The power battery is the “heart” of the new energy car, which has always been the lifeblood of the new energy vehicle industry. Whoever has mastered it, whoever masters the initiative to compete in the market in the future Therefore, many mainstream car companies have joined the trend of self-built battery factory layout power battery industry. However, the entry of the whole car will be will further intensify the highly competitive power battery market. Where is the driving battery manufacturer?
Foreign car companies continue to increase
On March 15th, the Volkswagen Group disclosed to the outside world in the first “Power Day” in the first year of the first year of “Power Day”. route map. According to the plan, by 2030, the Volkswagen Group will build 6 super battery plants that have reached 240GWH in Europe. For the timetable of the factory put into production, the public revealed that the first factory in Sweden will be put into production in 2023, production capacity is 40GWH, will cooperate with Northvolt.
It is worth mentioning that Northvolt cooperated with the mass group is a lithium-ion battery manufacturer from Sweden. In 2019, both parties have established cooperative relations. The public holds about 20 percent shares of this Swedish company. This time, Northvolt officially reached a cooperation agreement with the Mass Group, which has obtained a large-scale battery order worth $ 14 billion in the next decade, and the Volkswagen Group will also increase the Northvolt shares. Northvolt also sells it to the Volkswagen in the Shares of Northvolt Zwei, Germany, Salzkit, Germany, and this plant will become the second super battery factory in the Volkswagen route. 
On December 5, 2019, General Motors announced that they will work together to chemically produce large-scale battery monomers (The cells), both sides invested 2.3 billion US dollars to form a new joint venture, share 50% respectively, while building a battery monomer manufacturing plant in Northeast Ohio. It is reported that this factory is expected to be completed in 2022. Recently, General Motors have also expressed the feasibility of establishing the second battery manufacturing plant in the United States, is expected to make decisions in the first half of 2021 in the first half of 2021.
As of now, the Daimler Group has invested more than 1 billion euros (about 1.193 billion US dollars) to develop new energy industries and layout 9 battery plants in seven cities in Sanruoe. Tesla is officially announced on the 2020 battery day will create a new “Super Battery Factory”, Tesla is responsible for battery design, production, electrode materials, etc., the goal is in 2030, reaching 3 TWH per year. 3000GWH) battery capacity, but there will be some part of the battery manufacturer to be purchased. In addition, BMW, Toyota, Ford and other car companies are also self-built or plan to build a powerful battery factory.
Domestic car enterprises continue to accelerate 
The most domestic cars in the power battery are gerian cars. On March 13, Geely Science and Technology Group announced that in Cangzhou investment of 30 billion yuan, building an annual capacity of 42GWH power battery project. Among them, the first phase of 12GWH project invests 8.5 billion yuan; follow-up 30GWH project investment of 2.15 billion yuan.
Public report showed that in the Sanzhou City Economic and Technological Development Zone and Geely Science and Technology on Sign Agreement, Wang Wei, Chairman of Fu Can Technology, and Wang Zhigang, general manager, etc. Signing activities. In December 2020, Fu Can Technology and Geely Science and Technology signed a strategic cooperation, and both parties will cooperate to establish a power battery plant. According to the agreement, Geely’s 80% of the total purchases of Fu Vi can not be less than its demand. It can be seen that the Geely Power Battery Project settled in Zhangzhou, or has a close relationship with Fu Can Technology.
Since the past, Geely has not stopped in the dynamic battery. In 2017, it has all included LG Nanjing Battery Factory and obtained all the rights of all production equipment and manufacturing technology intellectual property. LG will assist in upgrading Geely’s battery technology to reach LG’s quality standards. Applied in Volvo models.
In June 2019, Geely Automobile also issued an announcement saying that the subsidiary Shanghai Huapu National Run will establish a joint venture with LG chemistry, and the two parties have funded 50%, and the registered capital is 1.88. One hundred million U.S. dollars. This is also the first time LG chemistry set up a battery joint venture company. At present, Geely Automobile has established a joint venture with Ningde Times, Fu Can Technology, LG Chemical, Hongqiao Group, and has established cooperative relations with battery manufacturers such as China AV, Tafier, and Yip Lithium.
In addition, the honeycomb energy in BYD has been divided into independent operations; SAIC, Guangqi, Dongfeng Motor also cooperated with Ningde Times; SAIC Group and Ningde The times, Changan Automobile and BYD have also established a power battery joint venture company.
Ningde era is unwilling
There are industry insiders pointed out that although some strong car companies have been actively laying out of the power battery business, the power battery business of the vehicle enterprises really affects needs time. After all, the battery and cars are two completely different areas. Whether it is technology accumulation, system construction or product verification, vehicle enterprises do not have too great advantage, and its product large-scale replacement professional power battery products also take time.
