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Last week, we had a discussion on whether BYD and NIO cooperated, and at that time, the author believed that the possibility of BYD OEM WEIlai would be very small, and the cooperation opportunities between WEILAI and BYD in power batteries were very large. After today's NIO released the fourth quarter and annual financial report of 2021, the market also came the news that NIO will purchase blade batteries.
According to 36Kr, BYD's Fordy Battery is recently seeking cooperation with Weilai Automobile and Xiaomi Automobile. Among them, the fixed-point cooperation with Weilai has been finalized before the Spring Festival, when Weilai will use BYD's blade battery; and Xiaomi Automobile has also signed a fixed-point cooperation agreement with Fordy Battery.
Some time ago, Wang Chuanfu and Li Bin met at the Hefei factory in Jianghuai Weilai, and many people speculated that BYD was preparing to enter the field of power exchange, so they went to Weilai to investigate. Some people also think that Weilai and BYD discuss battery cooperation, and so on. Now it seems that the cooperation between BYD and Weilai may be more extensive, not only the battery, but also the power exchange is not impossible.
Before the new force car companies and Ningde era because of the problem of battery supply, in order to ensure that the battery supply can keep up with the market demand, Xiaopeng Automobile and Ningde times, Yiwei lithium energy, Zhongxin Airlines, Sunwoda and other power battery companies at the same time to carry out cooperation, at the end of February, Wei Xiaoli three is at the same time to invest in Sunwoda, layout battery field. "De-Ningde era" has become a common choice for the automotive industry.
Weilai's financial report data last year, overall is still very good, after all, in the whole year, Weilai neither remodeled models launched, nor new cars on the market, delivery began to weaken in the second half of the year, the entire fourth quarter only delivered 25,034 units, and ideal, Xiaopeng have a certain gap. But in 2022, this situation will change: ET7, ES7, ET5 will be delivered successively.
More importantly, Li Bin also revealed at the earnings report that WEILAI will launch a new car brand with a lower positioning than NIO, with the internal code name of "ALPS (Alps)", and the price of the model is between 150,000 and 300,000 yuan. This means that NIO will enter the mass market, at which time, its brand sales will enter an explosive period.
BYD's blade battery is known for its low cost and safety, which is most suitable for the new brand of Nio. However, at present, Neither Weilai nor Xiaomi has responded to this news, and we will continue to pay attention to it.
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Editor: Su Hua