Text/Ball Review/Zi Yang Correction/Zhi Qiu
In recent years, the rapid development of the new energy automobile industry, the power battery upstream of the industrial chain has attracted much attention from the industry.
On January 14, Zhongguancun online news, the data released by the Domestic Automotive Power Battery Industry Innovation Alliance shows that in the past 2021, the output of power batteries in the mainland has shown a significant increase, and the major power battery giants have created brilliant records.
Defeat BYD and dominate China's first place
Specifically, the Ningde era has been the leader of China's power battery market, in 2021, won 52.1% of the market share, continue to dominate the throne of China's power battery market, the share is far more than BYD's 16.2%.
In fact, in terms of battery technology strength, ningde era and BYD are comparable, but why is the market share difference between BYD and Ningde era so large?
In the author's opinion, the main reason why the Ningde era crushed BYD in terms of market share is still the customer group. First look at BYD, as we all know, BYD is to create a complete industrial chain, its production of power batteries in the provision of customers at the same time, but also to provide for themselves, to some extent, BYD's battery production capacity can not be fully open to the outside world, so that its absorption of customer orders is much less.
The Ningde era is different, which is a focus on the research and development of power batteries, and many well-known vehicle manufacturing enterprises at home and abroad have established a fixed-point supply of cooperative relations, unceremoniously, Ningde era has the most extensive customer base in the industry.
In the domestic market, BAIC, GAC, Dongfeng, GAC and other established vehicle manufacturing enterprises have reached in-depth cooperative relations with the Ningde era, and the new domestic car-making forces, Xiaopeng, Weilai, Ideal and other car companies are also deeply bound to the Ningde era.
Therefore, in the context of the vigorous development of New Energy Vehicles in China in 2021, it is reasonable for CATL to take 52.1% of the market share.
Interestingly, there have been media reports that Apple has looked for cooperation in the Ningde era, hoping that the Ningde era will establish a production line in the United States to serve Apple's automobile business, but it was eventually rejected by the Ningde era.
Perhaps because the Ningde era has a strong customer as the foundation, it will decisively refuse to cooperate with Apple, after all, any cooperative car company, such as BMW, BAIC, tesla, is much stronger than Apple, and the Ningde era is not bad for this customer.
How strong is the strength of the Ningde era?
The above author takes readers to understand the strong customer base of the Ningde era, but it should be noted that his strength is far more than this. According to the author's understanding, CATL has been striving to realize the autonomy of the whole industry chain of power batteries, especially for the mineral resources of the production battery, CATL has acquired minerals or invested in mineral enterprises on a global scale.
According to public information, from 2018 to 2021, CATL has carried out a number of acquisition of mineral transactions, such as in September 2021, CATL successfully acquired the Canadian lithium company Millennial for 297 million US dollars, and in April of the same year, CATL invested 900 million yuan in Luoyang Molybdenum to jointly develop the copper and cobalt mine in the Congo.
Not only that, the Ningde era has invested in the key materials of the battery such as positive and negative electrode materials and electrolyte, and it can be said that the Ningde era has established a perfect closed-loop industrial chain.
In this way, the Ningde era has achieved independent control from mineral resources to materials, and while saving production costs, the risks in the industrial chain have also been minimized.
In terms of research and development strength, according to the information disclosed by the Cataline Times, the company's reserve of technical personnel has reached 5592, and the number of patents has reached 2969.
It is worth mentioning that the world's first CTP technology in the Ningde era has been iterated to the third generation, and battery technology continues to lead the world.
Write to the end
From the above point of view, Whether it is the customer group or technical strength, or the layout of the industrial chain, no power battery company can compare.
To put it bluntly, the position of the Ningde era in the field of power batteries is difficult to shake in a short period of time.