.

　　 In the first half of 2020, my country's power batteries present two phenomena. On the one hand, due to the impact of the new crown pneumonia epidemic, the production and sales of domestic new energy vehicles in the first quarter of 2020 have both fallen sharply, resulting in a decline in the installed capacity of power batteries. However, as the economy continues to recover, domestic new energy vehicles and power battery companies have gradually emerged from the impact of the epidemic. On the other hand, driven by the sales of domestic Teslas, the two major international battery companies, Panasonic and LG Chem, have achieved substantial growth in installed capacity by supporting domestic Teslas. Foreign batteries have become strong competitors in the domestic battery market. The pattern of battery companies monopolizing the domestic market has been broken.

In terms of exports, although the new crown pneumonia epidemic has basically stabilized in China, it is still spreading overseas. Since April, the production of new energy vehicle plants in Europe and the United States has been suspended, which directly caused the suspension of production of LG, SKI plants in Europe, Panasonic, SDI, and SKI plants in the United States. This will affect Chinese manufacturers, which account for more than 70% of global lithium battery materials, for a while. 

　　 The subsidy landslide is superimposed on the impact of the new crown epidemic that lasted for several months, and the entire lithium battery industry chain is facing the "big test". How to study and judge the development trend of the industry will directly affect the strategic decisions of the industry chain enterprises.