Judging from the data published in this list, the top five are Tianneng Power International Co., Ltd., ranking first among the top 100 enterprises in China battery industry again with 34.552 billion yuan, and its sales revenue increased by 28.4% year-on-year; Contemporary Anpu Technology Co., Ltd. New Energy Technology Co., Ltd. ranked second with 29.6 15438+0 billion yuan, up 48.438+0% year-on-year; Wei Chao Electric Power Holding Co., Ltd. ranked third with 26.948 billion yuan, a year-on-year increase of 9.3%; Ningde new energy Science and Technology Co., Ltd. ranked fourth with 24.645 billion yuan, a year-on-year increase of 32.7%; BYD Co., Ltd. ranked fifth with 265.438+80.7 billion yuan, up 45.5% year-on-year.
Among them, Contemporary Ampere Technology Co., Ltd. and BYD are the two giants of domestic electric vehicle power batteries, and their sales revenue increased by 48. 1% and 45.5% respectively, leading the growth rate. Established only eight years ago, Contemporary Ampere Technology Co., Ltd. has established cooperative relations with international automobile manufacturers such as Honda, and has been the leading battery supplier in the world since its sales volume surpassed Panasonic in 20 17. 2065438+In May 2009, SAIC and Contemporary Ampere Technology Co., Ltd. announced a joint venture to establish a power battery company. So far, Contemporary Ampere Technology Co., Ltd., as a rookie of power battery, has won orders from FAW, GAC, Dongfeng, Geely and other automakers in one fell swoop, and also won a big order for BMW power battery. BYD, which started as a power battery, takes "electric future" as one of its core concepts, and increasing the output of power batteries is the embodiment of its "grain and grass first".
Industry subsidies began to decline.
The initial development of emerging industries can not be separated from the support of the government. With the gradual scale of industrial development, the policy dividend will gradually recede. After several years of development and growth, the power battery industry has begun to take shape, and industry subsidies have also begun to decline.
On February 20 18, the Ministry of Finance issued a notice on adjusting the financial subsidy policy for the promotion and application of new energy vehicles. Vehicles with the mass and energy density of the power battery system of pure electric passenger cars not less than 105Wh/kg, 105 (inclusive)-120Wh/kg are subsidized by 0.6 times. 120 (inclusive)-140Wh/kg vehicle subsidy 1 times, 140 (inclusive)-160Wh/kg vehicle subsidy1times.
On March 26th, 20 19, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the Development and Reform Commission jointly issued the Notice on Further Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles. The notice shows that the mass energy density of the power battery system of the pure electric passenger car is not less than 125Wh/kg, 124 (inclusive)-140. 140 (inclusive)-160Wh/kg car subsidies 0.9 times, 160Wh/kg and above car subsidies 1 times.
The concentration of the industry market continued to increase.
-The number of enterprises has dropped rapidly.
20 19 Enterprises are faced with multiple pressures, such as a sharp drop in subsidies, an increase in energy density and the lower threshold of endurance, and a tight capital chain of enterprises. The market has entered the stage of rapid reshuffle, and second-and third-tier echelon enterprises are facing greater financial pressure. Many enterprises have abandoned the power battery business of new energy vehicles and turned to low-power markets such as power tools and electric bicycles.
According to the advanced lithium battery data, the number of power battery enterprises supporting new energy vehicles in China has dropped from 155 in 2065,438+06 to 90 at the end of 2065,438+08, of which 42% have been eliminated. In the first half of 20 19, the number dropped to 63, and the number of power battery enterprises will further decrease in the second half.
-Market concentration has increased.
Policy subsidies have declined, cost pressure has forced the industry market mechanism to clean itself up, and the industry market concentration has continued to increase. In terms of installed capacity, the installed capacity of 20 enterprises accounted for 91.8% 20 18 years ago; The installed capacity of the top five enterprises accounted for 73.6%. The first two enterprises accounted for 6 1.3%. 20191-May, the top 20 enterprises with installed capacity accounted for 96.5%; The installed capacity of the top five enterprises accounts for 80%, and the top two enterprises account for 70%.
In terms of industry market share, the market share of CR5 increased further in the first half of 20 19, from 76.4 1% in 20 18 to 8 1.3% in 20 19.
—— The above data sources refer to the Analysis Report on Market Demand Forecast and Investment Strategic Planning of China Electric Vehicle Industry issued by Prospective Industry Research Institute.