Referring to the latest data of China Automotive Power Battery Industry Innovation Alliance, the power battery is quite warm.
At present, we refer to the data of1-February:
In terms of output, in February, the total output of power batteries in China was 4 1.5GWh, up 30.5% year-on-year and 47. 1% quarter-on-quarter. From June to February, 5438, the cumulative output of power batteries in China was 69.6GWh, with a cumulative year-on-year increase of 13.3%.
In terms of loading capacity, in February, the national power battery loading capacity was 2 1.9GWh, up 60.4% year-on-year and 36.0% quarter-on-quarter. From June to February, 5438, the cumulative load of power batteries in China was 38. 1GWh, with a cumulative year-on-year increase of 27.5%.
Speaking of ranking, among the top 15 vehicles, Contemporary Ampere Technology Co., Ltd. ranks first and BYD ranks second. The third to fifteenth places are Zhongchuang Singapore Airlines, Guo Xuan Hi-Tech, Yiwei Lithium Energy, LG New Energy, Xinwangda, Honeycomb Energy, Funeng Technology, Ripland County, Wei Jie Electric Power, Tianjin New Energy, Li Shen, Peng Hui Energy and Li Zheng New Energy.
Why are the first and second "completely different" from the latter? Because the pattern of the power battery is that the boss fights with the second child, and there are people who eat melons around. Some people want to add, some people accidentally hurt.
In terms of loading capacity and market share, in February, the loading capacity of Contemporary Ampere Technology Co., Ltd. was 9.6GWh, accounting for 43.76%; BYD's deadweight is 7.5GWh, accounting for 34. 19%. Together, the eldest and the second account for nearly 80% of the market.
However, judging from the situation in February, BYD is "catching up with" Contemporary Ampere Technology Co., Ltd.
BYD mainly supplies its own brands, and its customers in Contemporary Ampere Technology Co., Ltd. are the whole industry. But BYD's sales are so good that Contemporary Ampere Technology Co., Ltd., whose customers exceed RMB, has already felt the threat of stepping on the line.
Contemporary Ampere Technology Co., Ltd.: The bigger the storm, the more expensive the fish.
In mid-March, Contemporary Ampere Technology Co., Ltd. released its 2022 annual report.
In 2022, Contemporary Ampere Technology Co., Ltd. achieved an operating income of about 328.594 billion yuan, a year-on-year increase of 152. 1%, and a net profit attributable to shareholders of listed companies of about 30.729 billion yuan, a year-on-year increase of 92.9%.
Revenue, in fact, set a record, but the share price of Contemporary Ampere Technology Co., Ltd. has been depressed.
Nowadays, the power battery market is also swinging between "danger" and "opportunity".
At the performance briefing of contemporary Ampere Technology Co., Ltd., they particularly emphasized a set of data:
In 2022, Contemporary Ampere Technology Co., Ltd.' s global market share of power battery usage was 37.0%, 4.0 percentage points higher than that of 202 1, ranking first in the world for six consecutive years; In 2022, the global market share of energy storage battery shipments of Contemporary Ampere Technology Co., Ltd. was 43.4%, up by 5. 1 percentage point over the same period of last year, ranking first in the world for two consecutive years.
These two groups of "firsts" are "showing muscles" and cheering up investors. In fact, the power battery is a "mirror" of new energy vehicles. The vigorous development of the power battery industry shows that the new energy vehicle market is also a red light.
Moreover, contemporary Ampere Technology Co., Ltd. also has a "subtext": energy storage batteries also have considerable development potential, not just focusing on new energy vehicles. Contemporary Amperex Technology Co., Ltd. is not a brand-new energy vehicle, and everything related to batteries is involved.
Therefore, even in 2023, the wave of automobile price reduction struck, causing industry concerns about overcapacity, but contemporary Ampere Technology Co., Ltd. still maintained confidence.
On the one hand, it is full of confidence in the growth of new energy vehicles. Short-term disturbances are normal, and prices have risen and fallen, which requires a calm rhythm; On the other hand, battery applications have penetrated into all aspects of life. From a larger perspective, there is more than ten times space in the future, and Contemporary Ampere Technology Co., Ltd. should conform to this trend.
"The bigger the storm, the more expensive the fish", this sentence also applies to contemporary Ampere Technology Co., Ltd. Dare to steer well in the storm, keep confidence, cross the fog, and finally a basin full of sea goods.
Of course, Contemporary Ampere Technology Co., Ltd. also answered two other questions that are of great concern.
1. Will Contemporary Ampere Technology Co., Ltd. start making cars? Their answer is no, because the market of battery application is very large, not limited to building complete vehicles, and the most suitable choice is to do a good job in the service of car companies.
Of course, they will also develop CTC battery chassis integration technology, which is more likely to cooperate with car companies.
2. Is it necessary to continue the lithium mine rebate plan? The initial operation of lithium mine rebate is that Contemporary Ampere Technology Co., Ltd. talks about conditions and binding with customers of some major car companies. To put it bluntly, car companies promised to give all major orders to Contemporary Ampere Technology Co., Ltd., and Contemporary Ampere Technology Co., Ltd. gave them lower battery prices.
In the early stage, this is a "win-win" choice. Because the price of lithium was very high at that time, Contemporary Amp Technology Co., Ltd. could give up some profits and only bind the main orders. However, the rapid decline in lithium prices this year has made the "lithium price rebate" program less fragrant.
At the briefing, Contemporary Anpu Technology Co., Ltd. further explained that the "lithium mine rebate" plan itself is not a price reduction, but that Contemporary Anpu Technology Co., Ltd. has mastered some mineral resources and does not want to make huge profits, so it can cover the lithium salt demand in the contract through its own mines, or for the better development of the automobile industry.
However, seeing the price of lithium diving, the price of lithium ore after rebate has no temptation. Then, car companies will still seriously consider it, and introducing more "second supply" may be more effective in curbing "one-horned giants".
The tide of falling lithium prices has really come.
The price of lithium fell as expected at the beginning of the year, but I didn't expect it to come so soon.
According to the data of Shanghai Steel Union, as of March 24th, the unit price of battery-grade lithium carbonate dropped by 25,000 yuan in one week, specifically to 277,500 yuan/ton, almost half of the historical high.
After all, behind it is a round of transposition of supply and demand. Previously, the supply of lithium carbonate was small and the demand was large. After being hyped by capital, it will be out of control. Now the supply of lithium carbonate has increased, but the demand has shrunk. After the bubble was punctured, the decline was very serious.
This active or passive "price war" has changed many things. After fuel vehicles join the "price reduction tide", some new energy users will be attracted in the early stage. In the follow-up, new energy vehicles will definitely continue to cut prices to compete for market share, and the "oil-electricity" confrontation will really start in the same price segment.
But we must pay attention to the most essential problems. If the car sells well, why "roll" the price? The answer is simple: the total market demand has dropped.
The falling price of lithium has given new energy vehicles more room to reduce prices, and the "price war" should be more intense.
Write it at the end
We tracked the price of lithium for a year and finally fell.
In the long run, it must be a good thing for the power battery industry. Huge profits don't have to be taken away by mining companies.
And more profits will flow to battery companies and vehicle companies, and ultimately benefit the people.
The author of this article is the Kicking Car Gang? Siebel
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