As one of the important dependencies on the development of human society, energy plays a crucial role in determining the future direction of human society. However, in modern times, human beings have almost no restraint in their demand for nature, making natural non-renewable energy mainly fossil energy less and less, and the energy crisis facing mankind continues to emerge. In this case, the discovery and utilization of new energy has become a new track for market development, and has also become the focus of attention of various organizations in various countries. In the development of many new energy sources, electric energy is definitely the existence that everyone attaches the most importance to, especially in the change of vehicles such as automobiles.
As far as the current automobile market is concerned, all automobile manufacturing companies have entered the field of electric vehicles, and there are more and more electric vehicles on the market, which has become the main force in the development of new energy vehicles, even compared with traditional cars, they have a competitive ability. At the same time, the development of driverless technology is also further promoting the development of electric vehicles. In electric vehicles, the battery is undoubtedly the most critical existence. In this area, my country is undoubtedly ahead of other countries.
The opponent of the Ningde era appeared?
In the new energy vehicle battery, China's Ningde era undoubtedly ranks first in the industry, and no one can stand out from the trillion scale. At the same time, in terms of market size, CATL has also successfully occupied one-third of the global market. At the same time, according to the previous patent infringement lawsuits of the CATL era against AVIC lithium batteries, many experts speculate that the supply chain of the CATL era has been further improved, and even tends to be complete. That is to say, the Ningde era has successfully achieved a monopoly.
In terms of the current market value and market share, the Ningde era is indeed sitting on the top spot. But what we need to know is that no matter what the industry's market, it is always ever-changing, not to mention a new outlet industry such as new energy batteries. It is not difficult to see from the increasing number of companies entering the field of automobile manufacturing that the same is true for batteries. Today's Ningde era is also surrounded by enemies, if you want to always maintain your top position, it is not difficult.
First of all, from the perspective of foreign opponents, the development of LG New Energy can be described as in full swing, especially the recent IPO again, and it will be successfully listed in the near future. Today's LG Energy market capitalization will successfully reach $60 billion once it opens. As far as the current market is concerned, LG New Energy can completely double smoothly. Of course, even if this is the case, its market value is only half of the Ningde era. But what we need to know is that the current LG new energy battery market share has reached 1/5, tesla, Hyundai and many other large companies have successfully reached long-term cooperation with it. In the future, LG new energy will definitely have a big impact on the Ningde era.
Returning to the market pattern of the development of new energy enterprises in China, the Ningde era is also facing great challenges. It is not difficult to see from the cooperation between Tesla and BYD this year. As one of the world's largest new energy companies, Tesla's current position is equivalent to Apple in the field of mobile phones, and suppliers who have established cooperation with it will also gain a large number of markets. The cooperation between Tesla and BYD is actually reducing its dependence on the Ningde era. Similarly, the Ningde era will also be taken away by BYD for a lot of markets.
Not to mention that BYD already has a strong manufacturing strength and experience in automobile manufacturing. In terms of technology, BYD is constantly approaching the Ningde era, and the market size will naturally not lag behind. From the fact that Apple now wants to enter the field of new energy vehicles, it is also looking for cooperation between the Ningde era and BYD, which can be seen.
Similarly, the prosecution of AVIC lithium battery in the Ningde era also shows the current strong development of AVIC lithium battery, which has caused a considerable impact on the Ningde era and must be cracked down. Of course, on the other hand, it is also the protection of their own intellectual property rights, and we will not talk about it for the time being. However, one thing is clear that in the supply of GAC, AVIC lithium battery has successfully surpassed the Ningde era, and this gap is getting bigger and bigger. There is no doubt that AVIC lithium batteries have also brought great challenges to the Ningde era.
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In addition to these existing new energy battery companies, many car companies believe that the Ningde era has too much power to speak, and they must find a second or third supplier to form a certain competitive relationship with them, ensure their party A status, and even start to invest in the field. For example, Volkswagen invested in Guoxuan Technology last year, Geely established a joint venture with Fu Neng this year to establish a battery factory, great wall hatched honeycomb energy, and Weilai also began its own layout. The series of actions of these car companies have undoubtedly increased the opponents of the Ningde era again.
Of course, the market is like this, there will be competition all the time, and only competition can better promote the development and rise of related industries. What do you think about that?
congratulations! CATL Xi mentioned competitors
A new dark horse has emerged, and the opponent of the Ningde era has come