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How strong is the ability of Ningde era circle powder?

Release date:2021-03-22  Views:1968

The battery network old language

Recently, Volkswagen announced that it is working to ensure battery supply after 2025, and will build six battery plants in Europe with partners by 2030. After the new plants are put into operation, they will be able to produce a total of 240GWh of batteries per year.

However, it will take a long time for Volkswagen to release the production capacity of its planned new battery plant. In the next few years, its power battery supply will still mainly rely on external procurement.

Lead the optimization of power battery structure

In the Chinese market, VW plans to use square batteries in its electric cars and will increasingly turn to Ningde-era supplies in the future, foreign media said.

Herbert Diess, chairman of the management board of Volkswagen Group, also said in a recent interview, "We have a lot of cooperation with Ningde Times, and we are also working with Guoxen to obtain more sources of batteries."Diz also said that the next round of battery factory investment may be in China, in 2023 to introduce the standard cell developed by Volkswagen to the Chinese market.

Volkswagen also plans to optimize the structure of the battery system by adopting CTP (mode-less battery pack) and CTC (integrated electric chassis), with the aim of loading the battery cells directly into the vehicle without the battery pack.

This battery structure optimization strategy, is consistent with the era of Ningde.Ningde Times introduced its CTP battery technology for passenger cars as early as 2019, which is already in use in pure electric models such as Nio.Ningde Times also plans to officially launch a highly integrated CTC battery technology around 2025.

As early as March 2018, Ningde Times has become the only power battery supplier in China and the preferred supplier in the world for the core MEB electric vehicle platform of Volkswagen Group.

Battery Network noted that according to the data released by South Korean analyst SNE Research, in 2020, with 34GWh installed capacity, Ningde Times ranked first in the world in terms of power battery installed capacity for the fourth consecutive year, with 24.82% market share.

Behind the number of installed vehicles ranking first in the world for four consecutive years is the abundant customer resources of automobile enterprises in Ningde Times and the continuous improvement of international automobile enterprises' recognition of Chinese battery brand.

In addition to the Volkswagen group, on March 17, and in the era of ningde has deeper roots BMW also has a new action: BMW officially started global i2, the model for medium-sized pure electric cars, BMW's first WLTP range in the cases of 590 km, is expected to fall on the market in Europe this year, the follow-up will also enter the Chinese market.The i4 will be powered by batteries supplied by Samsung SDI or Ningde Times.

It is reported that in 2012, with power battery orders from BMW, Ningde Times became the first power battery manufacturer in China to enter the supply chain system of overseas leading car companies. In the following years, it successively obtained power battery orders for many new energy models of BMW.

With the endorsement of BMW, with the expansion of production capacity, Ningde Times has successively won orders from domestic established automobile companies such as Yutong, GAC, BAIC, SAIC, Dongfeng, Changan and other new automobile manufacturers such as NIO, Weima and Xiaopeng.

In terms of customer development for overseas car companies, besides Volkswagen and BMW mentioned above, Ningde Times has also been appointed by many car companies such as Tesla, Mercedes-Benz, Hyundai, GM, PSA, Toyota and so on.

Tesla CEO Elon Musk said on social media that lithium-iron phosphate batteries will be installed in all of Tesla's standard range models in the future.And since July 2020, when China's Tesla Model 3 began carrying Ningde-era lithium-iron phosphate batteries, the price has been further reduced.Accordingly, the industry speculation, the future of Tesla for Ningde era power battery procurement will also usher in a large increment.

In addition, the latest trailer image of Mercedes-Benz EQS has also been circulated on the Internet recently. According to the official, it can reach 700 km in the WLTP condition and is expected to be released during the Shanghai Auto Show 2021.It is rumored that the power battery for the model will also be from Ningde Era.

Just last month, Ningde Times received a large power battery order from Hyundai Motor: Hyundai Motor recently announced that Ningde Times and SK Innovation have been selected as the third batch of vehicle suppliers for the special chassis platform "E-GMP" for pure electric vehicles.Network transmission of the third batch of 3 models, SK supply 1, Ningde Times supply 2, is expected to win the scale of more than 10 billion yuan, will start to supply in 2023.

Accelerate production expansion to prepare for the TWH era

At the same time that the circle of friends of domestic and overseas car enterprises continues to expand, the pace of expansion of Ningde Times is also growing.

Following the announcement in December last year that the investment is not more than 39 billion yuan to build power and energy storage battery projects, in February this year, Ningde Times (300750) again cast a huge investment plan, investment 29 billion yuan to expand the production of lithium batteries, and set up several home appliance pool subsidiary companies, the registered capital is 1 billion yuan.It was followed by Shanghai Automotive Industry Co., a subsidiary of Ningde Times, which announced an investment of 10.5 billion yuan to expand the production of power batteries.

According to the calculation of Western Securities, considering the production capacity of the joint venture, the current production capacity of Ningde Times is planned to be about 600GWh, and the production expansion schedule will be ahead of other mainstream battery factories in the world.

Boosted by both domestic and European demand, Western Securities expects the shipments of Ningde Times to reach 90GWh in 2021, a year-on-year growth rate of more than 70%.Among them, Tesla will contribute 14GWh increment, mainly benefiting from the supply of lithium iron phosphate version of Tesla Model 3 and the volume of Tesla's Shanghai factory;The European market is expected to contribute 12GWh, benefiting from the launch of supporting models such as Volkswagen, BMW and PSA.Domestic growth will benefit from the new power of car making and the volume of self-branded electric smart cars and MEB platform models, which is expected to contribute to the 12GWh increment.

In addition, Evtank, a research institution, and the China Battery Industry Research Institute jointly released the White Paper on the Development of China's New Energy Vehicle Industry (2021).The white paper predicts that the global sales volume of new energy vehicles will reach 16.4 million units in 2025, the overall penetration rate will exceed 20 percent, and the demand for power batteries is expected to reach 919.4GWh.The global production and sales of lithium-ion batteries will enter the TWH era in 2025 by adding the demand of energy storage, consumer batteries and small power batteries.

Prepare for the TWH era, the giants are leading the way!

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