In the second half of the global power battery circuit, China began to lead?

As the single market with the largest auto production and sales in the world, the pace of upgrading and transformation of automotive electrification in the Chinese market has already surpassed that in Europe, South Korea, the United States and Japan, so domestic power battery suppliers are also growing. The news that Ningde era has entered the U.S. market and will spend a lot of money to build factories in the U.S. border cities has also been spread for a long time, and it seems that it has finally been determined recently. Recently, some media reported that Ningde times is considering building factories in Juarez and Saltillo in Mexico or industrial cities in Texas. However, Ningde times has not made up its mind where to choose the site, but it is said that the investment of Ningde times may cost as much as $5billion.

Ningde times currently owns more than 30% of the global electric vehicle battery business. After the factory location is finalized, Ningde times will become a supply chain enterprise across the automotive market in three continents of central Europe. Why did you choose the United States? It is because the United States has a large number of preferential policies for power and related industries, and now the demand for electric batteries in the United States is also large. However, Ningde era has not made up its mind where to choose a location, but it is said that the investment of Ningde era may cost as much as $5billion. In April this year, it was also reported that Ningde times obtained the second partial approval and will put into operation a new battery factory in Thuringia in eastern Germany. In this way, Ningde times is really a leader in power batteries.

But in fact, it is not only Ningde era that is really strong, but Chinese batteries. Ningde era is just a microcosm, behind which Chinese power batteries are expanding globally.

Due to the rapid development of the new energy industry in recent years, Chinese power battery suppliers can be seen everywhere, but many domestic companies cannot only squeeze into domestic development, and they must go abroad to obtain more development space. For example, vision power, GuoXuan high tech, honeycomb energy, etc. all announced that they would enter the European market in the past year, either opening factories or opening strategic cooperation plans with European car companies.

The market share of Chinese power battery manufacturers has been increasing in the installed capacity of global power batteries, so going abroad is a must for Chinese power battery suppliers. In addition to battery suppliers, domestic OEMs have also begun to roll up their self-developed batteries. First is BYD, which is now famous on the list of global power battery manufacturers; Weilai also announced at the first quarter financial report meeting this year that Weilai has established a battery self-research team; Not only at home, but also abroad. For example, Tesla's 4680 battery, Volkswagen has also invested in GuoXuan high tech for many times, and placed one of its 40gwh battery factories in China.

Finally, as these domestic power battery suppliers go abroad and face the world, Chinese batteries are indeed making progress, but the attendant is to fight with international enterprises. Now, due to the development of new energy vehicles, not only Chinese batteries are making progress, but almost all the batteries in the world are making progress, but individuals will still believe that China will win this war. By 2025, the output value of China's power battery industry will exceed trillion yuan, so China is undoubtedly the leader in the middle of the track in the second half.

  报错 笔记