At that time, SAIC Motor planned to establish two battery companies in the Ningde era on May 3, 2017. One is the giant of China's auto industry, and the other is the new energy vehicle battery is cutting-edge. The marriage of the two has caused concern in the industry. Immediately after the news from BYD, it will split the power battery business and operate independently, and increase the market share at the same time to complete the three yuan. Lithium battery short board. At the same time, Guoxuan Hi-Tech Lithium Battery has made significant progress. It has developed battery cell samples with energy densities of 281Wh/kg and 302Wh/kg. The new energy vehicle equipped with this battery will have a range of 400km. Guoxuan Hi-tech’s major leap in battery will greatly solve the problem of mileage anxiety for electric vehicle owners. According to report, in 2015, the shipment of power batteries in Ningde Times was about half that of BYD; in 2016, shipments in the Ningde Times had climbed to 90% of BYD; and in the first half of the year, the shipment of power batteries in the Ningde Times was reported. Completed BYD's catch-up and became the new leader in this field. In fact, the battle for "cake" around the power battery market is getting stronger. BYD, Ningde, and Guoxuan Hi-Tech, as leading companies in the battery industry, are all working hard for this profit cake. BYD complements three yuan lithium short board The data shows that in recent years, China's power battery industry has developed rapidly. Since 2014, power batteries have entered the outbreak period. Last year, shipments reached 28 Gwh, an increase of 79% year-on-year. With the rapid growth in the sales of new energy passenger vehicles, the proportion of Sanyuan lithium batteries in the field of power batteries is also increasing. On August 30th, Guoxuan Hi-Tech announced that the company’s wholly-owned subsidiary Hefei Guoxuan Hi-Tech Power Co., Ltd. (Hefei Guoxuan) is planning to cooperate with China Metallurgical Group Corporation (hereinafter referred to as China Metallurgical Group) and BYD. , Tangshan Caofeidian Development Investment Group Co., Ltd. (hereinafter referred to as Caofeidian Development) jointly established a new joint venture company, mainly engaged in lithium ion battery ternary cathode material precursor (hereinafter referred to as ternary precursor) project. The announcement shows that the registered capital of the new joint venture company is 937 million yuan, of which China Metallurgical Group invested 478 million yuan, and the shareholding ratio is 51%; Hefei Guoxuan accounted for 30%, BYD accounted for 10%, Caofeidian development accounted for 9%. After the new company is established, it will invest in the construction and operation of a ternary precursor project. According to report, the Sanyuan precursor is an important part of the Sanyuan Lithium battery. BYD and Guoxuan Hi-Tech have jointly developed Sanyuan Lithium battery business. It seems that the outside world will have an important role in the market share of BYD in the future. . "BYD will walk on two legs in the field of power batteries. Three-way lithium batteries and lithium iron phosphate batteries will be developed." Wang Chuanfu, chairman of BYD recently, said that splitting the power battery modules and launching the ternary lithium business will be BYD's next decade. A starting point for the development of a strategic link point. It is worth noting that among the 4 investment companies, only Hefei Guoxuan and BYD previously engaged in the power battery business. In the future, the new joint venture’s products will be mainly supplied to Guoxuan Hi-tech and BYD; Caofeidian will be developed as a wholly-owned subsidiary of the local government. The main investment is capital; the largest shareholder, MCC Group, has abundant mineral resources and can provide the precious metal materials required for the production of ternary cathode materials for lithium-ion batteries. Lithium competition is getting more intense The reporter noted that with the rapid development of new energy passenger vehicles, compared with lithium iron phosphate batteries, higher energy density, smaller size of the three yuan lithium battery on the advantages of the technical route, so including BYD car prices, including Focus on the expansion of the ternary lithium battery business. The reporter found out that the data of BYD and Guoxuan Hi-tech ranked first and fourth in the domestic power battery market last year. In the first half of this year, Ningde, which had “tied†BYD, finally surpassed BYD and became the number one battery company in terms of power battery shipments. In this regard, BYD has begun to adjust the development strategy of power batteries. "In the future, parts of BYD will be market-oriented, and our spare parts can also be supplied externally. The battery is no exception." Recently, Wang Chuanfu said in an interview with the media, "There are many customers now negotiating with us (battery business), BYD is also preparing some capacity for power batteries." As a strong partner of BYD, Guoxuan Hi-tech did not start early on the Sanyuan Lithium Battery, so the company's field is also actively being laid out. Earlier this year, Guoxuan Hi-Tech lithium iron phosphate battery capacity 3.5Gwh, ternary battery capacity 2Gwh. With the increase in investment in lithium-ion batteries, Sanyuan Li-ion battery will gradually become the largest business segment of Guoxuan Hi-Tech. According to industry sources, new energy vehicles are taking a hit in the industry and the future of power battery development is limitless. 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Ningde era power battery
BYD was Ningde anti-passenger and Guoxuan Gaoke won the leading position
Recently, the development of new energy vehicles has entered the fast lane due to the Chinese government's consideration of the ban on the sale of fuel vehicles. As the “heart†of new energy vehicles, the popularity of power batteries has also continued to soar.