The great worry of contemporary Ampere Technology Co., Ltd.: the era of self-made batteries by automobile manufacturers has arrived.

For automobile manufacturers, whether to make their own batteries or purchase batteries from battery companies is a major choice for enterprises to transform into the era of electrification.

It can be seen from the current layout of the power battery market by automobile manufacturers that the era of self-made batteries by automobile manufacturers has arrived. Joining the battery army is bound to further compete for the battery market. At this time, what way should Contemporary Ampere Technology Co., Ltd. look for?

Contention for the right to speak

One of the reasons why OEMs build their own batteries is to reduce costs, and the other is to take the initiative and get back the right to speak. In recent years, due to the limited battery capacity, some automobile manufacturers have to reduce the production targets of some models, such as Tesla, Audi and Jaguar. The recent "lack of core" storm has made automobile manufacturers once again raise their vigilance against the supply of spare parts. At the same time, in the era of electrification, due to the high proportion of battery costs, battery companies have become the most powerful link in the industrial chain, and car manufacturers cannot be willing to endure this situation.

Cui Dongshu, secretary general of the All-China Riders' Federation, wrote in an article: "I have always believed that it is a trend for vehicle manufacturers to make their own batteries. This is because the cost of the battery is too high, accounting for at least 25% of the vehicle price. German Volkswagen performed strongly in fiscal year 20 19, and delivered new cars10.97 million globally. The data shows that its sales revenue in 20 19 reached 252.6 billion euros, and its sales profit reached 6.7%. If it is battery-driven, the cost of the battery is also the concept of 1000 billion euros, which is really too big. If the battery has no profit, the sales profit rate of the public will drop sharply, and the value of the public will also drop sharply. A series of problems caused by the profit difference will be very serious. "

Cui Dongshu pointed out, "Lithium battery is a non-standard electrochemical product, which is different from basic raw materials such as automobile steel plates. Not every enterprise produces the same lithium battery. Lithium batteries are products with rapid technological progress, so vehicle companies will inevitably extend to the battery field in the future. "

This trend has been highlighted in recent months. Automobile manufacturers either directly participate in battery production or increase investment in related enterprises to further enhance the advantages of the supply chain.

Layout of domestic and foreign automobile manufacturers

First, foreign car manufacturers

As a benchmark enterprise of smart electric vehicle enterprises, Tesla began to plan and build its own battery factory at the beginning of its development. On Battery Day in September 2020, Tesla said that the "experimental factory" in fremont has started to produce a small number of 4,680 batteries, with an estimated annual production capacity of 10 GWh, and plans to achieve the above production capacity target of 5,438+0 by the end of 2026. As Tesla's first mature factory, the Berlin factory is expected to have an annual production capacity of 250GWh.

On March 15, Volkswagen Group held its first "Power day", which revealed the company's battery roadmap for the next decade. According to the introduction of Volkswagen Group, six 40 GWh super power battery factories will be built in Europe with partners in the next decade, with a total planned production capacity of 240 GWh.

In the China market, on April 6, Guo Xuan Hi-Tech announced that the company's non-public offering of shares in 2020 was approved by the China Securities Regulatory Commission, which means that Volkswagen China's plan to acquire a 26.47% stake in Guo Xuan Hi-Tech in 2020 was officially approved, and Volkswagen China will become the largest shareholder of Guo Xuan Hi-Tech. In March this year, the CEO of Volkswagen Group, Diss, said in an interview with China media that the next round of battery factory investment may be conducted in China.

On April 16, General Motors officially announced that it would invest $2.3 billion to cooperate with LG Energy Solutions to build its second super battery factory in Tennessee, USA. According to the analysis, the production capacity of this factory will not be lower than the annual production capacity of its Lodztown factory of 30GWh.

In addition, in 2020, Daimler Group announced plans to deploy 9 battery factories in 7 cities on 3 continents.

Second, domestic automobile manufacturers.

BYD is a leading automobile manufacturer in China, because it has its own battery school and its chips are self-sufficient. Strictly speaking, other car companies are competitive, but BYD has always maintained an open attitude. In 2020, after the introduction of blade batteries, it was announced to open the supply of blade batteries to other automobile manufacturers. At present, the model of Hongqi has been carried, and modern car fixed points will be provided next year; The external supply of ternary lithium batteries has also made progress. BYD 8 1 1 ternary lithium battery is used in Ford's newly released Mustang Mach-E model.

In addition, BYD's battery capacity is also sufficient. At present, the "Foday Department" factory has been planned and put into production one after another. Fudi Chongqing Factory, Changsha Factory, Guiyang Base and Bengbu Fudi Project, the total blade battery production capacity of these four factories has reached 75GWh.

