A popular rookie in the battery industry Why is Ningde era so popular?

If there is no current battery protection policy, can CATL still be so popular? In the past two days, I saw the news that CATL had signed contracts with auto companies, so I read the news of this battery company over the past few years, just to count how many auto company partners it has. According to my rough statistics, excluding the joint venture companies under the automobile group, there are currently 27 complete vehicle companies both at home and abroad and CATL. In terms of battery shipments, CATL has surpassed Panasonic and BYD in 2017, ranking first in the world, and its market share reached 42.3% in the first half of this year. The Ningde era, which was only 7 years old, suddenly became an object of car companies wanting to hold hands. Why? How long can it continue to be in such a hot state? The most important thing to make your debut is to briefly review the road to the rise of the Ningde era. In 1999, Zeng Yuqun, a native of Ningde, founded ATL (New Energy Technology Co., Ltd.) in Hong Kong and entered the consumer battery industry. They became Apple's suppliers in 2004, which was the first turnaround. In 2011, ATL's power lithium battery business was spun off separately, and CATL was established. Due to the previous endorsement of Apple, CATL received an order from BMW Brilliance in 2012 and began to manufacture batteries for ZINORO 1E. The cooperation with BMW Brilliance helped CATL to enter the battery supply chain of multinational car companies, and also allowed them to realize the entire process from the Ru0026D and design of pure electric vehicle batteries to the development, certification and detection. The two cooperations between Apple and BMW have made the Ningde era famous. Of course, the most important thing is that from 2009, the state began to subsidize new energy vehicles, and electric vehicles began to become the country's main development direction. A growing circle of friends. At present, many domestic automobile companies are customers of the Ningde era, including Yutong Bus, SAIC, Dongfeng Motor, Changan Automobile, BAIC, Geely, GAC, Chery, Fuqi, Haige, King Long, Heavy truck and so on. New car companies also have many choices of batteries from the Ningde era, such as Weimar, Weilai, Aiichi, Byton, Dianka, Yundu, Chehejia. In addition to these companies being the major customers of CATL, some of them have established joint ventures with it. Today, GAC Group and CATL signed an agreement in Guangzhou to jointly fund the establishment of two joint ventures, GAC Times and Times GAC, with a combined registered capital of 1.1 billion yuan. In fact, this is not the first time that this model has appeared. Last year, SAIC and Ningde Times jointly established Times SAIC and SAIC Times, with a total registered capital of up to 2.3 billion yuan. The batteries processed by the joint venture are not only for SAIC Group All new energy car companies use it, and they may also supply it to other car companies in the future. In April this year, CATL and Dongfeng Electric Vehicles established a joint venture company Dongfeng Times, which plans to achieve 192,000 units by 2020. In addition to establishing joint ventures, car companies are also seeking capital-level cooperation. Dongfeng Motor acquired a stake in CATL last year. Changan Automobile also acquired a 0.3855% stake in CATL for 519 million yuan through indirect shareholding at the end of October last year. Beginning this year, many multinational car companies have also signed battery procurement contracts with CATL, including BMW, Volkswagen, Jaguar Land Rover, Daimler, Renault, and Nissan. Honda also announced in May that it will enter into technical cooperation with CATL. Develop batteries for electric vehicles. The most active of these car companies is of course BMW. After all, the cooperation between the two parties began six years ago. Ningde Times announced the establishment of a plant in Germany not long ago, and BMW immediately signed a purchase order of 4 billion euros, of which 1.5 billion euros came from the new plant of Ningde Times in Germany. And two days ago, CATL and BMW Brilliance signed a contract to deepen cooperation. In addition to the purchase order, BMW Brilliance also mentioned the possibility of equity investment in CATL. The largest electric vehicle market + battery access policy u003d umbrella? It is not difficult to understand that domestic auto companies have chosen CATL as their suppliers. my country’s new energy vehicle market is expanding at an amazing rate. Among domestic battery suppliers, Waterma mainly supplies commercial vehicles. BYD’s batteries have not been opened to the outside world before. , So the market gave Ningde Times an opportunity. More importantly, the battery company access catalogue launched in 2016 prevented foreign battery companies from entering the Chinese market. This protection policy gave Ningde Times and other domestic battery companies an umbrella. Of course, the umbrella will be taken away in 2020. Only five years are left for the Ningde era to seize the market share. However, the Ningde era must also be aware of the crisis, so it will desperately explore the international market. After all, the nest is nothing. Without protection, it will have to compete with Panasonic and LG on the same track. In addition, there is another point that is very important. It is the technology itself. Everyone knows how fast the development of electric vehicles is. Two years ago, electric vehicles with a range of 150 kilometers were the only option, but now it is less than 500 kilometers. I am embarrassed to put the battery life on the new car PPT. Especially when Japanese and European car companies are desperately researching disruptive solid-state batteries, if Chinese battery companies cannot get ahead in new technologies, they may be quickly eliminated. After all, the market is extremely cruel.