小米周销量亮眼

Core Viewpoint - The report highlights a significant increase in the installation volume of power batteries for new energy passenger vehicles in China, with a week-on-week growth of 25.53% in the 37th week, driven by major players like CATL, BYD, and Zhongxin Innovation [1] Group 1: Industry Overview - The top three companies in terms of installation volume are CATL, BYD, and Zhongxin Innovation, with market shares of 42.36%, 28.35%, and 6.97% respectively [1] - The market concentration ratios (CR3, CR5, CR10) are 77.68%, 85.14%, and 95.95%, showing slight changes week-on-week [1] Group 2: Company Performance - CATL's installation volume increased by 22.97%, primarily driven by the sales of models such as Xiaomi SU7, Xingyuan, and Lantu Zhiyin, with week-on-week sales growth of 63%, 33%, and 194% respectively [3] - BYD's installation volume rose by 31.37%, benefiting from the rebound in Xiaomi's sales, particularly the Xiaomi YU7, which saw a week-on-week increase of over 1600 units [4] - Zhongxin Innovation recorded the fastest growth among the top 10 manufacturers at 36.32%, attributed to increased sales of models like XPeng G6, G7, and Leap C10 [5] - LG Energy Solution has also seen a rapid increase in installation volume, supported by Tesla's sales, particularly with the launch of Model Y L, moving from eighth to fifth place in rankings [7] Group 3: Market Dynamics - The rankings of the top six companies in weekly installations remained unchanged, while companies like Honeycomb Energy and Jiyou Tongxing dropped one position, and Jiangsu Zhengli and Yiwei Lithium Energy moved up one position [8]