requestId:685d54942f3aa5.81341319.
The whole vehicle factory has improved the demand for second suppliers for balanced supply chain risks, and has also improved the power battery industry to continuously have the ability to break through major customers, including Xinwangda’s current large-scale supporting facilities for Renoji, Viagra’s Daimler orders, as well as the ability to enter Daimler and modern Kia supply chains. Under the strong outlook of Longtou, with the fierce reshuffle of second-tier corporate dramas, companies that focus on technology and quality are expected to emerge in the competition.
1. Power batteries
Since 2014, new power cars have grown rapidly, and the domestic power battery industry competition format has become clearer. In 2018, Biadi and CATL jointly accounted for 63.6% of the market share, and the double-poly format has gradually been formed. According to the survey, in the first month of 2019, the total domestic power battery assembly was 5.5GWh, the total volume of ternary and iron steel assembly in the Ningde era accounted for 48.1% and 38.8% respectively, while the total volume of ternary and iron steel assembly in the Biadi three-yuan and iron steel assembly in 21.1% respectively, with the total volume of 63.4%. Longtou manufacturers are determined to be first-line manufacturers, and they are ahead of other manufacturers in terms of capacity scale, capital strength and supply chain training.
The Ningde era and Biadi market share in 2018 were 42.6% and 21% respectively
Data source: Public data collection
The concentration of the power battery industry continues to rise
Data source: Public information collection
High-end vehicle model: In the first month of 2019, the proportion of A00-level electric models dropped to 26.7% (the previous value was 67.1%), and the proportion of A\A0 increased. The B\C class car in PHEV rises. singleThe car belt capacity has increased: 2019Sugar daddyThe annual pure electric passenger car single car belt capacity has increased to 46.4KWh, which is 3 more than 33.5KWh in 2018. I met a familiar neighbor on the way. The other party greeted, “How about 9% of Xiaowei.
The pure electric car single car belt capacity has increased stably
Data source: Real demand for public data collection
Replenishment landslides. Since the cost of power systems, heat management systems and electric components of new power vehicles is higher, it is difficult to realize in a short time. For the A00 model, if the car company’s side profit is similar to that of fuel vehicles after landing, it will definitely make the model. href=”https://philippines-sugar.net/”>Manila escortThe price ratio of the sexual price has dropped, and demand has fluctuated. For A-level cars and above, under the support of operation demand, the current price is higher than that of fuel vehicles, so profitability can be stronger. The price ratio has increased year by year, so comfort demand is slowly starting, and the growth is even better. href=”https://philippines-sugar.net/”>Escort is strong. So, I laughed. At the same time, with the quality of pure electric passenger cars above level A and above, private consumption has gradually become an important driving force for demand.
The current stage of the car factory directly participates in the production of electric cores. The pressure of the two aspects of difficulty and investment is high. The technology iteration cycle of battery companies is accelerated, and the technical routes are extremely high. The entire department’s entire vehicle factory does not have the focus technology of core production. Cooperation with battery factories can reduce risks and capital. Except for Jixiang and Changcheng’s few companies have started battery production research and development independently, most manufacturers have moved from BMS and PACK to the ring.
The whole car factoryEscort cooperates with the battery factoryLayout three-voltage integrated and PACK layer surface
Data source: Public information collection
The end needs to be reduced to participate in the main high-end promotion of the supply chain, while the supply of Longtou battery manufacturers is in short supply, and the battery supply of departments and enterprises is too concentrated. High-end supply chain: 2019 is the beginning of the launch of new dynamic pure-powered models of joint-stock brand. Before that, the domestic market was important to independent brands. With the development of first-line car companies and joint-stock brand, high-end models accounted for. Manila‘s ratio continues to rise, and the demand for high-end batteries has accelerated a step further; high-quality production capacity is lacking: the average capacity application rate of Ningde’s era is close to 90%, and it is still full at three or four times; battery supply is more concentrated: SAIC and Jixiang’s supply accounts for 90% and Sugar Baby80%. Due to the fact that the overseas giants are just starting up, the battery supply is often concentrated in one or two Japanese and Korean batteries, which is relatively more concentrated.
Manufacturers represented by large and Daimler are eager to find multiple suppliers at the moment to bring opportunities to second-tier manufacturers. In the international market, LG, a major focus supplier, lacks production capacity, and Audemarshals downgrades the annual production expectations of the first electric car. In order to control the battery production process in advance and ensure battery supply, most people seek Northvolt, SKI, Samsung SDI, and CATL as strategic partners. Similarly, Daimler is also looking for superior battery suppliers around the world. In addition to Korean battery suppliers such as SKI, Panasonic, and Samsung, Daimler has added NINGT era and multi-strength electrostatic power to further optimize its battery supplier system. Therefore, the real boss of the car company, Ye Qiuxin, said: “The knowledge show destroyed her?” Did the author seek balanced supply chain risks and give high-quality battery plants sufficient opportunities.
A domestic self-professional professor and owns multiple technology companies. Teacher Ye has achieved the difficulty of others in their lives and has been in a centralized manner with the Ministry of Foreign Affairs. The supply of the Escort manila pool is more concentrated
Data source: Public data collection
Power battery productionSugar daddy‘s process is long, many points, and high accuracy. The automation level of the production line and the control of production technology are the focus of the enterprise. The process of battery production is extremely complicated, with more than 100 points. The process of soft-packing batteries and square batteries is mixed in the first half to the difference between the sheet die-cutting foundation, and the difference in the process is important in the middle and back sections. The common between software, processes and equipment is the test of the entire production chain system, and the common goodness directly determines the divergence and yield of the electric core. Therefore, there are still higher walls between circular columns, squares, and soft-packs.
The investment in power battery expansion is higher in Sugar daddy and R&D investment, and second-tier battery companies are accelerating their reshuffle. The company’s demand has sufficient production capacity to meet the needs of low-end vehicles. The old battery capital is generally 10%, and its assets are not very heavy. The total investment of a single GWh is between 40,000 and 50,000 yuan, which is suitable for the capacity of 20,000 yuan (assuming the power of the unit is 50KWh). However, due to the rapid growth of the market volume, there is a high demand for the continuous production capacity of battery companies. At the same time, the battery is in the rapid technological progress stage, and the investment in R&D for the same is high. LG Chemistry and Ningde era’s R&D investment in the battery field reached nearly 2 billion yuan in 2018, and the second-line dragon also began to catch up. Therefore, it is better to take the test battery manufacturerThe cash flow status and financing capabilities have accelerated the reshuffle of second-tier enterprises.
The investment of a power battery of 1GWh is about 400 million yuan
發佈留言