On the 30th, rumors about Xiaopeng automobile and Contemporary Amperex Technology Co.Limited(300750) attracted much attention.
On January 30, in response to the recent market 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”, Xiaopeng automobile official responded that, “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.”
Xiaopeng car needs to replace Contemporary Amperex Technology Co.Limited(300750) battery?
It is understood that in 2021, Xiaopeng automobile became the sales champion of China’s new car making forces, with an annual actual delivery of 98000 vehicles, exceeding the original planned target of 90000 vehicles. In 2022, it is planned to deliver 250000 vehicles as a whole and impact 300000 vehicles. In this context, rumors about Xiaopeng car and Contemporary Amperex Technology Co.Limited(300750) have attracted much attention.
as for the rumor, according to the earlier news of jiwei.com, Xiaopeng automobile said in a recent survey that in terms of batteries, Contemporary Amperex Technology Co.Limited(300750) prices have increased too much. In order to cope with the pressure brought by rising costs, it will gradually replace Contemporary Amperex Technology Co.Limited(300750) power batteries with AVIC lithium batteries in the future, and Eve Energy Co.Ltd(300014) iron lithium batteries will continue to be used, mainly matching low configuration models.
Xiaopeng automobile also revealed that the soaring price of upstream power battery has led to the overall rise in the price of new energy automobile industry in 2022. Due to the resistance of users to the price rise, Xiaopeng automobile gradually allows users to accept the new price through two price adjustments in December 2021 and January 2022. According to Xiaopeng automobile, after January 10, the price of Xiaopeng automobile increased by 4800 yuan / vehicle.
another rumor is that Xiaopeng automobile, which previously took Contemporary Amperex Technology Co.Limited(300750) as the main supplier of power battery, has determined to use Sunwoda Electronic Co.Ltd(300207) 4C power battery in the medium and large SUV G9 released last November (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%.
Xiaopeng automobile emergency response
In response to the above series of news, Xiaopeng automobile responded: “the news that we want to transfer suppliers or have a supplier as our core battery supplier spread outside recently 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 partners.”
There are many rumors about the cooperation between Xiaopeng automobile and Contemporary Amperex Technology Co.Limited(300750) . At the end of December 2021, the media broke the news that he Xiaopeng, chairman of Xiaopeng automobile, and Zeng Yuqun, founder of Contemporary Amperex Technology Co.Limited(300750) had a fierce dispute at Contemporary Amperex Technology Co.Limited(300750) headquarters in the middle of 2021. The reason is that Xiaopeng automobile plans to introduce AVIC lithium battery to make it the main battery supplier of the company.
However, at the end of last year, Xiaopeng automobile responded that the quarrel between he Xiaopeng and Zeng Yuqun was a complete rumor.
At that time, Xiaopeng automobile also made an open response to the introduction of AVIC lithium battery. They said: “the parts supply chain of vehicle production needs to be continuously improved in order to better ensure supply and production and predict the delivery cycle more accurately.”
On the other hand, Contemporary Amperex Technology Co.Limited(300750) as the leader of global power batteries, orders have been saturated. Some manufacturers even need to pay a huge advance payment in order to obtain Contemporary Amperex Technology Co.Limited(300750) batteries.
Some media reported that he Xiaopeng went to their company to stay in order to get Contemporary Amperex Technology Co.Limited(300750) batteries, but the news was later denied by he Xiaopeng.
smart electric vehicle enterprises in action
However, it is worth noting that smart electric vehicle enterprises are also deliberately avoiding over reliance on a single supplier.
according to 36kr, before Xiaopeng, 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, Geely has a joint venture with Sunwoda Electronic Co.Ltd(300207) , Funeng and other battery companies to jointly produce batteries. Honeycomb energy stripped from the Great Wall received 20 billion yuan of financing last year. Byd Company Limited(002594) has been developing batteries and building factories by itself.
“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,” Zhang Xiang, a researcher at the automobile innovation research center of Northern University of technology, said in an interview 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.
