Ningde era Kirin battery has greater ambition

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The genes of new energy vehicles and smart phones are more and more similar .

On the other hand, the car factory transplanted the operation logic of smart phones into the car , Like the ideal released not long ago L9 Max Equipped with self-developed “ Multimodal 3D space interaction technology ”, Allow the user to control the interior screen with specific gestures , This is the same as that on smart phones “ Space gesture operation ” The technology is the same .

The mobile equipment trend of the car machine is also quite obvious , Operate Hongmeng intelligent vehicle in Huawei , Ask about the world with explosive products M5 After a new round of car engine competition between pilot car factories ,6 Geely's acquisition of Meizu was officially finalized in mid April , SAIC recently revealed that it is planning to deeply integrate with mobile phone manufacturers .

The car factory has no experience in making intelligent terminal equipment , And users who are used to mobile phones can't stand the backward experience of using mobile phones , This has contributed to the deep coupling between the automobile factory and the mobile phone factory .

On the other hand, the car manufacturers pre occupy the position of the core suppliers' advanced technologies and products .6 month 23 Japan , The official release of Ningde times is based on the third generation CTP Technology's Kirin battery , The energy density and endurance of the system have made obvious breakthroughs , Then the ideal car 、 Nezha car 、 Lutes has been closely following the interaction on social platforms , Hinted to the outside world that it would become the first cooperative car factory .

Whenever Qualcomm 、 When MediaTek pushed the latest chip products , Mobile phone manufacturers are also actively striving for the first launch , Want to seize a certain window period of new technology , Now, the same goes for car manufacturers to grab power batteries , First, to lock in the cooperation capacity , Second, for the first mover advantage .

But in terms of the development period , New energy vehicles are very different from smart phones , Smart phones have basically touched the ceiling of technology and innovation , New energy vehicles are becoming more intelligent 、 Battery technology, etc , There are still infinite possibilities . This is Xiaomi, too 、 An important reason for Huawei to actively involve in cars .

Fast technology iteration , More innovation , It will inevitably lead to fierce competition , The power battery track is particularly prominent . At the moment , Although Ningde times has become a global giant , But it is obviously not satisfied with the status quo , From sodium ion battery to kylin battery , Ningde times only wants to open up more positions with its rivals .

Do not do OEM

When the new generation of sodium ion battery technology was released last year , Ningde times takes the lithium iron phosphate battery as a comparison , Highlight the commercial value of sodium ion . But the release of Kirin battery , What Ningde times brought out was 4680 The battery .

4680 Battery is a kind of cylindrical battery that Tesla advocates , Due to the higher unit energy density 、 Lower unit cost 、 Higher endurance , Tesla attaches great importance to... At the strategic level 4680 The battery , Not only try to produce it yourself , In addition, some real vehicles have gradually entered the delivery stage .

As the world's No. 1 brand in electric vehicle sales , Tesla pair 4680 The favor of batteries , It once caused the pursuit of power battery suppliers ,LG、 Panasonic and others are already developing 、 Speed up the layout of production capacity 4680 The battery , It aims to grab Tesla's huge orders .

What's interesting is that , Previously, some media reported that Ningde times will also supply Tesla 4680 The battery , After all, Tesla is still the largest customer of Ningde era .GGII data display ,2022Q1, Tesla accounts for% of the domestic power battery installed capacity in Ningde era 22.5%.

Direct benchmarking 4680 The battery , The Ningde era has released two very obvious signals to Tesla ： First of all ,4680 Batteries are not the best choice ; second , I am better at the technical ability of power battery .

In the final analysis, it is the issue of dominance , Although Ningde era has a deep cooperative relationship with Tesla , But I don't want to be led by Tesla , Become a OEM Form of supplier , Once passive becomes 4680 Battery manufacturer , Other technological advantages of Ningde era may be difficult to give play to .

There are two greatest benefits for Ningde era to master the dominant power of power battery , First of all , Reflect the unique competitiveness , And LG、 Panasonic and other suppliers that significantly depend on Tesla form differences ; second , Have independent pricing power , Because the core technology is in your own hands .

Kill the tanker

Release Kirin battery , I'm afraid the goal of Ningde era is not just to show Technology , But to give the tram a shove .

2021 In, the global pure electric vehicles were sold 460 Thousands of cars , tesla 、 BYD 、 Wuling and others have occupied a large share in pure electric vehicles , And the charging pile 、 Fast charging station 、 The facilities of the power exchange station have increased rapidly , But even so , Pure electric vehicles are facing the traditional oil vehicles , There is still a Achilles' heel ： Low endurance .

Ideal One Last year we sold more than 9 Thousands of cars , It also shows that many consumers do have mileage anxiety , All in all , It is attributed to the fact that the power battery has not yet achieved the endurance of comparable oil vehicles in terms of technology .

The production and sales of trams are also closely related to the shipment of power batteries in Ningde era , so to speak , The short board of tram promotion penetration , It is also an obstacle to the development of Ningde times and all other power battery suppliers . therefore , Ningde times should try every means to dispel the market's concerns about trams .

