In the first week of the Year of the Tiger, the power battery "flash crashed" in the Era of Goningde, and the market value evaporated by about 230 billion, the fundamental reason is that the market rumors that it and Tesla's price collapse, BYD or will be profitable. What's going on here?
1, the market value evaporated 230 billion?
Riding on the east wind of new energy vehicles, from the end of 2019, the Ningde era has opened a two-year-long "bull market" road in the capital market, and the stock price is always at a new high, known as "Ning Wang". However, entering the Year of the Tiger, the Ningde era finally suffered a heavy blow, the first trading day of the year was "falling against the trend", and then fell one after another, and the stock price fell from more than 600 yuan all the way below 500 yuan. In five days, the stock price of Ningde Times fell by about 20%, and the market value evaporated by about 230 billion yuan, becoming the "first pain" of A shares in the Year of the Tiger.
2, with Tesla price negotiations collapse?
As for the reasons why the stock price of CATL continues to fall, there are two threatening rumors. First, the Ningde era is a big move, and there is a risk of being added to the "blacklist" by the United States. Second, the Ningde era and Tesla power battery prices collapsed, BYD sat on the benefits of the fisherman. This rumor is too lethal to the Ningde era. Data show that in 2021, Tesla passenger car battery installed capacity reached 68GWh, of which Tesla installed capacity of more than 14GWh, accounting for more than 20%. The importance of Tesla to the Ningde era is self-evident.
The reason why the Ningde era has become the leader of the global power battery, Tesla has a huge credit. If Tesla strips the CATL era from the supplier system, or reduces the proportion of procurement, it will be a huge loss for the NINGDE era. As a result, panic in the capital market has been created. For the above two rumors, catheter times "angry", issued a solemn statement, saying that the network platform appeared in the Ningde era by the United States sanctions, and Tesla collapsed and a series of malicious rumors, causing market misunderstanding and misinterpretation, the company has officially reported to the public security organs, will be legally responsible for the rumor-mongers according to law.
3. BYD Fisherman's Profit?
In the first few years of the rise of new energy vehicles, NINGDE times seized the opportunity to use the closed period dividend of BYD power battery self-sufficiency to quickly rise and become a brother of domestic and even global power battery suppliers. The list of the top ten installed power batteries in the world in 2021 shows that the Ningde era is still firmly on the throne of the world's first, with a global market share of nearly one-third, and the total installed capacity is as high as 96.7GWh, which is a little more than the sum of the second place LG new energy and the third Place Panasonic installed capacity. This shows the strength of the Ningde era.
However, the times are always changing, on the one hand, more and more car companies are trying to lay out a number of power battery suppliers, put eggs in multiple baskets, in order to minimize risks, which is not a good news for the current "one big" Ningde era. On the other hand, BYD, which ranks second in the country for power batteries, is opening the door to the supply chain and moving from closed to open. And many sources show that the well-known blade battery has entered the Tesla supply system and is about to be mass-produced and installed. This is the logic of Tesla and Ningde era in the market, if the talks collapse, BYD fisherman Wong Deli.
The Ningde era and Tesla talks will not collapse, because the two sides are currently inseparable from each other, they may be competing for the pricing power battery. We hope that the CATL era can represent Chinese enterprises and occupy the commanding heights of the new energy vehicle era. Although the Ningde era is currently encountering new challenges, the opportunity space is also huge. Because the era of new energy vehicles has just begun, the future market cake is very large, enough to accommodate more power battery suppliers such as Ningde Era and BYD. We expect healthy competition to promote the technical level of the industry to make great strides forward, and independent brands to embark on the road of overtaking in curves.