January 30 news, recently Xiaopeng Automobile officially confirmed that it will introduce AVIC lithium battery as a supplier of power batteries, and will gradually replace the batteries of the Ningde era in the future.
He Xiaopeng
Xiaopeng Automobile also explained that it did this because the price of power batteries in the Ningde era rose too much. At the same time, Xiaopeng Automobile also revealed that the iron lithium battery of EWELL Lithium Energy will continue to be used, mainly matching low-end models.
At the end of December 2021, some media broke the news that He Xiaopeng, chairman of Xiaopeng Automobile, and Zeng Yuqun, founder of NINGDE Times, had a fierce dispute at the headquarters of NINGDE Times in the middle of 2021, which was caused by Xiaopeng Motors' intention to introduce aviation lithium batteries and make it the company's main battery supplier.
Zeng Yuqun
Judging from the results, the introduction of AVIC lithium batteries by Xiaopeng Automobile is already a fact. However, at the end of last year, Xiaopeng Motors responded that the quarrel between He Xiaopeng and Zeng Yuqun was completely rumored.
At that time, Xiaopeng Automobile also made an open response to the introduction of AVIC lithium batteries, saying: "The supply chain of parts and components produced by vehicles needs to be continuously improved in order to better guarantee supply and production and predict the delivery cycle more accurately." ”
After this incident, in the "Dialogue Challenger" program broadcast on December 25, 2021, He Xiaopeng said that the most anxious problem recently is the supply chain problem, Xiaopeng's latest P5 model is the most disturbed by the chip shortage, and he often goes to drink to find chips. He said bluntly: "Whoever gives me the chip, I will invite him to drink."
Nowadays, power batteries and chips have become the two core problems that plague the development of new energy vehicles.
Just on January 29, Xiaopeng Motors was also rumored to have "determined to use Sunwoda's 4c power battery in the G9 medium and large SUV released in November last year." Sunwoda will be a certain version of the G9 A supply, the supply share of more than 50%", to which Xiaopeng Motors responded: "This information is not official information, the preparation of vehicles and the selection of suppliers are an important part of the business plan, please refer to the filing information of the Ministry of Vehicle Industry and Information Technology." ”
In 2021, Xiaopeng Automobile delivered 98,155 new cars, which is the largest number of new car-making forces in China. But they are still trapped by the problem of insufficient power battery supply.
On the other hand, as the leader of the global power battery, the Ningde era has been in a saturated state, and some manufacturers even need to pay a huge advance payment in advance in order to obtain the battery of the Ningde era, and the position of the Ningde era in the field of power batteries is somewhat similar to the position of TSMC in the chip industry.
There were even media reports that He Xiaopeng went to their company to squat in order to get the battery of the Ningde era, but this news was later denied by He Xiaopeng himself.
But this can also let us perceive from the side how sought-after the power battery of the Ningde era is. However, the power battery field is not only a company in the Ningde era, and now Xiaopeng Automobile has introduced other suppliers, on the one hand, in order to ensure the stability of its own battery supply chain, on the other hand, it is also to send a signal to the Ningde era, and even small orders are worth being satisfied, not to mention the rapid growth of new car-making companies.