Compared with October this year, the sales of new energy vehicles of many leading car companies in November tended to be stable, with a small month-on-month change. BYD, Geely, Wuling, Aion, Li Motor, SAIC, Great Wall, Xpeng, Wenjie and other car companies continue to rank among the top in the sales of their own brands.
For battery companies, entering the leading car company's first chain will have a great impact on their battery installation and ranking. Battery China sorted out the information of the top new energy vehicle manufacturers and battery manufacturers in November this year for reference
· BYD: The battery is supplied by Fodi Battery
BYD's November sales reached 301,378 units, up 01%。As of the end of November this year, BYD's sales of new energy vehicles this year have reached 267270,000 units. If BYD is to achieve its target of 3 million units this year, it will sell close to 330,000 units in December.
BYD's new energy vehicle power battery is basically the exclusive supporting of Fodi battery. According to the data released by BYD, in November this year, the total installed capacity of BYD's new energy vehicle power batteries and energy storage batteries was about 1695GWh, and its cumulative total installed capacity from January to November this year is about 133162gwh。
Geely: The sales of ZEEKR and Galaxy are strong, and the battery industry is diversified
According to the data, in November this year, Geely New Energy (including Geely, Lynk & Co, Zeekr, and Ruilan) sold 650,000 units, up 5% m/m and 88% y/y. Geely's brands such as Zeekr and Geely Galaxy have been chasing sales fiercely in recent months, and the transformation of independent traditional brands into new energy is still worth looking forward to.
By brand, Geely Galaxy sold 13,770 units in November, exceeding 10,000 units for five consecutive months, with a positive month-on-month growth. Among them, the sales of Geely Galaxy L6 accelerated and increased by more than 21% month-on-month in November.
ZEEKR sold 1310,000 units, which has maintained positive year-on-year growth for 10 consecutive months.
From the perspective of battery supporting information, ZEEKR cars are supplied by CATL and Xinwangda, of which ZEEKR 009, ZEEKR X and other models are exclusively supplied by CATL, and ZEEKR 001 is supported by CATL and Xinwangda.
Geely geometry model batteries are supported by many companies such as CATL, Xinwangda, China Innovation Airlines, and Guoxuan Hi-TechThe Geely Galaxy L7 model is mainly equipped by Honeycomb Energy, CATL, etc., and the Geely Galaxy L6 has also added other battery manufacturers.
Geely Galaxy's sales have increased significantly in recent months, driving the rapid growth in demand for PHEV batteries, which in turn has led to a significant increase in the installed capacity of Honeycomb Energy. According to the data of the Power Battery Application Branch, in October this year, SVOLT ranked sixth in the installed capacity of power batteries in the Chinese market.
Wuling Motors: Guoxuan Hi-Tech, Ruipu Lanjun, Xinwangda, Zhengli Xinneng and Duofluoride
In the new energy vehicle market, SAIC-GM-Wuling has created the myth of the electric version of the "national god car" with the Hongguang MINI EV. However, with the launch of similar models by many car companies such as Changan, Chery, and Geely, Hongguang MINI EV sales have been affected. It is worth noting that Wuling Binguo, SAIC-GM-Wuling's first five-door pure electric vehicle, has taken over the Hongguang MINI EV and become a new hit.
Wuling Motors sold 59,372 NEV units in November. Among them, Wuling Binguo sold 34,573 units;The Wuling Hongguang MINIEV series sold 23,518 units.
In terms of battery supporting, at present, Wuling Binguo battery has many first-class suppliers such as Guoxuan Hi-Tech, Ruipu Lanjun, Duofluorinated Duoxin Wangda and Zhengli New Energy.
GAC Aion: Diversified battery system
GAC Aion's NEV sales in November were 41,567 units, up 45% year-on-yearFrom January to November this year, its total sales reached 43410,000 units, up 80% y/y.
In terms of battery manufacturers, GAC Aion currently has several leading manufacturers such as EVE Power, China Innovation Airlines, Funeng Technology and CATL.
It is worth noting that in the 373rd batch of this year's "Announcement on Road Motor Vehicle Manufacturers and Products", Guoxuan Hi-Tech also appeared in the GAC Aion supporting suppliers, which is GAC Aion AIONy and aionThe two models are equipped with lithium iron phosphate batteries.
It is worth mentioning that Li Jin, director of the battery R&D department of GAC Aion New Energy Vehicle, said at the 8th Power Battery Application International Summit (CBIS2023) that the company's independent mass production battery production line of Inpai Battery Technology will be put into operation this month. It is reported that in August 2022, GAC Group set up Inpai Battery to carry out independent battery industrialization construction, with a total investment of 10.9 billion yuan, which has started construction at the end of 2022, and plans to build a 36GWh mass production line by 2025.
