How do you respond to the car enterprise?

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Umhlinzeki Wesiteshi Samandla Esiphathekayo

"The cost of battery costs accounted for more than 35% of the whole vehicle, and the automotive plant cannot do not engage in its own battery. "A person who has served as a" securities daily "reporter in the car company and the battery factory. With the internal and external vehicle enterprise battery project, can domestic battery companies headed by Ningde Times? In February this year, the "Encourage Foreign Investment Industry Directory (Draft for Comments)" announced by the government department, encouraged foreign powered lithium-ion battery companies to invest in.

Return the "group of wolves" such as Panasonic, LG Chemical, etc. In 2017, in 2018, my country's new energy vehicle sales were 777,000 units and 12.56 million, and Ningde Times accounted for nearly 30% and 40.

7% of the dynamic lithium-ion battery installed power. It has been ranked into domestic power lithium-ion battery companies. first place.

But the challenge is coming, Tesla, Volkswagen, Daimler and other foreign giants and Geely Auto, Great Wall Motors and other domestic car companies have chosen self-built battery factories in recent years, which will undoubtedly rob that the market share of Ningde era of battery processing is. Domestic and foreign car companies self-built battery factory in accordance with South Korea Sneerearch shipped data, 2018 global dynamic lithium-ion battery shipments were 97.0GWh, Ningde Times accounted for 21.

9% market share, Panasonic Account of 21.4% market share, BYD is 12.0%.

The growth of these three battery companies is also significant, and the absolute value leads to other companies. Marklines predicts data, to 2025 new energy vehicles will reach 12 million, and the proportion of new energy vehicles account for 50% in the global light car market in 2040. Conservative estimate, by 2025, the demand for global power lithium-ion battery will break through 800GWH.

"The battery has mainly accounted for 50% of the cost of the whole vehicle, then to 40%, the end of this year, accounting for more than 35% this year, and the forecast may drop to 25% in the past two or three years, which is already extreme cost. "The above-mentioned personnel who have served as the important job in the car enterprise and the battery factory have said that how can the automobile company will be willing to see such a high proportion of costs, such a core technology, such a huge market to master the parts suppliers in parts In June this year, the Volkswagen Group plans to invest 900 million euros and Swedish initial batteries Northvolt to carry out battery research, part of the funding parties, part of the equity investment for Northvolt. Last year, the CEO of the Volkswagen Group, said that the company is considering batch processing of solid-state batteries from 2024 or 2025.

In May of this year, the Volkswagen Group announced the self-built battery factory, and is siting in Salzgitter in central Germany, and the Dumerions Group executives announced that more battery plants in Germany. Diamler with the same measures with the Volkswagen. As early as 2017, Mercedes-Benz plans to cooperate with Beijing Auto, investing $ 740 million in Beijing Building Battery Factory.

According to the planning, Daimler has invested more than 1 billion euros, and constructs a powerful lithium-ion battery processing network in the Global Processing system of Mercedes-Benz, including my country, Germany and the United States. Among them, the first power lithium-ion battery factory in Cameitz, Germany has started mass production, and has been machined more than 200,000 batteries for pure electric, plug-in mixed hybrid. In domestic car companies, in addition to BYD, began to stand independently processing batteries, Geely and the Great Wall are also very fast.

Geely Motor's layout in the category of the power lithium-ion battery has been Zhang Da, since 2016, in Zhejiang Jinhua, Zhejiang Ningbo Hangzhou Bay New District, Hubei Jingzhou Honghu Xingtan Economic Co., Ltd. Battery Company Honeycomb Energy Technology Co.

, ਲਿਮਟਿਡ plans to reach 60GWH in China, and will have 100GWH in the global planning of global mainstream host plants at home and abroad. Competition for aggressive car companies self-built battery companies.

Zhu Lin, head of Ningde Times, said that the "Securities Daily" reporter said that the Ningde Times will respond to the challenge by increasing the development of research and development, technical breaks, sufficient development of market leading advantages and industrial chain associations, mining potential. The above-mentioned person said that in the future, the direction of battery development is definitely a solid battery. Whether it is a vehicle enterprise or a Ningde era, you must figure out the direction.

Previously, the CEO of the Volkswagen Group also mentioned the future batch processing solid battery. At present, the Great Wall focuses on the square aluminum shell cell of the laminated process, while the Ningde Times is tightly processed by square batteries and cylindrical batteries of the wound process. "Ningde is so big, the benefits are so good, the company's senior rival must be considered, do not worry about him.

"The above related people said. Ningde Times bind 28 car companies that are not afraid of competition Compared to competition from "outside" car company, "within" foreign battery companies, the stress of Ningde Times is imminent. In 2015, in order to promote the development of domestic new energy automobile industry, the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology, which has developed the "Conditional Conditional Conditions of Automobile Power Battery", and the foreign powered lithium-ion battery company failed to enter this list.

This has gained development opportunities for domestic power lithium-ion batteries. In the next few years, my country has become the world's largest new energy auto market, while Ningde Times, BYD and other domestic power lithium-ion battery giants rise. It can be in the first half of this year, the national policy has the eastern wind mutation.

First, the battery subsidy is dramatically resurrected, followed by encouraging foreign powered lithium-ion batteries to invest in China. The foreign giant is moving. Panasonic, LG chemistry, etc.

Japanese and South Korea dynamic lithium-ion battery companies quickly carrying hundreds of billions of funds to return to our market. This makes the chairman of Ningde Times Zeng Qunqi has to be excised inside: "Don't hide in the warm bed of policy. "What should Ningde's era?" Securities Daily "reporter noticed that Ningde era is building a firm firewall through a joint venture with a car company.

In February this year, Ningde Times and FAW set up a joint venture company. Previously, Ningde Times has established a joint venture with Beiqi Group, SAIC Group, Dongfeng Group, and Guangqi Group, plus the longevity of Changan Automobile. Ningde Times has successfully bundled the domestic six state-owned automobile groups.

At the same time, Ningde Times also established strategic cooperation relations with Geely, Jiangling, Fuqi Group, Brilliance BMW, Jaguar Land Tiger, and Volkswagen. Rough statistics, currently with Ningde Times joint ventures, domestic and foreign cars companies more than 28. .