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China EV Batteries:Total EV Battery Installation Up 40%YoY in August

编辑 : 王远   发布时间: 2017.09.29 16:00:04   消息来源: sina 阅读数: 93 收藏数: + 收藏 +赞()

Strong ePV sales were announced on Monday. Today the eCVoutput was released with 1.3GWh batte...

Strong ePV sales were announced on Monday. Today the eCVoutput was released with 1.3GWh battery installation inAugust, a 31% YoY increase, driven by robust eSPV output.Total EV output was 68k units (+80% YoY) and installed2.5GWh in August, a 40% YoY increase.。    Electric commercial vehicles (eCV) output was 13.8k units in August, +55% YoY,including 7k units of eSPV (+8.6x YoY) and 6.8k units of eBus (-17% YoY). Basedon this, we calculate batteries installed in eCV reached 1.3GWh in August, a 31%YoY increase. eSPV penetration has accelerated this year with volume of 30.8kunits in 8M17, +276% YoY, partially offsetting a decrease in eBus batteryinstallation due to a cut in subsidies. In 8M17, total battery installation was11.6GWh, flat YoY. Poor eBus sales in 1H17reduced battery demand, but demandturned positive from June and saw strong growth in July and August.。

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