Under the power battery market pattern in which Contemporary Amperex Technology Co.Limited(300750) has an absolute voice, automobile companies are looking for new battery suppliers.
On January 28, “latepost” reported that the medium and large SUV G9 released by Xiaopeng automobile in November last year has determined to use Sunwoda Electronic Co.Ltd(300207) 4C power battery (4C battery can adapt to rapid charging). Sunwoda Electronic Co.Ltd(300207) will be supplied by a version of G9, with a supply share of more than 50%.
The interface news reporter verified the news with Xiaopeng automobile, and has not received a reply before the press release.
In fact, in December last year, it was reported that Xiaopeng automobile decided to reduce the supply share of Contemporary Amperex Technology Co.Limited(300750) and introduce a new battery supplier AVIC lithium battery. At that time, Xiaopeng’s official response: “the supply chain of parts for vehicle production needs to be continuously improved in order to better ensure supply and production and more accurately predict the delivery cycle”.
Xiao Peng’s action is only the epitome of the current automobile companies seeking new battery supply channels.
According to 36kr, before Xiao Peng, AVIC lithium battery has replaced Contemporary Amperex Technology Co.Limited(300750) as the first supplier of GAC new energy vehicles. It has not used Contemporary Amperex Technology Co.Limited(300750) batteries since May 2020.
Another new car building force, Weilai automobile, is also looking for battery suppliers other than Contemporary Amperex Technology Co.Limited(300750) . According to media reports, Weilai announced last year that the semi-solid battery supplier is Weilan new energy, which is the first time Weilai announced cooperation with battery suppliers other than Ningde. At present, Weilai is the second largest customer of Contemporary Amperex Technology Co.Limited(300750) battery installed capacity, second only to Tesla.
In addition to the “new forces of car making”, traditional car enterprises are also accelerating the “de Contemporary Amperex Technology Co.Limited(300750) ” process.
Last June, Geely’s electric vehicle brand polestar Jixing signed a memorandum of understanding with ski. The two sides will jointly explore cooperation opportunities in developing power battery technology and providing battery supply.
In addition, according to the announcement of road motor vehicle manufacturers and products in recent batches, many models declared by Jixing are equipped with ternary cells produced by Elji new energy technology (Nanjing) Co., Ltd., a subsidiary of LG new energy in China, which indicates that LG new energy has also entered the battery supplier system of Geely Automobile.
At present, in addition to Contemporary Amperex Technology Co.Limited(300750) , Geely Automobile’s battery suppliers have also reached cooperation with Farasis Energy (Gan Zhou) Co.Ltd(688567) , Sunwoda Electronic Co.Ltd(300207) , Hengyuan new energy, AVIC lithium battery, Hefei GuoXuan, Tafel, Eve Energy Co.Ltd(300014) , Lishen battery, honeycomb energy and other battery enterprises.
In addition to Geely, SAIC GM Wuling also has a “huge” array of battery suppliers. According to the data of electric vehicle collection, SAIC GM Wuling has eight battery suppliers. Among them, Guangzhou Great Power Energy&Technology Co.Ltd(300438) has the largest supporting quantity, with 9 models. Followed by Contemporary Amperex Technology Co.Limited(300750) and Huating power, which are equipped with 4 models respectively, followed by Suzhou Keyi, which is equipped with 3 models. Gotion High-Tech Co.Ltd(002074) carnet new energy is equipped with two models respectively, and BIC power and Do-Fluoride New Materials Co.Ltd(002407) are equipped with one model respectively.
While Chinese car companies are busy laying out the battery supply chain, foreign car companies are not idle.
In addition to announcing the joint development of the next generation power battery with Contemporary Amperex Technology Co.Limited(300750) , Mercedes Benz also chose to take a stake in Farasis Energy (Gan Zhou) Co.Ltd(688567) in July last year. Part of the cooperation between the two sides is that Farasis Energy (Gan Zhou) Co.Ltd(688567) will build a battery factory in Germany to supply batteries for Mercedes Benz EQ series models in the future.
In addition, in October last year, Mercedes Benz also announced that it had reached a tripartite agreement with stellantis group and total energy, and Mercedes Benz would acquire 33% equity of ACC battery company.
In addition to Contemporary Amperex Technology Co.Limited(300750) , BMW, another German car giant, also added Eve Energy Co.Ltd(300014) , Samsung SDI of South Korea and northvolt ab of Sweden to the list of battery suppliers by the end of last year.
In this regard, Zhang Xiang, a researcher at the automotive innovation research center of Northern University of technology, told the interface news reporter, “the production capacity of Contemporary Amperex Technology Co.Limited(300750) is limited and it is impossible to meet the supply demand of so many car enterprises, so car enterprises have to find other suppliers.”
In Zhang Xiang’s view, more than 50% of the market share gives Contemporary Amperex Technology Co.Limited(300750) too much voice, which is not what car companies are willing to see. As a result, car companies are very passive in terms of production scheduling and price.
In addition, according to it, the current talent flow in the battery industry is fast, the technology of other suppliers is not poor, and Contemporary Amperex Technology Co.Limited(300750) has not formed an absolute technical barrier.
From the perspective of supply chain security, the Contemporary Amperex Technology Co.Limited(300750) of “one dominant” is obviously not what car companies are willing to see and accept.
