China Fund News Taylor
The weekend was not calm, and the trillion Ning King suddenly called the police.
CATL Statement: A series of malicious rumors have appeared on online platforms recently
The case has been formally reported to the public security organs
CATL issued a statement today saying that a series of malicious rumors about the recent network platform about the NINGDE era being sanctioned by the United States, being excluded from the ChiNext weight index, and negotiating with Tesla have caused market misunderstandings and distortions and affected the reputation of enterprises. Rumors are unfounded and bad in nature. In order to safeguard the legitimate rights and interests of enterprises, on February 12, 2022, our company has officially reported the case to the public security organs, and will pursue legal responsibility for rumor-mongers in accordance with the law.
According to the Shanghai Securities News, "it is indeed not true to talk with Tesla." The relevant person in charge of Tesla responded.
At the same time that the Gem-1 Gengland era was so hot, a rumor fermented in the market over the weekend. Rumors say that BYD took part of Tesla's orders from the Ningde era and obtained Tesla's 204,000 units/year battery order, the blade battery single model is C112F, and the mass production time is March this year! The sharp decline in the Ningde era in the past week may be the main reason for this
However, as of press time, BYD has not responded.
Data released by SNE Research, a South Korean market research institute, shows that in 2021, the global installed capacity of power batteries reached 296.8 GWh, an increase of 102.3% year-on-year. The performance of Chinese battery companies is very excellent, CATL has won the global battery installed capacity champion for the fifth consecutive year, and BYD has also achieved a good performance far beyond that of Japanese and Korean battery companies.
In December 2021, the global installed power battery capacity was about 43.7 GWh, an increase of 53.2% year-on-year, the 18th consecutive month of growth. Among them, CATL also continued its excellent performance in the second half of the year, with an installed capacity of 16.5 GWh and a market share of 37.9% to lead again; LG New Energy still ranked second, with a market share decline of 5.8 percentage points; in the case of the 4th place Panasonic battery installed capacity fell by 8% year-on-year, BYD further seized its market share and maintained the third ranking unchanged for three consecutive months.
SK On, Samsung SDI, Zhongxin Airlines (formerly AVIC Lithium Battery) and Guoxuan Hi-Tech maintained their rankings of 5th-8th place; Sunwoda rose one place to 9th, up 622.6% year-on-year; The installed capacity of Envision Power increased slightly by 5.3%, squeezing out Ewell Lithium Energy to return to 10th place in the list.
King Ning has not been calm recently
Since the high of 688 yuan in December last year, CATL has fallen by 30%, and the ChiNext board has also fallen by 20% into a technical bear market. At this point in time, the Ningde era fell to 489.99 yuan, and the market value shrank from the highest 1.4 trillion yuan to about 1.14 trillion yuan.
On February 10, Beijing Capital Securities released an article entitled "How long can the Ningde era fall?" A Quantitative Analytical Perspective" report. The report believes that from the perspective of short-term market sentiment, the future rise and fall of the Ningde era can be analyzed, and the stock price trend of Guizhou Moutai in 2021 can be referred to. Through fitting, it can be judged that the adjustment of the Ningde era may not be over, and there may still be 20% downside in the future, and it is recommended to sell.
On February 10, a rumor pointed to Gülen, who recently redeemed the fund shares of CEIBS star fund manager Gülen from a large insurance special account, and it was said that the fund managed by Gülen was redeemed for 40 billion. Because of its high-level layout of many new energy varieties such as the Ningde era. As a result, WuXi AppTec, which also belongs to Gülen's heavy position, was also affected by the bearishness. In this regard, the CEIBS Fund responded that the "large redemption" spread on the Internet is false news, please do not believe the rumors.
Entering February, the stock price of CATL continued to fall, and on February 8, the network rumored that "CATL is seeking help from professional institutions in the United States to consult the possibility of its sanctions by the United States", and the company level responded: This is false information.
Earlier, it was reported that Xiaopeng Automobile would gradually replace the supply of lithium batteries (which has been renamed 'Zhongxin Airlines') due to the sharp increase in battery prices in the Ningde era. There are also rumors that Xiaopeng Motors' upcoming medium and large SUV G9 will use The Sunwoda 4c power battery, and Sunwoda will be a certain version of the G9 A supply, with a supply share of more than 50%.
Zhongxin Airlines (AVIC Lithium Battery) and Sunwoda are both second-tier vehicle power battery suppliers with momentum, Zhongchuang Airlines (AVIC Lithium Battery) is an important power battery supplier for GAC, Changan, Geely, SAIC-GM and other car companies, and Sunwoda's customers include Geely, GAC, Dongfeng and so on.
On January 30, in response to the rumors that "Sunwoda will be used as a certain version of xiaopeng G9 A supply" and "ningde era will be gradually replaced by AVIC lithium battery (has been renamed 'China Innovation Airlines')", Xiaopeng Automobile responded, "The news that we want to transfer suppliers or a supplier to be our core battery suppliers has been spread outside recently, which is a huge discrepancy with the facts." Xiaopeng Automobile will, as always, choose a strong supplier such as CATL to become our core partner. ”