According to ICCSINO, Chinese new energy vehicle market continues to warm up in September. NEV production was 139.1K units, M-T-M up 31.66%, Y-O-Y up 81.95%. Corresponding installed vehicle battery volume was 6.57GWh. M-T-M up 26.08%, Y-O-Y 66.16%.
From the accumulated data from January to August, Chinese new energy vehicle production was 692.3K units, Y-O-Y down 16.67%. The gap is gradually shrinking. Corresponding installed vehicle battery volume was 34.24GWh from Jan to Sep, Y-O-Y down 18.71%.
From the perspective of NEV models, Chinese Top10 passenger vehicle production was 62831 units in September, which took up for 45.23%, CRO10 concentration declined by 1% M-T-M. Dongguan MINI took up 1st place, whose output was 20818 units, M-T-M up 43.59%. Tesla Model 3 ranked 2nd, production was 12203 in Sep, M-T-M down 4%. It's worth mentioning that, LFP version Model 3 was firstly installed with batteries supplied by CATL. The battery pack energy density of LFP version Model 3 was 125wh/kg. Installed battery volume per car was 55KWh, which is 4KWh higher that NCM-version Model 3. Furthermore, BYD HAN EV started to be produced massively since September, whose output was 7053 units in September, M-T-M up 147%. Compared with LFP version Model 3, HAN EV batter pack energy density is higher that reaches 140 wh/kg.
ICCSINO launches CATL & LG Chemical Competition Analysis Webinar: JOIN US HERE
Points of discussions:
1. 2019-2020 CATL & LG Chemical’s financial situation analysis
2. LG Chemical spinning off news interpretation
3. Global strategy: CATL & LG Chemical’s production capacity expansion analysis
4. CATL & LG Chemical’s lithium ion battery volume and respective downstream application analysis. CATL focuses on NEV, ESS and 2 & 3 wheel vehicle. LG mainly focuses on NEV, ESS and 3C market.
5. NEV field: Both CATL & LG Chemical’s strong binding cooperation with Tesla and its effects.
6. CATL & LG Chemical’s cost competition analysis
7. CATL & LG Chemical’s battery technology: CTP & LFP technology interpretation
8. 2030 Global lithium ion market forecast
The seminar will take place at 15:00 China time on 30th October 2020. (15:00 Singapore, 14:00 Tokyo, 15:00 Perth, 12:30 New Delhi , 8:00 London, 9:00 Brussels, 11:00 Dubai, 9: 00 Paris, 03:00 Santiago, 03: 00 New York).
Webinar application: Microsoft Teams
For webinar registration, please contact rachelliu@iccsino.com. Please send your information of company name, main business, country, participant name. After confirmation, you will get webinar links.
