For battery companies, entering the supply chain of the head of the car enterprises will have a considerable impact on their lifepo4 battery installation and ranking
BYD: Batteries from Fudi Battery
BYD's sales volume reached 301,378 units in November, up 0.1% sequentially. As of the end of November this year, BYD's new energy vehicle sales this year has reached 2,672,700 units. If BYD wants to achieve this year's goal of 3 million units, then December sales should be close to 330,000 units. BYD's new energy vehicle power battery support is currently basically the exclusive support of the Fudi battery. According to the data released by BYD, in November this year, BYD's new energy vehicle power battery and energy storage battery installed a total of about 16.95GWh, this year 1-November its cumulative installed total of about 133.162GWh.
Geely: strong sales of Kryptonite and Galaxy, and diversification of battery suppliers
Data shows that in November this year, Geely's new energy (including Geely, Link, Extreme Krypton, and RuiLan) sold 6.5 units, an increase of about 5% sequentially and 88% year-on-year. Geely's Pole Kryptonite, Geely Galaxy, and other brands have been catching up with sales in recent months, independent traditional brand transformation of new energy is still worth looking forward to. Sub-brand point of view, in November, Geely Galaxy's sales of 13,770 units, have been five consecutive monthly sales of more than 10,000, and the ring continues to grow positively. Among them, the sales of Geely Galaxy L6 accelerated to climb, with a growth of more than 21% YoY in November. Krypton sales of 1.31 units in November, has been 10 consecutive months to maintain positive year-on-year growth. From the battery supporting information, Krypton vehicles by CATL, Sunwoda supporting, including Krypton 009, Krypton X, and other models by CATL sole supply, Krypton 001 by CATL, Sunwoda supporting. Geely Geometry models batteries by CATL, Sunwoda, CALB, Gotion, and many other companies; Geely Galaxy L7 models are mainly by SVOLT, CATL, and other supporting, while Geely Galaxy L6 also added other battery suppliers. Geely Galaxy sales in recent months were driven by the rapid growth of PHEV battery demand, which in turn led to a large increase in the installed capacity of SVOLT. Power Battery Application Branch data show that in October this year, SVOLT has risen to sixth place in the Chinese market power battery installed capacity ranking.
Wuling: Gotion, REPT, Sunwoda, Zenergy and DuoFuDuo
SGMW has created the myth of the electric version of the "national car" with the Hongguang mini ev in the new energy vehicle market. However, with the launch of similar models by Changan, Chery, Geely, and other car companies, the sales of the Hongguang mini EV have been affected. It is worth noting that SAIC-GM-Wuling's first five-door pure electric car, the Wuling Bengo, has taken over the Hongguang mini EV and become a new hit. Wuling's new energy sales reached 59,372 units in November. Among them, 34,573 units of Wuling Pinguo were sold; 23,518 units of Wuling Hongguang MINIEV series were sold. In terms of battery support, the current Wuling Bengo battery suppliers include Gotion, REPT, DuoFuDuo Sunwoda Zenergy, and many other suppliers.
GAC EAN: Diversified Battery Supply System
GAC EAN's new energy vehicle sales in November were 41,567 units, a year-on-year increase of 45%; its total sales from January to November this year reached 434,100 units, a year-on-year increase of 80%. In terms of battery suppliers, GAC EAN currently has several headline manufacturers such as Yewei Power, CALB, Vonergy Technology and CATL. It is worth noting that in the 373rd batch of "Road Motor Vehicle Manufacturing Enterprises and Products Bulletin" this year, Gotion also appeared in the supporting suppliers of GAC Eion, supporting lithium iron phosphate batteries for two models of GAC Eion Aion. Y and Aion. It is worth mentioning that Li Jin, Director of the Battery R&D Department of GAC Aion New Energy Vehicle Co., Ltd, said at the Eighth International Summit on Power Battery Application (CBIS2023) that the company's independent mass-production battery production line of InPower Battery Technology Co. It is reported that in August 2022 Guangzhou Automobile Group set up In Surge Battery to carry out the construction of independent battery industrialization, with a total investment of 10.9 billion yuan in the project, which commenced construction at the end of 2022 and is planned to build a 36GWh mass production line by 2025.
