Data released by the Ministry of Industry
and Information Technology of China shows that the total number of green cars
produced in China during September 2020 was 139,057, which was a month-over-month
rise of 31.7 percent. According to statistics from D1EV.COM, the capacity of batteries
installed in electric vehicles in September 2020 was around 6.57 GWh, which was
a year-over-year increase of 66.1% and a month-over-month growth of 28.1%. Additionally,
this is also the third month in a row to show growth in the total capacity of
batteries installed in electric vehicles.
The installed battery capacity of battery
electric vehicles (BEV) in September was 6.07 GWh, while the installed capacity
of plug-in hybrid electric vehicles (PHEV) was 489MWh, and the installed
capacity of fuel cell vehicles (FCV) was 3.6 MWh.
Passenger cars and buses account for
majority of new electric vehicles
In terms of types of BEV, in September, the
number of passenger cars produced was 100,260, with 4.5GWh of installed battery
capacity, which accounts for 68.6% of the total BEV installed battery capacity.
The passenger vehicle installed battery capacity in September shows an increase
of 1 percent compared to last month. The installed battery capacity of electric
buses ranked second, which was 1.34 GWh, accounting for 17.3% of the total
installed BEV installed battery capacity.
The number of battery-powered electric
special purpose vehicle produced in September was 6,494, with a total installed
battery capacity of 436.2 MWh, while the number of plug-in hybrid electric passenger
vehicle produced in September was 26,382 in September, with a total installed
battery capacity of 478.6 MWh.
Contemporary Amperex Technology to
provide batteries for new electric vehicles
In terms of enterprises, Contemporary
Amperex Technology Ltd (CATL) supplied 2.69 GWh worth of batteries in
September, the most of any enterprise in China, and an increase of 18.7% month-over-month.
The produced battery capacity of BYD ranked second in September, with a month-over-month
increase of 53.2%. Due to the fact that LG Chem partnered with Panasonic to
produce batteries for the Tesla Model 3, LG Chem only produced a total capacity
of 471.5MWh of batteries, with its production rank dropping to number four in
China.
In September, the installed battery capacity
of CATL’s passenger vehicles was 1478 MWh, which was an increase of 10% month-over-month.
CATL offered batteries for 33 car enterprises and 82 types of vehicles, which
was an increase of 10 types of vehicles compared to August.
In terms of installed battery capacity, the
top-five complete set vehicle models in September are NIO ES6, Li Auto ONE, NIO
ES8, ORA R1, and EMGRAND EV, which account for 15.5%, 11.2%, 7.7%, 5.2%, and
4.2%, respectively, of the total CATL battery capacity installed in vehicles
during September, for a total of 43.7%. NIO, a major customer of CATL, produces
several car models with relatively high installed battery capacity, with
certain models as high as 80 kWh. As NIO continually produces more and more
electric vehicles, NIO is expected to be a top 3 customer of CATL during the
foreseeable future.
For more information on China’s electric
vehicle market, please check our China
Lithium-ion Battery E-News.