At the beginning of the year, the new energy and even the automobile sector were cool.
The Year of the Tiger does not seem to be very willing to give the leading stock Ningde era face, in 5 days the stock price fell directly from more than 600 to today's 500, a decline of about 20%, the Ningde era can also be regarded as a basin of cold water on several plates.
You know, the difference between the stock price of 489 today and the peak price of 692 that year is as high as 300 yuan.
The repeated slippage of the Ningde era is considered to be in dispute with Tesla, this year there is a certain possibility that Tesla will cut the procurement ratio of the Ningde era because of the introduction of new suppliers, the industry is very clear, the reason why the Ningde era has the status of today's industry pillar, Tesla has a huge credit.
If Tesla strips the CATL era of the supplier system, it is indeed a huge loss to it.
In 2021, the installed capacity of passenger car batteries in the Ningde era reached 68GWh, of which tesla installed capacity exceeded 14GWh, accounting for 20% of the installed passenger car capacity of the Ningde era.
This means that negotiations with Tesla will indeed affect the market position of the Ningde era, the outside world rumors that Tesla uses BYD batteries, and has also been landed, and indeed the shadow of BYD can be seen in the test system, which means that the big customers of the Ningde era may also give the old rival BYD a chance.
In fact, the high valuation of the Ningde era has always been a voice, and many people in the market believe that it is an incredible thing that the stock price of the Ningde era, which has divided a large share, exceeds 50 billion.
In fact, in my opinion, all the valuations of technology leaders like the Ningde era have their own rationality, and the high valuation in the past is because no enterprise can reach the height of the Ningde era in terms of production, technology, stability and supporting perfection, so behind a monopoly, it is the technical barriers that are difficult to be defeated in support.
Since last year, several major leaders have emerged in the power battery sector, and the enterprise of AVIC lithium battery has also been sniped by the Ningde era, and with the rise of Tesla, AVIC lithium battery and other enterprises, many new energy companies have more choices.
From a long-term point of view, the pullback of the Ningde era is only a phased problem, although the number of competitors in the market has increased, but this is an inevitable thing, a huge plate has emerged, it is impossible to have a monopoly situation, and more companies will inevitably emerge to seize market share, and these things are actually expected.
Similarly, the reason why there are countless competitors in the industry is because there will be a lot of room for growth in the share.
Taking Tesla as an example, sales in 2021 will reach the order of 930,000, and it is expected that sales will reach 1.5 million or even higher in 2022, with a huge incremental space to introduce new suppliers, while adjusting prices is inevitable, in addition, the entire new energy market in the domestic market will also have huge incremental space this year.
It is predicted that this year's new energy sales will reach the order of 5 million, compared with the 2.9 million order of magnitude in 2021, which means that the demand for power batteries will also be large.
In fact, comprehensive analysis, although the Ningde era has encountered a new round of challenges, the same opportunity space is also unprecedentedly huge.
Compared with other enterprises, the R&D, innovation and crisis awareness of the Ningde era are stronger than imagined, which is its unchanged competitiveness in the market, so Tesla or BYD, in this new market, in fact, and the Ningde era are complementary to each other, even if some companies will give up the Ningde era, but it is worth mentioning that a large number of new products poured in, there will be a large number of enterprises to choose the Ningde era.
The reason why the Ningde era has such a high valuation is because it has unlimited innovation ability and strong product effect, although there are short-term fluctuations, but the future pull effect is also inevitable.