New energy battery enterprises to expand the international market ningde era a dominant?

After taking the Volkswagen order in March, only a month later, ningde times signed two international automobile brands nissan and Daimler again, which further expanded the international market.

At the Beijing auto show on May 2, nissan announced that it would launch more than 20 electric cars in China's domestic auto market in the next five years. Among them, the first pure electric car of dongfeng nissan abandoned the original Japanese battery and replaced it with domestic ningde era battery. In addition, according to foreign media reports, on May 2, local time, the head of procurement of Daimler group said that Daimler group has signed a contract with ningde era new energy technology co., ltd. to enter the battery supply chain system of Daimler.

In just two months, IPO lightning'll era of ningde to win the international order, the intention for many domestic enterprises to enter the international market power battery ningde era in the top in the industry, which can outshine others in the industry, realize the cause of the outbreak, new energy automotive industry association secretary-general of guangdong province Zhou Fa tao analyzing time weekly reporter said, "this is, in fact, its years of accumulation on the product and technology research and development achievements".

However, a few days ago, including guo xuan high-tech, tianjin lishen and other enterprises have released the will to expand the international market, and ningde times successively won the favor of the international well-known vehicle enterprises, whether it will form a single mostly situation in China? After ningde time, who can become the second lucky person to win the international big single? In addition, in the face of the flag of Japan and South Korea, samsung, panasonic and other international leading enterprises, China's power battery out to sea can leverage the established market share?

The ningde era?

In the era of ningde as nissan and Daimler power battery suppliers before March 13 this year, Volkswagen group CEO mill in Germany Volkswagen group's fiscal 2017 press conference, according to the age of ningde became the first Chinese battery company partners, and by that time, the Volkswagen group in Europe and in China, the two markets have reached a cooperation battery purchase order amount has reached 20 billion euros.

Although details of the production capacity and cooperation with nissan and Daimler are yet to be released, much of the progress of ningde era has been like pressing a shortcut key since it attracted market attention with its 130 billion yuan ipo valuation last November.

In its prospectus, which was updated on March 12, ningde times disclosed that it sold 2 percent of its power battery systems in 2015, 2 percent in 2016 and 2 percent in 2017. 19 GWH, 6. 80 GWH and 11. 84 GWH. Ningde times achieved 199 revenue in 2017. 9.7 billion yuan, up 34% year on year, with a net profit of 39 billion yuan attributable to the parent company. 7.2 billion yuan, up 3.1 percent year-on-year. 4%.

It is worth noting that in 2017, ningde times surpassed panasonic and byd to become the world's largest company by sales of power batteries, according to data from the lithium battery research institute (GGII) cited in the prospectus. In the domestic market, ningde times has a market share of 27 per cent, 11 percentage points higher than second-place byd.

To the surprise of the industry, byd, with which Daimler has been cooperating for eight years, did not become the first choice for Daimler following the announcement of its partnership with ningde. , Zhou Fa tao in time weekly reporter interview analysis, points out that the judgment of the Daimler may be based on the choice of two companies, "because the new energy vehicles to power battery request higher energy density, in respect of the ternary lithium batteries have greater capacity and the cost advantage of ningde time no doubt more in line with the requirements of future development".

In the research and development of power battery technology, lithium ternary battery and lithium iron phosphate are two mainstream routes, but compared with lithium iron phosphate, lithium ternary battery has higher energy density and stronger endurance. It is understood that byd is one of the earliest automobile enterprises to carry out the research and development of lithium iron phosphate power battery. Since then, it also adheres to the lithium iron phosphate route, and it has always adhered to the ningde era when lithium iron phosphate and lithium iron phosphate are two routes in parallel.

