At noon today, CATL issued a statement saying that a series of malicious rumors about the recent network platforms have appeared about the sanctions of THE CATL era, the exclusion of the ChiNext weight index, and the collapse of negotiations with Tesla, which have caused market misunderstandings and distortions and affected the reputation of enterprises. In addition to clarifying the rumors about Tesla in the Ningde era, the relevant person in charge of Tesla also responded, "It is indeed not true to talk with Tesla." The relevant person in charge of the Ningde era also reconfirmed that the report on malicious rumors belongs to the territorial report and has been accepted by the public security organs.
[1] The Cataline Era and Tesla did not talk about a collapse, but the decline in stock prices is a fact
Although the Ningde era and Tesla have not broken down, the stock price of the Ningde era has recently fallen sharply. It is reported that the cumulative decline of 13% in the four trading days after the Spring Festival of the Ningde era, the market value shrank by more than 170 billion yuan. The reason for the decline in stock prices is actually rumors!
The direct reason for the decline in the stock price of the Ningde era in recent days is that the US Department of Commerce has included 33 companies in the "unverified list" in order to sanction China, and this news was spread on February 8 (the eighth day of the first month of the first month), and indeed there is this list, but the specific companies on the list are not clear at present.
It is these rumors that affect the stock price of the Ningde era.
[2] Major car companies to achieve the battery themselves, Ningde era to find a new space for development
However, although it is a rumor, the Ningde era has to start thinking about its own way back. The reason why the Ningde era can develop is because it sees a huge market for new energy vehicle batteries, and it is an enterprise that develops and produces earlier. And automakers do not have the strength to develop their own batteries and produce batteries. Therefore, the Ningde era also made a lot of money.
Recently, however, more and more auto companies have begun to develop their own batteries and produce their own. In addition to BYD, which we all know, Great Wall, Geely, GAC, Volkswagen, and Mercedes-Benz have all begun to develop and produce their own. BYD, the scale of great wall battery business, can also enter the global top 10. The reason is very simple, because the cost of batteries in new energy vehicles accounts for 40%. This is a very large part of the profit. Manufacturers are still more self-sufficient.
Therefore, in the foreseeable future, the development space of the Ningde era will definitely become narrower and narrower.
[3] Investing in car companies and changing the power supply in the layout is the back road of the Ningde era?
Therefore, for the Ningde era, the most important thing is two things, one is to rely on its own battery technology advantages, to be able to preemptively develop the next generation of new batteries. It can achieve greater density, longer battery life, more safety, and faster charging. But such a technological breakthrough is more difficult.
Then the second thing is to participate in the layout of the upstream and downstream industrial chain. So we see that the Ningde era invested in Nezha Automobile, and then established Avita together with Changan. This is a very obvious signal, that is, the Ningde era will also participate in car building.
In addition, it is the management, recycling, and utilization of batteries. In the past, it was automakers who intervened in this part of the business. Now the Ningde era must also participate in itself.
On January 18, 2022, CATL released the power exchange service brand VOGO (Lexing Battery Swap), after participating in the power exchange, CATL can better directly participate in the user's battery use process, battery management, recycling, utilization, and participation in the whole process.
It's just that the power exchange used to be the participation of car manufacturers, and each brand has its own exclusive substation. Weilai has Weilai, and auspicious has auspicious. But the idea of the Ningde era is to let the car companies use their power exchange services, so that the user's battery charging anxiety is gone, and the batteries of the Ningde era are also sold.
But the problem is that now every enterprise has its own product design plan, and most of the company's cars are built-in batteries that do not support power exchange. Therefore, whether the power exchange in the Ningde era can eventually succeed is still unknown.