Not long ago, after the delivery of the product, the zero-run car was complained by consumers because the battery of AVIC lithium battery (Zhongchuang Singapore Airlines) was replaced by Xinwangda.
Although the root cause of the complaint is that consumers question the "false propaganda" of Zero Run, not the battery quality and Xinwangda itself, it is interesting that this consumer once said to the media:
"At that time, I was actually a little worried. It is not from Contemporary Ampere Technology Co., Ltd.. Then I did my homework and thought about it. AVIC's is ok, so I ordered it. "
The implication is that Xinwangda is still "rejected".
Under the guidance of car companies intentionally or unintentionally, people have become accustomed to focusing on giants such as contemporary Ampere Technology Co., Ltd. and BYD. But in fact, as more and more car companies diversify supply risks, second-and third-tier battery companies will inevitably accelerate their entry into consumers' horizons.
Although in a short time, these enterprises are far from being comparable to giants in scale, this does not prevent their development stories from being equally interesting.
65438 +0[? "Smooth sailing" battery's new power]
Take Xinwangda for example, he is the brightest star in the power battery industry this year.
It all started with a financing announcement.
At the end of February this year, Xinwangda announced that its automobile power battery plate had been granted 19 enterprise capital increase of 2.43 billion yuan.
After the production capacity of 1GWh is completed, it needs to invest 450 million yuan in the battery industry. This is not a huge number, but this announcement has successfully turned Xinwangda from a nobody to someone. The reason is that among 19 capital injection enterprises, car companies account for 6. Among them, the top three investors are Ideal, Tucki and Weilai.
Under the blessing of "Wei Xiaoli", Xinwangda began to show the dark horse posture.
Not long ago, Xinwangda ranked seventh in the installed capacity data of the first half of the year released by China Automotive Power Battery Industry Innovation Alliance, which is the fastest growing one. At this time last year, it didn't appear in the TOP 10 list at all.
It seems that Xinwangda has got the counterattack script like Xiaobai. In fact, in the whole battery field, it is not an unknown generation, and even its "qualifications" are older.
1997, Xinwangda Electronics Co., Ltd. was established in Shenzhen. At that time, BYD had just been established for two years and had not yet started to build cars; The ATL in which Zeng Yuqun participated will not be established until two years later.
It has always focused only on 3C consumer batteries, and has the label of the largest mobile phone battery supplier in the world, but it didn't start producing batteries until 20 16, and really entered the field of power batteries.
But at this time, BYD and Contemporary Ampere Technology Co., Ltd. have been on the road of power batteries for a long time, and gradually settled in the first and second positions, and their market value is far ahead.
Speaking of former competitors, Wang, one of the founders of Xinwangda, once said this in an interview:
"Xinwangda and BYD entered the battery industry almost at the same time. In the early days, more attention was paid to customer needs and profits, and insufficient attention was paid to research and development. BYD is just the opposite. When we wake up, they have gone far. "
Now fate seems to have given Xinwangda another chance. Next, we will see if it can prove itself.
In addition to Xinwangda, there is also a younger enterprise, Ruipu Energy, which has the same strong momentum in the first half of this year.
This is a proper new battery force, which was established less than five years ago.
Unlike Xinwangda's "grassroots" background, Rip Energy is a standard "rich second generation". Behind it is the world's top 500 Qingshan Holdings, the protagonist of this year's Lenny incident.
Holding the advantage of mineral resources, at the end of 20 17, Qingshan Holdings officially entered the new energy field and established Ruipu Energy. By July 2020, it has successfully entered the installation TOP 10.
The rapid development of Ruipu Energy can be said to have gathered the advantages of favorable weather, favorable geographical position and harmonious people:
In addition to the capital and raw material support of Qingshan Holdings, the technical team of Ruipu Energy mainly comes from Shanghai Aerospace Power Technology Co., Ltd. to study spacecraft batteries;
The first order came from Wenzhou Transportation Group, a subsidiary of Wenzhou Municipal Government, and was taken by Wenzhou Transportation Group to catch up with leading enterprises such as zhengzhou yutong and Suzhou Haige.
After entering the passenger car, the installed capacity increased rapidly by using the sales of Baojun E200 and Wuling Hong Guang MINI EV. ...
After Ruipu Energy won the first battle, in July 2020, Qingshan Holdings also invested in the establishment of another battery company, Shanghai Lanjun New Energy Co., Ltd.
