"Middle Field War" of the power lithium-ion battery: How to treat "Iron Throne" in Ningde era in China?

　　Author ：Iflowpower – Portable Power Station Supplier

Recently, Ningde Times New Energy Technology Co., Ltd.) Signed a Strategic Cooperation Agreement with Sany Heavy Workers Co.

, Ltd. According to the agreement, the two sides will cooperate in the category of new energy construction machinery to promote the development of electricity industry. Power lithium-ion battery industry winds, Ningde Times Active.

In April 2020, Ningde Times became the first power lithium-ion battery company in China's recognition and inspection of my country's Classification Society (CCS). On March 6, Ningde Times and Fujian Baicheng New Energy Technology Co., Ltd.

(hereinafter referred to as "Bai City New Energy") set up a joint venture Shanghai Express New Energy Technology Co., Ltd. (hereinafter referred to as "fast new energy").

As the leader of my country's powered lithium-ion battery industry, Ningde Times has recently completed new business, and its development strategy has received extensive attention. The Chief Differential Differential Differential Differential Decomposition of the Zhen lithium research pointed out that this year's Ningde era has actions, on the one hand, the power lithium-ion battery expansion scene, on the other hand, to play the bottleneck, release potential of the main business business. "蚕" accounts for the Ningde era of the domestic power lithium-ion battery installed half-Wanjiang Mountain, facing many new changes.

After the subsidies of 2019, the bottleneck of new energy vehicles in my country. According to the "New Energy Automotive Industry Chain Database" statistics, the "New Energy Automotive Industry Chain Database", 2019, 2019, 2019 new energy vehicles sales approximately 2.21 million, up 15% year-on-year, the power lithium-ion battery installed capacity is about 115.

21GWH, year-on-year Rising 22%. However, this is the annual data. After the second half of 2019, the sales of new energy cars fell sharply.

Dynamic Lithium Ion Battery Use Branch Research Department data show that my country's power lithium-ion battery installed is about 62.2GWh, a year-on-year increase of 9.3%.

Compared with the increase of 57% in 2018, the growth rate is clearly slowed down. In the first quarter of the 2020, the performance of the performance is shown that Ningde Times has dropped 20% year-on-year. According to the data of my country's Automobile Industry Association, in the first quarter of 2020, the total sales of new energy vehicles (excluding Tesla) were sold, down 56.

4% year-on-year. Affected by this, in January-March, my country's powered lithium-ion battery loading is only 5.7GWh, a year-on-year decline in 53.

8%. Although Ningde Times 2.8GWH installed capacity accounted for 49%, but compared with last year, the market share in Ningde Times decreased by 1.

6%. In 2020, Domestic Tesla opened, according to the multiplier data, March Tesla delivered 10,160 units, and delivered 3,958 vehicles in February. Tesla, in the first quarter, in China, the total sales volume of the new energy passenger car is about 20% -30%.

High Industry Research Institute data shows that in 2019 Ningde Times installed 32.31GWH, Panasonic 29.11GWH.

At present, Tesla domestic model3 uses Panasonic 21700-type battery, and the energy density is around 340WH / kg. The latest NCM811 battery energy density of Ningde Times is 304Wh / kg, which is still lower than the Panasonic Battery. Currently, the battery manufacturer for domestic Tesra is tight for LG Chemical and Panasonic Battery.

The above situation means that the amount of LG chemistry and Panasonic installed installed in Tesla will climb, which may gradually swallow the market share of Ningde Times. Although in February 2020, Ningde Times announced that the agreement is intended to sign Tesla, supplying lithium-ion power lithium-ion battery products to Tesla, but the lithium iron phosphate ion battery supplied by Ningde Times is only used for domestic Tesla. Model3 and Domestic Tesra Moded.

Compared with Tesla's strong localization, the new energy car market will overlap the epidemic. At present, the Ningde Times is desirable to customers Beijing automobile, Beiqi new energy, Guangqi new energy, usa and other car companies, and a sharp drop in production. The Japanese and Korean batteries have always been a strong opponent in Ningde Times.

Since 2020, Japanese and Korean battery manufacturers have come to. On April 1, 2020, Panasonic and Toyota car held hands to establish a joint venture battery company called "Thai Star Energy Treatment Measures Co., Ltd.

". The company is 51% of Toyota, and the Panasonic is 49%. In this cooperation, Panasonic will provide Toyota to supply car square batteries.

In addition, the abolition of "White List", Japan and South Korea's battery companies enrolled in China also officially opened. Foreign batteries have begun to expand. In June 2019, LG Chemistry and Geely Automobile settled joint venture, engaged in the use of R & D, manufacturing, sales, after-sales service such as dynamic lithium-ion batteries.

In August, South Korea's Skinnovation announced that it will establish a dynamic lithium-ion battery factory in Changzhou. It is expected to produce 7.5GWH.

In addition to the situation in front, the trend of car companies independently develop battery is gradually attacked. According to the Electrek website, Tesla is building a battery processing line pilot in Fremont Factory, USA. Unlike the battery factory operated in Nevada, Tesla designed battery processing equipment.

Testla Technical Vice President Dru Baghrino. "I hope to master my own destiny on the battery problem". Under the "game", expand the scene, becoming a new choice for Ningde Times.

Recently, Ningde Times has frequently operated in energy storage. On March 6, Ningde Times and Bai City New Energy set up a joint venture company fast new energy. On April 11, Yigue Group Co.

, Ltd. (300376.SZ) disclosed invitament, will establish a joint venture company committed to the development, processing and sales of energy storage pack products and services with Ningde Times New Energy Technology Co.

, Ltd. On April 12th, the starting ceremony of the energy storage equipment manufacturing project established in Ningde Times and Shenzhen Corsica Technology Co., Ltd.

(002518.sz) was held at Xiapu Economic Development Zone. The sky-eye check data shows that Ningde Times and Cosda have invited 200 million yuan to set up energy storage business, developing processing energy storage and charging piles, including 51% of Ningde Times, and 49% of UNCD.

Ink decomposition, Ningde Times is interested in expanding the use scene for its own product. "Fast new energy, its tight direction is' storage checkchar", currently in China's old residential community, power infrastructure can not carry charging piles, power grid can't connect to the charging pile and charging, the grid does not have a way to expand, To save prior. What is going to make a new energy supply, charge the charging pile, charge the charging pile.

"Mo Ca will further explain the road. In fact, in 2019, Ningde Times has started layout energy storage. In this year, it is mentioned that the Ningde Times energy storage system includes battery cells, modules, electric boxes and battery cabinets.

It is covered by industrial companies, commercial buildings and data center energy storage, energy storage and charging stations, communication base station reserve Battery, etc. During the reporting period, Ningde Times energy storage system sales revenue was 240 million yuan, up 369.55% from the same period last year.

It is reported that the way of energy storage in Ningde is closely related to charging piles. For example, the new energy of the Ningde Times and the new energy of Fujian Baicheng declares that the demonstration station configures 15 charging car spaces, 1260KW charging power, only 30 minutes, the fast-filing pile of the inspection integrated charging station It can make 80% of the new energy models that carry fast charge technology, such as Tesla Model3, Roewe EI5, and the system can charge up to 360kW. my country's electric charging infrastructure has prompted the Alliance to announce the operation data of March 2020, as of March, the total number of charging infrastructure in the country is 1267,000 units, an increase of 37.

6% year-on-year.