Nothing is surprising, although the current currency / economic / capital market in the world is in a sized state, China No. 1 Power Battery Giant – Ningde The era, still boarded the capital position of trillion market. In 2020, the topic of Ningde Times Tasting was discussed many times by public opinion, eventually on the last trading day in May 2021 (May 31), Ningde Times stock price opened up nearly 5%, became the first home The market value breaks through trillion companies.
Behind trillion market value, the reason is much. The most core is that it currently has a significant difference advantage in the power battery market. This advantage is reflected in many aspects of capacity / supply / installed / China market share, in the world. Power Battery Market Ningde Times Four Covex / In Ningde Times in Ningde Times in Ningde Times. After this series of performance, Ningde Times also blocked from the industrial chain in the global epidemic, and the basic cost is improved, and the growth of revenue and profit this year.
All the above, its trillion market value, near water to the stream, the fundamental, the Ningde Times, the Ningde Times, and laid the position of it today.
2016 nodes, Ningde Times is prone to
People who are familiar with the new energy automotive industry know that China’s electric vehicle develops a clear first turning point, appearing in 2016. In 2013, the industry of new energy pure electric models began to start. Beijing cars have got a better grab advantage in it. In the early days of the development of the industry, the main technical routes of the automobile power battery industry lithium ferrite in BYD, And the relatively weak three-dimensional lithium battery at the time. It has not yet entered the power battery industry. It is mainly for industries such as mobile phones. The Ningde Times of the polymer batteries is predecessor, got the GBM’s gratum, even the German standard material of the power battery.
In 2011, Ningde Times has not yet entered the automotive power battery field, but in 2017, Ningde Times Power Battery shipments climb to 11.8 GWH, more than Panasonic and BYD, becoming the world.
Many people will interpret it as that Ningde Times has always used triple lithium battery + lithium iron phosphate batteries in the automobile power battery sector, and only allows for a good policy to quickly force. Of course, this statement can also be another interpretation, and the Ningde Times is biased towards the Bao Sanyuan Lithium Battery. In that critical node, stepped on the wind. 
The two explanations seem to be similar, but the back is different, the former is steady, the thickness is thin, the latter is a quot of the Internet capital circle, and the pig is still flying, pigs can also fly quot. ;.
But, in any case, things that have occurred cannot be assumed that Ningde era is a global power battery giant, shipments / capacity, etc., the advantage is obvious.
Every step after trillion market will determine the future of the next 10 years
US Mission Wang Xing once sent a self-cultivation or inspiration to the Ningde Times. A friend who has been fortunate to invest in Ningde Times said that he was shocked by the first time I first entered the small office, I saw the wall: gambling strong. Why don’t you hang your love will win? Zeng Zi color to: The spell is not enough, that is physical activity; gambling is brain.
Of course, industrial fields are different from entertainment or communication fields, and ideas can be innovative, but eventually, they must fall into actual products. The product has cost / technology or other advanced nature, and ultimately it can become a pillar of a long-term development of the company. So, there is a subsequent NCM811 technology route event.
In 2017, the four ministries jointly launched the “Promoting Automobile Power Battery Development Action Plan”, and it is proposed: quot; to 2020, new lithium ions The power battery monomer is more than 300Wh / kg than energy; the system is more energy to achieve 260Wh / kgquot; In the Ningde era of the power battery giant, once again completed the rapid fit of the policy, it brought NCM811 technology high-nickel battery. However, it is more frequently in a series of trains equipped with a series of trains equipped with its powerful batteries, and the vocals of the four sides are endless. However, the NCM811 technology battery has been occupiedAccording to the share of 20% of the Ningde Times Automotive, the response option selected after Ningde Times is not reply, adjusting its own related business line.
ECTSLA phosphite is supplied to develop a series of other power battery related technologies in cooperation with more car enterprises. This is the Ningde Times NCM811 battery incident, you can see the corporate change of the company.
For the Ningde Times, after NCM811, what is the core issue that can determine its development status in the coming years. With the debut of trillion market, Ningde Times also throws new answers in this area, sodium ion battery.
In the second half of this year, the Ningde Times will release sodium ion battery technology and gradually begin to expand new technologies outside the three-dimensional lithium battery. The reason why sodium is selected as a material because sodium and lithium are very similar to lithium from the perspective of activity and structural perspective. Moreover, from another key dimension – battery cost, raw material acquisition, sustainability, sodium has a congenital advantage.
Once made a corresponding comment: As the market market is getting better and better, the price of raw materials is also high, lithium, cobalt. The price changes again, but sodium is very convenient to extract from the sodium chloride solution, and has a wide range of resources, which has great help to the development of the battery industry.
At the same time, the sodium ion battery has a safe advantage, no longer a flammable liquid electrolyte, from an experimental point of view, the sodium battery is also conducive to the improvement of electric vehicles.
However, all things have no good theory again. Ningde Times has previously published relevant goals, and the sodium ion battery is expected to gradually mature after 3-5 years, and will be better developed.
Prior to this, the technical field actually had a more fully discussed, which did not get high programs, because of 3 points:
1. Sodium raw material prices It is cheaper than lithium, but it is related to the actual production cost of the battery. Now there is no significant advantage;
2. The energy density of soda battery is currently a large defect, and the first generation of related technologies in 2015 Today, but nowThe energy density of the material battery is even lower than the lithium iron phosphate battery, what is the formulation of the Ningde Times, needs to be solved;
3. The cycle of the sodium battery, the prior art, lithium iron phosphate The battery can charge the discharge cycle, but the sodium ion battery is significantly short.
In essence, the Ningde Times in the technical field will begin to face a new round of challenges, including external challenges, internal challenges.
Write in the last:
In a short period of time, the Ningde Times will be unquestionable giants, the new soda battery technology is a propelion of the industry. It can achieve technological innovation, large-scale production, breakthrough in previous technical limitations, then Ningde Times will be unquestionable in the giant position in the future.
On the other hand, if this technology encounters bottlenecks, or it is unable to achieve, it does not have much relationship, after all, today’s Ningde era is in the potential, to a certain extent, allowing such things to occur.
However, the market does not need to over-negative concept marketing. For the Ningde Times, whether to choose a beta sodium battery to gradually replace the lithium battery, whether it can solve the problem with low energy density, low cycle, is the core of the future of sodium batteries.
Maybe, Ningde Times just wanted to replace some of the partial share of lithium iron phosphate battery.