After mining, you have to get involved in intelligent manufacturing. What is the game of chess in the Ningde era?
As the most popular target in the new energy automobile industry chain in the A-share market, CATL has recently established a number of new subsidiaries in succession, involving smart manufacturing, unmanned mines, and investment in new energy industries, which are as diverse and diverse as 'octopus'. unpredictable. Which one is the focus of the next stage of the Ningde era? 01 After mining, it is necessary to get involved in intelligent manufacturing. Tianyan Check shows that on July 29, Ningde Times and Hangzhou Anmaisheng Intelligent Technology Co., Ltd. ('Anmaisheng') jointly established Anmai Times Intelligent Manufacturing (Ningde) Co., Ltd. The scope of business is the manufacture and sale of intelligent basic manufacturing equipment, the manufacture and sale of industrial robots (16.230, 0.59, 3.77%), and the manufacture and sale of industrial automatic control system devices. The new company Zhong An Maisheng holds 51% of the shares, and Ningde Times holds 49% of the shares. According to data, Anmaisheng was established in 2016 and is a high-tech enterprise focusing on industrial big data and industrial artificial intelligence applications. At present, its core technology is used in discrete manufacturing, mainly automobile production, and production of fast-selling products. Mainly in flexible material manufacturing, continuous manufacturing, semiconductor production and other fields. Industry analysts believe that the establishment of a new company shows that CATL is trying to extend the industrial chain and extend its tentacles to intelligent manufacturing. It is hard not to remind people of another recent crossover in the Ningde era. On July 9, the joint venture between Ningde Times and Henan Yuexin Intelligent Machinery Co., Ltd.-Henan Yuexin Times New Energy Technology Co., Ltd. (hereinafter referred to as 'Yuexin Times') formally announced its establishment in Henan, marking the participation of Ningde Times The overall solution for electric smart unmanned mines. The production process of unmanned mines is closely related to technologies such as big data, artificial intelligence, and the Internet of Things. Industry insiders speculate that intelligent electric mining cards are an important part of the unmanned mine ecology. The addition of smart manufacturing in the CATL era is a further extension of this field. 02 Policies to encourage power exchange mode Ningde era has a new layout? If the scope of operations of intelligent manufacturing and unmanned mining companies is still clearly visible, then the newly established subsidiary of CATL is embarrassing. According to the industrial and commercial registration data, this new company is called Ningde Times New Energy Industry Investment Co., Ltd., a wholly-owned subsidiary of Ningde Times. The business scope includes investment activities with its own funds, entrepreneurial space services, artificial intelligence innovation service platform, corporate headquarters management, marketing planning, etc. Qu Tao, assistant to the chairman of Ningde Times and corporate planning director, serves as executive director, general manager and legal representative of Ningde Times Industrial Investment. It is worth noting that Qu Tao is the core figure of foreign investment in the Ningde era. Since the Ningde era remained silent all the time, scandals and speculation followed. Mainstream speculation believes that the establishment of this company is due to a new story about Ningde Times and its long-term partner Weilai Automobile. Industry insiders told the Shanghai Securities News reporter that NIO is planning to establish a battery asset management company to promote the separation of cars and electricity. The Ningde era also intends to participate. Recently, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, stated that the Ministry of Industry and Information Technology will continue to vigorously promote the construction of charging and swapping infrastructure, encourage enterprises to develop models of battery swapping models according to applicable scenarios, and support pilot promotion in Beijing, Hainan and other places to promote the high-quality development of the new energy automobile industry. The latest version of the new energy vehicle subsidy policy released in April also encourages subsidies for the power swap model. As the only company in the current new car-making forces that adopts battery swapping technology, NIO has invested heavily in the battery swapping field. Up to now, 137 swap stations have been built nationwide, covering 61 cities. Some experts in the battery field recently told a reporter from the Shanghai Securities News that the battery swap model will help highlight the influence of the battery brand, and that the promotion may open a new business model. Ningde Times and a group of head battery companies cannot fail to see the new changes brought about by policy encouragement. The Ningde era also expressed 'no comment' on all speculations. However, the actions are very honest. The CATL introduced on its official WeChat account on July 29 that CATL has provided high-efficiency battery replacement solutions for the first batch of Futian Zhilan new energy replacement heavy-duty trucks that are 'transit to railwayThe transformation and upgrading of industrialization has become a vivid practice of practicing ecological civilization. What moves will the Ningde era take next? Maybe it will be clear soon.