智通财经APP获悉,高工产业研究院(GGII)依据新能源汽车交强险口径数据统计显示,2月国内动力电池装机量约34.4GWh,同比增长95%,环比下降4%。在热销车型Model Y、Model 3、小米SU7铁锂版及比亚迪系列车型销量增长带动下,2月磷酸铁锂动力电池装机量约26.06GWh,同比增长144%,份额占比75.8%,创历史新高。
在电动重卡领域,瑞浦兰钧产品聚焦大电量升级与全场景梯度应用,为顺应市场需求,通过技术创新提升电量增强电动重卡运力。2月份在徐工、重汽、东风、三一等企业重卡装配起量拉动下,瑞浦兰钧商用车装机量约0.26GWh,同比增长4180%,由去年同期在商用车领域装机量排名第十位上升至第五位,配套装机的客户数量同比翻一番。
受于以方形为主的头部动力电池企业宁德时代、比亚迪、中创新航、国轩高科、亿纬锂能、蜂巢能源、欣旺达、瑞浦兰钧、正力新能等企业装机量的快速提升,软包动力电池企业装机量备受挤压,2月份软包动力电池装机量约0.20GWh,同比下降39%,份额占比0.58%,再创新低。
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