For people who like to drive, the difference between driving an electric car and a fuel car may be like returning to the flat world from the three-dimensional world, the hum of the motor replaces the low roar of the engine, the role of the mechanical dimension is missing, and the power becomes thin and cheap.
Like it or not, the electric era will come. The best-selling electric car in China in 2021, not surprisingly, is still the Wuling Hongguang MINI, which sold more than 390,000 units throughout the year!
BYD Qin's plug-in hybrid and pure electric models combined sold a total of 162,660 units, occupying the second place; Tesla Model Y only ranked third with a slight gap of about 2,000 units.
According to statistics from the Ministry of Public Security, in 2021, there will be 2.95 million newly registered new energy vehicles nationwide, accounting for 11.25% of the total number of newly registered vehicles. By the end of last year, the number of new energy vehicles in the country reached 7.84 million, accounting for 2.60% of the total number of vehicles.
The biggest winner of domestic new energy vehicle companies in 2021 is undoubtedly BYD, which stands out with more than 580,000 new energy vehicle sales. Globally, Tesla will become the top seller of new energy vehicles, according to Tesla's 2021 global delivery data: 936,200 vehicles, close to one million. Among them, Tesla's Shanghai Gigafactory accounted for about 51.7% of the annual delivery of 484,100 units.
The development momentum of new energy vehicles is so rapid, at the beginning of the new year, there are frequent big moves in the market:
BYD spent $63 million to buy 80,000 tons of lithium production
Recently, it has been reported that BYD has reached a lithium mining contract with Chile at a price of 63 million US dollars and obtained the right to mine 80,000 tons of lithium production.
With the soaring demand for lithium batteries in the automotive industry, lithium ore, as the core raw material, once appeared in short supply. In fact, for a long time before 2021, the price of battery-grade lithium carbonate has been 40,000 to 50,000 yuan per ton. Since the beginning of last year, each ton of battery-grade lithium carbonate has soared at an average price of more than 20,000 yuan per month. The fastest month of growth was in December 2021, reaching 71,000 yuan / ton.
The global lithium resources are mainly divided into salt lake lithium and hard rock lithium, of which hard rock lithium is mainly concentrated in Australia, the United States and Canada, and salt lakes are mainly concentrated in Argentina, Chile, the United States and China's Qinghai-Tibet region. Although the continental salt lake lithium is rich in reserves, it is of poor quality, complex composition and harsh natural environment, so it has been less developed before, and 70% of the demand is imported, and half of it comes from Australian hard rock lithium.
Come to a piece of "chocolate" from the Ningde era?
On the afternoon of January 18, THE FIRST PRESS CONFERENCE WAS HELD ONLINE BY NINGDE TIMES'S COMPANY "TIMES ELECTRIC SERVICE", AND ZENG YUQUN, CHAIRMAN OF NINGDE TIMES, SAT ON THE CAR, TOOK OUT A PIECE OF CHOCOLATE, AND SAID TO THE CAMERA: "Come to a piece? ”
Battery "one brother" Ningde era not only to do batteries, but also to make chocolate, oh no, is their own construction and operation of the power station.
CATL officially released the power exchange service brand "EVOGO", and the battery exchange battery developed was named "Chocolate Battery Change Block".
According to reports, the "chocolate power exchange block" adopts the latest CTP technology of the Ningde era, the energy density exceeds 160Wh/kg, "a piece of chocolate" can provide a range of about 200 kilometers, and the owner can flexibly choose one or more batteries according to the mileage demand when changing the power. In addition, the chocolate changer block uses wireless BMS technology, and only the external high-voltage positive and negative interfaces.
The power exchange mode is already familiar to everyone through Weilai Car, if the battery of all electric vehicles can be used in the future, this is indeed a solution to the problem of charging, comparable to the solution of gas stations. However, this is reminiscent of the era when the mobile phone was still replaced, everyone has a few pieces of "chocolate" in their pockets, and is there also a few batteries in the trunk of the car in the future?
In fact, from the perspective of car companies, from the aspects of vehicle manufacturing cost, volume and weight, energy management control, and safety, integrated batteries are obviously more advantageous. Can the car power exchange mode work through? Feel free to share your views in the comments section.
LG Talk and Ning Wang "Stumbling"
Recently, it was reported that LG New Energy CEO and Vice President Kwon Young-soo said in the IPO media exchange that considering the current backlog of battery orders on hand is very large, it is expected that its global market share will surpass the Ningde era and become the world's first. In addition, LG New Energy also plans to use lithium iron phosphate chemical batteries in electric vehicles.
At present, LG New Energy is a supplier of Tesla, Hyundai, Volkswagen and other car companies, and it is likely to become one of the suppliers of Apple Cars in the future. LG New Energy has won more customers in North America and Europe. While CATL only operates factories in China, Kwon Young-soo said, "We are receiving more orders, so we will surpass our competitors, and the gap between our market capitalization and CATL will also narrow." Of course I see an opportunity."
According to the global power battery installed capacity ranking in the first 11 months of 2021 released by SNE Research, 6 Chinese companies entered the top ten, of which catheter era ranked first, with a share of 31.8%, more than 10 percentage points ahead of the second place LG New Energy. As a supplier of Tesla, Volkswagen, BMW, Ford and other car companies, "NingWang" has a lot of backlog orders on hand.
Apple accelerates car building
Since the discovery of the car,Apple has never publicly announced its own car-making process,In the face of the boiling news in the car circle, Apple has only adopted the principle of not taking the initiative, not responding, and not rejecting.
According to South Korea's IT News, Apple recently sent people to South Korea again, met with some manufacturers with "experience in the production of large-scale electronic components", and it is reported that they discussed the supply of batteries with SK and LG companies. This is Apple's second big move to visit South Korea.
This time Apple's secrecy work is still very strict, and no information about the car has been revealed. Some Korean parts suppliers said that "if there is a leak, it will be removed from the supplier candidate."
According to industry analysts, "Apple Cars" may also be developed in two or three years, and mass production will be as early as 2024. In the eyes of industry insiders, the most important value of Apple's car is the transformation of the industry ecosystem.
Referring to the development process of Apple's mobile phone after entering China, it has actually promoted the development of China's mobile phone industry; Tesla's entry into China is similar to Apple's mobile phone entry into China, optimizing China's automotive industry chain and developing a number of excellent domestic suppliers.