APR 27, 2019 Pageview:784
It is reported that at the Beijing Motor Show on May 2, Nissan announced that it will launch more than 20 electric vehicles into the domestic car market in the next five years. Dongfeng Nissan's first pure electric car gave up its original Japanese batteries and switched to domestic ones. The Ningde era battery is fully replaced. In addition, according to foreign media reports, on May 2, German local time, Daimler Group procurement director said that Daimler Group has signed a contract with Ningde Times New Energy Technology Co., Ltd., Ningde era into Daimler's battery supply chain system.
In a short period of two months, the Ningde era of IPO lightning has won international singles. This is for many domestic power battery companies that intend to enter the international market. The Ningde era has undoubtedly taken the lead in the industry. The reason why it was able to outperform in the industry and achieve a major outbreak, Zhoufatao, Secretary General of the Guangdong New Energy Automobile Industry Association, analyzed the Times Weekly reporter and said, "This is actually its product and technology research and development. Years of accumulated results."
However, a few days ago, including Guoxuan Gaoke, Tianjin Lishen, and other companies have all released their willingness to expand the international market. After the Ningde era has won the favor of internationally renowned vehicle companies, will they form an independent situation in China? After Ningde time, who can be the second lucky person to win the international singles? In addition, in the face of Japan and South Korea's Samsung, Panasonic and other international leading companies, can the Chinese power battery go to sea to move the established market share?
A single family in the era of Ningde?
Prior to becoming a supplier of Nissan and Daimler power batteries in the era of Ningde, on March 13 of this year, Ceomule revealed in the German Volkswagen Group's 2017 financial year news release that Ningde era became the company's first China battery partner, and as of that time, Volkswagen has reached a $20 billion battery purchase order in two markets, Europe and China.
Although the Nyndde era has not yet released the relevant production capacity and details of the cooperation with Nissan and Daimler, many of the progress of the Nyndde era has been like pressing the shortcut button since the market's attention in November with a $130 billion listing valuation.
In the prospectus updated on March 12, the Ningde era disclosed that its power battery system sales in 2015, 2016 and 2017 were 2.19 GWh, 6.80 GWh, and 11.84 GWh, respectively. In the era of Ningde in 2017, revenue reached 19.997 billion yuan, an increase of 34 % year-on-year, and net profit of the parent company was 3.972 billion yuan, an increase of 31.4 % year-on-year.
It is worth noting that according to a data from the Institute of Lithium Research and Production(GGII) cited in the prospectus, the Ningde era in 2017 surpassed Panasonic and BYD in one fell swoop and became the number one company in global power battery sales. In the domestic market, the Ningde era has also occupied 27 % of the market share, 11 percentage points higher than Biyadi Gaochu, who ranked second.
To the industry's surprise, BYD, which has been working with Daimler for eight years, has not been Daimler's number one choice, along with the announcement that it was holding hands in the Nyndde era. In response, Zhoufatao pointed out in an interview with the Times Weekly reporter that Daimler's judgment may be based on the choice of two corporate routes. "Because new energy vehicles have higher energy density requirements for power batteries, The Ningde era, which has the greater production capacity and cost advantages in the Sanyuan lithium battery, undoubtedly meets the needs of future development. "
In the development of power cell technology, lithium ternary and lithium iron phosphate are two mainstream routes, but compared to lithium iron phosphate, lithium ternary batteries have higher energy density and stronger endurance. It is understood that BYD was one of the first car companies to develop lithium iron phosphate power batteries. Since then, it has also insisted on the lithium iron phosphate route and has been adhering to the Ningde era where the two routes of lithium trioxide and lithium iron phosphate were parallel. In today's three-way lithium field has a prominent advantage.
According to statistics from the China Automobile Industry Association, the installed capacity of power batteries ranked among the top ten companies in China in 2017, and the Ningde era ranked first with 4.63 GWh of three-yuan lithium installed capacity, accounting for 44.52 % of its total of more than 10 GWh. Followed by Wotema and Bic Power, 2.33 GWh and 1.71 GWh, respectively, the rest do not exceed 1 GWh. The total installed capacity dropped to BYD, which was 4.58 GWh and 0.85 GWh respectively.
