The big news of the new energy track seems to be more.
First of all, a technological breakthrough in lithium batteries, according to the latest foreign media reports, the United States Amprius company announced that it has produced the first batch of ultra-high energy density lithium batteries, energy density of 450Wh / kg, is the highest energy density available in the battery, and than the most advanced Tesla Model 3 battery, the volume is reduced by 37%.
Another piece of news is that some pension funds in the United States and Wall Street tycoons are buying shares of the "Tesla killer" - the American electric vehicle startup Rivian. Among them, the California Civil Service Pension Fund, the largest pension fund in the United States, bought more than 305,000 shares of Rivian stock in the fourth quarter. In addition, BlackRock, JPMorgan Chase, Soros's funds, Blackstone Group, Goldman Sachs and other giants all opened positions in Rivian in the fourth quarter.
In the first 2 trading days of this week, the oversold new energy track seems to have picked up, and the Ningde era rose more than 7.5% on the 2nd. Recently, the 2021 public offering champion, Qianhai open source Cui Chenlong said that whether it is a new energy vehicle or photovoltaic, wind, electricity fundamentals are very good, the entire demand is in high-speed growth, in many subdivisions, are in short supply, long-term firm optimism about the direction of new energy.
On the evening of the same day, "Ning Wang" also issued an announcement, disclosing that on February 14, Chairman Zeng Yuqun, Secretary of the Board of Directors and Deputy General Manager Jiang Li, and Financial Director Zheng Shu accepted a survey of 50 investors, including Hillhouse Capital, Hongshang Capital, Tencent Investment, Temasek, Sequoia Capital, etc. CATL replied to 20 questions that investors focused on. CATL said that the expansion of production does not mean that the expansion of friendly business will increase competition, and products with innovative material systems and structural systems are worthy of competition. The company has always provided customers with the most cost-effective products through material innovation, structural innovation and extreme manufacturing.
Lithium batteries usher in a major breakthrough?
The most core power battery in the new energy industry chain has once again made a major breakthrough.
Recently, according to foreign media reports, the United States California Amprius company announced that it has produced the first batch of ultra-high energy density lithium batteries, in the specific energy (energy released by the unit electrode) and energy density have achieved a major breakthrough, the lithium battery density of 450Wh / kg (1150 Wh / l), is currently available in the battery energy density of the highest lithium battery.
According to Empower, Tesla's Model 3 battery is currently the most advanced, and the energy density is only 260 Wh/kg (730 Wh/l). By weight, the Amprius lithium battery has 73 percent more energy than the Tesla Model 3's, while reducing its volume by 37 percent.
Amprius said that the main reason why the battery can achieve such a high energy density is because it uses silicon nanowire technology.
In fact, the research and development direction of silicon nanowire technology has been determined as early as the beginning of the establishment of this company, amprius company founder Cui Yi, is a Chinese professor at Stanford University, in Harvard University and the University of California Berkeley doctoral and postdoctoral research, engaged in the synthesis of nanomaterials, and began to combine nanotechnology with batteries.
He believes that in conventional batteries, the anode is made of graphite, but the energy it stores has limitations. Silicon has a storage capacity of about 10 times that of graphite, but has one obvious drawback: when charged, the silicon expands sharply, causing the silicon to rupture and the battery to fail.
Researchers at Stanford University found that using nanotechnology, lithium can be stored in tiny silicon nanowires, which are about one thousandth of a piece of paper, and silicon nanowires still expand after absorbing lithium, but nanotechnology prevents silicon from cracking, achieving the highest energy/power ratio on the market.
Amprius positioned itself on the official website as "game changer of energy density and cycle life", firmly believing that the technology that creates the highest energy density lithium-ion battery is 100% silicon nanowire technology.
According to Amprius, since silicon is the best material for energy density, nanowire technology's use of 100% silicon means that it can provide the highest energy density battery in the world today. In addition, Amprius 100% silicon nanowire batteries have excellent cycle life and will continue to improve, including the actual use of national laboratories, aerospace companies and others have proved this.
The technology has reportedly attracted more than $100 million in funding back in 2020, with investors including KPCB, Trident Investments, VantagePoint Investments, former Google CEO Eric Schmidt, Innovation Endeavors, SAIF Partners, Infotech, and Airbus.
As we all know, energy density and specific energy are two very important indicators of power batteries, but safety, charge and discharge rate, and price will also be crucial. In fact, Amprius is currently mainly engaged in the development of lithium-ion batteries for aerospace vehicles such as high-altitude drones and flying taxis, and its first customers are also from the aerospace and satellite manufacturing fields. This means that this ultra-high-density battery has not yet been popularized to the field of new energy electric vehicles due to its high cost.
But it is worth mentioning that Amprius has a very close relationship with Tesla, and its location is near Tesla's battery manufacturing factory and secret battery laboratory, and even moved the office to tesla battery laboratory, and Tesla will also hold battery day activities at the factory.
Tesla CEO Musk once revealed on Twitter that the energy density of Tesla's power battery will reach 400Wh/kg in the future, and has a high cycle life, which may be mass-produced in 3-4. Some media speculate that Amprius is the "brain" behind this power battery.
The "Tesla Killer" was bought out
The hot new energy track has not lacked the pursuit of capital.
On Monday, local time, a number of large pension funds in the United States disclosed the latest position data, in the fourth quarter of 2021, including the California Civil Service Pension Fund, 7 large pension funds have bought shares of "Tesla Killer" and American electric vehicle startup Rivian.
