There is no doubt that the advent of the new energy era has made Tesla a success, as well as many companies in the new energy industry chain, including CATL, the world's leading power battery company.
After rising by more than 6 for two consecutive days, CATL has returned to above 1.3 trillion market value. After stabilization, it will break through. I believe that in the next five to ten years, CATL will have the opportunity to challenge Moutai (market value) .
On July 29, CATL officially released its first sodium-ion battery.
It is reported that sodium-ion batteries have unique advantages in low-temperature performance, fast charging and environmental adaptability. However, large-scale commercialization of sodium-ion batteries has not been progressing smoothly due to problems such as its relatively large size and strict structural stability and dynamic properties of the material.
This time, CATL’s release of this sodium-ion battery has opened up more possibilities to the market and opened up more room for imagination in the future of new energy vehicles.
The most restrictive factor for new energy vehicles has always been the battery. How to solve the problem of battery life and battery energy storage at low temperatures is still a top priority for new energy vehicle companies and battery companies.
Some time ago, Li Bin of NIO Automobile announced that NIO will use semi-solid-state batteries in the future. As soon as the news came out, NIO’s stock price immediately rose sharply, which shows how much the market is eager for breakthroughs in battery technology.
In recent years, although the logic of the new energy industry has been reconstructed, there is still no leap-forward breakthrough in battery technology.
As early as 1999, Zeng Yuqun, Chen Tanghua, and Liang Shaokang founded ATL. At that time, Zeng Yuqun took 7 million yuan in start-up capital to go to Bell Labs in the United States to purchase the technology patent for polymer lithium batteries.
What Zeng Yuqun didn’t expect was that this technology had a fatal flaw—battery bulge.
Later, Zeng Yuqun spent a lot of time and energy to solve the problem of battery bulging. In the end, this technology became ATL’s flagship product. It was precisely because of this technology that ATL successfully entered Apple. in the industrial chain.
It is also because of the "slow" development of battery technology that this technology was used for decades in the CATL era. It was not until most of ATL's shares were sold to Japan's TDK Group by investors that it became available. Later story.
In 2011, Zeng Yuqun spun off ATL’s power battery business and established CATL in Ningde, Fujian. With its excellent battery technology, its customers include Mercedes-Benz, BMW, Audi and other world-renowned automobile manufacturers since its founding in CATL.
In 2017, CATL’s power battery sales surpassed Samsung and LG, ranking first in the world. It was precisely because of its market position at the time that CATL chose to go public in 2018.
After listing, CATL continues to work hard in the field of power batteries, and its exploration process in the battery field continues to accelerate. However, due to the current environment, lithium iron phosphate, ternary lithium, and quaternary lithium batteries It is still the mainstream of the market. This time, the release of sodium-ion batteries has injected new elements into the battery market.
Zeng Yuqun, chairman of CATL, said: "Some people think that it is difficult to innovate the chemical system of batteries, and we can only make some improvements in the physical structure. But we believe that the world of electrochemistry is like an energy Rubik's Cube. The unknown is far greater than the known, and we are constantly exploring the mysteries.”
On July 29, South Korean energy market analysis company SNE Research released the latest survey results showing that CATL held a market share of 29.9. Ranked first in terms of market share, LG ranked second with a market share of 24.5, and Japan's Panasonic ranked third with a market share of 15.
In addition, data shows that for every four electric vehicles sold globally in 2020, one will use a battery from CATL. As of the end of May, there were more than 2.18 million new energy vehicles using CATL power batteries worldwide.
Generally speaking, with the reconstruction and development of the new energy industry, more and more competitive relationships will prompt companies in the industry chain to accelerate the exploration of technology. It can be foreseen that in the near future, new Energy vehicles will be redefined. As a giant in the industry chain, CATL will have huge room for imagination in the future.