On January 30, in response to the rumors that ” Sunwoda Electronic Co.Ltd(300207) will be supplied as a version of Xiaopeng G9″ and “will gradually replace Contemporary Amperex Technology Co.Limited(300750) with AVIC lithium battery (which has been renamed ‘China Innovation airlines’)”, Xiaopeng automobile responded to surging journalists, “Recently, the news that we want to transfer suppliers or have a supplier as our core battery supplier is very different from the facts. Xiaopeng automobile will always choose powerful suppliers such as Contemporary Amperex Technology Co.Limited(300750) to become our core partner.”
Earlier, it was reported that Xiaopeng car will gradually replace the supply of AVIC lithium battery (renamed “AVIC innovation”) due to the sharp rise in the price of Contemporary Amperex Technology Co.Limited(300750) battery. There are also rumors that Xiaopeng’s upcoming medium and large SUV G9 will use Sunwoda Electronic Co.Ltd(300207) 4C power battery, Sunwoda Electronic Co.Ltd(300207) will be supplied by a certain version of G9, with a supply share of more than 50%.
Both China Innovation Airlines (AVIC lithium battery) and Sunwoda Electronic Co.Ltd(300207) are the second-line vehicle power battery suppliers with strong momentum. China Innovation Airlines (AVIC lithium battery) is an important power battery supplier for automobile enterprises such as GAC, Chang’an, Geely and SAIC GM. the customers of Sunwoda Electronic Co.Ltd(300207) include Geely, GAC and Dongfeng.
According to the data of China automotive power battery industry innovation alliance, in 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprises ranked among the top ten in terms of loading volume: Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , AVIC (AVIC lithium battery), Gotion High-Tech Co.Ltd(002074) , LG new energy, honeycomb energy, Tafel new energy, Eve Energy Co.Ltd(300014) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , Sunwoda Electronic Co.Ltd(300207) . Among them, Contemporary Amperex Technology Co.Limited(300750) loading volume is 80.51gwh, accounting for 52.1%; The loading capacity of AVIC (AVIC lithium battery) is 9.05gwh, accounting for 5.9%; Sunwoda Electronic Co.Ltd(300207) loading volume is 2.06 GWH, accounting for 1.3%.
According to Soochow Securities Co.Ltd(601555) , Xiaopeng automobile is the third largest customer of Contemporary Amperex Technology Co.Limited(300750) in 2021, with supporting 5.49 GWH, accounting for 7.4%; Contemporary Amperex Technology Co.Limited(300750) is the main supply of Xiaopeng automobile battery, accounting for 80.6%. According to Tianfeng Securities Co.Ltd(601162) , Contemporary Amperex Technology Co.Limited(300750) accounted for 83.01% of Xiaopeng’s automobile battery supply in 2020.
It is reported that Xiaopeng automobile delivered 42000 vehicles in the fourth quarter of 2021, with a month on month increase of 63% and a year-on-year increase of 222%; The total delivery volume of the whole year in 2021 was 98000, 3.6 times that of 2020; By the end of 2021, its historical cumulative delivery had exceeded 130000 vehicles.