Among them, the California Civil Service Pension Fund manages about $492 billion (about 3.1 trillion yuan) of assets, making it the largest pension fund in the United States. According to holding data, the fund bought more than 305,000 shares of Rivian stock in the fourth quarter of last year, and the market value of the position is about US$32 million (about 200 million yuan) if the closing price of Rivian at the end of last year is $103.69.
In addition, the $191 billion Teacher Retirement System of Texas fund holds 33,000 shares of Rivian.
The market was surprised by the sudden bottom of a newly listed start-up by the usually robust pension fund, and Rivian has not yet achieved a profit, losing more than $2.2 billion in the first three quarters of 2021. This means that the investment risk appetite of some pension funds in the United States is rising.
In addition, since the listing, Rivian's stock price performance has been very dismal, as of the latest close, Rivian's stock price is 66.29 US dollars, compared with the high point on November 16, 2021 (179.46 US dollars / share) The cumulative decline is as high as 63%, and the total market value has evaporated by more than 101.8 billion US dollars (about 645.5 billion yuan).
It is worth noting that after the plunge, Rivian seems to have become a feast for Wall Street capital, and BlackRock, JPMorgan Chase, Soros's funds Soros Fund Management, Morgan Stanley, Blackstone Group, Goldman Sachs, Tiger Global Fund and other giants have all opened positions in The fourth quarter of 2021. Among them, among the top five heavy stocks of soros fund, Rivian ranked first, holding about 19.8357 million shares, with a market value of about 2.057 billion US dollars, accounting for 28.14% of the portfolio.
In addition, one of Rivian's largest customers, Amazon,000, has a latest position in Rivian with a whopping 158 million shares, with a market value of about $16.42 billion, accounting for 96.46% of the portfolio.
Being sought after by a number of Wall Street giants directly affected the attitude of market funds to Rivian. After the opening of the market on Monday, Rivian shares soared more than 12% at one point, and finally closed up 6%; at the opening of the US stock market on Tuesday, Rivian remained strong, rising more than 5.8% again, and the total market value rose back to $59.7 billion (about 378.4 billion yuan).
2021 Rivian can be described as unlimited scenery, has become the most sought after star enterprise in the wave of US stock IPO, IPO financing amount of up to 12 billion US dollars, becoming the largest financing project of US stocks in 2021, at the beginning of the listing, the total market value once soared to 150 billion US dollars mark, surpassing Ford, General Motors, Daimler, Volkswagen and other auto giants, and became the world's third largest car company (calculated by market capitalization).
However, after the listing, it suffered from market sell-off because the delivery of electric vehicles was less than expected. On Jan. 11, Rivian announced that by the end of 2021, the company had produced 1,015 vehicles and delivered 920 vehicles, below its initial production target of 1,200 vehicles.
In addition, Amazon's "abandonment" also gave Rivian a heavy blow. On January 5, Amazon signed a long-term cooperation agreement with Stellantis, which will become the first commercial customer of Stellantis' Ram Promaster electric van. Previously, Amazon planned to order 100,000 electric delivery vehicles from Rivian, and the first 10,000 will be delivered by the end of 2022.
How to go about the new energy track?
In the first week of the year of the Tiger, the A-share new energy track was once sold off by the market, and the leading Ningde era fell by 17.32% in the first week, and the total market value of a single week evaporated by 239.1 billion yuan. Other stocks in the new energy track also suffered a major setback, according to Wind data, the total market value of the lithium battery sector evaporated more than 400 billion yuan in the first week.
In the first 2 trading days of this week, the oversold new energy track seems to have picked up, and the Ningde era rose more than 7.5% on the 2nd.
In fact, looking forward to 2022 and next year, the prosperity of the new energy track is still there. According to the latest data disclosed by the Association of Passenger Vehicles, the wholesale sales of new energy passenger cars reached 412,000 units in January, an increase of 141.4% year-on-year, and the retail sales of new energy passenger cars reached 347,000 units in January, an increase of 132% year-on-year.
New energy sales have not been affected by the decline in subsidies, the Association said that after the Spring Festival, the price acceptance of new energy vehicles recovered, coupled with the fact that many new energy vehicles still have a backlog of undelivered orders in the early stage, and the sales of new energy models in February will not be significantly affected by the decline.
In addition, the upstream lithium price also remained strong, according to the data released by the Shanghai Steel Federation, on February 15, lithium battery material quotations generally rose, electrolytic cobalt rose by 12500 yuan / ton; lithium metal rose by 20,000 yuan / ton, the average price was 2.17 million yuan / ton; battery-grade lithium carbonate rose by 7500 yuan / ton, the average price was 421,500 yuan / ton.
Recently, 2021 public offering champion, Qianhai Open Source Cui Chenlong shared the latest views on the new energy industry chain in a live broadcast. It said that the new energy sector began to see a short-term high point at the end of last year, and then the entire sector had a certain retracement. But the fundamentals of the industry is no problem, whether it is new energy vehicles or photovoltaics, wind, electricity, you can see that the fundamentals of the entire industry are very good, the entire demand is in a high-speed growth, and, in many subdivisions, are in short supply.
Cui Chenlong believes that the main reason for this round of decline is related to the Fed's interest rate hike expectations, but the market has digested the impact of how many interest rate hikes, it is more difficult to judge, so the short term may still be a volatile market, but the development of new energy fundamentals is very rapid, so the long-term or firm optimism about the direction of new energy.
Editor-in-charge: Tactical Constant
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