In April, "compared with March, the month on month growth rate was 82.0%. In April, the output of ternary batteries decreased by 21.4% month on month, which became the main reason for the decline in the output of the entire battery industry. The small increase in the output of lithium iron phosphate batteries has not yet filled the space for this decline. After all, ternary batteries occupy more than 60% of the market share."

On May 13, the China Automobile Industry Association (hereinafter referred to as the China Automobile Association) held a monthly information conference in Beijing, announcing the economic operation of China's automobile industry in 2019 and releasing the monthly data of new energy vehicles and power batteries in April 2019.

According to the data of power battery output in April 2019, China's power battery output totaled 7.3gwh in April, a month on month decrease of 10.9%. Among them, the output of ternary battery was 4.3gwh, down 21.4% month on month, accounting for 59.0% of the total output; The output of lithium iron phosphate battery was 2.8gwh, with a month on month increase of 12.0%, accounting for 38.2% of the total output.

According to the data released by the China Automobile Association last month, in March, China's power battery output totaled 8.2gwh, an increase of 70.2% month on month. Among them, the output of ternary battery was 5.5gwh, accounting for 66.8% of the total output, with a month on month increase of 82.0%; The output of lithium iron phosphate battery was 2.5gwh, accounting for 30.4% of the total output, with a month on month increase of 49.4%. In contrast, the decline in the output of ternary batteries has become the main reason for the decline in the output of the entire battery industry.

From January to April, the cumulative output of power batteries in China reached 27.1gwh, including 16.4gwh of ternary batteries, accounting for 60.6% of the total output; The cumulative production of lithium iron phosphate battery is 9.9gwh, accounting for 36.5% of the total output; Batteries made of other materials accounted for 2.9%.

The following is the output of power batteries by material type in april2019:

In terms of the production concentration level of power battery enterprises, in April, the top three enterprises in China's power battery industry produced a total of 5.2gwh, accounting for 71.0%; The top five enterprises produce 5.8gwh in total, accounting for 79.9%; The top ten enterprises produced 6.9gwh in total, accounting for 94.0%.

From January to April, the top three enterprises in China's power battery industry produced a total of 18.6gwh, accounting for 68.5%; The top five enterprises produce 20.9gwh in total, accounting for 77.1%; The top ten enterprises produced 24.2gwh in total, accounting for 89.1%.

According to the data of China's power battery loading volume in April 2019, China's power battery loading volume totaled 5.4gwh, a year-on-year increase of 43.9% and a month on month increase of 6.3%; From January to April, China's power battery loading volume totaled 17.7gwh, with a year-on-year increase of 116.7%, which was lower than that in March. In April, lithium iron phosphate batteries increased in the field of new energy commercial vehicles, with a total loading of 1.5gwh. In April, the loading of ternary batteries was 3.8gwh, slightly lower than that of the previous month.

According to the data of China's power battery loading volume in April 2019, a total of 43 power battery enterprises in China's new energy vehicle market have achieved loading support, an increase of 3 compared with March. The loading volume of power batteries of the top 3, top 5 and top 10 power battery enterprises is 4.4gwh, 4.6gwh and 5.0gwh respectively, accounting for 80.7%, 85.4% and 92.5% of the total loading volume respectively.

From January to April, a total of 60 power battery enterprises in China's new energy vehicle market realized loading support, and the power battery loading volume of the top 3, top 5 and top 10 power battery enterprises were 13.5gwh, 14.5gwh and 15.9gwh respectively, accounting for 76.5%, 81.7% and 89.8% of the total vehicle loading volume respectively.

Number of supporting power battery enterprises in China from 2017 to April 2019