The pain of the Ningde era

Text/Meng Yonghui

It has to be said that the Ningde era is experiencing a pain. However, such a pain is inevitable for every enterprise. We see that the Internet industry that has been in the limelight in the past has not escaped the historical cycle rate, and after experiencing the early barbaric growth, it is also experiencing pain. Compared with Internet players who experienced the early days of lying and harvesting, and then entered the period of pain, the Ningde era is experiencing such a pain seems to come a little earlier.

Because no matter from which aspect, the Ningde era derived from the new energy market will have a long period of dividends, however, things are not so simple. Under the coveting of competitors and the soberness of former cooperative customers, the Ningde era is experiencing a painful period that is far more difficult than it expected at the point in time. Recently, the performance of the CATL era in the capital market is a prominent embodiment of the fact that it is experiencing such a painful period.

Although the CATL era has explained and clarified the recent performance of the capital market, we still need to see from such an event what the NINGDE era is experiencing and what will be experienced in the future. Only in this way can we truly grasp the development status of the Ningde era and the new energy industry in which it is located, and find some enlightenment for the future development.

Ningde era, the leader of the new energy era

It is undeniable that the Ningde era is indeed the leader of the new energy era. It is not only in China's new energy market, but even if the CATL era is placed on a global scale, it can have a place. The reason why the Ningde era will achieve such great achievements, in addition to betting on the track of the new energy market, it is also greatly related to its research and development in battery technology, market share leadership and many other aspects.

It has to be said that the Ningde era is the leader in the new energy era. Now, in the new energy market, many new energy vehicle brands are customers of the Ningde era and are using the batteries of the Ningde era. The reason why the Ningde era has such a large market share, in addition to its technological leadership, I think, more reason is that it pressed the track of new energy vehicles, and has been continuously cultivating on such a track for a long time.

Now, whenever we talk about new energy batteries, we will inevitably talk about the Ningde era, but all manufacturers of new energy vehicles will regard the batteries of the Ningde era as one of the options. The NINGDE era is using its own practical actions to prove that it is on the right track, and constantly through technological innovation, in order to truly grasp the development of the industry.

In the Ningde era, it was just an energy provider

As mentioned above, the Ningde market occupies a place in the new energy market with its first-mover advantage, and such a market position cannot be replaced by other manufacturers. At the same time, we also need to see that the NINGD era is just an energy provider. The author believes that the attention to the new energy track has achieved the Ningde era, and also brought the Ningde era into a new development dilemma.

To some extent, the reason why the Ningde era will experience such a dilemma is, to a large extent, related to the fact that it is just an energy provider. It is true that new energy, especially battery energy that is different from petrochemical energy, is indeed the outlet for a long time in the future, but what we also have to see is that energy itself is the core of the core for any industry, and the same is true for the automotive industry.

Before the large car companies did not enter the market, the Ningde era can use the first-mover advantage to obtain certain growth, but what we should also see is that when more and more car companies focus on the new energy market, especially the new energy vehicle market, just relying on the "unique" development model is increasingly restricted.

In addition, the battery is a core component for car companies, just like the engine in the petrochemical era, it is the top priority of each car company to truly highlight its market position. For such an important and core existence, no car company will choose to outsource, they either do it themselves or invest it themselves. Therefore, for enterprises such as the Ningde era, more role is to provide batteries for those car companies in the middle and waist, and for those car companies with research and development capabilities, they will inevitably choose to develop their own batteries.

As the saying goes, into the battery, into the battery. The core strategy of the battery has achieved the Ningde era, so that it has enjoyed the dividends of development in the early stage of the development of new energy vehicles, but by the time the early development dividend period has passed. Especially when more and more car companies begin to devote themselves to the new energy market, we will see the defection of old customers in the Ningde era, and choose to develop themselves, or invest in their own battery production lines.

Therefore, the focus of the Ningde era on batteries has achieved it, and it has also brought it into a relatively narrow development situation. When more and more players devote themselves to the battery field, when more and more car companies begin to choose their own research and development of battery production lines, the Ningde era will inevitably experience a painful period.

