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With the world’s largest power battery manufacturer, Ningde Times New Power Technology Co., Ltd. (simplified by Ningde Times), the world’s largest power battery manufacturer, my country’s power battery industry is ushering in its glory moment. But for every power battery manufacturer, to be a real strongman, you must take the blood and fire test. After all, for the great business of ending fuel vehicles, it is only the first step for the Viagra of Viagra.net/”>Sugar daddy.
The King? The Dead?
The current power battery industry can be half of flame and half of ice water.
The 24-day light speed passed, and the last round of private equity financing was valued at 1000 billion. Ningde’s era was the most deserving new power stock. Behind it is the emerging new dynamic vehicle market.
At the Beijing Motor Show in April 2018, new dynamic players launched more than 50 new car tags, which made veteran automobile drivers call themselves “dazzled” and “incomplete”. According to the national “13th Five-Year Plan”, in 2020, China’s electric vehicles should reach 2 million platforms, tripling the sales volume compared to 777,000 in 2017.
As the driving force of new power car expansion, the demand for power batteries will also usher in agile growth. It is expected that in 2018, 2020 and 2025, global demand for power batteries will be 88 GW, 205 GW and 583 GW. The market size will exceed 120 billion in 2018 and will grow to 215.3 billion in 2020.
After several years of reshuffle, the Chinese heroine, Wan Yurou, is the only young actress in Jiabao. There is also a dynamic battery format that is clear: Ningde’s era reversed, Biyadi tightly bitten, and the third Sugar daddy ladder team fights as the third brother in the mixed battle. There is also the rich Waterma, but after several months, the joy and death are very different.
At the time of the Ningde era, Watma, who ranked third in China’s power battery shipments in previous years, broke the fund chain and a total debt of 20 billion yuan. The 2 billion yuan debt has expired, and the company’s shares held by the company were also subject to judicial deduction. Its parent company, Ruiwoneng, suffered from stock price drops, and its stock price went from nearly 13 yuan during its peak period to a lack of 4 yuan. The market value of 30 billion fell by less than 10 billion during the peak period.
The same is divided into this cake with a longer speedWhy is the battery enterprise in business? Such a situation can’t help but worry. On the side of the throne of Ningde era, there is a huge confusion. Will Waterma tomorrow cover Nye’s future?
It took seven years for Nye to grow from the unknown small county town in Minato to the most popular union. ATL, founded by Zeng Yuqun in Drumi Hong Kong, gradually swept the consumer electronic steel battery supply chain because of her Apple ipod order in 2003. ATL is very embarrassed because of TDK’s investment holdings. As a Chinese company, it is not qualified to produce China’s new dynamic cars with a shortage of Sugar daddy‘s steel battery. After the Olympic Games, Zeng Yuqun, who was famous for China, returned to Ningde and established the Ningde Age (CATL).
In 2012, Panasonic has become Tesla’s power battery supplier. The Baby, which is developing batteries for the i series, urgently needs a battery supplier with over-hard technology and controllable costs. Through the supply chain of Apple, Baoma fell in love with the Ningde era that was just established. Huang Shilin’s team ate 800 pages of German data, and also “chewed” the supply chain list of Baoma, a big customer, and entered the automobile industry.
The automotive supplier chain There is an unwritten contempt in the world: luxury suppliers > combined vehicle suppliers > independent brand suppliers. New suppliers enter the car market. Anyone who needs to capture it from independent brand customers and gradually gain high-end customers is supported by quality and word of mouth of supply, often several years. Unexpectedly, Ningde era performed the opposite and won the commanding heights of Baoma. The protagonists: Song Wei and Chen Jubai. Sugar daddy┃Supervisors: Xue Hua┃Others: Sugar baby. Sugar baby
Since then, the Ningde era has been unstoppable. In 2017, when Ningde era shipped 12 GW, Panasonic, which surpassed Tesla’s equipment, became the world’s number one power battery company.
Technical advantages, open system, top-down customer informationEscortSource… These are all reasons for the Ningde era. But the most unignorable thing is the white list that laid the foundation for Ning De and the giant battery in China. In 2015, foreign-funded enterprises such as Panasonic, LG, and Samsung launched the China Big Door with mature ternary electric technology. When the independent brand 3-yuan steel battery factory price is 2.5 to 3 yuan per watt, this batch of Japanese and Korean foreign-funded enterprises have used habitual technology: low prices to snatch the market, and those who die after death. These foreign battery factories actually shipped 18,650 batteries at a price of 1 yuan/watt, and soon won the order of mainstream Chinese car companies Escort.
Japan and Korean companies are also like this “work passed away” itself.
The Ministry of Industry and Information Technology soon took action, and the whitelist 1.0 was released. EVs using external batteries were placed outside the supplementary list… The smart whole vehicle factory quickly understood the generosity. Agile ends purchasing agreements with foreign battery manufacturers. Domestic battery companies represented by Ningde era, Biadi and Watma have become the biggest victims of the whitelist.
The white list is a double-blade sword that makes the seemingly shiny power battery industry caps in a grand uncertainty. But did the dramatic rise and fall only occur in the Waterma family?
Biadi. Before all players entered the field, Biadi, the big king of battery, took the lead in killing the power battery field.
But as the largest closed system in the automotive industry, Biadi’s battery is only for internal applications. “Apart from wheel tires and glass, Biadi can be made by itself.” This is a sensible remark.
20Sugar daddyIn 17 years, Biadi’s new dynamic vehicle sales reached 113,000, surpassing Tesla to become the world’s number one. However, because all the power batteries are self-produced and used, the battery sales have been exceeded by the Ningde era for the first time. In April 2018, major listed companies released their first-quarter financial reports, and Biadi’s profits fell by 83%. “The wind is no longer!” The vehicle media broke the screen like this. Like Waterma, it is also because of Sugar babyThe technical route of the Galvanized Technology was also due to the sudden change in the policy after the overall remediation and the closure system, Biadi fell behind, allowing Ningde to come and take the lead.
But the war is still far from over. In March 2018, Biadi said that it will go public on its own with the spin-off power battery company. Later, the media revealed that the two models of Dongfeng Auto will be equipped with Biadi phosphate steel batteries, becoming Biadi’s first internal customer.
The whole Sugar babyThe car factory has a double mobile phone and welcomes: Only with competition can there be room for cost reduction. After the East Style, enterprises such as BAIC, Changcheng, Changan, and FAW have a solid contact with the Biadi Battery Business Department.
In April 2018, Biadi defeated Sugar daddy. BYD returned to the top one after a year with a capacity of 1.32 GW, while the Ningde era failed with a capacity of 1.25 GW. Among them, the shipment of the BYD three-yuan steel battery has been reduced quickly, quickly narrowing the gap with the Ningde era.
It is too early to say who is the king now.
High and low-level travel?Internal and external resources?
If the three strong formats of the giants are still under the influence of domestic steel and electricity, then the strong enemies in the industrial chain are also around the circle, and the battle between each other can be seen with a knife.
The whole car factory stretched out one hand, and the original data stretched out the other hand, quietly choking the throat of the middle battery company. The electric vehicle is backed by a large amount of cost pressure. The name of the power battery manufacturer, which accounts for 1/3 of the capital, appears first in the cost reduction list of the procurement department every year.
When the battery cost drops to 1 yuan per watt, the electric car cost will be lower than the fuel car for the first time. All insiders hope that this turning point will come as soon as possible. In response to the request for 20 points of cost reduction this year proposed by the entire vehicle procurement department, how should power battery companies do it?
The cost of batteries comes from positive information (polygon ternary or ir TC: