[China]
2019 volumes of electric drive batteries delivered by the top 10 suppliers in China, by OEM

Li-ion battery suppliers Customers New energy vehicle sales（units） Installed manufacturing capacity（KWh） Market share

CATL

 BAIC Motor 76,104 4,136,495 19.81%
Geely 44,536 1,925,218 9.22%
GAC NE 31,465 1,821,178 8.72%
SAIC Passenger Vehicle 39,161 1,647,169 7.89%
BAIC BJEV 33,461 1,562,990 7.49%
NIO 17,880 1,258,279 6.03%
Dongfeng Passenger Vehicle 21,946 1,144,566 5.48%
WM Motor 16,975 913,818 4.38%
Shanxi New Energy 15,313 800,573 3.83%
Great Wall 23,285 737,858 3.53%
Changan 11,861 593,132 2.84%
SAIC VW 29,919 557,187 2.67%
FAW 9,427 505,866 2.42%
BMW Brilliance 33,004 479,535 2.30%
FAW- VW 11,772 450,535 2.16%
SAIC GM 8,100 352,835 1.69%
Xpeng 5,049 335,759 1.61%
Dongfeng Nissan 7,765 295,070 1.41%
Chery 3,813 189,994 0.91%
SAIC GM Wuling 7,795 183,962 0.88%
Hozon New Enegy 5,138 180,036 0.86%
JAC 2,337 163,554 0.78%
GAC Toyota 2,239 131,608 0.63%
Beijing Hyundai 3,657 119,036 0.57%
Dongfeng Yueda Kia 5,908 76,213 0.37%
Lixiang Automotive 1,875 72,188 0.35%
Brilliance Shineray 1,147 48,013 0.23%
DFSK 1,118 46,799 0.22%
Beijing Benz 574 45,492 0.22%
Mitsubishi Motors 642 31,309 0.15%
GAC Mitsubishi 789 29,086 0.14%
GAC Honda 1,535 19,955 0.10%
Aiways 133 8,645 0.04%
GAC Fiat Chrysler 454 5,886 0.03%
Others 128 6,574 0.03%
Total 476,305 20,876,413 100.00%

BYD

 BYD 188,642 7,977,276 99.97%
Changan 25 2,106 0.03%
Total 188,667 7,979,382 100.00%

Gotion High-Tech

 JAC 25,627 1,020,772 58.59%
Chery 16,154 582,974 33.46%
BAIC BJEV 3,348 112,513 6.46%
Zotye New Energy 315 15,655 0.90%
Hozon New Energy 99 3,659 0.21%
CHTC Auto Group Light Vehicle 95 2,845 0.16%
Dorcen 34 1,692 0.10%
Hanteng 19 723 0.04%
Liebao 18 544 0.03%
Changan 9 539 0.03%
Yogomo 33 321 0.02%
Total 45,751 1,742,237 100.00%

Lishen Battery

 JAC 11,061 575,825 35.12%
Dongfeng Honda 5,295 283,812 17.31%
Dongfeng Passenger Vehicle 5,818 155,922 9.51%
GAC Honda 2,517 134,911 8.23%
SAIC GM Wuling 5,115 125,829 7.67%
Changan 2,867 119,894 7.31%
WM Motor 1,153 60,376 3.68%
Dongfeng Yulon 725 37,539 2.29%
Dongfeng Yueda Kia 728 28,504 1.74%
Changan Suzuki 791 27,685 1.69%
Brilliance Shineray 430 21,070 1.28%
Beiqi Foton 369 19,423 1.18%
Jinkang 320 17,155 1.05%
Zhengzhou Nissan 277 15,928 0.97%
Jiangling 129 6,339 0.39%
DFSK 249 3,160 0.19%
Chengdu Dayun 93 3,116 0.19%
Geely 171 1,932 0.12%
Others 35 1,405 0.09%
Total 38,143 1,639,825 100.00%

CALB

 Changan 16,545 862,298 58.54%
GAC NE 12,049 595,341 40.42%
Jinkang 207 10,882 0.74%
Geely 50 2,600 0.18%
Jiangling 49 1,353 0.09%
Dorcen 16 451 0.03%
Total 28,916 1,472,925 100.00%

Farasis Energy

 Great Wall 12,909 601,989 49.59%
FAW 7,125 366,303 30.17%
BAIC Motor 2,953 142,039 11.70%
BAIC BJEV 2,315 101,659 8.37%
Jiangling 57 1,790 0.15%
Changhe 5 102 0.01%
Zhicheng 2 41 0.00%
BAIC Ruili 1 39 0.00%
Total 25,367 1,213,962 100.00%

CATL - SAIC

 SAIC Passenger Vehicle 9,460 452,778 60.95%
SAIC GM 3,808 199,920 26.91%
SAIC VW 2,006 78,635 10.59%
SAIC Maxus 220 11,550 1.55%
Total 15494 742,883 100.00%

Sunwoda

 Dongfeng Liuzhou Motor 4,766 267,879 41.15%
Shanxi New Energy 4,025 213,269 32.76%
Geely 2,724 141,376 21.72%
Yudo 557 28,407 4.36%
Toal 12,072 650,931 100.00%

BAK Battery

 Jiangling 6,602 220,966 34.82%
Xpeng 3,772 177,661 28.00%
Zotye New Energy 2,032 64,821 10.22%
Dongfeng Passenger Vehicle 1,455 46,317 7.30%
Changjiang EV 1,143 40,691 6.41%
Haima 1,154 34,762 5.48%
Zhengzhou Nissan 488 26,523 4.18%
JAC 190 7,448 1.17%
Geely 157 6,563 1.03%
Brilliance Shineray 183 6,451 1.02%
Leap Motor 40 1,424 0.22%
Dongfeng Liuzhou Motor 23 885 0.14%
Total 17,239 634,512 100.00%

CATARC

 SAIC GM Wuling 20,114 473,732 75.52%
Jiangling 4,319 137,917 21.98%
Qiantu Motor 130 10,249 1.63%
Hanteng 108 3,321 0.53%
Haima 65 3,115 0.34%
Total 24,736 627,334 100.00%