Set micro-network news (text / Ai Meng), June 11th, the capital market ushered in the first unicorn born in the new energy auto industry revolution - Ningde era. The day rose 44%, the stock climbed to 36.20 Yuan, the total market value reached 78.642 billion yuan. Unexpectedly, this is just the beginning of the machine to make 'money'. By June 29, the shares climbed to 71.96 yuan, with a total market value of 156.329 billion yuan, and the stock price doubled in just over 20 days. And the recent good news is still going on, what kind of miracle will the Ningde era create?
1 billion euros big order
According to Reuters, on June 28, BMW spokesperson Glenn Schmidt announced that BMW has signed a contract worth more than 1 billion euros ($1.16 billion) with Ningde Times, a Chinese lithium battery manufacturer. According to the contract, the Ningde era will establish a factory in Europe that produces electric vehicle batteries.
In the field of electric vehicles, BMW is 'all the way.' According to statistics, in the first five months of this year, BMW's BMW and MINI brand vehicles sold in the United States accounted for 7% of electric vehicles, and the sales of electric vehicles soared by 60%. In 2018, BMW's electric vehicle sales target is 140,000 units.
This is not the first major battery customer in the Ningde era company in Europe or Germany. In May, a senior executive of the German auto giant Dai Muller confirmed that the Ningde era has officially become the lithium of Daimler. Battery supplier, Daimler will use the other's battery in their own electric car models, but the specific purchase size and amount is still unknown.
It is reported that the further acquisition of the BMW company's procurement contract will promote the construction of a lithium battery factory in Germany during the Ningde era.
Currently, the Ningde era is looking for a suitable lithium battery factory site in Germany. Among them, the government of Thuringia, Germany, is encouraging the Ningde era to build a factory in a location in the state of Erfurt.
7 to 150 billion in 7 years
In 1999, Zeng Yiqun, Chen Yuhua and Liang Shaokang jointly established New Energy Technology Co., Ltd. (ATL) in Hong Kong. In 2011, ATL took out the power battery business unit and established a company in Ningde - Ningde Times New Energy Technology. Ltd.
The main business of Ningde Times is the power battery of new energy vehicles. Over the years, it has established complete research and development, manufacturing capabilities, materials, batteries, battery systems, battery recycling, and the core technology of the whole industry chain. Lived in the vent, the auto giant's assists, the growth miracle of the Ningde era is more due to its own 'no limit' investment in core technology.
According to public data, in the past three years, the Ningde era has invested a total of 2.965 billion yuan in research and development. In 2017, the proportion of R&D expenditure to operating income in the year was 8.16%. According to statistics, at present, more than 2,800 patents have been applied for publicly authorized in Ningde era.
As early as 2008, Huang Shilin, one of the founders of the Ningde era, led the team to successfully develop a power battery management system (BMS) with independent intellectual property rights. At the time when many power battery companies were still addicted to the field of lithium iron phosphate batteries, Ningde era I have long been aiming at the ternary lithium battery.
In 2016, the mainstream material for the new energy vehicle market was lithium iron phosphate, with the installed capacity accounting for more than 70%. By 2017, the ternary materials with higher energy density rose rapidly, and the installed capacity accounted for 44% of the total market installed capacity in the whole year. The ternary material battery is also expected to exceed 50% of the domestic new energy vehicle installed capacity in 2018.
In terms of capacity distribution, in 2017, the total production capacity of Ningde era was 1.4 billion, of which, the production capacity of ternary materials was 800 million, which was higher than the capacity of lithium iron phosphate.
In fact, until 2015, the sales of power battery system in Ningde era was only 2.19GWh, ranking fourth in domestic power battery companies. By the end of 2017, the total production capacity of Ningde era reached 17.09GWh. To meet market demand, Ningde era The 5.352 billion yuan raised by the IPO will be invested in the Huxi lithium-ion power battery production base project and the power and energy storage battery research and development project. According to reports, the project is expected to be completed by 2020, when the Ningde era will increase production capacity. 24GWh. This made Ningde era the first domestic power battery manufacturer in the domestic market with more than 140 power battery companies, and surpassed Panasonic (Tesla supplier) to become the world's number one.
New revelation
In the newly released list of TOP10 of new energy vehicle power battery installed capacity in May 2018, Ningde era ranked first, with a market share of 43.63%. BYD, Yiwei Lieneng, Fueng Technology, Guoxuan Hi-Tech ranked second Five.
In just 7 years, Ningde era has become the global lithium battery sales champion and has become the first choice for vehicle manufacturers. According to statistics, in 2017 alone, 119 new customers in Ningde era; Strategic customer battery cooperation projects have been scheduled for 2025.
At the beginning of March this year, the Ningde era has become the power battery supplier of the Volkswagen MEB electric vehicle project platform. After a lapse of one month, the Ningde era has once again become a partner of the global car manufacturer Daimler. In May, announced the cooperation with Honda. Developed the battery and related technology of the new electric vehicle. By June, the Ningde era had joined hands with BMW. It is reported that Nissan Sylphy·Pure, which will be listed in the second half of this year, will also adopt the battery of Ningde era.
The road to 'core technology' in Ningde era, every step counts, every step is steadily moving forward. Ningde era has achieved such a record in the battery field, what brings to other industries such as ECU, ADAS, sensor and other industries What kind of revelation? Perhaps this is more urgent than following up on stocks or cheers.