23 Years' Battery Customization

BYD's battery business is going independent.

Jun 04, 2019   Pageview:625

In the era of Ningde, BYD's battery business is trying to stop closing supply chain system, and frequent negotiation with several automotive OEM. BYD Qinghai lithium battery production base is put into production, which will be able to support more battery products flow outward in the future.

Currently, as a new energy automobile policy's biggest profit, BYD is because subsidies sharply TuiPo into relatively tough adjustment. In the first quarter of this year, BYD to hand over the transcript startling, under the condition of 17.54% growth in operating income, net profit fell 83% to 102 million yuan, excluding non-recurring gains and losses attributable to shareholders of listed companies net profit even loss of 329 million yuan, and in the same period of last year's profit of 446 million yuan.

In fact, BYD's new energy automotive business sales still maintained a fast growth. However, the growth of BYD new energy cars, not necessarily can offset the impact of the subsidies shrink, along with many car companies, including building cars new forces are on electric power, BYD's new energy vehicles to maintain after the appearance of success is becoming more and more difficult, especially in subsidies continue TuiPo may even cancel the ahead of time. A few days ago, BYD launched the first EV360 within 100000 yuan, hope to drive sales of new energy vehicles climb further.

Rail and cloud, the battery is BYD's performance to break two other important path.

Recently, BYD in cloud rail movement, the added $689 million in sea-crossing cloud rail projects in Brazil, and the Philippines also, Dan province signed cloud rail project, this is BYD scored the second cloud track orders in the Philippines. There is no doubt that cloud rail is an important business of drive BYD's future growth, however, cloud rail investment is opposite bigger, profit model need checking.

Priority BYD need to put more energy to think about the battery business planning for the future development.

Started BYD on batteries, and gradually took to the diversified route and extended to IT, and rail cars and cloud field, and many plate and battery business. IT is important to note that as the world's consumer electronics product design, parts manufacturing and assembling machine manufacturers, BYD's products cover mobile phone, tablet computers, notebook computers and other consumer electronics and other fields, but not in the production of own brand product, mainly for Samsung, Huawei, Apple, Lenovo, Vivo, Millet and other intelligent mobile terminal manufacturers foundry.

However, and in the field of mobile phones and other electronic products, BYD on a path to build its brand in the field of automobile, is therefore, BYD active break the self-sufficiency in the current situation and started to other automotive oems to promote sales power battery, may potentially involve in an awkward: other oems in interested BYD purchasing power battery, more or less to worry about whether BYD foreign supply battery with BYD self-used alike, even if BYD stressed that there was no difference in the inside and outside, but still hard to reassure customers.

In fact, many manufacturing companies have a similar problem, few enterprises can be in the same field or related fields successfully juggle OEM and own brand two pieces of business. In the future, BYD will supply power battery on one side to the other oems, one side for the production of "BYD" brand new energy car battery supply, and BYD will with other oems in new energy car directly in the market competition, how to comb, the relationship between this as "wife and mother and fell into the water, you save first who" as the title of the refractory.

Focused on the areas of power battery Ningde would not have this aspect of the troubled times, has not been involved in Ningde era of new energy vehicles, in the field of power battery, become a BMW, Saic, Dongfeng, Yutong and other oems suppliers at home and abroad, and last year for the first time Panasonic and BYD, with 12 GWH power battery shipments in the world. This year, Ningde added mass and new customers, recently published listed on the gem ipo and online subscriptions and a success rate. Listed after the era of Ningde, it will use the power of the capital, with BYD to form more fierce competition in the field of power battery.

Facing the menacing Ningde era, the industry appeared a sigh for BYD's voice, even thought once let BYD scenery of new energy vehicles now become a stumbling block, if not full power battery, development of new energy vehicles may not exist Ningde rapid rise of The Times.

The page contains the contents of the machine translation.

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