Accompanied by the era of Ningde signed a large number of automotive companies, through the scale of production to reduce costs in the era of Ningde, in the future will there be a dominant industry? In this regard, Zhoufatao expressed his disagreement. He analyzed that the power battery industry has indeed emerged in the past two years. The market has further concentrated on the top companies, but the competition in the entire industry is still very fierce. Once there is new technology R&D and innovation, That will change the industry and even bring disruptive changes. "It is hard to say who can be single or who can surpass who. With capital and technology, it can grow rapidly."
Zhoufatao further analyzed: "In fact, the concentration of market share in the industry has certain benefits. Small companies lack conditions for technology research and development. If the market is concentrated, it will help companies improve their quality. BYD powered batteries had an absolute share of the market before the Ningde era became the power battery sales champion in 2017, and in the first three months of this year, BYD's installed capacity was once again ahead of the Ningde era, so that you will come and go. Can bring a virtuous circle to the industry. "
It is understood that in 2017, the total installed power of the new energy vehicle(EV+PHEV) power battery in China was about 36.24 GWh, of which the total power battery enterprises with the top 10 installed total power capacity were about 26.22 Wh, accounting for 72.3 % of the total.
Who's the second lucky guy?
In fact, in the first half of 2018, the outbreak of the Ningde era in the international market behind the European and American auto companies in the field of new energy vehicles.
The above-mentioned Volkswagen Group announced the "roadmap" electromotive strategy in 2017. According to the plan, by 2025, Volkswagen hopes to include all brands including Volkswagen, Audi, Porsche, etc., which can reach 3 million electric vehicles per year. Need to purchase 150 gigawatts of batteries externally. The total amount of procurement is as high as 50 billion euros. In addition, Daimler Group will also invest 10 billion euros in research and development of new energy vehicles. By 2022, Daimler expects to release more than 50 new energy vehicles, including more than 10 pure electric vehicles.
It can be seen that with many auto companies in the new competition in new energy vehicles, the demand for power batteries will be very large, domestic power battery companies are aimed at the European and American markets.
In fact, while bidding for power battery suppliers such as Volkswagen and Daimler in the era of Ningde, there have also been some domestic bids for other power batteries, and Volkswagen recently stated that it will seek another power battery in China. supplier, But who can become the second lucky man after the era of Ningde?
Zhoufatao believes that domestic industry leaders including BYD, Guoxuan Gaoke, Wotema, Bic Power and Tianjin Lishen are all possible, but whether or not these brand companies can be favored depends on the quality of the company's products and technology content. "A number of companies actually produce lithium ternary batteries, but the production capacity is too small and does not have a scale advantage. Compared with Panasonic and LG, which currently have a leading edge in the world, some domestic high-quality products have their own, but in some areas, There are also gaps."
It is worth noting that in the past six months, BYD, Tianjin Lishen, and Guoxuan Gaoke have made adjustments. In order to accelerate the pace of transformation, BYD began to launch the production project of three-yuan lithium batteries on the one hand and began to open the closed business model of its power battery industry on the other. It is expected that BYD's power battery company will be independently listed in 2022 or 2023.
In addition, on May 4, Guoxuan Gaoke stated on the investor interaction platform that the company has been maintaining communication and exchanges with Volkswagen and the company will strive to enter the world-class brand supply chain. The move follows media reports on April 23 that Chinese battery maker Tianjin Lishen Co., Ltd. plans to open a sales office in Germany, while the company is in talks with local automakers, including Volkswagen and Daimler. It aims to provide batteries for the electric vehicles of the above-mentioned car manufacturers.
However, Zhoufatao pointed out that as domestic power companies sign up for overseas vehicle companies, domestic power battery companies will build factories overseas in the future, but because China is the world's largest market for new energy vehicles. Power cell companies will still be dominated by the domestic market.
The page contains the contents of the machine translation.
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