At the beginning of April this year, Castle Peak Holdings merged the two companies and renamed them Ruipu Lanjun Energy Co., Ltd. It is said that its next goal is to seek listing in Hong Kong.
When it comes to young and successful battery companies, another representative is Honeycomb Energy.
Born out of the power battery department of Great Wall Motor, Honeycomb Energy has been developing all the way since it became independent on 20 18:
In September 2020, it entered the domestic battery installed capacity TOP10; ;
August of 202 1 can also rank among the top ten in the world.
Judging from the development path of the hive, it is very similar to BYD's Foday battery. Even in the product naming, the short knife battery launched by Honeycomb last year adopted a routine similar to BYD's blade battery.
202 1 Yang Hongxin, chairman of Honeycomb Energy, said at a news conference that they had received nearly 400GWh passenger car orders in 2025. Corresponding to this order, their target production capacity will reach 600 GWh in 2025, second only to Contemporary Ampere Technology Co., Ltd. among all power battery enterprises.
However, shortly after the launch of this ambitious plan, Contemporary Ampere Technology Co., Ltd. sued Honeycomb Energy for unfair competition. Prior to this, nine former employees of Contemporary Ampere Technology Co., Ltd. joined the hive within the term of the non-competition agreement.
Today, although there is no following in this case, it is undoubtedly a wave for the smooth sailing of Honeycomb Energy.
second
[? Be hard on yourself in the fierce competition]
If the development of power battery, a new power, has stepped on the opportunity to some extent, then enterprises without natural aura can only stand out in the fierce competition and fight harder and harder.
How do these power battery companies fight? The most widely circulated paragraph is probably that Wang Chuanfu drinks electrolyte.
In 2008, before deciding whether to invest in BYD, Buffett arranged for his subordinate David? Sokol went to Shenzhen to do due diligence. In the face of Sokol's doubts about the environmental protection of the battery, Wang Chuanfu directly poured a cup of electrolyte and gulped it down.
We don't know Sokol's inner activities at that time, but it is often mentioned afterwards that Sokol is not optimistic about BYD's own automobile business and thinks it is "far behind Toyota". But for Wang Chuanfu, he did not hesitate to praise him and said to Buffett, "This.
This guy is amazing. You want to meet him. "
Nowadays, new energy vehicles have become the development trend, and environmental protection is no longer the main constraint for power battery enterprises, but the market size and the number of customers are still the key to development.
Especially for second-and third-tier enterprises, if there are no backers like Rip and Honeycomb, I am afraid I will have to be "hard" on myself to solve this problem.
Let's take a look at the story of the resurgence of AVIC lithium battery, which ranks third in installed capacity today.
As an old-fashioned power battery company that had been brilliant and then fell into a trough, the re-emergence of AVIC lithium battery should start from "grabbing" the big customer of GAC.
GAC's initial main battery supplier was Contemporary Ampere Technology Co., Ltd.. Even on 20 18, both parties decided to set up a battery factory-Time GAC.
According to the original plan, this project was planned to be put into production by the end of 2020, but in the process of implementation, the cooperation between the two parties was postponed. So that by the end of 2020, some media reported that the foundations of some buildings such as dormitories and canteens had not been laid.
The projects of GAC and Contemporary Ampere Technology Co., Ltd. here have been suspended, while the AVIC lithium battery and Tafel there have seen the possibility of "snooping in the corner". In the end, the AVIC lithium battery won at a low price.
According to media reports, in 20 19, the tax-free quotation of AVIC Lithium Battery for GAC battery modules was 0.78 yuan /Wh, which was nearly a quarter cheaper than that of contemporary Ampere Technology Co., Ltd. 1.05 yuan /Wh;
By 2020, the price of AVIC lithium battery will drop to 0.6~0.62 yuan /Wh again, which is still cheaper than 0.9 yuan /Wh of contemporary Amp Technology Co., Ltd.
The low price improves the competitiveness of AVIC lithium battery, but it also leads to its low gross profit margin.
Last year, the prospectus of AVIC lithium battery showed that their gross profit margin in 2020 was 13.6%, and in 2026 it was 5.5%, 5438+0. Compared with Ampere Technology Co., Ltd., Guo Xuan Hi-Tech and Yiwei Lithium Energy, there are obvious gaps.
Although the competition for Guangzhou Automobile Group and the patent dispute since last year have made Contemporary Ampere Technology Co., Ltd. and AVIC Lithium Battery feel incompatible, they can be called like-minded in their efforts to seize customers.
