The installed capacity of lithium battery in the h

Electrical equipment industry: in the first half of the year, the installed capacity of lithium batteries increased by 127.9% year-on-year

industry dynamics:

the installed capacity data of lithium batteries were released in June. Recently, real lithium research released the lithium battery installation data in June. In June 2018, China's electric vehicle market achieved a lithium battery installation of 2.92gwh, an increase of 11.95% year-on-year and a decrease of 35.13% month on month. Compared with may, the installed capacity in June decreased by 1.58gwh. Compared with the same period last year, the lithium battery installed capacity of two types of electric passenger vehicles increased in June, while the other three types decreased to varying degrees. The biggest driving force for growth came from EV passenger cars, which had a certain difference from the actual test value. In June, the installed capacity of this segment market was 1.52gwh, accounting for more than half of the total installed capacity, reaching 52.28%, with a year-on-year increase of 54.6%. For example, the NSF certification required for the utilization of water treatment equipment was 3%. The installed capacity of EV passenger cars was 941.66mwh, a slight decrease compared with the same period. The installed capacity of EV special vehicle market is 222.94mwh, with a year-on-year decrease of 48.54%. From the perspective of month on month, the total installed capacity in June fell by 35.13% compared with that in May, with a large decline. Specifically, in June, only the installed capacity of PHEV passenger cars increased by 3.51% month on month, and the installed capacity of the other four vehicle types decreased. Among them, PHEV passenger cars decreased by 94.55%, ev passenger cars decreased by 55.34%, ev special vehicles decreased by 24.03% month on month, and EV passenger cars decreased by 14.74%. From the perspective of different battery types, in the total installed capacity of 2.92gwh in June, NCM ternary battery ranked first with 1.72gwh exceeding LFP battery, accounting for 5. Staff should remember that the correct wiring method is 8.85%, with a year-on-year increase of 60.72%, and lithium iron phosphate battery ranked second with 1.14gwh, accounting for 39.14%, with a year-on-year decrease of 11.20%, and the two batteries together accounted for 97.99%. Lithium manganate battery ranked third with 54.10 MWh, accounting for 1.85%, a year-on-year decrease of 42.51%, and lithium titanate battery ranked fourth with 4.38 MWh, accounting for 0.15%, a year-on-year decrease of 96.03%

in addition, 77 battery cell factories achieved installed supply in the first half of this year, of which catl ranked first with 6.58gwh accounting for 42.24%; BYD accounted for 21.50% with 3.35gwh, and ranked second in terms of small deformation: metal extension; The two accounted for 63.74% in total. GuoXuan high tech ranked third with 892.23 MWh accounting for 5.73%, Funeng technology ranked fourth with 753.56 MWh accounting for 4.84%, Yiwei lithium energy ranked fifth with 547.82 MWh accounting for 3.52%, and five companies accounted for 77.82% in total. (Research on true lithium)

the national development and Reform Commission promotes photovoltaic to participate in market-oriented transactions. Recently, the national development and Reform Commission and the National Energy Administration issued the notice on actively promoting power market trading and further improving the trading mechanism. The notice points out that in order to promote the consumption of clean energy, power users are supported to carry out market-oriented transactions with clean energy power generation enterprises such as hydropower, wind power, solar power and nuclear power. Pay close attention to the establishment of a clean energy quota system. Local governments assume the main body for the implementation of the quota system, and power enterprises assume the organization for the implementation of the quota system. Power users and other power users participating in the market should undertake the consumption of quotas and fulfill the obligation of clean energy consumption as required. The notice made it clear that on the premise of ensuring the safety of power supply, we should improve and innovate the trading rules, promote the participation of renewable energy such as wind power and solar power in the plan in direct trading, alternative thermal power generation rights trading and cross provincial and cross regional spot trading pilot beyond the guaranteed utilization hours, and actively participate in market-oriented trading to increase power supply and promote consumption. All localities should reasonably determine the guaranteed utilization hours of renewable energy in combination with the actual situation, and do a good job in the connection between priority power generation guarantee and market-oriented consumption. In addition, the pilot work of market-oriented transaction of distributed generation should be carried out in an orderly manner, and those participating in the transaction should determine the distribution electricity price scientifically and reasonably. (National Development and Reform Commission station)