U.S. Media said that Ningde Times New Energy Technology Co., Ltd. announced that it has won the order for Nissan Motors, which is the first contract that will be surpassed by Tesla's Chinese electric vehicle battery supplier from Nissan Motors.
According to a report by Bloomberg Business Week on May 2, Ningde Times stated on the phone on May 2 that the electric version of Nissan’s best-selling vehicle, Sylphy, is also the company’s first electric car produced in China. Manufacturers will use batteries from the Ningde era. Nissan Motors spokesperson declined to comment. The Ningde era also signed a letter of intent with Jaguar Land Rover Co., Ltd. at the end of April.
The report said that China’s aggressive promotion of atmospheric governance and reduction of oil imports has spawned a large number of manufacturers. The Ningde era is one of them. The company has provided the largest number of power batteries to the largest electric car manufacturers in China and is currently planning to The base camp in Ningde, Fujian province, built a factory to increase the company’s production capacity by a factor of four, and thus become the world’s largest manufacturer of electric vehicle batteries. The upcoming $2 billion initial public offering (IPO) will help provide the factory with funds.
According to reports, the Ningde era is also the battery supplier of a series of new cars to be launched by global auto giants. These models include the re-launched pure electric vehicle ix4 from Toyota Motor China partner Guangzhou Auto Group, the plug-in versions of Hyundai Motors Sonata and BMW's 530Le sedan.
In addition, the Ningde era is currently setting up its first overseas factory in Germany, Hungary and Poland. The company will open an office in Japan in May to serve local customers.
"Nihon Keizai Shimbun" published a report entitled "The Rise and Confidence of China's Electric Vehicle Battery Manufacturers" on March 20, claiming that whether it is a pure electric vehicle (EV) or a hybrid vehicle (HV), an indispensable core of electric vehicles is. Parts are all rechargeable batteries. In China, the development of domestically produced pure electric vehicles is generating huge demand. In this context, it is Ningde Times New Energy Technology (referred to as Ningde Times, CATL).
Fast-growing 'Battery Nova'
"Nihon Keizai Shimbun" reported on March 20th that a speaker at a battery exhibition in Tokyo in March this year attracted a lot of attention. He is the founder of China's emerging battery company Ningde Shi Liangcheng. Liang Chengdu is full of It is confident to say that pure electric vehicle batteries in the Ningde era will have the same competitiveness as the internal combustion engine through technological innovation.
According to the report, Ningde was headquartered in Fujian Province, China, and was independently established by the automotive business unit of New Energy (Hong Kong) Technology Co., Ltd. (ATL). It was formed in 2011. New Energy (Hong Kong) Technology Co., Ltd. was once Japanese electronics company TDK. After the acquisition, the Ningde era continued to make achievements in the field of local commercial vehicle batteries. At the same time, it had a deep relationship with European vehicle companies and conducted several technical tests. Since 2012, it has supplied car batteries to German BMW X1.
According to the report, Ningde Times is preparing to list on the Shenzhen Stock Exchange and plans to raise 13.1 billion yuan. From the prospectus, one can look at the appearance of the 'Battery Nova'.
The report said that sales in 2016 reached 14.8 billion yuan, which soared 2.6 times in one year. The number of employees as of the end of June 2017 was 18,000, which was an increase of nearly 6,000 people in six months from the end of 2016. Of the funds raised through the listing, about 9.5 billion are planned for investment in new factories in China.
According to the report, the on-board battery capacity by 2016 will reach 6.8 GWh by capacity. If the new plant is put into operation, it is expected to reach 50 GWh by 2020. Panasonic’s 'Gigafactory' plant in Nevada will be fully loaded. The operation will reach 35 GWh. This shows the strong momentum of the Ningde era.
The report said that not only the plan, but also the actual performance is expected to grow rapidly. According to the survey company Techno Systems Research statistics, from the 2018 annual vehicle lithium-ion battery supply share, compared to the first leader of Panasonic's 18%, Ningde era is expected Reached 17%.
Car companies competing to invest in car batteries
"Nihon Keizai Shimbun" believes that the price of rechargeable batteries will affect the profitability of pure electric vehicles. This is because to ensure realistic distance, pure electric vehicles must be equipped with a large number of rechargeable batteries. 'Compared to the hybrid car's 60,000 yen, pure The electric car is up to 1.4 million yen. It is difficult to answer whether it can be reflected in the selling price'. Toyota's vice president, Kobayashi Kenzo, took the cost of the battery as an example. In the February earnings presentation, he answered about pure electric vehicles. The question of profitability.
According to the report, in order to reduce battery prices, the mass production effect is very important. Various car companies competed for investment. Not only Ningde times, Panasonic, South Korea’s Samsung SDI and LG Chemicals are increasing their capacity, the British investigation company HIS Markit believes that the world Vehicle battery capacity will increase to 4.5 times that of 2016 by 2020.
Reported that the United States General Motors (GM) revealed that the price of purchasing battery cells from LG Chemical was US$145. However, Liang Chengdu in Ningde Times stated that as production volume increases, by 2022 there will be US$100/kWh. Era.
According to the report, the Ningde era, as an emerging force, is not afraid to lead the company and is at the forefront of investment competition because of the 'new energy auto points' system that the Chinese government plans to introduce in 2019. China will require auto manufacturers to produce in China. A certain percentage of 'new energy vehicles (including hybrid cars and pure electric vehicles, etc.)' are imported. ' Among them, the method of quantitative conversion of pure electric vehicles is complex, but it sets a threshold of 10% by 2019 and a threshold of 12% by 2020. .
According to the report, 2019 will be the turning point for China's electric vehicles to become truly popular. However, the battery companies and auto manufacturers do not stand on the same starting line. How to build an industrial chain from resource guarantee, manufacturing to reuse? There is no doubt that China will become a 'test field'.