The Ningde era is entering a new cycle

As mentioned at the beginning of the article, the Ningde era is experiencing a period of pain that does not match its age. You know, the Internet industry has experienced such a painful period after many years of development. However, for the Ningde era, in just a few years, it has experienced such a painful period.

If you must make a summary of such a painful period that the Ningde market is experiencing, the author believes that it has obtained the dividends brought by the development of the car-making movement in a very short period of time, which actually has some similarities with the barbaric growth period of the Internet era. After experiencing such an early harvest dividend period and barbaric growth period, the Ningde era is actually entering a new development cycle.

In such a new development cycle, the Ningde era can no longer move forward according to the previous development model, it needs to abandon the development mode and method at the time of the rise of the car-making movement, and choose a new development model and method. If we must find a correct way and method to deal with the new cycle for the Ningde market, the iterative upgrading of technology and the improvement and evolution of technology are the key.

Just imagine, if the Ningde era can have a technological breakthrough in the field of batteries, can further improve the utilization efficiency of the battery, and can further enhance the profit margin of the battery, then the Ningde era can achieve a breakthrough under the joint hunting of many battery manufacturers and car dealers. Therefore, through such a painful period that the Ningde era is experiencing, we need to see more that the Ningde era is entering a new cycle of development.

Finding the right way and method to deal with such a new cycle, rather than continuing the traditional development model and method of the past, is the key to ensuring that the Ningde era can break through in the hunt. The author believes that with the first-mover advantage of the Ningde era, coupled with its long-term technological accumulation, the Ningde era can break through under such a dilemma, which is definitely not a problem.

The Ningde era is just a microcosm

As the saying goes, trees make a big move. The position of the Ningde era in the new energy market is destined to receive a lot of attention from the outside world for its every move. Therefore, when we look at these recent events in the Ningde era, we should not only focus on the Ningde era itself, but also need to focus more on the broader new energy market, especially on other battery providers outside the Ningde era.

Unlike the view that the outside world only encountered the limitations of the Ningde era and the Ningde era itself, and even regarded it as a problem with the development model of the Ningde era itself, the author believes that the pain period that the Ningde era is currently encountering is actually a microcosm of the current battery industry.

The current battery industry is experiencing a rather harsh competition, and many battery manufacturers are thinning profits and using scale efficiency to achieve growth. The new energy market represented by batteries has changed from a blue ocean to a red ocean. In the future, we will also see more battery manufacturers represented by the Ningde era have similar problems.

This is the performance of the competition in the new energy industry represented by batteries that has begun to enter the white-hot stage of development. The author believes that it is not only the Ningde era, other new energy manufacturers are also experiencing such problems. From another side, we can see very clearly that the new energy industry represented by batteries is entering a period of deep reshuffle. After such a reshuffle, the development of the new energy industry can enter a new stage of development. It is precisely because of this that when we look at the Ningde era, we should not just attribute this matter to the Ningde era itself, but should place this event in the vast new energy market.

epilogue

The "storm" that the Ningde era is experiencing came earlier than expected. This shows that the new energy market is entering the development stage of close hand-to-hand combat from the early dividend period, and the performance of the Ningde era in the capital market is the result of a joint hunt between battery manufacturers and car dealers. I think that for the new energy market, especially for the Ningde era, such a painful period it has experienced is inevitable and necessary. Only after experiencing such a stage of development can the Ningde era jump out of the traditional development cycle rate and respond to the risks and challenges of the new energy market in a more forward-looking way and method. There is no wind and rain, how to meet the rainbow, no pain, where there will be understanding. I believe that after experiencing such baptism, the future development pace of the Ningde era will become more and more stable.

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Author: Meng Yonghui, Senior Contributor, Columnist, Special Commentator, Industry Research Expert, Strategic Consultant. A daily article, long-term focus on industry research, providing deep thinking and hardcore dry goods. Support the sharing of the author's source, please retain the author's copyright information when reprinting, and the offender will be investigated.