As for the specific reason why LG Chem Q 1 can continue to surpass Contemporary Ampere Technology Co., Ltd. and Panasonic, it is driven by its strong sales of Renault Zoe EV, Audi e-tron and Jaguar i-Pace in Europe. , its installed battery capacity has increased. There is also the Model 3 standard endurance vehicle mass-produced in China Tesla (Shanghai) factory in February 10.
Therefore, various incentive factors led to the increase of the installed capacity of LG Chem in Q 1 quarter from 2.5 GWh in the first quarter of last year to 5.5 GWh, a year-on-year increase of 120%. Moreover, the global market share of LG Chem is also expanding simultaneously, from 10.7% in the same period last year to 27. 1%. At the same time, there is good news for LG Chem recently.
According to foreign media insideevs, South Korea's power battery company LG Chem has officially obtained a loan of about 480 million euros (about 3.75 billion yuan) from the European Investment Bank, and all the funds will be invested in LG Chem's power battery factory in Poland. At the same time, according to the European Investment Bank, which provides the fund, the loan will increase the power battery capacity of LG Chem by about 35GWh per year. In other words, LG Chem will continue to expand its share of power batteries in the European market with financing in the next stage.
In this list, Panasonic still ranks second, thanks to the continuous growth of Tesla's American factory output. However, with the continuous impact of the epidemic in the United States, the Tesla factory has entered the stage of production suspension, and it is expected that the installed capacity of Panasonic power battery in Q2 will be greatly affected.
Looking back on the whole period of June 5438+0-February, due to the rapid spread of novel coronavirus epidemic in China, almost all domestic car companies were in a state of semi-suspension, which also led to a sharp decline in the installed capacity of power batteries in Q 1 quarter of contemporary Amperex Technology Co., Ltd. According to the data of Power Battery Application Branch, in the first quarter of this year, the installed capacity of power battery of Contemporary Ampere Technology Co., Ltd. was about 2.80GWh, down 46.92% year-on-year. In addition, the net profit of Contemporary Ampere Technology Co., Ltd. in the first quarter was only 742 million yuan, down 29. 14% year-on-year.
But for Contemporary Ampere Technology Co., Ltd., which has as many as 100 supply customers, there is no need to worry too much. Because the anti-epidemic work in China is coming to an end, the installed capacity of its power battery has reached 1.2 13GWh since March, an increase of 369.78% over that in February. According to this trend, it is expected that the installed capacity of power batteries will continue to rise in April and gradually approach the level of the same period last year.
Moreover, in February this year, according to relevant information, Contemporary Ampere Technology Co., Ltd. has won the order for the domestic standard battery life version Model 3 of Tesla (Shanghai) factory from LG Chem, and announced that it will become the power battery supplier of Tesla in China. In addition, since Q2, the installed capacity of LG Chem and Panasonic in overseas markets has been severely impacted by the epidemic, so it is only a matter of time before Contemporary Ampere Technology Co., Ltd. returns to the top.
In contrast, BYD, whose installed capacity of power batteries was ranked first in the world before 20 17, has been surpassed by Contemporary Ampere Technology Co., Ltd., and its global shipments of power batteries have been declining year by year. However, it still ranked third in the world on 20 18, and fell to fourth on 20 19. The latest Q 1 quarter installed capacity data shows that BYD has been surpassed by Samsung SDI and Vision AESC one after another and dropped to sixth place.
At the same time, according to the data of Power Battery Application Branch, BYD's installed capacity of power battery in Q 1 quarter this year is about 987.70MWh, which is 72.03% lower than that of 3530.77MWh in the same period last year. As for the specific reason, it may still be because of BYD's current power battery power supply system. As we all know, BYD, which started with batteries, currently supplies power batteries mainly through "self-production and self-use".
Judging from the quarterly sales performance of Q/KLOC-0 announced by BYD, its new energy vehicles delivered 22 192 vehicles, down 69.7% year-on-year. After comparison, it is not difficult to find that the year-on-year decline in its sales volume is very close to the year-on-year decline in installed capacity. So for BYD at this stage, the installed capacity of power battery basically depends on how many new energy vehicles it can sell.
After being in the domestic new energy market, BYD's terminal situation will only get worse and worse in the face of direct competition from many independent traditional car companies, new forces and foreign companies. Therefore, the only way to increase the installed capacity of power batteries month by month may be to have an independent battery business and seek more external customers. What about just now? The established Foday Battery Co., Ltd. and the recently listed blade battery will be BYD's last "chips", and success or failure is at stake.
However, even though the comprehensive performance of blade batteries is excellent, most of the big customers who are trapped in the domestic demand for power batteries have been divided up by suppliers such as Contemporary Ampere Technology Co., Ltd., LG Chem, Panasonic, etc. It seems extremely difficult for BYD to get a piece of it.
Therefore, for the future "seat" of China power battery suppliers in the global market, it must be "it is easy for Contemporary Ampere Technology Co., Ltd. to return to the top, and it is difficult for BYD to enter the top three".
Text/Cui
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.