In today’s competitive circuit, the stronger is inevitable.

After the total market value reached 219.7 billion yuan on December 24, Ningde Times closed at 105.12 yuan on December 26. The total market value also rose to 232.1 billion yuan, which not only jumped to the top of the GEM but also broke the historical record.

This is not the first time in the Ningde era. Compared with the 126.6 billion yuan when the GEM was first awarded last June, the total market value of this power battery giant has more than doubled in more than a year. Compared with the continued downturn in the stock price of the big brother BYD in the industry, the era of the twin heroes in the domestic power battery market has quietly been rewritten as the Ningde era.

The era of Ningde has once again been crowned with high-rise buildings in the power battery industry.

Since entering December, the lithium battery sector has performed well. In addition to the era of the leading boss Ningde, a number of concept stocks such as Weitang Industry, Xusheng Co., Ltd., and Baolong Technology have performed brilliantly.

Highly anticipated are US stocks Tesla . December 24, U.S.A., affected by the news that Chinese banks received more than 10 billion yuan in loans, Tesla’s stock price broke a record high, and $ 420 per share has exceeded Elon Musk’s announcement last August The “funding guarantee” for Tesla’s privatization.

Tesla’s rally is enough to give a boost to the battery stocks shrouded in the gloomy cloud of new energy vehicles.

Although there are many analyses, the current downward trend of the domestic auto market will continue to weaken until next year. But in the long run, the trend of new energy vehicles seems to be only a matter of time. As the core component of automotive technology, according to the new team of Guotai Junan Power, the profit margin of the entire global power battery industry can reach 140 billion in ten years, and the net profit is more than tenfold.

Some research indicates that the domestic output of new energy passenger cars is expected to reach 1.35 million this year, with a penetration rate of about 6.4%, and this number is expected to exceed 7.8% next year. Not long ago, the Ministry of Industry and Information Technology issued the “New Energy Vehicle Industry Development Plan (2021-2035) (draft for comments)”, setting the target for China’s new energy vehicle sales in 2025 to 25%.

The policies are all positive: double-point calculations, listing discounts, and purchase tax exemption; brands are coming together: Daimler, Volkswagen, BMW, and Toyota fear that the transformation will fall behind.

And Ningde Times was established in 2011, and it took only seven years to become the industry leader.

The first is to manufacture and develop sufficient blood and liver technology. The largest number of R & D personnel + the largest investment in R & D. Since the cooperation with BMW Brilliance in 2014, the Ningde era has wrapped up a lot of capital and has consolidated its absolute competitiveness with square cells and fast charging technology as its core advantages.

Second, there are mainstream customers endorsing their brands and expanding their “friend circle.” Domestically, SAIC Group, BAIC Group, Geely Group, Yutong Group, Fuqi Group, Dongfeng Group, etc. are all its partners. And only in the second half of 2019, the official CPs of the Ningde era have already included Bosch, Volkswagen (Latin America) Truck and Bus Company, Daimler, etc., BMW has announced that it will increase the order amount of 4 billion euros to 7.3 billion euros, bringing it the largest order in the field of power batteries to date.

In addition, the good times of the Ningde era rely on its strength. Not only does the country vigorously support new energy vehicles, it also has a “white list” policy to block foreign-owned enterprises from the field.

Compared to Ningde’s Yiqi Peerless, BYD, who had previously been called “Power Giant Double Giant”, looks much more frustrated. According to statistics of high-tech lithium power grids, in November, the installed capacity of domestic power batteries was approximately 6.29GWh, a year-on-year decrease of 29%. Among them, the growth rate of BYD installed capacity decreased by 69.9% year-on-year, and the market share dropped from 15.11% last year to 6.44%. There is not much time left for BYD.