The 811 route is turbulent, what opportunity can the Ningde era win?

Since 2017 surpassed BYD to become the world's leading power lithium battery sales, the CATL has almost been in a period of invincible business growth in the past three years. BMW, Daimler, Hyundai, Jaguar Land Rover, Volkswagen, Volvo, Toyota, Honda and other international first-tier car companies have come to cooperate one after another, almost stepping on the threshold of the Ningde era. As of 2018, CATL has cooperated with more than 62 vehicle companies, and today this number is still rising. The position of power lithium battery sales crown seems to be unbreakable, and even gives people the illusion that the Ningde era has become an immortal myth. However, entering 2020, the Ningde era spontaneous sparks one after another, the crown-pinning throne has become trembling, and the aura of the immortal myth has dimmed. Can Ningde, who has fallen to the altar, recover the scenery that dominates Huanyu? Yesterday was a beautiful Monday, but the happy era of Ningde era suddenly changed. As of Monday’s close, CATL’s share price closed at 186.4 yuan, a decrease of 17.86 yuan or nearly 9% from the previous trading day. Beginning last week, some rumors have spread from the group of owners of Guangzhou Automobile's new energy vehicles. Many car owners in a Beijing AionS car friend group said that they received a call from a 4S shop, saying that the GAC AionS battery pack they purchased had problems and would be recalled and upgraded, and the manufacturer would replace the whole car battery pack for free. However, the 4S shop did not specify the problematic vehicles involved and what batches it contained. On July 2, 2020 AionS was officially launched. 'The batteries of the AionS2020 model have been replaced with (NCM) 523.' Although it has not received the 'recall' notice from the manufacturer, a sales consultant at the Beijing Xinpeng Guangyuan Experience Center of GAC New Energy said, '(AionS ) After the upgrade, the 811 is no longer used, but the batteries are still from the Ningde era.' GAC New Energy did not confirm this, but did not completely deny: 'Everyone is a little over-speculation about this (information), and some are still misleading. Later, the rumors of the battery recall gradually escalated into 'NCM811 high-nickel ternary battery technology route was abandoned by a leading company.' In response, a related person from CATL responded that the company will not abandon the NCM811 technical route, and the high nickel three The development of meta-batteries is far from reaching the technical ceiling. 'Far from touching the ceiling' Ningde era expressed very accurately. However, this ceiling is just a ceiling of energy density? Or does it also include a safety ceiling? Does Ningde have a clear way to reach the ceiling? There must be a reason behind it. The recall of GAC New Energy was just a fuse, and the explosive that really made consumers panic was the spontaneous combustion of 811 battery models in the past few months. This is not so much a rumor, as it is a reflection of the true thinking in the hearts of consumers. Everyone has been scared by the unrecognizable scene of the accident after the spontaneous combustion.