电池出口

Search documents
宁德时代、比亚迪市占率合计下滑超5个百分点,二、三线厂商追势迅猛 | 动力电池月度排名⑫
Xin Lang Cai Jing· 2025-10-15 13:58
智通财经记者 | 高菁 今年前三季度,国内动力和其他电池产/销量均已超越去年全年。 10月14日,中国汽车动力电池产业创新联盟(下称动力电池创新联盟)公布最新数据显示,今年前三季度,国内动力和其他电池累计产量为1121.9 GWh,累计 同比增长51.4%;累计销量达1067.2GWh,累计同比增长55.8%。 这一产销量已双双超越去年全年。去年,国内动力和其他电池产销量分别为1096.8 GWh、1039.5 GWh。 装车量方面,今年1-9月,国内动力电池累计装车量493.9GWh,累计同比增长42.5%。 其中,宁德时代(300750.SZ)1-9月国内动力电池企业装车量210.67 GWh,市占率达42.75%,位列第一。紧随其后的比亚迪(300750.SZ)同期实现111.21 GWh的 动力电池装车,市占率达22.57%。 不过,不论是宁德时代还是比亚迪,前三季度的市占率都出现了下滑。前者市占率同比降低了3.1个百分点,后者市占率则同比减少了2.1个百分点。 除了国内,宁德时代的全球市占率也有所下滑。 韩国研究机构SNE Research最新数据显示,今年1-8月,宁德时代在全球范围内的动力电池装 ...
中国化学与物理电源行业协会:7月我国锂离子电池出口额70.47亿美元广东省位居第一
Xin Lang Cai Jing· 2025-08-25 06:05
Core Insights - The export volume of lithium-ion batteries from China reached 2.567 billion units in the first seven months of 2025, marking an 18.74% year-on-year increase [1] - The export value for the same period was $41.143 billion, reflecting a 26.20% increase compared to 2024 [2] - Germany has become the largest export market for Chinese lithium-ion batteries, surpassing the United States, with an export value of $7.753 billion, a 31.71% increase year-on-year [3] - Guangdong province has emerged as the largest source of lithium-ion battery exports in China, with an export value of $10.679 billion, a 39.87% increase [4] Export Volume and Value Trends - Monthly export volume data shows consistent growth, with July 2025 recording 411 million units, a 25.38% increase from July 2024 [1] - Monthly export value also shows significant growth, with July 2025 reaching $7.047 billion, a 31.66% increase year-on-year [2] Provincial Export Performance - The top three provinces with the highest export value growth are Guangxi (122.9%), Hubei (102.5%), and Hunan (102.42%) [4] - Guangdong province's export volume was 874.04 million units, a 19% increase from the previous year [4] - Fujian province closely follows Guangdong, with an export value of $10.659 billion, a 22.77% increase [4]
国内电动化渗透率54%“徘徊” 电池出口增速超58%
高工锂电· 2025-08-14 10:45
Core Viewpoint - The article discusses the dual dynamics of the Chinese electric vehicle (EV) market, highlighting the slowdown in domestic growth alongside strong export expansion, which is reshaping the competitive landscape and growth pathways for the battery industry [3][5]. Domestic Market Trends - In July, the production of new energy passenger vehicles reached approximately 1.15 million units, showing a year-on-year increase of 22%, but a month-on-month decline of 3%. Retail sales were about 990,000 units, with a year-on-year growth of 12% but a significant month-on-month drop of 11% [5][6]. - The penetration rate of new energy vehicles in the domestic market has remained stagnant between 50% and 54% for nearly a year, failing to surpass the 55% mark [5]. - The retail market for pure electric vehicles grew by about 25% year-on-year, while plug-in hybrid sales saw a slight decline of 0.2%, and range-extended models dropped significantly by 11% [5][6]. - The market share of domestic brands in new energy vehicles stabilized at 70%, with a penetration rate of 75%, while luxury brands had a penetration rate of 30% and mainstream joint ventures only 7% [5][6]. Price Competition and Cost Pressures - The average price reduction for new energy vehicles in July was approximately 17,000 yuan, representing an 11.1% decrease, indicating ongoing price wars that are transferring cost pressures to battery manufacturers [6][7]. - The average price of plug-in hybrid models dropped by about 33,000 yuan, with a reduction rate of 14%, which is higher than that of pure electric vehicles [6][7]. Battery Supply Chain Dynamics - In July, lithium iron phosphate batteries accounted for 81% of the domestic battery installations, with a year-on-year growth of 49%, while the installation of ternary batteries decreased by 4% [7]. - The market concentration of domestic power battery manufacturers continued to decline, with the top two companies' market share dropping by 4.5 percentage points year-on-year [7]. Export Growth and Global Market Trends - In July, exports of new energy passenger vehicles reached 210,000 units, a year-on-year increase of 120%, accounting for 45% of total passenger vehicle exports [9][10]. - Exports of pure electric vehicles constituted 65% of new energy exports, with A00 and A0 class small pure electric vehicles' share rising from 26% to 43% [9][10]. - BYD's exports reached 80,000 units in July, a year-on-year increase of 160%, particularly strong in the European market, where sales grew by 470% [10][11]. - The overall export volume of domestic power batteries increased by approximately 48%, surpassing domestic sales for the first time [10]. High-End Market Opportunities - Despite price competition in the low-end market, the high-end market (vehicles priced above 250,000 yuan) is emerging as a new battleground, with several brands launching new models in this segment [11][12]. - The global production of ternary materials reached a historical high in July, indicating a strong demand for high-performance batteries [11][12]. Future Outlook - The transition of automotive consumption subsidies from direct grants to loan interest subsidies signals a shift in policy direction, with a focus on service consumption areas such as battery testing and maintenance [12]. - As some hybrid models begin to retract in the domestic market, automakers must find ways to expand their advantages over traditional fuel vehicles rather than competing within the pure electric segment [12].
