On the 30th, the rumors of Xiaopeng Automobile and the Ningde era attracted much attention.
On January 30, in response to the recent rumors in the market about "Sunwoda will be used as a certain version of xiaopeng G9 A supply" and "gradually replacing the Ningde era with AVIC lithium battery", the official response of Xiaopeng Automobile said, "Recently, the news that we want to transfer suppliers or a supplier to be our core battery supplier has been greatly different from the facts." Xiaopeng Automobile will, as always, choose a strong supplier such as CATL to become our core partner. ”
Xiaopeng Automobile wants to replace the battery of the Ningde era?
It is understood that in 2021, Xiaopeng Automobile became the sales champion of China's new car-making forces, and actually delivered 98,000 cars a year, exceeding the original target of 90,000 vehicles. In 2022, the company plans to deliver 250,000 vehicles overall and hit 300,000 units. In this context, the rumors about Xiaopeng Automobile and the Ningde era have attracted much attention.
Regarding the rumors, according to the earlier news of the micro network, Xiaopeng Automobile said in a recent institutional survey that in terms of batteries, the price increase of the Ningde era is too large, in order to cope with the pressure brought by the rising cost, the future will gradually replace the Ningde era power battery with the battery of AVIC lithium battery, and the iron lithium battery of Yiwei Lithium Energy will continue to be used, mainly matching low-end models.
Xiaopeng Automobile also revealed that due to the soaring price of upstream power batteries, it has led to an overall increase in the price of the new energy automobile industry in 2022, due to the resistance of users to price increases, Xiaopeng Automobile gradually let users accept the new price through two price adjustments in December 2021 and January 2022. According to Xiaopeng Automobile, after January 10, the price of Xiaopeng Automobile was raised by 4800 yuan / car.
Another rumor said that Xiaopeng Automobile, which previously used CATL as the main supplier of power batteries, has determined to use Sunwoda's 4C power battery (4C battery can adapt to fast charging) 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%.
Xiaopeng Automobile responded urgently
In response to the above series of news, Xiaopeng Automobile responded: "The news that we are going to transfer suppliers or a supplier to be our core battery supplier has been spread outside recently, which is a huge difference from the facts. Xiaopeng Automobile will, as always, choose a strong supplier such as CATL to become our core partner. ”
At the end of December 2021, there were media reports that He Xiaopeng, chairman of Xiaopeng Automobile, and Zeng Yuqun, founder of Ningde Times, had a fierce dispute in the headquarters of Ningde Times in the middle of 2021, caused by Xiaopeng Motors' intention to introduce aviation lithium battery and make it the company's main battery supplier.
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." ”
On the other hand, as the leader of the global power battery, the NINGDE era has been in a saturated state of orders, and some manufacturers even need to pay a huge advance payment in advance in order to obtain the battery of the Ningde era.
There were media reports that He Xiaopeng went to their company to squat in order to obtain the battery of the Ningde era, but this news was later denied by He Xiaopeng himself.
Smart electric vehicle companies are in action
However, it is worth noting that smart electric vehicle companies are also deliberately avoiding excessive dependence on a single supplier.
According to 36Kr, before Xiaopeng, AVIC lithium batteries had replaced CATL as the first supplier of GAC new energy vehicles, and it had not used the batteries of NINGDE era since May 2020.
Another new car-making force, Weilai Automobile, is also seeking battery suppliers outside the Ningde era. According to media reports, the semi-solid-state battery supplier announced by WEILAI last year was Weilan New Energy, which is the first time that WEILAI announced cooperation with battery suppliers other than Ningde. Weilai is currently the second largest customer in the Ningde era in terms of battery installed capacity, second only to Tesla.
In addition, Geely has joint ventures with battery companies such as Sunwoda and Fu Neng to jointly produce batteries. Hive Energy, which was spun off from the Great Wall, received 20 billion yuan in financing last year. BYD has been developing its own batteries and building its own factories.
Zhang Xiang, a researcher at the Automotive Innovation Research Center of North China University of Technology, said in an interview with the media, "The production capacity of the Ningde era is limited, and it is impossible to meet the supply needs of so many car companies, so car companies have to find other suppliers." In Zhang Xiang's view, more than 50% of the market share makes the Ningde era have too much power, which is not what car companies are happy to see. In this way, car companies are very passive in terms of scheduling order and price.
(Editor: Peng Bo)
(Editor-in-Charge: Peng Bo)
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