"The news that we are going to transfer suppliers or have a supplier to be our core battery supplier has a huge discrepancy with the facts. Xiaopeng Automobile will, as always, choose a strong supplier such as CATL to become our core partner. Xiaopeng Motors officially responded to the Financial Associated Press when it supported its partner NINGDE era.
At the same time, the online car market found that the ternary lithium battery and lithium iron phosphate battery previously used by Xiaopeng P7 were produced by the Ningde era, and now the car has appeared in the product application case of the official website of AVIC Lithium Battery, and one of them also appears with the new energy "Shenche" Wuling Hongguang MINIEV.
In the past two months, "He Xiaopeng has yuqun dispute", "Xinwanda will be used as a certain version of Xiaopeng G9 A supply" and "Xiaopeng will gradually replace the Ningde era with AVIC lithium battery" Several rumors have plunged the Ningde era into a whirlpool of public opinion, which also directly affected the stock price of "Ning wang". As of the close of trading on January 28, the stock price of CATL was 592.6 yuan / share, down 14.36% from its all-time high of 692 yuan / share. In just over a month, the market value of the CATL era has evaporated by more than 230 billion yuan.
AVIC lithium battery is also a first-line enterprise in the field of domestic power batteries, ranking third in the list of domestic power battery companies in 2021, second only to Ningde Times and BYD. It is worth noting that GAC New Energy, a partner of the Ningde era, also signed a cooperation agreement with AVIC Lithium Battery, and the current application of AVIC lithium battery products also covers zero-run C11, GAC AION series, Wuling Hongguang MINI EV, Changan Benben E-star, Geely Geometry C and many other mainstream models.
After the introduction of new power battery suppliers, it can not only reduce the manufacturing costs of car companies to a certain extent, but also avoid the embarrassment of being "stuck neck" by insufficient battery production capacity. Judging from the current development trend, more and more car companies have begun to choose to cooperate with power battery suppliers outside the Ningde era, and the situation of the latter being dominant may not last long. It is worth mentioning that earlier this month, CATL officially released a new power replacement brand EVOGO, which is undoubtedly a market with great potential. In the face of a large number of catch-ups, can Zeng Yuqun win again?