电池行业月报:中国企业海外动力市场份额再提升,短期储能电池出口有望加速
BOCOM International· 2025-05-14 10:50
Investment Rating - The report assigns a "Buy" rating to several companies in the battery industry, including Ningde Times, Yiwei Lithium Energy, Guoxuan High-Tech, and others, with target prices indicating potential upside [1][18]. Core Insights - The battery industry is experiencing significant growth, with China's power battery installation volume in April 2025 increasing by 52.8% year-on-year, reaching 54.1 GWh [2][3]. - The report highlights that Chinese companies have increased their share in the overseas power battery market to 42% in Q1 2025, with Ningde Times leading the market [2][3]. - The report anticipates a surge in short-term exports of energy storage batteries from China due to the recent reduction in tariffs between China and the U.S. [2]. Summary by Sections Industry Performance - In April 2025, China's total battery production and sales reached 118.2 GWh and 118.1 GWh, respectively, showing year-on-year increases of 49.0% and 73.5% [2]. - The production-to-sales ratio is close to 1, indicating a destocking trend [2]. Export Trends - In April 2025, China's power and other battery exports totaled 22.3 GWh, marking a year-on-year increase of 64.2%, with power battery exports up by 53.6% [2][10]. - Energy storage batteries accounted for 35.2% of total exports, despite a quarter-on-quarter decline [2]. Company Developments - Ningde Times launched upgraded versions of its batteries, including the "Second Generation Shenxing Supercharging Battery" and sodium batteries, enhancing performance metrics significantly [2]. - Yiwei Lithium Energy introduced eight new commercial vehicle battery products, aiming for mass production by 2026 [2]. Market Concentration - The report notes a slight increase in market concentration, with the top three and five companies holding 72.3% and 81.8% of the market share, respectively [2][17].
中国汽车动力电池产业创新联盟:4月动力和其他电池合计出口22.3GWh,同比增长64.2%
news flash· 2025-05-12 09:02
1-4月,我国动力和其他电池累计出口达83.9GWh,累计同比增长83.2%。合计累计出口占前4月累计销 量20.8%。其中,动力电池累计出口为52.3GWh,占总出口量62.3%,累计同比增长28.9%;其他电池累 计出口量为31.6GWh,占总出口量37.7%,累计同比大幅增长。 据中国汽车动力电池产业创新联盟数据,4月,我国动力和其他电池合计出口22.3GWh,环比下降 2.9%,同比增长64.2%。合计出口占当月销量18.9%。其中,动力电池出口量为14.5GWh,占总出口量 64.8%,环比增长4.0%,同比增长53.6%;其他电池出口量为7.9GWh,占总出口量35.2%,环比下降 13.4%,同比大幅增长。 ...
电池行业月报:1季度电池供需两旺,受关税影响储能电池对美出口短期存波动-20250414
BOCOM International· 2025-04-14 12:13
Investment Rating - The report assigns a "Buy" rating to several companies in the battery industry, including Ningde Times, Yiwei Lithium Energy, Guoxuan High-Tech, and others, with target prices indicating significant potential upside [1][18]. Core Insights - The battery industry is experiencing robust supply and demand, with a notable increase in the production and installation of power batteries. In Q1 2025, the total production and sales of power and other batteries in China reached 326.3 GWh and 285.8 GWh, respectively, marking year-on-year growth of 74.9% and 73.7% [2][18]. - The cumulative installation of power batteries in Q1 2025 was 130.2 GWh, reflecting a year-on-year increase of 52.8%. In March alone, the installation volume reached 56.6 GWh, with significant month-on-month growth [2][18]. - The report highlights the impact of tariffs on the export of energy storage batteries to the U.S., indicating potential short-term fluctuations. In 2024, China's lithium-ion battery exports to the U.S. amounted to $15.315 billion, with energy storage batteries being a major product [2][18]. Summary by Sections Production and Sales - In Q1 2025, China's total battery production and sales reached 326.3 GWh and 285.8 GWh, respectively, with year-on-year growth rates of 74.9% and 73.7% [2][18]. - The power battery installation volume in March 2025 was 56.6 GWh, showing a month-on-month increase of 62.3% [2][18]. Market Dynamics - The market concentration for power battery installations slightly decreased, with the top three and five companies holding 71.7% and 80.6% market shares, respectively [2][18]. - Ningde Times' market share in power battery installations decreased by 2.1 percentage points to 42.4% in March 2025 [2][18]. New Product Developments - Several companies, including BYD and Yiwei Lithium Energy, have launched new battery products aimed at electric two-wheelers and power tools, showcasing advancements in power density and charging capabilities [2][18]. Strategic Collaborations - Ningde Times has entered into a strategic cooperation agreement with NIO to support the development of NIO's battery swap network, indicating a proactive approach to market expansion [2][18]. Export Trends - The report notes that energy storage batteries are significantly affected by recent tariff increases, with expectations of shared burdens between Chinese storage companies and U.S. end-users in the short term [2][18].