The power battery industry in 2020 will be full of variables.
Editor’s note: This article comes from “ Future Car Daily ” (WeChat public account ID: auto-time), author: Terence Lee Nan.
Author | Li Zinan
Edit | Xu Yang
In 2019, the power battery market continues to shuffle, Ningde Times is still the industry leader.
Recently released data from the high-tech lithium grid shows that Ningde Times will achieve 32.GWh of installed power in 2019, a year-on-year increase of 37%. There are 120 domestic auto companies, including 9 customers supporting more than 1GWh. The market share reached 51.76%. The total production of new energy vehicles in 2019 was about 1.177 million units, a year-on-year decrease of 4%. The cumulative installed capacity of power batteries for the year was approximately 62.38GWh, a year-on-year increase of 9%.
Except for the Ningde era, the power battery companies that ranked in the TOP10 in 2019 are: BYD, Guoxuan Hi-Tech, Lishen, Yiwei Lithium, AVIC Lithium, Funeng Technology, SAIC, BAK Battery and Xinwang. Up.
In 2019, the reshuffle of the power battery market has intensified. Compared to the TOP10 of installed power batteries in 2018, the companies ranked 1-4 have not changed for the time being, while the rankings of 5-10 have changed their faces. Among them, Yiwei Lithium can be promoted from 7th to 5th, and AVIC Lithium Battery jumped from 9th to 6th. Funeng Technology slipped from 5th to 7th, and BAK battery dropped from 6th to 9th.
The pace of expansion in the Ningde era has accelerated significantly in 2019. In terms of customers, Ningde Times has reached cooperation with a number of multinational car companies, and successively reached cooperation with Honda, Hyundai, Toyota, Volvo, Volkswagen, Jaguar Land Rover, Peugeot Citroen, Daimler Bus and other companies to become its power battery supplier.
In November 2019, the cooperation order signed by Ningde Times and BMW increased from 4 billion euros (approximately RMB 31.179 billion) to 7.3 billion euros (approximately RMB 56.901 billion). This order is currently the largest in the industry. An order.
In terms of production capacity, the layout of the Ningde era is still expanding. In October 2019, the construction of the Ningde Times European plant was officially started. The plant plans to form part of the production capacity in 2021, and plans to achieve 14GWh of battery capacity in 2022. The following December, the Ningde Times Sichuan power battery project also announced the start of the project. The project invested 10 billion yuan to build a power battery production line with an annual capacity of 30GWh.
The era of Ningde, which dominates the power battery market, also sings all the way in the capital market. After crossing the 100-yuan mark on December 24, 2019, the stock price of Ningde Times continued to soar. As ofPreviously, the stock price of Ningde Times was 113.31 yuan, with a total market value of 250.2 billion yuan, ranking first on the GEM.
But for the Ningde era, the crisis has never gone. The Advanced Industry Research Institute predicts that in 2020, China’s new energy vehicle market will form a “three foreign capital + joint venture + independent” competition. The choice of suppliers by different foreign capital, joint ventures and autonomous vehicle companies will allow power batteries The industry is full of variables.