Support the Cataline era to protect its rights according to law, and look forward to the CATL era competing with Tesla for pricing power
On February 13, CATL released a "Solemn Statement" on its official WeChat public account, saying that a series of malicious rumors about CATL's sanctions by the United States, the exclusion of the ChiNext weight index, and the collapse of negotiations with Tesla have appeared on the network platform recently, which has caused market misunderstandings and distortions and affected the reputation of enterprises. Rumors are unfounded, unfounded, and of a bad nature. He also said that he had officially reported the case to the public security organs on February 12, 2022, and would pursue legal responsibility for the rumor-mongers in accordance with the law.
In response to the rumors of the Collapse of the Ningde Era and Tesla, the relevant person in charge of Tesla also responded to reporters at noon on the 13th, saying, "It is indeed not true to talk about the collapse with Tesla." ”
The implication is that catheter era is indeed negotiating with Tesla on related issues, but unlike the rumors, the two sides have broken down. Because, negotiation and negotiation are completely different things. If someone wants to short the Ningde era by spreading rumors, it is obviously not possible, and it also needs to be severely cracked down. Therefore, support the Ningde era to pursue legal responsibility for rumor-mongers, and we must resolutely do it, not just talk about not practicing.
However, the rumors also bring us a little enlightenment, that is, whether the Ningde era has negotiated with Tesla on pricing power, whether it has argued with reason, and whether it has dared to challenge tesla and other industry voice owners. It should be known that the right to speak is one of the most important factors in the market economy, enterprises have the right to speak, they will have the market dominance, dominance, can be in a dominant position in pricing, standards, marketing, etc., can directly affect the operating conditions and profitability of other enterprises, so that other enterprises are in a passive response position, they will obtain monopoly profits, high profits.
Tesla's position in the industry is undoubtedly very high, even absolutely dominant. Why Tesla in the dispute with Chinese users, dare to be condescending, indifferent, and even counter-sue Chinese users, the reason is that its market dominance is too obvious, the status between the user is not equal, and it is not placed in the position of the main body of the market and the consumer is equal, let alone sit on an equal footing, but put itself in an absolute dominant position, naturally, it will not be treated as seriously as other enterprises when there is a dispute with the consumer. At the very least, there will be differences in the degree of seriousness.
Reflected in the cooperation with the Ningde era, etc., there will also be condescending thinking, will be very strong in terms of discourse power, especially pricing power, and is unwilling to participate in negotiations with collaborators as an equal market player. Rumor-mongers dare to take the Ningde era and Tesla to create rumors, in addition to the Ningde era does need to negotiate with Tesla in terms of product prices, and Tesla's strength is also inseparable, which can make people believe that rumors are true.
As mentioned earlier, for rumor-mongers, we support the Ningde era in safeguarding rights according to law and pursue the legal responsibilities of rumor-mongers according to law. At the same time, I also hope that the Ningde era can really "talk about collapse" with Tesla as the rumor-mongers said. The "talking collapse" mentioned here is, of course, not really "talking about collapse", but hoping that the Ningde era can seriously negotiate with Tesla on pricing power and so on. Even if the talks collapse, they cannot be completely subject to Tesla, and they cannot lose the backbone and courage of Chinese enterprises in front of foreign-funded enterprises.
Although for the Ningde era, it is a little difficult, but also a little risky. After all, in the total orders of the CATL era in 2021, Tesla's total installed capacity reached 13.91GWh, accounting for 20% of the total orders of the CATL era last year. However, we cannot be so compromised that the right to speak is completely in the hands of Tesla. You know, losing the right to speak is equivalent to losing the market and losing the basis of enterprise development. Just like the iron ore price negotiations in recent years, because the pricing power has always been in the hands of iron ore enterprises, Chinese steel companies have always been passively beaten in the pricing of iron ore, and their interests have been seriously damaged.
As China's largest and most competitive battery manufacturer, of course, I hope that catheter era can have more in terms of market discourse, especially pricing power, and can compete with Tesla for pricing power. What's more, the rise in raw material prices, the Ningde era has more reasons to adjust prices, and has more rights to compete with Tesla for pricing power.
Creating rumors that the Ningde era and Tesla collapsed is obviously wrong and illegal, and the Ningde era has every reason to defend its rights according to law. However, we hope and look forward to the Ningde era to be able to set an example for Chinese enterprises in terms of market discourse. After all, the batteries produced in the Ningde era are also recognized by the industry and are of high quality, and Tesla cannot fail to make some concessions in terms of pricing power. As long as Tesla takes the head, as long as it can take the first step of competing with Tesla for the right to speak, Tesla will give more concessions to Chinese companies in terms of pricing power, and even equally share pricing power with Chinese companies.
Of course, while the Ningde era competes with Tesla for the right to speak, other Chinese companies cannot take advantage of the void and cannot step on the Ningde era. If it is found, the relevant parties should take measures against such enterprises and impose penalties. Chinese enterprises must not only develop, benefit, market, but also have the right to speak, price dominance, and absolutely cannot compete viciously and in disorder. At least, we can't let the right to speak completely in the hands of foreign companies, from this perspective, I really hope that the Ningde era can compete with Tesla on the right to speak, even if the talks collapse, do not give in.