Shulou(Shulou.com)11/24 Report--

CTOnews.com February 21 news, the ride association last night released the "January 2023 new energy vehicle three power system insight report", for the new energy industry in January this year were summarized.

In January this year, the installed capacity of power batteries for new energy vehicles (13.6GWh) was 6.5 per cent lower than the same period last year. The number of power batteries installed in new energy vehicles decreased 26.6GWh compared with last month.

However, the proportion of lithium iron phosphate batteries in the field of passenger cars has been greatly improved. The proportion of lithium iron phosphate battery sets in passenger cars has increased significantly, increasing by 23.8% compared with the same period, which is in line with the market trend after the number of new energy vehicles. The bus and truck market still maintains the high market share of lithium iron phosphate batteries.

In addition, at present, the distribution of the matching quantity of the three shapes of batteries remains stable, with square cells accounting for 93.6%, cylindrical cells accounting for 4pm 2%, and soft package cells accounting for 2.2%.

The conclusion of the supporting situation of the power battery-battery enterprise is that the installed capacity is floating down as a whole, and the Ningde era still maintains a leading position.

As CTOnews.com often mentioned, most companies saw a year-on-year decline in sales in January, but Ningde Times is still the leader in the power battery industry, with a market share of 48.7%, while Yiwei Lithium has the highest growth rate among TOP10 companies in January.

Drive motor-enterprise supporting situation according to reports, in January this year, the motor supporting enterprises of Top10 totaled more than 251000 sets, and the overall market matching volume dropped by 2.5%. Compared with the same period, the new supporting models of Honeycomb and Weirui Electric have contributed a lot to the growth of its matching capacity. The introduction of key models has a great impact on the matching quantity of motor enterprises.

Overall, the distribution of supporting shares in mainstream motor supporting enterprises are relatively concentrated, founder Motor, United Automotive Electronics, Honeycomb are easy to create, the proportion of the first two models are more than 70%, the introduction of key models has a greater impact on the matching capacity of motor enterprises.

Driving motor controller-the supporting situation of enterprises in January this year, the top ten electronic control supporting enterprises totaled more than 259000 sets, accounting for a total of 82.8%, and the industry concentration increased by 14.7% from the previous month. Tesla, Lulai, BMW electronic control sets relatively small month-on-month decline, the three enterprises are luxury brand independent supporting enterprises, with their own model sales status to maintain unity.

First of all, let's take a look at BMW. With the help of two pure electric models, i3 and iX3, the number of electronic control sets of BMW increased by 221.4% in January compared with the same period last year. At least as far as the current situation is concerned, the sales volume of BMW i3 in January is relatively stable, which provides a strong support for BMW electronic control.

In addition, Hongguang MINI also showed a decline in sales after subsidizing the impulse in December. Changan Lumin became the first seat in Inball in January, accounting for 53.8%.

In addition, the Federation also explained the development trend of some individual enterprises.

First of all, BYD Yi Sifang Power adopts a similar structure of double electromechanical drive axle to achieve four-wheel independent drive. Through the integration of two mature single motor drivers, the performance is improved and the reliability of technology is improved at the same time.

Tesla adopts dual-motor rear drive technology, which makes the product make a breakthrough in high-speed performance. The technology of left and right wheel independent drive is more difficult, but Tesla is also horizontally expanding the application scale of the technology and promoting the technology iteration.

The passenger Association pointed out that the dual-motor integrated drive has solved the problem of low torque in high-speed driving of electric vehicles with low cost and high efficiency. The parallel connection of two motors is the fastest and most efficient power multiplication path, but there is still room for performance and structure optimization.

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