Ideal Automobile: completing the full-year target ahead of schedule and diversifying battery suppliers
Ideal Auto's new car sales reached 41,030 units in November this year, a year-on-year increase of 172.9%; the cumulative delivery of 326,000 units from January to November reached the annual sales target of 300,000 units ahead of schedule. It is worth mentioning that Ideal Auto is also the only car company among the new forces with sales of more than 40,000 units in consecutive months. In terms of battery suppliers, at present, Ideal Auto is still mainly supported by CATL. It is worth noting that in this year's 373rd batch of Road Motor Vehicle Manufacturing Enterprises and Products Bulletin, SVOLT and Sunwoda's batteries all appeared in Ideal Auto's relevant models. Among them, SVOLT is the supporting battery for Ideal's L7 model, and Sunwoda is the supporting battery for L7 and L8. In addition to the supercharged models, Ideal Motor will soon release a pure electric model, MEGA, which is reportedly scheduled to be delivered in the first quarter of next year.
Great Wall Motor: CATL, SVOLT, and Gotion as Major Suppliers
Great Wall Motor sold 31,170 new energy vehicles in November, up 142.32% year-on-year; cumulative sales of 232,000 vehicles from January to November, up 91.94% year-on-year, and continued to improve in the first three quarters, achieving year-on-year growth for eight consecutive months. In terms of battery support, CATL, SVOLT, Gotion, and other enterprises are the main electric core suppliers of Great Wall Motor.
Xiaopeng Auto: sales over 20,000 units for two consecutive months
New car sales of Xiaopeng Auto reached 20,041 units in November, which is the second time for Xiaopeng Auto to deliver more than 20,000 units per month, the last time was in October this year, with sales of 20,002 units. In fact, in July and August this year, Xiaopeng Auto was still hovering around 10,000 units, in September it broke through 15,000 units, and in October and November it broke through 20,000 units, and its strong performance in the market can be seen in the battery supplier, at present, Xiaopeng Automobile's main suppliers are YIWEI Power and CALB.
Ask the world: currently still CATL's sole supply
Askworld's sales reached a record high of 18,827 units in November this year, and with Huawei's support, the market is unprecedentedly popular. According to the latest data released by Askworld, the number of bookings for the new M7 has already exceeded 100,000 units, and the only thing limiting Askworld at the moment is its production capacity. According to the capacity estimation, Askworld can deliver 23,000 new cars in December, and the single-month delivery capacity is expected to reach 30,000 from next year onwards. In terms of battery suppliers, the current battery supplier of Askworld is mainly CATL.
Leapmotor: electric core suppliers are diversified
In November this year, Leapmotor Automobile sold 18,508 units, continuously setting a new record high for deliveries, up 130% year-on-year and 2% sequentially. From January to November this year, Leapmotor's cumulative sales were 125,500 units, up 22% year-on-year. As for battery suppliers, the main suppliers of LeapmotorC01 are Zenergy and CALB; the battery suppliers of LeapmotorC11 are SVOLT, CATL, REPT, and CALB; and the battery suppliers of LeapmotorT03 are mainly SVOLT, Gotion, CATL, and REPT.
Deepal Motors: CATL, and CALB are the main suppliers
New car sales of Deepal Motors reached 16,157 units this year, up 155% year-on-year and 4% sequentially; from January to November this year, Deepal Motors sold 105,690 units. As one of Changan Automobile's main incubator brands, Deepal's overall sales are also relatively impressive, with November sales having surpassed those of Azera. In terms of battery packages, Deepal's main suppliers are CATL and CALB.
NIO: Battery production seems to have been "abandoned".
In November this year, NIO sales were 15,959 units, up 12.6% year-on-year, with a slight decline from the previous year. From January to November this year, Azera delivered a total of 142,026 new cars, up 33.1 percent year-on-year. In terms of battery support, the batteries for NIO's loaded vehicles are still supplied solely by CATL, although Zenergy and CALB have also entered their supply systems. Previously, there was news that NIO began to consider self-development and self-production of batteries. However, recent statements by Azalea seem to suggest that it has given up its plan to develop and produce its batteries.
