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Car companies are a big deal, and battery companies have also launched their operations in preventing car companies from building batteries.
The media reported that students who requested employment in the Ningde era had to sign competition agreements, and they would not sign or give employment. Among the 13-page competition agreements, not only are China Innovation Airlines and Biadi (Fudi Battery) and other batteries, but also many famous car companies such as Changcheng Automobile, Fantasy, Xiaozhu, and Weiwei.
Sugar daddy restricts the flow of talents to downstream vehicle companies. In the Ningde era, it is obvious that it is “must” to build batteries by car companies. Since this year, Guangqi Escort An, Jixiang, Changan and other leading vehicles have clearly demonstrated their actions in the field of self-developed self-produced batteries.
On December 12, Guangzhou Aian’s subsidiary was invested in the Pai Battery Factory. It is reported that since the first factory of The Paper Battery has a total investment of 10.9 billion yuan, it has started construction at the end of 2022, and is planned to build a 36GWh mass production line by 2025, it is expected to meet the supporting needs of 600,000 electric automobile battery.
December 15 is a furry little guy. He is terrible when he holds it in his arms. His eyes are closed. Jixiang Holdings’s Krypton Automobile officially released its self-developed battery #Marry first and fall in love, a warm and cool little sweet article – Jin Brick Battery. This battery comes from Jixiang Quzhou Ultra Electric Project. It is clear that the auspicious Quzhou Extreme Electric Project has planned to build an annual production of 24GWh power core, an 840,000 new power battery pack, and a 17GWh energy storage system. It is worth noting that in recent years, Jixiang has made more than 200GWh battery production capacity through acquisitions, equity participation, investment and other information.
Last month, Changan Automobile also announced that the company plans to release eight self-developed electric cores including liquid, semi-solid and solid-state, to form a 50GWh-80GWh battery by 2030.philippines-sugar.net/”>Sugar daddy production capacity.
As a domestic car company’s first-line brand, the above three car companies are not fast in self-developing their own batteries. They are also self-employed car companies. daddyBiadi, which operates the first aggregation, has achieved complete battery independence; the company of Longcheng Automobile, has become a well-known Chinese power battery head unit.
For car companies with sufficient volume, it is coming It is said that self-developed self-produced batteries is no longer an option, but seems to be a must-have.
Many people have always been unfavorable for manufacturers of batteries. On the one hand, battery touch and electrochemical systems, and the depth of understanding of electrochemicals may be comparable to professional electrical equipment. Pool manufacturers; on the other hand, a problem that is ahead of car companies is that power batteries are related to heavy asset investment. How to balance the relationship between huge investment and profits? Many people believe that car companies are “not planning” to build batteries, and the cost is high.
Annual sales of 500,000 is the cost of car companies building batteries?
In terms of McKenxi’s budget, car companies produce up to 500,000 new power cars in a region, or battery production scale reaches more than 15GWh, and are self-produced Manila escortThe power core can have the advantage of reserved cash. Sugar baby
In fact, this data has a certain reference. Judging from the number of installed machines in the Chinese market this year, the data of the Power Battery Application Branch shows that from January to November this year, the number of new power automobile power battery machines in the Chinese market reached only 5 with a capacity of 15GWh and above, namely Ningde era, Fudi Battery, China Innovation Airlines, China Automobile High-Tech and Binding Energy.
The number of installed machines in other battery companies is still lacking 10Sugar daddyGWh, and most of the Sugar baby‘s enterprise battery business is still in a state of undermining.
So, 15GWh battery installations may have annual production/sales of 500,000 new power vehicles, which has already been profitable for car companies.
Today, Biadi, Jixiang, and GuangzhouThe reason why several car companies, such as Auto Aion, Changan and Changcheng, have been self-developed and self-produced batteries is that the capacity of new power vehicles has been large enough, and they are very eager to reduce the demand for independent and controllable battery technology.
From the table above, it can be seen that Biadi has already exceeded the 500,000 level line today, and Guangqi Aion, Jixiang, Changan Automobile and other vehicles only need one step away. Changcheng Automobile is adding new power conversion procedures this year, and the sales volume of new power vehicles is also chasing.
In the next few years, new power vehicles will become an important category for major regional vehicles, especially major regional vehicles, and expect that the sales of new power vehicles will increase significantly in the next few years. With the increase in capacity of new power cars, are they beautiful and good at singing? Beautiful…singing…sweet? The sound is sweet, and the demand for power batteries will also increase simultaneously.
For car companies with annual sales of more than 500,000, there are several important aspects to the need for self-developed self-produced batteries:
1. Have a code to discuss and compete with battery companies to gain more profit distribution and vocabulary rights
In the past two years, the high price of carbonate has made car companies and the entire industry unremitting struggle. Especially in the entire car market where price wars are constantly underway, profits have always been relatively indifferent. As the most “priced” component of the whole car, the power battery has always been the key link for cars to “reduce costs”.
In fact, from the financial data, the third quarterly financial report of Ningde Times in 2023 showed that the company’s actual parent profit was 10.428 billion yuan, an increase of 10.66% year-on-year; and for reference, the profits of Changcheng Automobile, Changan Automobile and Guangzhou Automobile Group were only 3.63 billion yuan, 2.229 billion yuan, and 15.Sugar daddy4.5 billion yuan.
For car companies, if they want to avoid being strangled by the downstream, they have the most useful skills to have battery production and manufacturing.
At the same time, Biadi’s self-developed self-produced battery has made its vertically integrated talent, which has also benefited the entire car company. Data shows that in the first three quarters of this year, Biadi’s expected profit was 20.5 billion yuan to 22.5 billion yuan, a year-on-year increase of 120.16% to 141.64%, far higher than other vehicle companies.
2. Grasp the focus of new power carsThree-phone Escort technology.
For power batteries to new power cars, like engines to fuel cars, the focus technology and language rights of new power cars is certain. Power battery is one of the focus competitions of car companies. Although many people come to see it, car companies only need to grasp battery packs, system integration and other technologies, but power battery technology is complicated and it continues to iterate. In the future, it will develop towards the purpose of CTP and CTC. Grasping power battery technology can have a better design of the entire car’s functions.
The basics of safety, continuous aviation, fast charging, low temperature, and circulating life (secondary sales) that consumers are more concerned about are closely related to the battery itself.
In addition to Sugar baby, Hongtian and Baoma are looking forward to driving supercars in the new power sector, and also looking forward to the next generation of batteries (solid battery). It can be seen that as the focus technology of the entire car, a car company must “understand”.
So, the rate of self-developed batteries of vehicles has been significantly accelerated. Guangqi Aion announced that the Pai Battery Factory will mass-produce solid batteries in 2026. At the same time, the Pai Battery Factory will also carry out mass production planning for 5C, 6C flash charge batteries, ion batteries and other products.
Changan Automobile also showed that it plans to release 8 self-developed electric cores including liquid, semi-solid and solid-state.
3. Prevent the recurrence of “battery shortage” and ensure that the supply chain is safe and reliable.
In 2022, the entire new power automobile industry has shown that the battery is “difficult to have a single core” state, and many car companies have experienced serious shortage of electric chips. The importance of the formation of “battery shortage” comes from the rapid growth of new-power TC:
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