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Under the global change in power systems and the tide of automobile electric power generation, the demand for power batteries in 2020 by international car companies has to double its “thirst”.
In 2020, the Ministry of China’s power battery companies have continuously started the output supply of power battery to international vehicle companies. Among them, overseas expenditure in the first half of the year exceeded the whole year of previous years. The important supply of PSA in the vehicle sector is now in full production status. China Hi-Tech also began to supply Tata, and domestic business increased by more than 4 times year-on-year in the first half of the year. The slim-capable power battery of Daimler is almost fully produced.
(Source: WeChat Public High-tech Steel Electric; ID: Weixin-gg-lb; Author: Eu Yangyu)
In addition to the strong market of the buyer, the layout of international car companies in China’s power battery field is also accelerating further. On the one hand, its capital holdings have increased the agreement on the battery supply chain; on the other hand, through the signing of a long-term cooperation contract, the project is implemented and diversified suppliers are extended to maintain stable battery supply in the long term.
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At the same time, Tesla, which sold 317,000 globally from January to September 2020, has also become a huge variable in the new power automobile market. As the leader of China’s power battery, Ningde has been selected to enter the Tesla supply chain and start the country’s scale-up supply and even the export of supporting equipment, which accounts for a larger global supply alongside LG Chem and Panasonic.
From the ten-year power battery order situation in 2020, many Chinese power battery companies have successfully entered the supply chain of international vehicle companies, and the layout of international vehicle companies in China’s power battery field will also deeply affect the competition situation in the power battery market in the next few years.
In the face of the grand market demand and long-term supply agreements, the power battery companies that have obtained project fixed points or purchase contracts are working hard, and are actively preparing for production capacity and always being unremitting.
What is the promising future for the 2020 ten years through recap? Didn’t he be cut the same way. Power battery orders can also be a hit on the future trend of the power battery market.
First, China’s dynamic battery companies have achieved collectively in the country. International car companies have gradually increased their competitiveness.
Different from the previous round of choices for Japanese and Korean battery companies, more and more international car companies have begun to prefer Chinese companies for choices for power batteries. Including Ningde era supply Tesla, Honeycomb Power’s PSA procurement contract, Billion-device can become a supplier of Baomar’s Martial Points, etc.
There are considerations for avoiding policy risks, but more importantly, Chinese power battery companies have reached the request of international car companies in terms of technical strength, manufacturing ability, supply chain governance ability, and capital competition, and have shown the competition that differentiates with their rivals in Japan and South Korea.
Not only LFP products have begun to gain recognition from international car companies; order products and research and discussions have also become more diversified, including BEV, PHEV and HEV products, etc.; even products developed based on new technologies such as CTP have begun to gain access to international car companies and orders.
At the same time, Chinese enterprises’ Sugar baby‘s industry has also become more successful. Across China’s leading battery companies, a large number of supply chain supporting companies with international talents have also grown and strengthened. This has also become a reason for international car companies to choose Chinese battery companies.
Secondly, the competition format of “one super and many strong” in China is about to be born. First, the position of the NING era as a super dragon will be strengthened in one step, and after obtaining the Sugar baby set aside or orders from international car companies, a number of battery companies in the second ladder of the country will also grow agilely.
Secondly, from the international level Sugar daddySugar daddySugar daddySugar companies’ supply chain demands, depending on the different models of different projects, it has become a trend to choose two to four focus power battery suppliers. Therefore, there will still be a batch of equipped carsSugar baby Chinese dynamic battery companies with technical strength and international vision of standard products have advanced to their choice of vision.
Gaogong Steel Electric has learned that companies including AVIC Steel Electric, Biadi, Flying AESC, Lishen, Taffir and other companies are also in close contact with international car companies.
In addition, the trend of “China production, global sales” of new power vehicles with foreign/combined income has been revealed, regardless of whether they are directly exported. Power batteries and still supporting new power vehicles exports, the color of Chinese power battery companies in the international new power vehicle supply system will become increasingly important.
Third, the close-up battle of global power battery companies will be developed as soon as possible. In addition to the Chinese power battery companies being divided into orders, Japanese and Korean giants including Panasonic and LG Chemistry have also won Tesla. href=”https://philippines-sugar.net/”>Sugar daddy new orders for pulling batteries; European power battery companies are also emerging, and Northvolt received orders of 2 billion euros (about 15.9 billion yuan) in early orders, etc.
From the perspective of car company planning, 2021-2023 will be the electric power of foreign-invested car companies<a The intensive delivery period of Escort models is the timely time for the hoarding session of the "tightening" car models. Signing a contract in advance, getting project points, and locking the future market share has become the main struggle point in the current stage of global power battery companies.
With the new power car market volume of international car companies, China, Japan, South Korea, Europe Power Battery Competition Bureau It will generate new data adjustments. The close-knit battles of global power battery companies will also intensify.
Fourth, from the order level, the increase in order size and tightening of the company’s financial resources will also increase.
On the average, the battery company and the company maintain a “361” payment form, that is, prepay 10%-30% of the prepayment after signing the contractSugar daddy; 2-Sugar daddy paid 5-60% of the goods in three months, and the goods were paid in 2-Sugar daddy;The bank should mainly bear the money; the remaining 10% of the payment will be paid as a quality guarantee within 12 months after delivery.
But in most cases, car companies will generally delay their efforts. The amount of payments that the car companies should receive at the end of the period is mainly concentrated in one year. Since the amount of payments to be received is large and the proportion of the total assets is relatively high, it directly leads to battery companies& TC:
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