Recently, China's November power battery company rankings were released.

Specifically, in November, CATL continued to rank first among domestic companies with 11.45GWh of installed capacity, accounting for 55% of the market. It alone took up half the sky of domestic power batteries. The Ningde era domestic market accounted for more than the second to tenth place. It shows that CATL has an absolute leading position in the domestic power battery supply market!

In addition, Ford confirmed for the first time that CATL had become a Ford power battery supplier; in mid-November, media reported that CATL has established a branch in South Korea and will supply batteries for Hyundai, including ternary batteries and iron-lithium batteries.

Ranked second is BYD. In November, the installed capacity of power batteries was 3.46GWh, with a market share of 16.6%. Unlike the Ningde era, BYD's power batteries are mainly used for its brand.

Ranked third is CALB. From January to November, the installed capacity of power batteries was 7.5GWh, accounting for 5.8%, ranking third, of which the installed capacity in November was 1.09GWh, accounting for 5.2%.

On November 7th, CALB held a strategic press conference, announcing that its production capacity plan will exceed 500GWh by 2025. It is expected to achieve a production capacity of 1,000GWh in 2030. At the same time, it has also signed strategic cooperation agreements with 15 companies, including Chery Automobile, Co-Chuang Automobile, Dongfeng Xianglu, American Cres, Polish BMZ, French FORSE POWER and Japan Marubeni. Up to now, China Chuangxin Airlines has contracted a landed production capacity of 250GWh, second only to CATL and LG, and has deployed seven major production bases in Luoyang, Changzhou Xiamen Chengdu, Wuhan, Hefei, Heilongjiang, etc. across the country.

Ranked fourth is GOTION, of which the installed capacity in November was 1.08GWh, accounting for 5.2%, ranking fourth, and its power battery installed capacity from January to November was 6.6GWh, accounting for 5.1%.

On November 22, GOTION announced that it had won an order for the power battery of a subsidiary of Great Wall Motors. The two parties determined that the total delivered power between 2022 and 2025 will not be less than 10GWh, of which 2022 will not be less than 2.5GWh. In terms of production capacity, on December 7, Guoxuan Hi-Tech's 50GWh power battery project officially started. 

GOTION has built eight production bases in Hefei headquarters, Hefei Economic Development Zone, Lujiang, Nanjing, Qingdao, Tangshan, Nantong, Liuzhou and other places. The production capacity reached 28GWh at the end of last year, of which lithium iron phosphate production capacity was 23GWh. The ternary production capacity is 5GWh. GOTION stated that the company's production capacity would reach 50GWh by the end of this year, 100GWh by the end of 2022, and 300GWh by 2025.

Ranked the fifth SVOLT. Its installed capacity in November was 0.56GWh, accounting for 2.7%, ranking fifth. From January to November, the installed capacity of power batteries was 2.61GWh, accounting for 2%, ranking sixth.

On December 8 this year, Yang Hongxin, Chairman of SVOLT, an LG.