According to the statistics of tram resources, in November 2023, the sales volume of new energy logistics vehicles in China will be32,101 units(excluding logistics heavy trucks and pickup trucks), including 1,943 cross-type passenger cars, and new energy logistics vehicles increased by 27% year-on-year in November31%, an increase of 480%。In November, the installed capacity of batteries and motors in the field of power batteries for new energy logistics vehicles also changed accordingly.
The specific situation is counted by Tram Resources as follows:
Battery: CATL's first monthly loading volume exceeded 1GWh, accounting for more than 85% of the TOP3
In November, the loading volume of power batteries for new energy logistics vehicles totaled 163gwh, a year-on-year increase of 3713%, an increase of 1206%。
From the perspective of supporting battery types, lithium iron phosphate batteries (including applications with fuel cells) are still the most used battery types in the market, with 99% of all sales of new energy logistics vehicles in November28% of vehicles use these batteries. The status quo of "low presence" of other battery types (lithium manganese oxide and multi-composite lithium batteries, etc.) is still obvious in November, and the first volume of the two types of batteries in November only accounts for 072%。
Specifically,CATLContinue to win the monthly battery loading enterprise champion, with 105041MWh loading, 6428% of the total number of battery companies in November has become the largest battery company, and the monthly loading volume has truly entered the GWH era. The end of the year is approaching, CATL lives up to expectations, sprints to new results, and adds chips to CATL's total results this year!From the perspective of supporting models, in November, the most supporting models of CATL were converted to light truck models, accounting for 4282%;The second place is the mid-range model, accounting for 2194%;The third place is small cards, accounting for 994%。
Gotion Hi-TechStable performance ranked second, and the installed volume of power batteries in October was 23863MWh, accounting for 1460%。The supporting models are mainly in the middle of the surface, accounting for 7348%。
China Innovation AirlinesReturned to the third place, with a loading volume of 10157MWh, accounting for 622%, ranking the same as last month, ranking third, China Innovation Airlines' strength at the end of the year is stable!
After reading the specific situation of TOP3, let's take a look at the monthly loading volumeTop 10 Other Companies:
The fourth is EVE PowerThe loading volume was 6739MWh, accounting for 412%;Fifth place: Henan Lithium PowerThe loading volume is 4637MWh, accounting for 284%;Sixth place Fodi batteryThe loading volume is 2842MWh, accounting for 174%;Seventh place: Penghui Power SupplyLoading volume is 2684MWh, accounting for 164%;No. 8: Anchi New EnergyThe loading volume is 2548MWh, accounting for 156%;Ninth place: Lishen batteryThe loading volume is 1294MWh, accounting for 079%;No. 10: Honeycomb EnergyThe loading capacity is 60MWh, accounting for 037%。
The more noteworthy are,Anchi New EnergyRanked eighth, with an installed capacity of 2548MWh, an increase of nearly 3MWh from the previous month, mainly for long-distance new energy commercial vehicles and Shandong Kaima Automobile to provide support, for the cooperative enterprises to increase the amount of support, it can be seen that the market reputation and industry recognition is constantly improving!
Overall, in November 2023, in the field of new energy logistics vehicles, the number of TOP3** vehicles will be 139GWh, accounting for 8509%, the top 10** car volume is 160GWh, accounting for 9815%。In November, there is little difference between the list and ranking of the top 10 battery companies, and the overall industry head enterprises have basically been fixed, and the top ten companies account for 9815%, the market concentration is getting higher and higher, and more opportunities are blocked in the top 10 enterprises.
Motor: Inovance United Power, Remote Zhixin, and Beiqi Foton lead the top three
In November 2023, the top 10 companies in terms of installed motor capacity of new energy logistics vehicles are Inovance United Power, Yuanyuan Zhixin, Beiqi Foton, Wolong ZF, Dadihe, Sungrow Electric Power, Wuhan Institute of Technology Tongyu, Jingjin Electric, Yingboer, and Hande Axle.
According to tram resource data, there are only 2 motor companies with more than 2,000 vehicles: Inovance United Power and Remote Zhixin, a decrease of 2 from the previous month.
There are 6 motor companies with a supporting volume of more than 1,000 vehicles, including Inovance United Power, Remote Zhixin, Beiqi Foton, Wolong ZF, Dadihe and Sungrow Power, a decrease of one from the previous month.
Among them, the first name is:Inovance United Power, Inovance United Power 199% of the installed capacity comes from Dongfeng Motor, which has developed rapidly since October, and its sales have continued to rise, which not only brings incremental growth in installed capacity for battery companies, but also brings installed capacity growth to the corresponding motor supporting enterprises. At the same time, Karry new energy and long-range new energy commercial vehicles also contributed more installed capacity, accounting for 1798% and 1330%。
2nd placeRemote ZhixinIt is still mainly used for long-range new energy commercial vehicles, and the main supporting models are light trucks and mid-range, light trucks are mainly long-range Starbucks H, and long-range Starbucks V6E are mainly in the middle, and these two models are also popular models under long-range new energy commercial vehicles.
Third place is:Beiqi Foton, continue to maintain the ranking last month, ** the number of aircraft is 1878, accounting for 585%, mainly for Beiqi Foton, and the second-ranked remote Zhixin, mainly for the same brand models.
In addition, there are also several motor companies in November that have achieved remarkable results:
Earth andFrom the seventh place last month to the fifth, the ranking rose 2 places, the growth is obvious, the main supporting enterprises for Ruichi new energy and UFO cars, the strength is constantly improving, I believe that this year's annual installed capacity of Dadi and will also be on the list.
Solar powerStable performance, ranked sixth, with an installed capacity of 1,174 vehicles, becoming a member of more than 1,000 motor enterprises, mainly long-distance new energy commercial vehicles, accounting for 4676%, the same choice of solar power is Karry New Energy and Ruichi New Energy, well-known car companies gathered, and the market recognition is very good!
On the whole, the sum of the top 3 enterprises in the installed capacity of new energy logistics vehicle motors in November was 18,322, accounting for 57 in total07%;The sum of the top 10 motor companies is 261.03 million units, accounting for 8131%。
Summary
In November, the new energy logistics vehicle battery, motor loading with the sales data showed a positive growth trend, the annual situation can be seen this year compared with last year, the new energy logistics vehicle power battery market pattern has not changed much, is still the Ningde era dominant, Guoxuan Hi-Tech followed by the situation, the power motor is still Inovance United Power leading the first, this year's specific situation, please also pay attention to the tram resources next month report!