As a new energy supplier, CATL has always had an upward heart, and the recent launch of the power exchange brand "EVOGO" is the best proof. However, the Year of the Tiger was not very friendly to the Ningde era, and in a singing and declining voice, the Ningde era suffered a blow and the market value fell sharply. However, as a brother of domestic power batteries, the aura is still there, the battle will not stop, and Ning Wang will not fall!
With vision, changing electricity is a kind of self-protection!
Although it is said that the champion of the power battery, the Ningde era, is well-deserved, and even once known as the "light of domestic products", it should be noted that the opponent behind it has been peeping for a long time.
Overseas Panasonic and LG are not weak in themselves, and there is also the support of Tesla and traditional European and American car companies, the championship throne is almost within reach, and if you are not careful, you will change hands. In China, even if you put aside by BYD, a fierce enemy, and Apple's old supplier "Sunwoda", which has recently been close to Xiaopeng Automobile, the rest of the domestic battery companies are countless, and Weilan New Energy, which does solid-state lithium batteries, and Huineng Technology, which cooperates with Weilai, are eager to try.
There are more and more players on the battery track, and without absolute innovation, who can guarantee that they can prosper for a long time? This is especially clear in the Ningde era.
The launch of the power exchange mode, is the transformation of the symbol, although the public's favorite solution is "direct charging", but there is no denying that for trucks, rentals and other vehicles that serve the public, the convenience brought by "power exchange" is still very significant, which shows that the power exchange mode always has a place.
As far as the Ningde era is concerned, if the power exchange model is successful, the replacement power station built is like a gas station, which becomes one of its business income other than batteries by charging service fees and various power price differences. I have to say that at the moment when the power battery is "surrounded by wolves", the corporate strategy of the Ningde era is still quite hierarchical!
With technology, the Ningde era is a little faster than the opponent!
Even so, however, the dilemma remains. However, the Ningde era still has confidence.
In addition to the "inner volume" of the battery industry, the new energy vehicle companies in the upstream of the industry are also exerting pressure, Tesla's 4680 is the first to throw an olive branch to Panasonic, LG Chem is followed, and the Ningde era is also accelerating the pace in this regard. CATL said that the company's battery system adopts ternary lithium-ion batteries, lithium iron phosphate batteries and other routes, while the company has started the industrialization layout of sodium-ion batteries, and it is expected to form a basic industrial chain in 2023.
Simply put, the Ningde era is synonymous with professionalism!
At present, car companies are forced by the pressure of market competition, while putting pressure on downstream suppliers, they are also trying to develop their own batteries. 2022 also happens to be the fulfillment period of Musk's promise to produce 100GWh power batteries himself, Tesla acquired battery manufacturing company Hibar and battery research and development company Maxwell in 2019, thus setting a lofty goal of "3TWh production capacity in 2030". In today's world where time is money, 8 years can change a lot.
In addition, Geely Automobile acquired LG's Nanjing battery factory in 2017, and overseas Mercedes-Benz and Volkswagen Ford are also planning to produce battery cells. In the final analysis, these oil-to-electricity traditional car companies have strong funds, and for the sake of cost, supply and mastery of core technologies, they will never give this to people, even Cui Dongshu, secretary general of the National Passenger Car Federation, is also saying that self-made batteries are the inevitable choice of the vehicle group. However, all this also requires time and technology accumulation.
Choose again, Ningde era or be yourself?
In fact, in the hottest industry, the pressure and harvest are equal, as the leader of the battery industry, the most critical decision of the Ningde era is the choice of products. All products are not necessarily the best at the moment, as far as the current battery technology is concerned, there is no real perfect product, which is also an opportunity in the Ningde era.
Nowadays, the energy density of ternary lithium batteries is high, but the higher the density, the safety will also decrease, and although lithium iron phosphate is both safe and environmentally friendly,
However, the high manufacturing cost and the problem of shortened winter battery life have always plagued many people. There are still many consumers who hope for solid-state batteries, but from the current point of view, it will take some time to apply to new energy vehicles. It is also based on this that there is a Weilai power station and a Ningde era of Lexing power exchange, which is not a technological change, but also an innovative model.
All in all, whether it is ternary lithium battery, lithium iron phosphate or solid-state battery, or "power exchange mode", in the face of the wide and unlimited new energy market, is lacking a technological change and an optimal solution, whether it is a battery supplier or a car company, who can solve these, who can grasp the initiative. At this time, the Ningde era is still in an active position. Why not let the Ningde era build cars? (Author: Periscope Jun)