The hottest thing in the new energy automobile circle recently is which car company and battery company have launched a joint venture and cooperation. When this wave of joint ventures is coming, the most common faces are the giants in the battery industry. "Ningde Era". Many auto companies continue to throw olive branches to it, vying to cooperate with it, and the Ningde era has become the hottest "star" enterprise in the auto industry.
Ningde Times announced on the morning of the 19th that the company and Guangzhou Automobile Group Co., Ltd. intend to sign the "Times GAC Power Battery Co., Ltd. Joint Venture Contract" and "GAC Times Power Battery System Co., Ltd. Joint Venture Contract in Guangzhou on July 19, 2018 "The two parties plan to jointly fund the establishment of Times Guangzhou Automobile Power Battery Co., Ltd. and Guangzhou Automobile Times Power Battery System Co., Ltd. in Guangzhou.
This is no longer a recent big deal by CATL. In the first half of 2018, CATL has signed power battery orders from more than 40 automakers, including joint venture brands of BMW, Mercedes-Benz, Volkswagen and other foreign OEMs in China. At the same time, CATL and SAIC have established a joint venture between SAIC and SAIC, and successively introduced shares of Dongfeng Group and Changan Automobile. At present, major international and domestic mainstream auto companies have established cooperative relations with CATL.
The scenery remained the same in the first half of the yearAccording to data, during the period from January to May 2018, CATL, BYD, Guoxuan High-tech, Funeng Technology, BAK Battery, Wanxiang 123, Far East Foster, Lishen Battery, Zhenhua New Energy, Harbin Coslight's top ten power battery companies have a total installed capacity of 6.75GWh.
In the list of power battery installed capacity in the past June, BYD in the Ningde era accounted for the majority. CATL ranked first with 1.08GWh installed capacity, accounting for 37.77% of the total installed capacity in June. BYD followed closely with 0.78GWh, accounting for 27.08%, and Funeng Technology ranked third with 0.17GWh, accounting for 6.05%. The combined installed capacity of CATL and BYD accounts for about three-quarters of the power battery market, which is strong.
The infinite scenery of the Ningde era has continued into this year. In the first half of 2018, the performance of the Ningde era is still strong, still occupying the mainstream in the industry. Although Ningde Times issued an announcement that it is expected to achieve net profit attributable to shareholders of listed companies in the first half of this year from 883,761,600 yuan to 938,427,200 yuan, a decrease of 51.20% to 48.19% from the same period last year. , But still will not affect its influence in the industry.
Sparing no effort to create brilliantThe Ningde era, which was founded only 7 years ago, has become a unicorn in the industry. They are all objects that auto companies want to cooperate with. In addition to accurate estimation and judgment of the policy market, it also has its own strategic layout and unremitting efforts.
Around 2011, China officially began to promote new energy vehicle trials, and continuously released good news for new energy vehicles. In this context, the cooperation with BMW Brilliance opened the door.
In 2014, when the ternary material battery showed its leading advantage, CATL seized the opportunity and became the pioneer in this field. The Waterma battery, which was once one of the three giants in the battery field, collapsed, which is embarrassing. In this fast-developing era, if you make a mistake, you will be severely abandoned by the times.
The battery enterprise access catalogue launched in 2016 prevented foreign battery companies from entering the Chinese market. This protection policy gave Ningde Times and other domestic battery companies a protective umbrella. After years of accumulation, the Ningde Times has been rising steadily. The performance of other battery companies rose instead of falling, until BYD, the traditional power battery industry, became the leader.
my country's new energy vehicle market is developing at an amazing speed, and the rapid growth of the market has given birth to the accelerated layout of power battery and vehicle companies. Among the domestic battery suppliers, Waterma mainly supplies commercial vehicles. BYD has not opened to the outside world before, so the market has given Ningde Times an opportunity. Of course, in addition to seizing the opportunity, its own strategic layout and unremitting efforts are also indispensable.
Public data shows that CATL has invested 2.965 billion yuan in R&D expenditure in the past three years. In 2017, R&D expenditure accounted for 8.16% of operating income for the year, and the proportion of R&D has steadily increased far higher than the industry average. At present, the energy density of the Ningde era power battery can reach up to 240Wh/kg; the cruising range can reach up to 600 kilometers; the fast charging technology has also achieved a full charge of 500 kilometers in 30 minutes, and these technologies will still be available in the near future. Big breakthrough.
In the future related to the layout of the power battery field, CATL has announced four major directions: 1. Improve battery energy density; 2. Vigorously develop long-life batteries. In the energy storage market, the goal is to achieve a single cycle of more than 15,000 times / a service life of 15 More than years; 3. Deploy multiple safe and reliable technologies; 4. Improve the environmental adaptability of batteries and reduce the operating temperature range to minus 30 degrees -60 degrees; 5. Develop fast charging technology, and start shipping 15 minutes in the second half of 2018 Rechargeable battery.
It can be seen that the Ningde era has spared no effort in the research of its own development, and it has created the glorious situation today.
Of course, in the face of such a strong attack in the Ningde era, BYD is not waiting to die. In response to this fierce market competition, BYD's closed-loop power battery supply chain system has gradually opened up, and BYD has given a timetable for independent listing of power batteries for the first time.
Shen Xi, deputy general manager of BYD's lithium battery business unit, said that BYD is doing the divestiture of the power battery business and is expected to be completed by the end of 2018 or early 2019. From 2022 to 2023, BYD's power battery company will be listed independently. In addition, BYD has already made plans for its power battery export business and has begun an attempt to split its power battery business to improve the utilization and comprehensive capabilities of future battery products as well as its own competitiveness. It will compete positively with CATL and seize market share.
Be prepared for danger in times of timeAlthough CATL has stood on the cusp of China's vigorous development of new energy vehicles, making it a global giant in the field of new energy, it is faced with international competition. The domestic new energy power battery industry is still so fiercely turbulent, and the Ningde era will inevitably have more fierce frontal competition with Japanese and Korean battery companies.
Before the dividend disappeared, Ningde era was prepared for danger in times of peace and vigorously explored the international market. After receiving a large battery order of 1 billion euros from BMW, the first overseas factory will be established in Thuringia, Germany. In addition, CATL has been accelerating its international deployment in recent years, setting up subsidiaries in Hong Kong, France, the United States, Canada, and Japan.
Today, the Ningde era has flown out of its nest. Whether this "unicorn" can gain a foothold in overseas markets is also a real test for it, let us wait and see.
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