As a leader, the efforts of Contemporary Ampere Technology Co., Ltd. can be said to be engraved in the bones, which is an essential quality for every employee.
In contemporary Amperex Technology Co., Ltd., it is often mentioned that "strive for the culture of 100 days".
As early as 2065438+2006, when 996 was not as common as it is now, Contemporary Ampere Technology Co., Ltd. once asked employees to work overtime until 9: 00 pm every day, struggling to deliver production capacity 100 days. Zeng Yuquan even told all the staff in the email, "For our competitors, we should roll up our sleeves and fight with him in the spirit of Laozi."
At that time, contemporary Ampere Technology had not been crowned king. The pattern of the global power battery industry was that Panasonic, which cooperated with Tesla, ranked first, followed by BYD, and contemporary Ampere Technology ranked third. But by 20 17, Contemporary Ampere Technology Co., Ltd. has surpassed Panasonic, ranking first in global shipments.
An engineer who joined Contemporary Ampere Technology Co., Ltd. in the early days of its establishment once said that one of the key reasons why Contemporary Ampere Technology Co., Ltd. can surpass Panasonic and LG New Energy to become a power battery giant in a short time is its emphasis on efficiency.
According to this engineer, there are many departments in Contemporary Ampere Technology Co., Ltd. that specialize in efficiency work. Under the requirements of grasping efficiency and continuously compressing lead time, employees are really under great pressure. But because of this, Contemporary Ampere Technology Co., Ltd. has set a record in many processes.
third place
[Paranoia and persistence will also become limitations]
In the report about Contemporary Ampere Technology Co., Ltd., in addition to the description of struggle culture, another frequently mentioned keyword is "gambling". It comes from a sentence that Zeng Yuqun once hung in his office-"strong gambling".
He even appreciates "gambling" more than "fighting to win". In his words, "it is not enough to fight alone, it is manual labor; Gambling is mental work. "
Relying on a gamble, Zeng Yuqun entered the power battery industry, chose the non-mainstream ternary route, and finally won a great victory, laying a trillion-dollar foundation for contemporary Amp Technology Co., Ltd.
However, contrary to Zeng Yuqun, Liu Jincheng, the founder of Yiwei Lithium Energy, is extremely cautious. Judging from the industrial layout of Yiwei Lithium Energy, he obviously believes in a sentence that most investors regard as a guideline-"Don't put eggs in one basket".
Similar to Wang Chuanfu and Zeng Yuqun, Liu Jincheng started out as a consumer battery. But the difference is that it was not until 20 15 that Yiwei lithium energy began to enter the power battery. In his own words, "I have always been very cautious. Before 20 14, I was a skeptic in the field of power batteries. "
In addition, unlike BYD's focus on lithium ferrous phosphate and contemporary Ampere Technology Co., Ltd.' s initial bet on ternary lithium, Yiwei Lithium Energy's product line is very complete:
From consumer batteries to power batteries, to energy storage batteries, from Ferrous lithium phosphate to ternary lithium, from square packaging, soft packaging to cylindrical packaging, Yiwei lithium industry can make almost all the technologies and application routes of batteries.
This is also considered to be an important reason why Yiwei lithium can always swim on the edge of the mainstream. In the words of Zhang Xiang, an analyst in the automotive industry, "Yiwei Lithium Energy has a relatively complete product line and a relatively small market share. There is no scale economy, and the production cost will be higher than that of Contemporary Amp Technology Co., Ltd. and BYD."
Compared with the all-round layout of Yiwei lithium energy, one of the second-and third-tier battery enterprises is almost the other extreme-Funeng Technology. For a long time, it has been focusing on ternary flexible batteries, so that investors can't help but suggest that it expand in other ways on the investor interaction platform.
In 2020, Funeng Technology received a wave of attention because of Daimler's shareholding. At that time, many people expected Fu to get Daimler's shares, and whether he could reproduce the blessing that Contemporary Ampere Technology Co., Ltd. received when supplying BMW. But now it seems that the benefits have not yet appeared.
Similar to Funeng Technology, there is also a battery company-Guo Xuan Hi-Tech.
At the end of 20021,Volkswagen officially became the largest shareholder of Guo Xuan Hi-Tech. Although after this, the outside world is expecting this old-fashioned enterprise founded in 1995 to completely change its face and soar. But in fact, after that, I fell silent. Even in the first half of the year, its market share showed a downward trend.
And its products and technology are rarely known to the outside world.
For example, ordinary consumers also know that.