In January 2020, a total of 2706 new energy buses were produced, a year-on-year decrease of 64.5%, of which the output of pure electric models was 2225, accounting for 82.3%, and the output of plug-in hybrid models was 215, accounting for 7.9%. The hydrogen fuel cell EV model output was 266, accounting for 9.8%.
From the perspective of battery installed capacity, the total installed capacity of passenger batteries in January was 0.45GWh, accounting for 20% of the total installed capacity of power batteries, and the installed capacity decreased by 63.7% year-on-year.
In January of this year, a total of 12 companies realized passenger car matching. The top ten companies with installed capacity are CATL, EVE Battery, Mengguli, BYD, Lishen, Guoxuan Hi-Tech, Anchi New Energy, Ruipu Energy , Yinlong and Wuhu Tianyu, the total installed capacity of 10 companies accounted for 99.9% of the total, of which only CATL accounted for 79.6%, the industry is highly concentrated.
From the perspective of battery technology, the installed capacity of lithium iron phosphate is 441MWh, accounting for 98%, the installed capacity of lithium manganate is 10.6MWh, accounting for 2%, and the installed capacity of lithium titanate is only 0.28MWh.
From the perspective of battery packaging, the installed capacity of square batteries is 440.9MWh, accounting for 98%, the installed capacity of soft pack batteries is 10.6MWh, accounting for 2%, and the installed capacity of cylindrical batteries is only 0.28MWh.