Great Wall Motor 20 18 split the power battery business and established Honeycomb Energy. In just two years, Honeycomb Energy has become one of the top ten installed power batteries. On June 65438+1October 65438+September this year, Huzhou established a new power battery base with an annual output of 20GWh. 65438+1On October 27th, Honeycomb Energy built a 20GWh power battery factory in Suining. Abroad, in June 2020165438+1October 17, Honeycomb Energy officially announced the establishment of a battery factory and battery pack factory with an annual production capacity of 24GWh in Saarland, Germany.

Honeycomb Energy plans to build a global battery capacity of 100GWh by 2025.

On March 13, Geely Science and Technology Group plans to build a power battery project with an annual output of 42GWh in Ganzhou Economic Development Zone, with a total investment of 30 billion yuan. In addition, Geely Technology also took a stake in Funeng Technology, holding a 2.55% stake in the latter. In June 5438+February last year, the two sides announced the establishment of a joint venture company to build a power battery production plant. It is estimated that the total production capacity will reach 120GWh, of which construction will start in 202 1 year, not less than 20GWh.

On April 9th, Guangzhou Automobile Group released the power battery technology strategy "Neutron Star Strategy" at the "20021Guangzhou Automobile Science and Technology Day Conference". Wu Jian, president of its research institute, said that GAC will realize independent research and development of power battery cells in three years, and realize self-research and self-production in the medium and long term.

The way out for contemporary Ampere Technology Co., Ltd.

In 20 18, there were 1 10 enterprises that realized the production of supporting batteries. In 20 19, the number dropped directly to 79, and further dropped to 73 in 2020. While the number of supporting enterprises is greatly reduced, the concentration of installed capacity is also increasing. In 2020, the installed capacity of the top 20 power battery enterprises accounted for 98.2%, which was two percentage points higher than 96.2% in 20 19.

This means that the power battery enterprises after TOP20 only have a market share of 1.8%, and with the entry of OEMs, enterprises with backward technical strength, small scale and weak risk tolerance may even be kicked out of the market.

For the power battery enterprises in the head camp, it is impossible to monopolize the battery cake, but the automobile factory will not be completely self-contained in the battery. On the one hand, the automobile factory will adhere to the route of self-made batteries, constantly expand the factory and increase production capacity; On the other hand, we will choose to jointly develop brand-specific batteries with high-quality battery companies and enjoy customized services.

For example, Volkswagen Group will continue to purchase from battery suppliers, such as Contemporary Ampere Technology Co., Ltd., LG Chem, SKI, Guo Xuan Hi-Tech and Wanxiang 123. The suppliers of Hyundai Motor Group also include LG Chem, SKI and Contemporary Ampere Technology Co., Ltd.. BMW suppliers include Contemporary Ampere Technology Co., Ltd. and Samsung SDI.

Looking closely at the battery suppliers of the above-mentioned large automobile factories, we found that there is a name with the same name, that is, Contemporary Ampere Technology Co., Ltd. Along this path, let's talk about what efforts the contemporary Ampere Technology Co., Ltd., as the "first brother" of the power battery market in China, has made in response to the emergency of self-made batteries in automobile factories.

In terms of power battery expansion, in 2020, Contemporary Ampere Technology Co., Ltd. will invest 98 billion yuan to expand production. Construction and expansion of production lines in Zhaoqing, Guangdong, Yibin, Sichuan, Ningde, Fujian and Liyang, Jiangsu.

In terms of power battery materials, Contemporary Ampere Technology Co., Ltd. has also been laying out, and this year it has further expanded its layout. On April 10, Moro Holdings, a wholly-owned subsidiary of Luoyang Molybdenum Industry, signed a cooperation agreement with Bupu Times, an indirect holding company of Contemporary Ampere Technology Co., Ltd. Among them, KFM copper-cobalt mine, a wholly-owned subsidiary of Luoyang Molybdenum Industry, is one of the highest-grade copper-cobalt mines to be developed in the world, with an ore resource of 365 million tons, including 6.2 million tons of copper metal and 3,654.38+million tons of cobalt metal, which can provide a long-term, stable, reliable, clean and responsible supply of cobalt metal raw materials for contemporary Anpu Technology Co., Ltd.

CTC battery chassis technology began to recruit. OFweek lithium battery network learned that recently, Contemporary Ampere Technology Co., Ltd. began to recruit a large number of vehicle-related engineers. Including chassis calibration engineer, software engineer in chassis field, chassis electronic architect, senior engineer of air suspension system, etc. This shows that the CTC battery chassis scheme of contemporary Anpu Technology Co., Ltd. may be advanced.

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