After the spin-off of the power lithium battery business, BYD's strength has decreased
Etter å ha mistet glorien til den tidligere lederen for strømbatterier, rettet BYD blikket mot Ningde-æraen og begynte å øke hastigheten på spin-off-av kraftbatterivirksomheten, og det eksterne salget av strømbatterier oversteg også langt forventninger.
Supply Dongfeng Motor tar det første steget i selv-selgersystemet
A few days ago, the Ministry of Industry and Information Technology announced the declaration of the 307th batch of "Road Motor Vehicle Manufacturing Enterprises and Products Announcement" new products. A total of 429 new energy vehicle products have been declared by 123 enterprises, and the number has increased significantly. Among them, there are 181 new energy passenger vehicles, accounting for 42.19 percent ; 58 new energy passenger vehicles, accounting for 13.52 percent ; and 190 new energy special vehicles, accounting for 44.29 percent .
Da vi gjennomgikk produktkunngjøringene, ble det funnet at blant de nye energispesielle-kjøretøyproduktene i denne gruppen, var et rent elektrisk lastebilchassis og en ren elektrisk varebil deklarert av Dongfeng Motor Group utstyrt med litiumjernfosfatbatterier. av BYD.
Obviously, unlike outside rumors, Dongfeng Motor Group Co., Ltd. seems to be the first car company to "eat crabs".
The publicity list shows that Dongfeng Motor Group Co., Ltd.'s EQ5045XXYTBEV29 pure electric van and EQ1045TTEVJ29 pure electric truck chassis use lithium iron phosphate batteries produced by Shenzhen BYD Lithium Battery Co., Ltd. Dongfeng new energy vehicle power batteries are mostly CATL, Guoneng, Lishen and BAK, etc. This is the first time that Dongfeng has used BYD power batteries, and it is also the first time that BYD power batteries have been installed externally.
In the field of electric vehicles, it has always adopted the development model of vertical integration and self-use. Last year, BYD's new energy passenger vehicles sold a total of 113,669 units, accounting for 13 percent of the global new energy market. It is a well-deserved "new energy vehicle leader". However, the self-produced and self-sold vertical integration model allowed BYD's power battery sales to be overtaken by CATL last year, which far surpassed BYD's 7.2GWh with a sales volume of 12GWh.
Siden BYD ble overgått og henvist til andreplass i bransjen, har Ningde-tiden, som har reist seg som en rakett, gjort at BYD har begynt å-re undersøke sin egen-produserte og egen{{2} }}solgt batterisystem. Som svar på synkende subsidier og økt markedskonkurranse, planlegger BYD å spinne av batterivirksomheten, bryte det lukkede systemet og planlegge å levere eksternt.
Faktisk begynte BYD å prøve å bryte gjennom lenkene til egen-produksjon og selv-selg i kraftbatteribransjen så tidlig som i fjor.
BYD sa at etter markedsføringen av deler inkludert batterier og andre komponenter i fjor, begynte det å forhandle med mange kjøretøyprodusenter, og det er fortsatt under diskusjon, og en rekke samarbeid vil bli oppnådd i fremtiden. Selskapet har allerede koblet seg til store bil-OEM-er som Great Wall, BAIC og GAC i kraftbatteribransjen, og det er forventet at noen batterier vil bli solgt så snart som i år.
Fordøy den enorme produksjonskapasiteten for å få rivaler til å bli kunder
The move to split the power battery business not only means that BYD will break the original vertical integration of production and operation, but also means that BYD will supply power battery modules with core technologies to the entire new energy vehicle market, in other words, BYD's previous competitors. Automakers will become BYD battery customers.
It is not so much a top-down change as it is forced by external circumstances. Due to changes in the subsidy policy of the new energy vehicle market in 2017, BYD's new energy vehicle sales declined significantly in the first quarter of last year. In the first quarter of last year, BYD's new energy vehicle sales fell to 8,719 units, a drop of nearly 50 percent, according to data from the Passenger Federation. At the same time, BYD's domestic power battery supply also fell to the second place due to a year-on-year decline of 63.9 percent .
On the other hand, BYD's new energy vehicles are far from being able to eat its own huge power battery production capacity.
It is understood that BYD has two battery factories in Shenzhen, the largest of which can achieve an annual battery production capacity of 1 billion watt-hours. This means that the annual battery output of the battery factory can meet the demand for power batteries for 25,000 buses and 600,000 plug-in hybrid electric family cars. BYD's second factory also has an annual production capacity of up to 8 million kWh of lithium iron phosphate batteries.
In addition to the above two construction projects, the new battery factory BYD is investing in and building in Qinghai will form an annual production capacity of 10GWh of power batteries. According to BYD insiders, as the expansion has been carried out ahead of schedule, BYD's power battery production capacity has been expanded to 14GWh this year. If Lenovo's sales volume of 720 million GWh last year, its capacity utilization rate is just half, and battery export sales have become an inevitable choice.
I henhold til den forrige regjeringsplanen, fra og med 2020, vil kostnadene for strømbatterisystemet reduseres til mindre enn 1 yuan, og hele strømbatteriindustrien vil starte en krig for å redusere kostnadene.
When it is difficult to make great progress in the sales of new energy vehicles, the cost sharing of power batteries is limited, and under the pressure of huge labor costs, BYD is under huge financial and operational pressure. The closed vertical integration system of a single company before has increasingly become a stumbling block for BYD's progress.
Going out can win a new life. Now BYD has won the first single battery business of Dongfeng Motor Group. Once the power battery business is split, it will inevitably connect to more vehicle manufacturers in the future. Turning an opponent into a customer may become BYD's next trump card against the Ningde era.
