my country sold 98,000 new energy vehicles in July, and installed 5.0GWh of power batteries

On August 11, the China Automobile Association held an online monthly information conference to announce the production and sales of the auto industry in July 2020. In July, the production and sales of automobiles were 2.201 million and 2.112 million, a decrease of 5.3% and 8.2% from the previous month, and an increase of 21.9% and 16.4% from the same period last year. The production and sales of passenger vehicles maintained a year-on-year growth, with 1.729 million and 1.665 million completed respectively, a decrease of 3.9% and 5.6% from the previous month, and an increase of 13.2% and 8.5% from the previous year. Among them, the output of subdivided four types of models all increased. Among the sales, only MPV sales fell year-on-year, while the sales of other models showed growth.

From January to July, automobile production and sales were 12.314 million and 12.365 million, a year-on-year decrease of 11.8% and 12.7%. Compared with January-June, the rate of decline narrowed by 5.0 percentage points and 4.2 percentage points, respectively. The production and sales of passenger vehicles were 9.483 million and 9.533 million, a year-on-year decrease of 17.8% and 18.4%, respectively. The rate of decrease was 4.7 and 4 percentage points lower than that in the first six months. In terms of vehicle types, the production and sales of sedans decreased by 21.5% and 22.1% year-on-year; the production and sales of SUVs decreased by 9.9% and 11% year-on-year; the production and sales of MPV decreased by 42.5% and 40.6% year-on-year; the production and sales of cross-type passenger vehicles decreased by 14% and 15.8%. Judging from the cumulative growth rate of segmented models, SUVs and crossover passenger cars are better than the overall level.

The year-on-year growth rate of new energy vehicle production and sales turned from negative to positive.In July, the production and sales of new energy vehicles were 100,000 and 98,000, respectively, up 15.6% and 19.3% year-on-year, marking the first increase this year.Among them, the production and sales of pure electric vehicles were 79,000 and 78,000 respectively, an increase of 17.9% and 24.2% respectively; the production and sales of plug-in hybrid vehicles were 21,000 and 19,000, respectively, an increase of 7.8% and 2.7% respectively.

From January to July, the production and sales of new energy vehicles were 496,000 and 486,000, a year-on-year decrease of 31.7% and 32.8%, respectively, and the rate of decline continued to narrow compared to the first six months.Among the main types of new energy vehicles, compared with the same period last year, the production and sales of pure electric vehicles and plug-in hybrid vehicles both declined year-on-year, and the decline was somewhat narrower than that in the first six months.

Xu Haidong, deputy chief engineer of the China Automobile Association, said that new energy vehicles will maintain a relatively stable growth in the latter months of this year. It is expected that the domestic new energy vehicle market will sell 1.1 million vehicles this year.

In addition, Ma Xiaoli, deputy secretary general of the China Automotive Power Battery Industry Innovation Alliance, released the monthly data of power batteries for July 2020.In terms of output, in July, my country's power battery output totaled 6.1GWh, a year-on-year increase of 6.4% and a month-on-month increase of 13.8%.Among them, the output of ternary battery was 3.3GWh, accounting for 53.8% of total output, down 23.1% year-on-year, and an increase of 4.0% month-on-month; lithium iron phosphate battery output was 2.8GWh, accounting for 45.6% of total output, an increase of 97.8% year-on-year, and an increase of 27.2% month-on-month. From January to July, my country’s power battery output totaled 29.6GWh, a cumulative decrease of 39.8% year-on-year. Among them, the cumulative output of ternary batteries was 18.1GWh, accounting for 61.0% of total output, a cumulative decrease of 43.0% year-on-year; the cumulative output of lithium iron phosphate batteries was 11.5GWh, accounting for 38.7% of total output, a cumulative decrease of 25.2% year-on-year.

In terms of vehicle loading, in July, my country’s power battery loading volume was 5.0GWh, an increase of 6.8% from the same period last year.Among them, ternary batteries totaled 3.3GWh, up 57.1% year-on-year and 8.7% month-on-month; lithium iron phosphate batteries totaled 1.7GWh, down 31.4% year-on-year and up 3.5% month-on-month. In the first seven months, my country’s power battery installed capacity totaled 22.5GWh, a cumulative decrease of 35.2% year-on-year. Among them, the cumulative installed volume of ternary batteries was 15.9GWh, accounting for 70.6% of the total installed vehicles, a cumulative decrease of 32.2% year-on-year; the cumulative installed capacity of lithium iron phosphate batteries was 6.5GWh, accounting for 28.8% of the total installed vehicles, a cumulative decrease of 37.6% year-on-year.

The level of enterprise concentration. In July, a total of 45 power battery companies in my country’s new energy vehicle market realized the installation of vehicles, a decrease of 3 from June. The top 3, top 5, and top 10 power battery companies have installed power batteries of 3.5GWh, 4.1GWh, and 4.6GWh, respectively, accounting for 69.4%, 81.3%, and 91.9% of the total installed vehicles. From January to July, a total of 61 power battery companies in China’s new energy vehicle market realized the installation of vehicles, a decrease of 8 compared with the same period last year. The top 3, top 5, and top 10 power battery companies have installed power batteries respectively. 16.0GWh, 18.5GWh and 20.9GWh, accounting for 71.3%, 82.1% and 93.0% of the total installed vehicle volume respectively.

On the same day, the China Electric Charging Infrastructure Promotion Alliance released the charging pile operating data for July 2020. The data shows thatAs of July 2020, the member units of the alliance have reported a total of 566,000 public charging piles, including 326,000 AC charging piles, 240000 DC charging piles, and 488 AC/DC integrated charging piles.From August 2019 to July 2020, about 10,000 public charging piles were added every month.

In terms of provinces and cities, the characteristics of a relatively concentrated public charging infrastructure construction area and a high concentration of charging power still exist. Public charging infrastructure in the TOP10 regions of Guangdong, Shanghai, Jiangsu, Beijing, Shandong, Zhejiang, Anhui, Hebei, Hubei, and Fujian accounted for 73.1%.

In July 2020, the total national charging capacity was about 670 million kWh, an increase of 70 million kWh from the previous month, an increase of 52.4% year-on-year and an increase of 11.6% month-on-month. The monthly charging capacity continued to increase.

In terms of operators, the concentration of public charging infrastructure operators is high. As of July 2020, there are 8 charging piles operated by charging companies across the country with more than 10,000 units. They are: 163,000 units operated by special calls, 133,000 units operated by Star Charging, 88,000 units operated by State Grid, and Cloud Fast charging is operated by 45,000 units, Yiwei Energy has operated 25,000 units, SAIC Anyue has operated 19,000 units, China Putian has operated 14,000 units, and Shenzhen Auto Grid has operated 14,000 units. These 8 operators accounted for 88.6% of the total, and the remaining operators accounted for 11.4% of the total.

As of July 2020, the vehicle pile-associated information of approximately 1.124 million vehicles has been sampled through the alliance's member vehicle companies, of which 349,000 have not been equipped with charging facilities, and the overall unequipped rate is 31.1%. The three factors of group users building piles by themselves, not cooperating with residential properties, and lack of fixed parking spaces in residential areas are the main reasons why charging facilities are not built with cars, accounting for 70.2%, and the remaining reasons account for 29.8%. As of July 2020, the cumulative number of charging infrastructure across the country was 1.341 million units, a year-on-year increase of 27.6%.