According to the statistics of insurance data for new energy passenger vehicles, the electric drive market for new energy passenger vehicles in January 2023 has experienced varying degrees of decline due to the overall vehicle market. Among them, the installed capacity of electric drive systems in January was 188,000 sets, a year-on-year decrease of 9.7%. The installed capacity of motors in January was 337,000 sets, a year-on-year decrease of 3.5%. The installed capacity of electronic controls in January was 336,000 sets, a year-on-year decrease of 3.3%.
VREMT achieved a counter-trend increase, with a total of 8,090 sets of installed systems in January 2023, a year-on-year growth of over 500%, ranking sixth on the list of system installations in January. The installed quantity of drive motors in January reached 8,090 sets, a year-on-year growth of over 500%, ranking ninth on the list of drive motor installations in January. The installed quantity of motor controllers in January reached 8,090 sets, a year-on-year growth of over 500%, ranking ninth on the list of drive motor installations in January.
According to automobile insurance data, in January 2023, the installed capacity of BMS in the new energy passenger vehicle market was 291,000 sets, a year-on-year decrease of 7.0%, and the installed capacity of OBC was 280,400 sets, a year-on-year decrease of 9.6%. Due to the impact of the Spring Festival, the sales of new energy passenger vehicles declined in January, and various component markets also experienced a downturn.
VREMT achieved a counter-trend increase with an installed capacity of 6,962 sets of BMS in January 2023, a year-on-year growth of 15.8%, ranking sixth on the list.
According to car insurance data, the total installed capacity of power batteries for new energy passenger vehicles in January 2023 was 12.53 GWh, a year-on-year decrease of 5.24%.
VREMT achieved a counter-trend increase, with a PACK installation volume of 6,702 sets in January 2023, a year-on-year growth of 33.9%, ranking seventh on the list.