At the same time as the new energy vehicles compete fiercely, the competition for the power battery of the "heart" is also heart-rending, ups and downs. In the first half of the year, due to the adjustment of the state subsidy policy, the development of new energy vehicles has declined, and the power battery has also been affected. It has experienced a short period of lows. However, this did not hit the morale of the major battery manufacturers. They accelerated their pace in the case of increased competition, woven ropes, laid out in advance, and faced the next peak.
trend
The cost of a power battery is high, accounting for 1/3 to 1/2 of the cost of a vehicle as a part, which is almost unimaginable in the traditional automotive field. But in the field of pure electric vehicles , this has become a reality.
Previously, although the concept of electric vehicles had been proposed, most of them were in trial and small-scale situations, and many car companies did not pay enough attention. Nowadays, the sudden arrival of the electricization transformation tide, the traditional automobile enterprises that are improving the energy efficiency of the fuel machine and reducing the weight and wind resistance of the vehicle have made this wave unprepared. Automakers who were able to control vehicle costs and profits almost lost their voice in the battery field.
In the next few years, the rapid development of the new energy automobile industry is basically certain. However, whether it is a new energy vehicle or a power battery, the current market structure does not represent the future market structure. A new round of life and death competition has just begun.
Speaking of power battery can not ignore the Ningde era and BYD, the two giants accounted for nearly 40% of the market in the field of power batteries, of which Ningde era accounted for 20.98%, BYD accounted for 17.35%, far ahead of other power battery companies.
Ningde era
Ningde era riding the new energy car's downwind, less than six years, it has triumphed all the way, the market valuation has exceeded 84 billion, almost a miracle. And with its leading battery technology in China, it has been continually moving, and its ambition to dominate the power battery field is clear.
Not long ago, the Ningde era hand in hand with Apple, helping to build a car, causing turmoil in the entire battery car field, the limelight is no longer. In addition, the establishment of two joint ventures in the Ningde era and SAIC will further improve the industrial structure of the new energy sector. Ningde era has launched listing counseling recently, and wants to instigate the capital market to accelerate the layout in the field of power batteries.
Established only six years in the Ningde era, with the rapid development of China's new energy, through the leading battery technology and excellent strategic vision, has entered the battery supply of BMW Brilliance, Geely, Beiqi, Yutong, Jinlong, SAIC, Guangzhou Automobile and other car companies. In the list of businesses. Recently, Hyundai Motor Co., Ltd. also chose Ningde Times as the first Chinese battery supplier. In addition, Volkswagen is choosing a battery supplier for its electric vehicles, and the Ningde era is one of the suppliers to the masses. In the future, it is not ruled out that the Ningde era will enter the Tesla industrial chain!
The orders of many car companies have pushed the market share of Ningde era to rise rapidly. In the Ningde era, which ranked third in the world and ranked second in the country, in the first half of this year, it even surpassed the international ranking second and the number one in the country.
BYD
Compared with the booming of the Ningde era, BYD's development in power batteries is calm. BYD, a closed production chain, its power battery is tightly bundled with its own new energy vehicles. In the first quarter of this year, due to various reasons, BYD's new energy vehicle production and sales and battery installed capacity declined. However, BYD quickly adopted measures such as launching new models. In the first half of the year, it regained the sales champion of new energy vehicles with the sales of 34,634 vehicles, and the installed capacity of power batteries also rebounded.
Different from the Ningde era of intensive power batteries, BYD is the first car company to have a complete industrial chain from battery to complete vehicle, and has a natural advantage in the field of power batteries. However, after all, BYD is weak, and it is difficult to get rid of the situation of being outnumbered in the face of the increasing number of customers in Ningde. Therefore, it is reported that this year, BYD's automotive electronics business unit is considering splitting independent operations, and BYD's power battery will likely supply other auto manufacturers.
Second echelon
In addition to the Ningde era and BYD, Wattmar, who is in the second echelon, is also in full swing.
In the absence of rapid breakthroughs in battery technology, Waterma is seeking opportunities from business model innovation, and is led by itself, forming a group with more than 1,000 member companies such as new and powerful companies, upstream and downstream enterprises. Ma Xin Energy Automotive Industry Innovation Alliance. In the first half of this year, the Waterma Innovation Alliance has frequently received purchase orders from Dongfeng, Hubei Xinchufeng, Shenlong Bus, Zhongtong Bus and other car companies.
In addition, the power battery manufacturers, such as Lishen, Guoxuan Hi-Tech, Far East Foster, and Fueneng, which are also located in the second echelon, also have strong competitiveness. These power battery companies have launched a fierce attack, taking advantage of the power battery. status. In the face of the unpredictable market, who can laugh at the end?
Expecting.
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