The development of Lithium Batteries in China to the present, although the Ningde era is still controlling the entire market, in fact, many enterprises have formed a secret threat to the Ningde era.
The installed capacity in 2021 shows that the absolute king in the field of power batteries is still the Ningde era, with more than 80GWh of loading volume, dividing up 52% of the market share of the power battery market, which can be described as a monopoly.
Somewhat different from before, another vehicle company began to expand the market wildly, BYD completed more than 25GWh last year, with a market share of more than 16%.
In fact, compared with 2020, the installed capacity of the Ningde era has increased, but some problems have occurred in the industrial structure.
On the one hand, BYD's market share has grown significantly, with a share of 1/3 in the Ningde era to become China's second largest power battery producer, on the other hand, the new latecomer companies are also building their own power battery industry chain.
In other words, the Ningde era has opponents, and many car companies are also choosing another supplier in addition to the Ningde era.
Take BYD as an example, it has completed 600,000 new energy vehicle sales this year, which is not only self-sufficient, but also about to provide its own power battery for the industry, the current market trend and status of BYD is not obvious enough, the reason is that the power battery technology release time is not long, and there are great restrictions on production capacity improvement.
Once this restriction is relaxed, the market structure will change completely differently next year.
In addition, new power companies are also choosing a second supplier in addition to the Ningde era, and the network rumors that in the Ningde era last year, Xiaopeng Automobile founder He Xiaopeng and Zeng Yuqun patted the table, because Xiaopeng Automobile will choose the second battery supplier.
In addition, Great Wall Motors has made its own wind wave energy have a market share of 2%, and the installed capacity of 3GWh batteries has basically departed from the Ningde era, and THE GAC Group has also completed the de-Ningde era.
It is not that the Ningde era did not do well, which just reflects the good work done before the Ningde era.
Before the huge market let the Ningde era eat, technology, products, etc. did a very good job, making it the largest battery supplier in the global market, but there are also strong regulations under the huge share.
For example, it was previously revealed that the margin strategy of the Ningde era, if you want to buy the battery of the Ningde era, you need to make the battery demand expectations for the Ningde era in the next few years, and pay hundreds of millions of deposits.
It is not uncommon to pay a deposit of more than RMB 1 billion, and this fee cannot be deducted from the purchase price. The Ningde era is very good, but the requirements for funds are very high, and many companies have to turn to suppliers with lower requirements because of pressure.
For example, Xiaopeng and GAC use AVIC lithium batteries, which is a company with annual shipments of 9GWh and a market share of nearly 6%.
From the product point of view, the Ningde era is still the first choice, but the first choice needs to pay a higher cost, which is what many new forces cannot afford, so He Xiaopeng chooses to stand up and resist, choosing AVIC lithium battery that is more suitable for the development of the enterprise in general.
In this battery storm, BYD seems to have become the biggest winner in the corner.
It is both a supplier and a vehicle manufacturer, Wang Chuanfu, who holds the technology, does not want to fall into this supply storm, the battery produced by itself can ensure the normal use of all models, and also signed relevant agreements with some companies, and will ensure the supply of products from other companies in the future, further expand market share, and ensure a better level of profitability.
Compared with other suppliers, Ningde era can always put the best battery in the production workshop of the enterprise at the first time, which is the biggest temptation for the enterprise, after all, the annual supply of more than 80GWh batteries is very huge.
What other enterprises have to do is to narrow the gap with the Ningde era in the pace of production, and at the same time, they should persuade more enterprises.
Of course, with the opening and gradual development of the market, although the Ningde era is still the king of this market, there are also enterprises that do not need this king, such as BYD, such as the Great Wall.