Li Auto: Completed the annual target ahead of schedule, and the battery business tested the diversification
Li Auto's new car sales reached 41,030 units in November this year, a year-on-year increase of 1729%;From January to November, a total of 32 were delivered60,000 units, the company achieved the annual sales target of 300,000 units ahead of schedule. It is worth mentioning that Li Auto is also the only car company among the new forces that has sold more than 40,000 units for many months.
In terms of battery manufacturers, Li Auto is still mainly supplied by CATL. It is worth noting that in the 373rd batch of this year's "Announcement on Road Motor Vehicle Manufacturers and Products", the batteries of Honeycomb Energy and Sunwoda have appeared in the relevant models of Li Auto. Among them, SVOLT is equipped with batteries for the ideal L7 model, and Sunwoda is equipped for the L7 and L8.
In addition to the extended-range model, Li Auto will release a pure electric model in the near future - MEGA. It is reported that the model is scheduled to be delivered in the first quarter of next year.
Great Wall Motors: CATL, SVOLT Energy and Guoxuan Hi-Tech are the main leading companies
Great Wall Motor's NEV sales in November were 31,170 units, up 142 percent year-on-year32%;The cumulative sales from January to November were 2320,000 units, a year-on-year increase of 9194%, the first three quarters continued to improve quarter-on-quarter, and achieved year-on-year growth for 8 consecutive months.
In terms of battery supporting, CATL, Honeycomb Energy, Guoxuan Hi-Tech and other enterprises are the main battery cell suppliers of Great Wall Motors.
Xpeng Motors: Sales exceeded 20,000 units for two consecutive months
Xpeng sold 20,041 new vehicles in November, the second time the company delivered 20,000 units in a month, after selling 20,002 units in October this year.
In fact, in July and August this year, Xpeng Motors was still hovering around 10,000 units, and in September it exceeded 150,000 units, exceeding 20,000 units in October and November, the strong performance of the market can be seen.
In terms of battery suppliers, the main suppliers of Xpeng Motors are EVE Power and China Innovation Airlines.
Q: At present, it is still the sole supply of CATL
In November this year, sales reached a record high of 18,827 units, and with the blessing of Huawei, the market was unprecedentedly popular. According to the latest data released by Wenjie, the number of reservations for the new M7 has exceeded 100,000 units, and the only restriction on Wenjie is the production capacity.
According to the production capacity estimate, Wenjie can deliver 2 new cars in December30,000 units, and the monthly delivery capacity is expected to reach 30,000 units from next year.
In terms of battery suppliers, the current battery suppliers are mainly CATL.
Leapmotor: Diversified battery cell business
In November this year, Leapmotor sold 18,508 units, a record high in deliveries, up 130% year-on-year and 2% month-on-month. From January to November this year, the cumulative sales volume of Leapmotor this year was 12550,000 units, up 22% y/y.
In terms of battery suppliers, the main suppliers of Leapmotor C01 are Zhengli New Energy and China Innovation AirlinesLeapmotor C11 battery** is supplied by Honeycomb Energy, CATL, Ruipu Lanjun and China Innovation AirlinesLeapmotor T03 battery manufacturers mainly include Honeycomb Energy, Guoxuan Hi-Tech, CATL, Ruipu Lanjun, etc.
Deep Blue Automobile: CATL and China Innovation Airlines are the main leading companies.
This year, Deep Blue Automobile's new car sales reached 16,157 units, an increase of 155% year-on-year and 4% month-on-monthFrom January to November this year, Deep Blue sold a total of 105,690 units.
As one of the main incubation brands of Changan Automobile, the overall sales of Deep Blue Automobile are also considerable, and the sales volume in November has surpassed that of NIO.
In terms of battery supporting, the main suppliers of Deep Blue Automobile are CATL and China Innovation Airlines.
NIO: Self-production of batteries seems to have been "abandoned".
In November this year, NIO sold 15,959 vehicles, up 126%, a slight decline from the previous month. From January to November this year, NIO delivered a total of 142,026 new vehicles, a year-on-year increase of 331%。
In terms of battery supporting, the batteries installed by NIO are still exclusively supplied by CATL, but Zhengli New Energy and China Innovation Airlines have also entered its first-class system. Previously, it was reported that NIO began to consider self-developed and self-produced batteries. However, NIO's recent statement seems to imply that it has abandoned its plan to develop and produce its own batteries.
In addition, a number of new energy vehicle brands such as Zhiji, VOYAH, AVATAR, Skyworth, and Jihu have not yet exceeded 10,000 units in November, and the next goal is still to take the lead in leaping into the 10,000 club.