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After the launch on June 11, the Ningde era continued to stop without expectation. On June 26, its total market value reached 161.2 billion yuan, exceeding Biadi’s market value of 126.5 billion yuan that day. But while the Ningde era was moving forward and continuing to expand its production capacity in the capital market, Biadi was also operating in the dark. It previously announced the spin-off of the power battery business and sold it to the outside world. Now, this plan is being implemented quickly and has opened the market. Today, Biadi has obtained a partial order including Dongfeng Automobile and officially sells batteries to foreign countries.
On June 15, the Ministry of Industry and Information Technology announced the 309th batch of new products of the “Notice of the Notice of the Pathway Motor Vehicle Manufacturing Enterprises and Products” (hereinafter referred to as the “New Car Notice”). In addition to supporting its own car models, Biadi also added 3 new users. This is another year after Biadi completes the 307th batch of notice to match Dongfeng Automobile with two pure electric specialty cars. In terms of battery shipments, in April this year, Biadi returned to the throne of the chief assembly volume. But in May this year, the Ningde era returned to the top, surpassing Biadi in second place, and Biadi retreated from first place to third place. This ranking will continue to show this year.
But obviously, Biadi was dissatisfied with being surpassed by Ningde’s era. Now, these two battery manufacturers with the largest shipments in China are competing fiercely in multiple dimensions such as stock market value, power battery capacity, and machine capacity.
“The sought after capital market not only represents investors’ later optimism for this kind of unrivaled enterprises in the Ningde era, but also shows the industry’s attention and enthusiasm for new dynamics.” The secretary of the China Kuancun New Battery Technology Innovation Alliance and the chairman of the Battery Hundred People’s Association was the Puritan scholar. “NingdeSugar daddy The era has served as a dragon demonstration for new dynamic enterprises to enter the capital market. href=”https://philippines-sugar.net/”>Sugar daddyEarly tens of thousands of months, you have to learn more from her, do you know? “It works. But excessive hype is not a big deal. “What the industry is worried about is that behind the rise in valuations in Ningde’s era, there is a low level.
If the sales are opened and the future is not available, Manila The spin-off from escort was successfully carried out, and the potential customers of Biadi Power Battery in the passenger car market will be several times that of the original, which means that it will soon enter the NING era at 5:50, and there are five minutes to get off work. The market. The competition between these two will become increasingly fierce.
But for China and abroad Battery vendors in the country say that good days will end soon. As China’s new power vehicle supplementation progresses in the last two years, starting in April, three-year Korean battery companies including Samsung, LG, and SKI (SKInnovatio) have broken the silent state and started a new round of investment in China with high regulation. “WithSugar daddyIn the future, all companies will not be able to dominate the market. “According to the Puritanism,” the top 20 power battery companies will be in the ranks of continuous changes in the next three to five years. “It predicts that the current situation of the power battery market will continue, and in the future, the participation of Japanese and Korean battery manufacturers will hit foreign battery suppliers such as Nyde era and Biadi. What concerns insiders are that the Ningde era, which is in the high valuation, may be in the two years. daddyThe adversity of slowing downward business decline later. “Many businesses in the Ningde era came from new car companies, and these companies could no longer exist in two years. This is obviously risky. “On June 27, a car company’s responsible person said.
Running the horse and land grabbing: a comprehensive competition in the industry chain
Biadi missed a “spoke” due to the vertical integration of the closure strategy. Now Biadi has begun to catch up in both production capacity and channel, and try out Sugar daddy returns the head of the power battery. Since 2017, Biadi has been moving towards the ternary battery in its passenger car business. At the same time, Biadi Chairman and President Wang Shifu predicted that the new dynamic market will usher in the well. Since then, Biadi has started the layout of a new round of power battery production capacity expansion.
In the outside world, Biadi’s split and opening in the battery field are the key to its acceleration of Sugar baby‘s run. In the second half of 2017, Wang Qifu first confirmed to the outside world that Biadi battery had been released to the outside world. “Now there are many customers talking to us about Escort, and we are also doing some preparations.” In March this year, Wang Shifu visited the Changcheng City, which made the industry speculate that there is no ability to buy electric battery. Sugar daddyIn the new products of the “New Car Announcement” on June 15 this year, Biadi added three new car companies and brand car users. As early as April this year, in the 307th batch of “Notice of the Notice of the Sugar baby Automobile Production Enterprises and Products” announced by the Ministry of Industry and Information Technology, four car companies including DongfengManila escort Automobile, Chengdu Vehicle, Shandong Tai Automobile and Beijing Hualinte Car were applied for Among the new dynamic cars and passenger cars reported by Escort, bothIt is equipped with Biadi’s supporting phosphate steel electric power battery.
However, as an independent battery supplier, the advantages of the Ningde era are more important. Among the new products of the “New Car Announcement” on June 15, the Ningde era has become the biggest winner. The number of matching models is 111, while the second and third place are only 31 and 28.
In addition to expanding and occupying the market, reducing capital is also a task that cannot be avoided in the Biadi and Ningde eras. Due to the increase in downstream original data prices and reduction in subsidies, the profit margin of power battery manufacturers has always been occupied. Taking the Ningde era as an example, its comprehensive gross profit margins in 2015, 2016 and 2017 were 38.64%, 43.7% and 36.29% respectively.
The “tiger is catching” Japanese and Korean batteries
Just when the competition between Biadi and Ningde eras was unsuccessful, Japanese and Korean battery companies were already catching on the Chinese market. In fact, even though Korean-based batteries cannot be obtained by loading them, Korean-based batteries have appeared in the 307th batch of new power vehicles released by the Ministry of Industry and Information Technology in mid-April this year. At the same time, there are news that Chinese automobile manufacturers have already negotiated with Korean LG Chemical Battery manufacturers and are preparing to use their products. At the same time, Japanese and Korean batteries have also started their expansion plans in China. Today, LG Chemistry and Korean SKI are reopening or building their battery companies in China. In the past two years, the Korean power battery has performed a “three-step” in which it has invested heavily in the market and has been investing in a large scale, but has stopped investing in the market. Because of the double voice of the policy and the market. “Thunder Zone”, since the end of 2016, the Korean three giants’ power battery business in China has almost reached a “zero” state. Among the nearly 560,000 new power passenger cars in China in 2017, only 5,648 were used in Korean LG batteries. Everything is the atmosphere of “a storm is coming and the wind is coming.” “The return of Japanese and Korean batteries will cause relativel TC: