Recently, the Ningde era has received much attention from the industry due to its market valuation of more than RMB 84 billion. It is reported that the Ningde era is dominated by power batteries and energy storage batteries, and the high valuation of the Ningde era has also triggered a new round of heated discussion. The hot discussion includes whether the power battery industry has experienced overcapacity and how it will develop in the future. In response, the Ningde era responded that the company is only trying to do a good job of interviewing the products at this stage.
Zhong Shi, a well-known commentator in the automotive industry, said that the power battery is a key component to support the development of pure electric vehicles, and the prospects are considerable. He believes that there are few power battery products that can truly meet the needs of the OEMs. If power battery companies stand out in the “excess” competition, it is worthwhile. It is understood that according to the capacity planning of the Ningde era, its production capacity will reach 50GWh in 2020, with a total investment of more than 30 billion yuan.
According to statistics, the power batteries sold in 2016 are mainly ternary lithium batteries and lithium iron phosphate batteries. In terms of the shipments of the two types of batteries, the shipments of lithium batteries from BYD, Ningde era, Waterma and Guoxuan Hi-Tech accounted for more than half of the shipments of lithium-ion battery companies in China. In addition to the above four market share of the larger companies, there are still a number of lithium battery manufacturers with higher battery shipments, followed by the current development of the power battery industry can be described as “groups.”
Although the major power battery companies continue to operate in production, the current power battery market in China can be described as mixed. According to the data of the China Automobile Association, in the first five months of this year, the production and sales of new energy vehicles were completed 147,000 and 136,000 respectively. Under the premise of narrowing the growth of new energy vehicle sales, the power battery market is also optimistic. In addition to market factors, changes in national policies will also have an impact on the development of power batteries. In March of this year, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Science and Technology, and the Ministry of Finance jointly issued the Action Plan for Promoting the Development of Automotive Power Battery Industry. This document brought the development opportunities of independent power batteries.
However, some analysts believe that China’s power battery industry has hidden concerns about the lack of high-end product research and development. The fundamental reason lies in the delay of independent research and development technology. In addition to the insufficient supply of production lines, many companies have to blindly expand their production lines to meet the needs of the new energy automobile industry in order to capture the huge market. The new energy vehicle market has been expanding continuously. The power battery industry undoubtedly has huge prospects and interests. As the core profit growth point of the company, the enterprises still need to strengthen their understanding of technology research and development, and they will be fiercely competitive. The market is eliminated.