[China]
2018 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

(Geely) Haoqing Automobile 39,326 1,968,425 8.33%
SAIC Passenger Vehicle 62,325 1,736,585 7,38%
Chery 43,236 1,677,333 7.13%
Dongfeng Passenger Cars 25,876 1,395,536 5.93%
BAIC Motor 26,623 1,361,705 5.79%
BAIC BAEV 51,309 1,328,349 5.65%
JAC 12,570 865,973 3.68%
GAC Motor 14,223 528,792 2.25%
Changan 14,541 491,269 2.09%
Jiangling Motors 3,531 305,197 1.30%
Weltmeister 5,620 293,548 1.25%
BMW Brilliance 21,596 293,318 1.25%
Geely Commercial Vehicle 3,015 267,045 1.14%
Others 113,754 11,008,971 46.83%
Total 437,545 23,522,046 100.00%
BYD
BYD 220,153 9,905,807 86.61%
GAC BYD 5,044 1,515,587 13.25%
Others 74 15,776 0.14%
Total 225,271 11,437,170 100.00%
Guoxuan High-Tech
JAC 38,565 1,126,659 36.43%
BAIC BAEV 28,224 606,815 19.62&
Geely Commercial Vehicle 8,008 319,807 10.34%
Hanteng 1,426 56,894 1.84%
Ohters 8,840 982,555 31.77%
Total 85,063 3,092,730 100.00%
Tianjin Lishen Battery
Changan 12,381 582,496 28.20%
JAC 8,527 354,047 17.14%
Lifan Passenger Vehicle 3,659 157,714 7.64%
Brilliance Shineray 2,940 138,631 6.71%
Others 16,186 832,703 40.31%
Total 43,693 2,065,590 100.00%
Farasis Energy
BAIC Motor 14,977 731,274 38.46%
BAIC Changzhou 14,782 707,131 37.19%
Great Wall 3,793 176,640 9.29%
BAIC BAEV 5,212 105,804 5.56%
Jiangling Motors 5,919 103,151 5.42%
Others 2,438 77,614 4.08%
Total 47,121 1,901,613 100.00%
BAK Battery
Jiangnan (Zotye) 18,916 555,496 31.92%
Liderar 8,515 307,605 17.68%
JAC 7,011 284,032 16.32%
Haima 9,549 203,824 11.71%
Jiangling Motors 3,494 117,770 6.77%
Geely 2,776 116,037 6.67%
Others 3,527 155,424 8.93%
Total 53,788 1,740,188 100.00%

EVE Energy

GreenWheel EV 1,445 211,824 16.62%
Shanxi New Energy 464 132,634 10.41%
Geely Commercial Vehicle 208 33,931 2.66%
Zhengzhou Nissan 545 27,017 2.12%
Others 7,022 869,139 68.19%
Total 9,684 1,274,545 100.00%
Beijing National Battery
Chery Commercial Vehicles 2,220 97,868 12.00%
Jiangling Motors 1,327 28,836 3.54%
ZXAUTO 401 16,168 1.98%
Joylong 142 13,087 1.60%
Others 6,258 659,543 80.88%
Total 10,348 815,502 100.00%
China Aviation Lithium Battery (CALB)
Dongfeng Passenger Cars 2,190 241,601 33.73%
Changan 2,468 129,718 18.11%
JAC 1,203 109,829 15.33%
Others 3,962 235.106 32.82%
Total 9,823 716,254 100.00%

CARENE New Energy

SAIC GM Wuling 20,406 430,214 67.73%
Jiangling Motors 6,415 184,732 29.08%
Qiantu Motor 141 11,116 1.75%
Changan 521 9,022 1.42%
Dongfeng Passenger Cars 1 83 0.01%
Total 27,484 635,167 100.00%
Total 949,820 47,200,806 83.00%