11月中国电动汽车电池使用量增长50%
China’s EV battery usage rises 50% in November
Kallanish(开阑商务信息咨询)从中国汽车创新联盟的数据中获悉,11月份中国汽车动力电池装车量为67.2吉瓦时,同比增长约50%,环比增长13.5%。
China loaded 67.2 gigawatt-hours of power batteries on cars in November, up around 50% year-on-year and 13.5% month-on-month, Kallanish learns from China Automotive Innovation Alliance data.
其中,三元电池的装车量达到13.6吉瓦时,占总装车量的20.2%。尽管使用量比10月份有所增加,但同比仍下降13.5%。
Of that, the loaded capacity of ternary batteries reaches 13.6 gigawatt-hours, accounting for 20.2% of total loaded capacity. The volume shows an annual decline of 13.5%, though usage was higher than in October.
中国电动汽车市场大部分仍然由磷酸铁锂电池(LFP)驱动,占总装车量的近80%。这些电池的装车量达到53.6吉瓦时,同比增长84%,环比增长14%。
Yet, the bulk of the Chinese EV market continues to be powered by lithium iron phosphate (LFP) batteries, accounting for nearly 80% of the total loaded capacity. These batteries reached 53.6 GWh, up 84% y-o-y and 14% m-o-m.
1-11月份,中国制造商共装载473吉瓦时动力电池,同比增长39.2%。其中,三元电池约为124.7吉瓦时,LFP电池为348吉瓦时。这大致意味着,以镍、钴和锰为主要原材料的传统化学电池占据26.4%的市场份额,而不需要这些矿物质的新兴化学电池则占据73.6%的市场份额。年初迄今,中国的LFP电池使用量已增长50%以上。
During January-November, Chinese manufacturers loaded 473 GWh of power batteries, an on-year increase of 39.2%. Of that, some 124.7 GWh were ternary batteries, and 348 GWh LFP batteries. That roughly means a 26.4% market share for more traditional chemistries using nickel, cobalt and manganese as main raw materials; and a 73.6% share for the emerging chemistry that doesn’t require such minerals. LFP battery usage has grown over 50% in China year to date.
同时,该协会的数据显示,1-11月动力电池产量达692.3吉瓦时,占电池总销量的75.7%。 同期动力电池出口量达到115.8吉瓦时,占电池出口总量的69%。
Meanwhile, the association’s data shows that production of power batteries reached 692.3 GWh during January-November, accounting for 75.7% of total battery sales. Exports of power batteries reached 115.8 GWh in the same period, accounting for 69% of total battery exports.
尽管宁德时代在11月份的动力电池装车量方面仍位居第一,但其三元动力电池的装车量却同比下降7.82%,为9.15吉瓦时。
While CATL remains the No.1 in terms of power battery loaded volume in November, the loaded capacity of its ternary power batteries had an on-year drop of 7.82% to 9.15 GWh.
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