According to statistics from the China association of automobile manufacturers, the number of power batteries installed in 2017 ranked among the top 10 domestic enterprises, with ningde times ranking 4. The ternary lithium load of 63GWh ranked first, accounting for 44 percent of the total amount of more than 10GWh. 52 percent, followed by watmar and bick power at 2. 33 GWH and 1. 71GWh, the rest do not exceed 1GWh. Byd, which slipped to second place in total installed capacity, had lithium iron phosphate at 4. 58 GWH and 0. 85 GWH.

With the signing of many auto companies in ningde era, through the scale of production to reduce the cost of ningde era, whether in the future in the industry alone? , Zhou Fa tao said don't agree with, he analyzes believed that power battery industry in the past two years has found the market further to head enterprises concentrated phenomenon, but the industry as a whole is still very competitive, once have new technology r&d and innovation, it will change to the industry, and even lead to disruptive changes, "who can dominance, or who can more than who, it's hard to say whether, as long as there is capital and technology, can rapid growth".

Zhou Fa out further analysis: "in fact, the industry market share concentration has certain advantages, small enterprises lack in technology research and development conditions, if the market concentration, so help enterprises improve on the quality, in the era of ningde before become power battery sales champion in 2017, byd, power battery is absolute share in the market, now years ago three months before the time of byd's installed capacity in ningde again, so that you and I am going to compete in, bring the industry a virtuous circle."

It is learned that in 2017, China's new energy vehicles (EV+PHEV) power battery installed total power of about 36. 24GWh, of which, the power battery enterprises in the top 10 of total installed power are about 26 in total. 22Wh, or 72 of the total. 3%.

Who was the second lucky dog?

In fact, in the first half of 2018, the international market explosion of ningde times is behind the vigorous increase of European and American automobile companies in the field of new energy vehicles.

The aforesaid Volkswagen group announced the "RoadmapE" electrification strategy in 2017. According to the plan, by 2025, Volkswagen hopes to produce 3 million electric cars every year including all the brands including Volkswagen, audi and porsche. A total of 150 gigawatt-hour batteries need to be purchased, and the total purchase amount is up to 50 billion euros. Daimler will also invest 10 billion euros in research and development of new energy vehicles. By 2022, Daimler expects to launch more than 50 new energy vehicles, including more than 10 pure electric vehicles.

It can be seen that, with many automobile enterprises launching new competitions in new energy vehicles, automobile enterprises' demand for power batteries will be very large, and domestic power battery enterprises' primary target is the European and American market.

In fact, while the ningde era is bidding for the power battery suppliers of Volkswagen, Daimler and other enterprises, some other domestic dynamic power battery suppliers have participated in the bidding. Recently, Volkswagen said it would look for another power battery supplier in China, but who will be the second lucky one after the ningde era?

Zhou Fa tao believes that include byd, the domestic high-tech, walter, bick power and tianjin lishen industry leading is likely, however, can get the favour of these brands also depends on the enterprise product quality and technical content, "companies are actually ternary lithium battery production, but the capacity is too small, do not have scale advantage, compared to the current in the world already have lead, panasonic and LG domestic some come in different quality products, but also a gap in some respects.

It is worth noting that byd, tianjin lishen and guoxuan high-tech have made adjustments in the past six months. To speed up the transformation, since last year, byd has started to launch a three-yuan lithium battery production project on the one hand, and on the other hand started to open up its closed business model in the power battery industry on the other hand. It is expected that byd's power battery company will go public independently in 2022 or 2023.

In addition, on May 4, guoxuan high-tech said on the investor interaction platform that the company has been in communication and exchange with Volkswagen, and the company will strive to enter the supply chain of world-class vehicle brands. The move follows media reports on April 23 that Chinese battery maker tianjin lishen plans to open a sales office in Germany and is in talks with local carmakers including Volkswagen and Daimler to supply batteries for their electric cars.

However, zhou pointed out that domestic power battery enterprises will build factories overseas in the future with the signing of overseas complete vehicle enterprises by domestic power electric enterprises. However, as China is the world's largest new energy vehicle market, power battery enterprises will still take the domestic market as the main body.

The page contains the contents of the machine translation.