-(3)Preliminary Determination of Power Lithium Battery: Who is the King of BYD CATL Guoxuan High Tech

(3)Preliminary Determination of Power Lithium Battery: Who is the King of BYD CATL Guoxuan High Tech
author:enerbyte source:本站 click352 Release date: 2023-09-26 11:20:45
abstract:
Its development trend will not be achieved through mergers and acquisitions. Wang Yong analyzed to Caijing reporters that there are differences in the technical level between second and third tier companies and first tier companies, and they are not high-quality assets. Therefore, even during...

Keyword search: battery plantlithium battery factorypower bank workslifepo4 battery millPallet Trucks LiFePO4 BatteryLiFePO4 Pallet Trucks BatteryLithium Pallet Trucks Battery

Its development trend will not be achieved through mergers and acquisitions. Wang Yong analyzed to Caijing reporters that there are differences in the technical level between second and third tier companies and first tier companies, and they are not high-quality assets. Therefore, even during previous periods of shortage, they will not seek acquisitions to quickly expand production. Going forward, outdated production will be eliminated by the market, and leading companies will occupy more shares.

In the first quarter of this year, CATL has surpassed BYD as the largest power lithium battery manufacturer in China, with a market share of 25.79%, surpassing BYD's 17.65%. In March of this year, Futaihua Industrial, a subsidiary of Hon Hai Group, acquired a 1.19% stake in CATL for 1 billion yuan. Based on this calculation, its valuation has exceeded 84 billion yuan, entering the unicorn industry. In June, CATL released a listing guidance notice, entering the listing process.

One of the reasons why BYD's batteries have been oversupplied is that they have only been supplied to BYD's own new energy vehicles for a long time, without external supply. BYD's deputy general manager, Li Yunfei, told Caijing that in the past few years, BYD's batteries have been in short supply.

However, currently its battery production is increasing faster than its own new energy vehicles, so BYD is considering opening up batteries to the market. BYD Chairman Wang Chuanfu acknowledged for the first time at this year's shareholder meeting that in terms of battery export, discussions are already underway with several major passenger car brands, and some have already entered a substantive stage.

An industry analyst told Caijing that if BYD's batteries were to be marketed, it would have a devastating impact on small and medium-sized companies.

The important factors affecting battery costs include the four major raw materials (positive electrode, negative electrode, electrolyte, separator) and manufacturing costs. In order to improve their competitive advantage, industry leaders have begun to extend their tentacles to the upstream and downstream industrial chains, and cooperation cases between them are gradually increasing.

Lithium Batteries ,Ensure Quality

Our lithium battery production line has a complete and scientific quality management system

Ensure the product quality of lithium batteries

Years of experience in producing lithium batteries

Focus on the production of lithium batteries

WE PROMISE TO MAKE EVERY LITHIUM BATTERY WELL

We have a comprehensive explanation of lithium batteries

QUALIFICATION CERTIFICATE

THE QUALITY OF COMPLIANCE PROVIDES GUARANTEE FOR CUSTOMERS

MULTIPLE QUALIFICATION CERTIFICATES TO ENSURE STABLE PRODUCT QUALITY

Providing customers with professional and assured products is the guarantee of our continuous progress.

Applicable brands of our products

Service hotline

+8602284999107