In September, China’s power battery installed capacity increased significantly. According to the statistics released by real lithium research, the total installed capacity of lithium batteries in China’s electric vehicle market in September was 6.47 GWH, up 53.53% year-on-year. Among them, Ningde era (300750. SZ) still ranks first in the market, with an installed capacity of 2.89gwh, accounting for 44.7% of the domestic market share. In September, BYD (002594. SZ) installed 1.07 GWH of power batteries, an increase of 110.75% year-on-year, and a market share of 16.54%, returning to the second place long lost. Among them, the installed capacity of LiFePO4 battery was 509.44 MWh, an increase of 82.97% over the previous month. Since April this year, due to the sales of domestic Tesla, LG Chemical has been keeping the second place of domestic power battery installation in a single month, and BYD is in the third place. According to real lithium research, the output of Tesla Model 3 equipped with LG Chemical NCM ternary batteries decreased by 682 units compared with the previous month. This led to a month on month decrease of about 3.6% in LG Chemical’s installed capacity, which was the first month on month decline this year. According to different cathode materials, lithium batteries can be divided into ternary batteries and lithium iron phosphate batteries. These are the two most commonly used lithium-ion power batteries for electric vehicles. The former has high energy density and strong endurance, while the latter has good safety and low cost. In September, Tesla began to cooperate with Ningde times to produce nine tsl7000bevar1 models with its square lithium iron phosphate batteries. < p > < p > on October 1, Tesla China’s official website showed that the price of the upgraded version of model 3 made in China after subsidy was 249900 yuan. This is nearly 30% lower than the initial price of 355800 yuan (without subsidy). < / P > < p > the battery system energy density of this model is 125 WH / kg, and the driving range is about 468 km. It has been listed in the seventh batch of recommended models for new energy vehicle promotion and application this year. In the same month, AVIC lithium battery installed 476.9 MWh, accounting for 7.37% of the market share, ranking fourth, the same as last month, but the market share increased by 2.05 percentage points. < / P > < p > the company’s ternary battery customers mainly include Chang’an group, Geely Group, geometry automobile group and GAC group; lithium iron phosphate battery customers are mainly Jinlong automobile group, which provides batteries for Jinlong bus. < / P > < p > in the fierce competition of the market share concentration of the leading enterprises, every one percentage point increase in the market share of the second and third echelon enterprises means to squeeze out other suppliers. In September, Wanxiang 123co., Ltd., Beijing Keyi Power Technology Co., Ltd., Huating (Changzhou) Power Technology Co., Ltd. and Yinlong new energy Co., Ltd. fell out of the top 20; honeycomb Energy Technology Co., Ltd., micro Hong power system (Huzhou) Co., Ltd. re entered the top 20, and Suzhou Yuliang Battery Co., Ltd. entered the top 20 for the first time. Among them, Ningde times installed 16.07 GWH, accounting for 46.89%, ranking first; BYD’s installed capacity was 4.9 GWH, accounting for 14.29%, ranking second; LG Chemical installed capacity was 4.79 GWH, accounting for 3.98%, ranking the third. The total installed capacity of the three companies accounted for 75.17%. In the first nine months, the installed capacity of ternary batteries was 23.57 GWH, accounting for 68.78% of all batteries. The installed capacity of LiFePO4 battery is 10.51 GWH, accounting for 30.67%. Spontaneous combustion at a Guangzhou Motor vehicle intersection and other traffic lights in Shenzhen