To talk about the new energy vehicle market in 2021, the Ningde era is a giant that can never be avoided. Since its establishment in 2011, it has become the most valued power battery supplier in the world. If you want to understand the trend of the new energy market one step ahead of others, then starting from "Ning Wang", you will definitely harvest more information.
The power battery loading volume is still a ride
From January to November this year, the power battery loading volume in the domestic automobile market has reached 128.3GWh, an increase of 153.1% year-on-year. On the one hand, because domestic new energy vehicle sales are still surging, on the other hand, because the energy density of the current power battery is also increasing, which can be seen from the new models with longer and longer mileage.
In this context, the market share of the Ningde era in the same period in China has reached a staggering figure of 51.4%, if the domestic market is compared to a joint-stock company, then the Ningde era undoubtedly has an absolute right to speak in the field of power batteries that far exceeds other enterprises. But this is obviously not good news for car companies.
The 150KWh semi-solid-state battery pack released by WEILAI in early 2021 was rejected because the design did not meet the standards of the Ningde era. Due to the exaggerated market share, it is difficult for the Ningde era to "open a small stove" for a certain brand alone, provide customized processes and production lines, and finally Weilai can only find Weilan New Energy to meet its own demand for semi-solid-state battery packs.
Sodium-ion batteries may become another weapon
Of course, as a high-speed development of power battery enterprises, the Ningde era has not entered the conservative defensive stage, but it aims at the direction of sodium-ion batteries. At the online conference of the Ningde era on July 29 this year, its first generation of sodium-ion battery products was officially unveiled, and the energy density of the cell unit reached 160Wh/kg, and it could reach 80% of the power in 15 minutes at room temperature.
Compared with ternary lithium batteries with higher energy density, sodium-ion batteries are obviously not to improve the mileage of new energy vehicles, but more like the Ningde era to cope with the shortage of lithium resources. To know that the reserves of sodium on the earth is more than 1100 times that of lithium, and the distribution is very widespread, that is to say, the raw material cost of sodium-ion batteries is much lower than that of ternary lithium batteries, if it can really be commercially mass-produced, then the financial statements of the future Ningde era will definitely become more beautiful.
Build factories, keep building factories
Ningde era in 2021 on the global scale of factory rumors have not been interrupted, from Shanghai to the United States to the nearest Poland, the world's major new energy vehicle consumption market has been locked by CATL era, and the expansion of overseas markets can also deal well with the siege of LG and Panasonic. Behind this, in addition to reasons such as market competition, it is more important that the Ningde era needs to digest the super high valuation given to it by the capital market.
In the whole year of 2021, the stock price of CATL rose from 350 yuan at the beginning of the year to the highest point of 680 yuan in November, such achievements make investors all over China pay attention to the trends of the NINGDE era, in order to respond to the expectations of the capital market, NINGDE era must expand with an almost crazy attitude, whether it is a higher battery loading volume or more foreign markets, in short, it must do something for this.
However, new energy is after all a technology-led market, and it is obviously a very "reckless" means to increase the share of enterprises by continuously building factories, which is why there are many companies in the market that have poor revenue performance, but they have received special attention from investors.
Uncle Che summed up
As of today, CATL has seen a decline of more than 15% in the final month of 2021, the worst single-month result that has not occurred since its listing. It can be seen that the market for this rampage of the wild bull also began to have other views, car companies and investors actually know not to put eggs in a basket of reason, as ordinary consumers, Uncle Che can only tell everyone that investment needs to be cautious, especially in this rapidly changing new energy market.