The rapid growth of China Innovation Airlines is closely related to the development of China's new energy vehicle industry. More importantly, China Innovation Airlines is also gradually seizing the customers of Ningde Times, the leading power battery enterprise, to expand its living space (see the specific situation of China Innovation Airlines and Ningde Times competing for customers for details). Tramway further combs the battery matching of China Innovation Airlines based on the new car announcement database accumulated over the years.
In May of this year, Zhongchuang Aviation Power Battery installed 3GWh, a year-on-year increase of 37%, and its market share reached 7.61%, leading the second echelon of enterprises such as Yiwei Lithium Energy and Guoxuan High tech. Obviously, China Innovation Airlines has stabilized its position as the leader of the second echelon in the power battery industry.
Such achievements reflect the continuous efforts and achievements of China Innovation Airlines in technology research and development, capacity expansion and market development. Although Ningde Times still occupies the leading position in the industry, China Innovation Airlines has become a force that cannot be ignored in the industry by constantly improving its market performance, and has formed a strong competitive pressure on the first echelon.
According to the new car announcement data, Tramway has calculated the battery supporting situation of Innovation Airlines from 2018 to 2023. It can be seen clearly that after the restructuring of AVIC Lithium Electric (the predecessor of Innovation Airlines) in 2019, the company's power battery business will enter the fast lane, and the battery supporting models will grow from 18 in 2018 to 253 in 2023 (only including the newly declared models in that year), The number of supporting enterprises will increase from 11 in 2018 to 61 in 2023.
At the same time, the corporate strategy has also been adjusted. Before 2019, China Innovation Airlines will mainly support passenger cars, and then turn to the passenger car market, and won the honors of GAC, Chang'an auspicious 、 Xiao Peng Such as battery orders from many automobile enterprises, which are important customers of Ningde Times. Today's China Innovation Airlines has fully covered the market of passenger cars, buses, trucks and special vehicles.
From the perspective of supporting quantity and loading volume, China Innovation Airlines is still on the fast track of development and will continue to maintain a high growth rate.