At the same time, car companies are not likely to completely use their own batteries. After all, the closed mode lacks competitiveness, so they still have some batteries to be available. Which power battery companies can achieve technical or capacity breakthroughs in this time, it is possible to survive in the future history of the long history. 
According to January 13, 202, the data released by SNE Research shows that 2020 Global Power BatteryOn the amount of electric vehicle, Ningde Times won the championship in the fourth consecutive year, with a full-year installed capacity of 34GWh, the market share reached 24.82%; LG new energy was followed by 31GWH installed installed, ranking second, market share 22.63 percentage. Although 2020 Ningde Times still occupied the championship, it visible is that the distance between LG chemistry and Ningde era is narrowed step by step.
In particular, from the growth rate, the growth rate of Ningde era is even far below the competitor. 2020 Global Power Battery in the electric vehicle is 137GWH, a year-on-year increase of 17%, Ningde Times’s full-year machine volume is 34GWH, which is only 3 percentage growth rate. Competitors: LG, Samsung SDI, South Korea SKI’s installation increased by 150%, 81 percent and 284 percent.
Maybe it feels that the pressure is performed in 2021, and the Ningde Times launched a crazy mode on the road to expand its capacity. On December 28, 2020, Ningde Times announced that investment of 39 billion yuan, and expansion of Fujian Fuding Production Base, Sichuan Yibin Manufacturing Base, Jiangsu Fuyang Base. After that, on February 2, 2021, Ningde Times announced its investment of 29 billion yuan. In Guangdong Zhaoqing, Yibin, Ningdexia, three places.
Professional agencies said, with the planning capacity of Ningde Times as of the end of 2020, the current planned self-production capacity is nearly 400GWH. In addition, the SAIC Group, Dongfeng on the era of Ningde Times, and the east wind on the era, the times FAW has been put into production, and the planned capacity is more than 100GWH. This means that as of the latest possible production capacity expansion, Ningde Times is expected to reach nearly 500GWH long-term capacity planning before and after 2025, and will reach nearly 600GWH before 2030.
Other power battery companies have not stopped. From June last year, the domestic white list of my country’s battery industry was abolished, Samsung SDI, LG Chemical, Panasonic and SKI, etc. Foreign battery companies have accelerated the layout of China. LG chemistry has been a huge loss in these two years, in Europe, China’s large-scale investment construction plant. Panasonic battery also detected the huge future of the power battery market, on the one hand beganTesla was rebuilt, increasing the capacity expansion of the North American market, and on the other hand began to enter the European market.
In the top five major battery camps in the world, only Panasonic batteries and BYD have not yet been in the European layout dynamic battery plant, Ningde Times, LG chemistry, Samsung SDI has been in Europe, local layout large power battery production base. In addition, China’s power battery companies such as Vision AESC, Fu Can Technology, and Honeycomb have also or launched large power battery projects in Europe.
In addition to large-scale expansion production capacity, Ningde Times has accelerated expansion in the upstream industry chain of power battery technology research and development, storage capacity. Simply reaches the supply chain, similar to car companies, Ningde Times tried to suppress cell material cost fluctuations and supply risks. It is reported that Ningde Times has been in North America, Australia, Indonesia and other places, through enterprises, joint venture cooperation, etc. Stable supply of nickel cobalt. 
The battery system, Ningde Times said that by 2025, Ningde Times plans to launch the fourth-generation highly integrated CTC battery system, 2028 years ago, which is expected to upgrade to the fifth-generation intelligent CTC Electric chassis system. In terms of technology research and development, February 1st, the Ningde Times New Energy Industry Investment Co., Ltd. invests 1 billion yuan 100% controlling, the Ningde Times’s subsidiary Xinjin era was established, mainly for emerging energy technology research and development, technical services, battery , Battery sales, etc.
In the field of energy storage, Ningde Times has spent 212 million yuan to enter the current power survey and design enterprise Yongfu shares listed in A-share. On February 4, Ningde Times and Yongfu Shares were jointly investing in Yongfu Electric Tong. The Ningde Times proposed to invest 66.211.19 million yuan to obtain a new company’s 60% shares to increase innovative research and development investment in energy storage technology.
In general, competition in the power battery market will continue to intensify, and vehicles will not compromise with power battery manufacturers. The power battery companies have only continuously expanding capacity, reducing costs and promoting technology performance to ensure the attractiveness of their products, while increasing the diversity of customers, and minimizing market changes on a single large customer. Have a better future.
