Eye-catching search shows that on February 9, 65438, Contemporary Ampere Technology Co., Ltd. (300750), a wholly-owned subsidiary of Ningbo Meishan Bonded Port Area, won the title of Investment Co., Ltd. and was newly added as the controlling shareholder of Chery. The company holds 3.7252% shares of Chery Holding with a capital contribution of RMB 230,946,565,438+0 million.
On the evening of February 9th, 65438, Chang Ying Precision and Kedalai, listed companies in Shenzhen, also issued an announcement, and signed relevant strategic cooperation agreements with Contemporary Amp Technology Co., Ltd. on the same day, all of which involved strengthening the cooperation mode of both parties in developing overseas projects.
Chery Holdings 19 China brand passenger cars ranked first in export, with annual sales revenue15 billion yuan.
During the period of 1- 10 in 2022, Chery automobile accounted for14% of China's total automobile exports; In 20221-1month, Chery Holdings sold a total of 22.09 1800 new energy vehicles, up 147.9% year-on-year.
Soochow securities Zeng Duohong's team predicts that the global market share of Contemporary Ampere Technology Co., Ltd. will exceed 35% in 2022, and in the long run, its market share in the field of power batteries is expected to reach nearly 40%.
Contemporary Ampere Technology Co., Ltd. accelerates to go to sea.
Eye-catching shows that on February 9, 65438, Ningbo Meishan Bonded Port Win Investment Co., Ltd. was added among the shareholders of Chery Holding Group. The company is a wholly-owned subsidiary of Contemporary Ampere Technology Co., Ltd., holding 3.7252% shares of Chery Holding Group, with a capital contribution of 23,094,438+0,000 yuan.
On the evening of February 9th, Shenzhen listed companies 65438, Chang Ying Precision and Kodali also issued announcements, and signed relevant strategic cooperation agreements with Contemporary Ampere Technology Co., Ltd. on the same day.
In the strategic cooperation agreement disclosed by HKUST, the first content is to deepen the global cooperation mode between the two sides, that is, to respond to the national "Belt and Road" policy, strengthen the cooperation mode between the two sides in developing overseas projects, accelerate the implementation of overseas cooperation in building a production base for battery structural parts, realize global cooperation between the two sides, and push the prices of overseas products to be equal to those of domestic products.
The second content is to deepen cooperation in an all-round way, strengthen strategic cooperation between the two sides in the field of new technologies such as sodium ion batteries and Kirin batteries on a global scale, give full play to their respective technological advantages, and strive to promote the cost optimization and popularization of new technology batteries. Under the same conditions, Contemporary Ampere Technology Co., Ltd. gives priority to Kodak as the supplier of battery mechanical parts, with a share of not less than 40%, and Kodak gives priority to ensuring the product demand in Contemporary Ampere Technology Co., Ltd.
In Chang Ying's precise strategic cooperation agreement, the first content is to build a full life-cycle cooperation model of modules and battery structures; The second is to deepen the global cooperation mode, that is, to strengthen the cooperation mode of developing overseas projects, actively explore overseas cooperation and the construction of processing and production bases, and realize global cooperation between the two sides.
Previously, on February 8, 65438, Contemporary Ampere Technology Co., Ltd. announced that Honda would purchase 123GWh pure electric vehicle power batteries from China Contemporary Ampere Technology Co., Ltd. from 2024 to 2030, and Zhong Rui Company would purchase lithium-ion battery modules from Contemporary Ampere Technology Co., Ltd. and sell the purchased products to Honda China affiliates respectively.
In this regard, Zeng Duohong, chief analyst of soochow securities Electric New Industry, pointed out that as early as 2020, Honda signed a cooperation agreement with Contemporary Ampere Technology Co., Ltd. This time, Contemporary Ampere Technology Co., Ltd. 123GWh further locked in Honda's demand from 2024 to 2030, corresponding to about 2 million vehicles, and the estimated annual shipment volume is 18 GWh. In 2022-2024, the battery factory won 2025-2024. Contemporary Ampere Technology Co., Ltd. has a leading edge in technology+cost, and has previously announced strategic cooperation with Ford, Tesla and BMW. This cooperation with Honda is a further deepening of its cooperation with overseas customers, and the company's global market share is expected to further increase in the future.
Team Zeng Duohong predicts that the global market share of Contemporary Ampere Technology Co., Ltd. will exceed 35% in 2022, of which the global market share will reach 38% in May 438+10, and the overseas market share will exceed 30%, which is growing rapidly. Among them, in the European market, Germany and Hungary are actively building factories, and it is expected that the market share will increase to over 40% in the future; The American market is expected to make a breakthrough through joint ventures and factories. Japan, South Korea and other markets are small at present, but the company is the main supplier. Zeng Duohong believes that in the long run, Contemporary Ampere Technology Co., Ltd. is expected to gain nearly 40% market share in the field of power batteries.
202 1, the revenue of Contemporary Ampere Technology Co., Ltd.130.4 billion yuan, of which overseas revenue accounted for 21.38%; In the first half of 2022, its overseas income accounted for 19.79%.
Chery's exports before 1 1 month accounted for 36% of the total sales.
It ranked first in passenger car export in China for consecutive 19 years.
Chery Holding Group was founded in 1997, and started from the automobile manufacturing industry. Chery Automobile, its subsidiary, is the earliest independent automobile brand with sales exceeding one million in China.
By integrating global resources and promoting diversified development around the main automobile industry, Chery Holding Group has formed businesses such as automobiles, auto parts, finance, real estate and modern services, and has more than 300 member enterprises such as Chery Automobile, Chery Commercial Vehicle, Chery Jaguar Land Rover, Chery Finance and Chery Technology.
At present, the Group has more than 40,000 employees, and its total assets exceed12 billion yuan. The Group's business covers more than 80 countries and regions around the world, and its annual sales revenue is15 billion yuan, ranking first in the export of China brand passenger cars for 19 years in a row.
According to official website of Chery Holdings, during the period of1-1in 2022, the cumulative export of Chery Group accounted for 36% of the total sales, and the international and domestic "dual market" pattern became more stable. Up to now, Chery Group has11130,000 global users, including more than 2.35 million overseas users.
Since 2022, Chery Group has continuously broken its monthly export record of China brand passenger cars, and exported more than 50,000 vehicles in four months.
According to Yin Tongyue, Chairman of Chery Holding Group, from 1 to 10 in 2022, Chery Automobile will account for 14% of China's total automobile exports.
Among them, in June 165438+ 10, Chery Group sold 13025 new energy vehicles (including new energy passenger cars and commercial vehicles), and in June, it sold a total of1-1800 vehicles, a year-on-year increase.
165438+ 10, Chery new energy also ushered in a new listing of high-quality intelligent pure electric vehicles-"smart little monster" Chery unbounded Pro, with a price of about 200,000 yuan.
In terms of globalization, Chery has laid out an innovative R&D system in the world for a long time, with seven design centers, one of which is located in Frankfurt, Germany. In addition, Chery has established a research and development center in North America to develop autonomous driving, energy and software technologies, connect with the world's leading intelligent technology concepts, and apply the latest research and development results. At the same time, a product adaptability research and development center will be established in Brazil to ensure that Chery's products exported overseas can meet the standards and consumer demand of regional markets around the world.