Martial arts novels, the most fearful thing in the big gates is both quot; they have no hero quot; in the past, Jiangshan, the end of the year Reputation, for the big gates, it is not possible. Loss, it is frustrated, lost, or even the future.
All things have multiple things, for the big gates, their advantages do not have to say, and their disadvantages are difficult, and when they miss, you may miss more. We have a ready-made example in front of our eyes, and Baidu in BAT has formed everything in the three giants in 2003. Today, I can only send a new car to seek future.
Ningde Times, China Automotive Power Battery and Global Power Battery Giants, as its latest medium and long-term strategic plan, what will be next?
From the wind, now I can’t only be only in the sky
Ningde Times’s rapid growth, we don’t have to review the history, the height matching of the three-yuan lithium battery and electric vehicle subsidy will eventually let it Successfully defeated lithium iron phosphate batteries to become mainstream, in the early China power battery field, Ningde Times rid of the wind, rapidly ranking among giants. Not only in China, but also around the world. Dynamic battery installation, in 2017, Ningde Times has so far four championships, constantly swallowing market share, but the development trend is deemed.
The performance of Ningde Times is now constantly rising, in the Chinese market The power battery occupancy is high, and the global market share is constantly fluctuating, and the powerful challenge of LG chemistry is in the second position in the first half of 2020. In the Chinese market, the ratio of Ningde Times is in high, but it is worth noting that with the continuous disclosure of the power battery, the Ningde Times is increasing, but the performance is not increased year-on-year. Even some levels are falling.
Ningde Times has previously matched with policy height, and now it is clear to face more competitors’ challenges.
and the car quot; the development of new four-fashioned quot; the power battery also has the corresponding mainstream direction – new battery, cobalt-freeization is only one of the categories, as well as the integration of graphene materials, new materials Incoming, etc.
The medium and long strategic planning of Ningde Times is released, and the highlights are as follows:
1. It officially launched a height before and after 2025 Integrated CTC (Cell to Chassis) Battery Technology;
– 2023, put the second-generation platform CTP battery system to the market;
3. Before and after 2028 Upgrade to the fifth-generation intelligent CTC electric chassis system; 
4. In response to the economical market, the lithium iron phosphate battery is developed from 200Wh / kg-230Wh / kg or more, and the performance market, the R & D energy mystery is 350Wh / kg direction high voltage triplet system power battery.
The above highlights, compare today’s global power battery industry, Ningde Times will focus on production capacity and supply capabilities.
Ningde Times’ mentality: Self-care or brush?
The Ningde era of high market share, today’s focus is obviously more than the defenders, not the land. With its medium and long strategic planning, its opponents also have their own understanding in the dynamic battery area:
Panasonic battery: existing Nickel-cobalt aluminum three-lithium battery, the cobalt content in the battery cathode has been reduced to 5% or less, within 3 years (2023) will complete the cobalt-free, future quot; no cobalt quot; Panasonic battery will be Tesla’s new solution. Because, Ningde Times CTP + LFP’s quot; wireless quot; battery program can meet the requirements of Domestic Tesra Model 3, but cannot reach long-lasting version requirements. At the same time, Panasonic will start production of Tesla’s latest 4680 battery in 2021. From the perspective of data, 4680 batteries are 5 times higher than the traditional battery energy density.The output power increases by 6 times, and the end of the life is 16%, and the cost of cost per kilowatt is 14%.
LG Chemical: In 2019, it released the relevant five-year planning, will invest $ 26.7 billion (40% in the Chinese market) to enhance its own Power battery production and sales are maintained by the third-generation electric vehicle (battery life 500 km and above electric vehicles). At present, LG chemical supporting car companies are in the world’s first. Its own advantage is that the supply chain ability, the positive electrode material is mainly produced, the diaphragm, coating, the base film control force, the electrolyte has a patent formulation.
BYD power battery: In addition to the competition of overseas companies, Ningde Times also faces the new challenges initiated by old opponents BYD. With the mass production of the BYD blade battery, the heat loss is extremely low, the energy density is improved, and the size can be used as a body structure, and the size can be used according to the design adjustment, independent processing capacity / technical patents, etc., directly boost the power battery. New development of the industry. At present, BYD power batteries are seeking the next split listing. In the future, with the injection of capital and the flexibility of splitting the listing, it is expected to further change the power battery related market pattern.
It is more than three opponents, the medium and long-term strategic planning of Ningde Times is relatively contrary, and behind the four core highlights is to hide the energy density through the optimization of the structure. Such space is limited because the core is still in the energy density of the battery. Such as the next new type – solid state battery, semi-solid battery, etc.
In the medium and long-term planning of Ningde Times, there are few related information, conclusions are a full solid metal battery with lithium metal to negative material is the optimal development direction of solid state, and some key technologies and process problems need. The industry coexists.
And, the problem that the Ningde Times is still facing. At present, the power battery pattern of overseas markets and China’s power battery pattern have new changes. EU pairs of power battery quot;Poverty alleviation quot; boost new power battery alliance, future European car companies can be further rich, meaning that the cost of power batteries will further explore, new types of power battery technology will also be further launched.
The Chinese market, the Ningde Times will face that the market share is divided. The opening of the power battery white, the introduction of 40% of LG chemistry, more and more new technologies, etc.
and the high market value matching performance in Ningde Times shrink. In 2021, the market value of Ningde Times was broken. However, in 2020, the financial report Q1, Q2, Q3 revenue in Ningde Times, the same year – 9.53%, 0.8%, net profit – 29.14 percentage, 13.27 percentage and 4.24 percentage. At the same time, at the same time, relatively trillion market value, Ningde Times’s profit in the first half of the first half of the year is 2.597 billion yuan, of which government subsidies are 661 million yuan, in addition, reflect the fair value of changes in corporate investment assets. Profit and loss is 287 million yuan.
Today’s Ningde Times, new issues that need to be considered are:
How to make a manufacturing business in technology advantage, do not have an article on the industrial chain of the initiative, and how to complete new technologies R & D is an article, as well as a complete battery solution, these aspects.