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Lithium iron phosphate battery market share will grow rapidly
Release time:
2021-04-25 09:06
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Tram Exchange: Recently, at the 100-year celebration meeting of Shanghai Jiaotong University, Ningde Times Chairman Zeng Yuqun and famous investor Sequoia Capital China Fund founding and managing partner Shen Nanpeng attended as alumni and had a small dialogue in front of alumni. During the dialogue, the two had a profound dialogue on the development of the Ningde era, Zeng Yuqun's own entrepreneurial experience, power batteries and even the development of new energy vehicles.
Zeng Yuqun believes that battery companies are still the bottom of the car in the era of new energy vehicles, and they are the foundation and will not become the dominant and voice companies. Of course, this statement may also prevent car companies from being vigilant, but considering that it was a speech at the alumni meeting, it may be from the heart. In the Ningde era, he positioned himself as the role of moving bricks and building a platform, and the car companies were the protagonists of the big drama on the stage. Of course, Ningde era will not only make power batteries, he hopes to move towards energy storage, and then replace the traditional electric energy such as thermal power generation. In addition, the Ningde era also hopes to develop automatic driving in specific areas, but will not enter the automatic driving of passenger cars. The high probability is to lay out the automatic driving in the closed scene of commercial vehicles.
and Shen Nanpeng shared in his speech the story behind the "Huaxia Alumni Association" (China's four most mysterious top circles, one is the Huaxia Alumni Association, whose members include Ma Yun, Ma Huateng, Li Yanhong, Liu Yonghao, Wang Jianlin, Feng Lun, Guo Guangchang, Li Dongsheng, Liu Chuanzhi and others). On the same day, five people, including Li Bin, chairman of Weilai, Lei Jun, chairman of Xiaomi, Wang Chuanfu, chairman of BYD, ideal car, and he Xiaopeng, chairman of Xiaopeng, took a group photo on the stage, which was once thought to be Xiaomi's cooperation with BYD in building cars. Shen Nanpeng revealed some talks at the class meeting that day. The chairman of the five car companies talked about the current new car-building campaign and said that he hoped that only the five companies present would be left in the new car-building campaign.
"The founders of these five companies said, 10 years later or 15 years later, are these five companies still there? Or in the best case, are these five companies the Top five of the world?" Shen Nanpeng said.
Zeng Yuqun believes that if it is still the original era of globalized environment, if everyone really engages in trade and does not engage in politics, there may be no 10 car factories left in the next ten years, and car companies will become a global monopoly industry just like mobile phones. He further explained why. Zeng Yuqun believes that cars will be the same as mobile phones in the future. At present, in the global mobile phone market, only large enterprises such as Apple, Samsung, Huawei, OPPO, vivo and Xiaomi exist in smart phones, which are basically players from China and the United States.
"If the same goes for electric cars and smart cars. If the state does not protect the state, then if it is purely based on market competitiveness, it is almost the same. One hand can get new players, so everyone is running like hell." Zeng Yuqun said that 70% of the remaining enterprises in the future will come from China. In terms of start-up companies, the United States and China are the most suitable for starting a business. "I think these two countries, the United States and China, have the most opportunities for entrepreneurial or future new manufacturing and intelligent manufacturing." Zeng Yuqun said.
Ningde era is the benchmark enterprise of domestic power battery. The development prospect of new energy vehicles has brought huge growth space to the power battery industry. In 2020, the brightest star in global technology stocks is Tesla, and in China it is the Ningde era. Over the past year, Ningde Times's share price has risen as much as 230 per cent. According to the relevant data of the global power battery market in 2020 released by the South Korean market research organization SNE Research. In 2020, the installed capacity of global power batteries in electric vehicles reached 137GWh, up 17% YoY, of which Ningde era won the championship position for the fourth consecutive year, with the annual installed capacity of 34GWh, up 2% YoY.
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