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行業新聞

2021年9月動力電池、BMS TOP10:弗迪電池外供一汽、福特、金康、嵐圖

2021/10/22 9:02:48


NE時代根據保險數據統計,2021年9月動力電池裝機量共計15.8GWh,是2021年單月電池裝車量最高的一個月。寧德時代持續保持較高的領先優勢,占據了超過半數的市場份額,有9GWh的裝車量。其中新勢力客戶是寧德時代的主要客戶,出貨量TOP的客戶分別是特斯拉、蔚來和小鵬。


弗迪電池占據了16.9%的市場份額,裝車2.7GWh。其中2.4GWh的電池是給自家車型供的,其它外供的客戶有一汽、福特、金康、嵐圖等。


其它電池企業的裝車規模都在1GW規模以內。中航鋰電憑借廣汽Aion產品的熱賣,以接近1GWh的裝機量,但是成功躋身前三。特斯拉解決了前期的擠壓的訂單,9月銷量突破5萬輛,Model 3和Y的長續航版本累計突破2000輛,促使LG化學也成功進入前十榜單。


此外,9月BMS配套量33.6萬套,其中Top 10 BMS企業占據了77.3%的市場份額。



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