Now things are going to change , According to the caliber of Ningde era , Kirin battery can easily realize the whole vehicle 1000 Km range . This is a new journey , Because it has reached the endurance level of the fuel truck , It means , Pure electric vehicles will make up for the most important weakness , And the endurance advantage of oil vehicles may no longer exist .

Obviously , Ningde times wants to kill the tanker as soon as possible , With the qualitative change of power battery , Set up the endurance of pure electric vehicles to match or even surpass that of oil vehicles . Of course , Ningde era itself will also be the biggest beneficiary of this revolution , Because the sales of pure electric vehicles are growing faster , It means that the growth rate of power battery installation will also become faster , The market cake grows faster , In Ningde era, there were more parts that could be eaten separately .

It is worth noting that , The foundation of Ningde era also comes from the echo of automobile enterprises . Like the first one to stand up and show the ideal of cooperative relationship , What we have been doing is an extended range vehicle , Not the spokesperson of pure electric vehicles , However, it has become one of the first car companies to carry Kirin batteries , It shows that the ideal is to move closer to pure electric vehicles strategically , The new battery technology of Ningde era is a reliable bridge .

And from the Ningde era “ Circle of friends ” Look at , At present, the new mainstream forces in China have close cooperation with them .GGII data display ,2022 Five months ago , The supply object of Ningde era is Weilai 、 Ideal 、 Xiao peng 、 joint 、 Goodway 、 Jinkang 、 Zero run, etc .

Window variables

In terms of endurance and fast charging , The Kirin battery has the ability to kill the fuel truck , But the mass production time of Kirin battery is 2023 year , Before the Kirin battery is truly standardized and mass produced , Other players have at least half a year left 、 More than a year and a half window period . During this period, many variables may occur in the power battery circuit , Have a negative impact on the Ningde era .

First of all ,4680 Battery has become the mainstream battery of Tesla new car . Earlier this year, , Tesla announced the 100 Ten thousand pieces 4680 The battery has been successfully offline , Panasonic also said that it would start trial production at the beginning of the year 4680 The battery , therefore 4680 The total capacity of the battery may rise very quickly , Thus, it accounts for a very high carrying proportion in Tesla's new cars .

And Tesla is 4680 The first object selected by the battery is Model Y models , It is the best-selling model of Tesla at present . Foreign media data show ,2022 year 1 To 4 month , tesla Model Y The proportion of newly registered electric vehicles in the United States is as high as 46.1%. The data of the ride show , The first quarter of this year ,Model Y In new energy SUV Ranked first in sales , Year-on-year growth 354.8%.

Besides , Tesla is likely to be Model Y outside , take 4680 Put the battery on other models , Gradually get rid of the Ningde era , Or avoid the Kirin battery completely , This may seriously weaken the shipment of Ningde times power battery , A blow to its share .

second , The emergence of other new power battery technologies . In recent years, power battery technology has been innovated rapidly , In the space 、 Positive and negative materials 、 Continuous innovation in form and other aspects , Outside the Ningde era , BYD's blade battery 、 The delivery speed of honeycomb energy's short knife battery is accelerating .

Although the shaping of new technologies requires a certain period , However, the current technology iteration activity of the whole power battery is very high , Even if there is no new power battery product that exceeds the endurance of Kirin battery , Other new technologies that take the lead in mass production , It may also be the first to get a certain technical bonus .

There's one more thing to note , Can the real endurance of the Kirin battery exceed 1000 There is still uncertainty about kilometers , After all, the nominal battery life discount is nothing new , If Kirin battery fails to meet market expectations after mass production , Its commercialization ability can not be effectively realized .

All for the right to speak

Although Ningde times has become the world's largest power battery shipment for five consecutive years , However, the discourse power in Ningde era is not as big as expected .

One side , Facing the upstream raw material enterprises , Ningde era was in a relatively passive position , No pricing power ; On the other hand , Although it has higher pricing power for downstream auto companies , But more car companies have begun to look for new suppliers , For example, Xiao Peng , Tesla is on the road of producing its own batteries .

These challenges are not short-term for the Ningde era , On the contrary, in the highly complex competitive situation of the track and the industrial chain , Ningde era always has to make some uncomfortable choices passively .

Acquisition of upstream enterprises , Or lower the price of downstream auto enterprises , Obviously, they are not reliable , And the innovation of power battery technology , Launch the killer power battery , It is the only way for Ningde era to take the initiative to take back and keep the voice of the industrial chain .

First of all , Solve the problem of power battery life , That is to solve the problem of tram endurance ; second , Long endurance power battery comparable to oil vehicle , It is the key for new energy vehicle enterprises to improve their competitiveness .

In other words , Master the advanced technology of power battery , It is equivalent to having a major say in the new energy vehicle industry chain , This is a contribution to the achievements of Ningde era 、 The profits will be far-reaching , At that time, the release of Matthew effect may be greatly accelerated .

Of course , The technical competition for power batteries is far from over , In the future, Ningde era is bound to come up with more powerful technologies than Kirin batteries , To keep the track under control , Holding a gold microphone , Keep your throne .