In the automobile battery industry, there are different paths between lithium iron phosphate batteries represented by BYD and ternary batteries represented by Tesla. However, recent trends show that ternary batteries in the passenger car field are starting to take over. The popularity of power batteries also led to a significant improvement in the performance of lithium battery upstream resource terminal and materials companies in the first three quarters. More applications of ternary batteries in the field of passenger cars. In the field of new energy vehicles, batteries have always occupied an important place in the industry. As a leader in the field of batteries, BYD mainly promotes lithium iron phosphate batteries. For a long time, BYD only provided zero energy vehicles.uvelle produces itself, rather than externally supplied vehicles. BYD, which owns the core technologies, has always been in short supply.
However, recently, BYD's strategic configuration in the battery sector seems to have been adjusted. At the end of October, BYD's investor visits and communication records showed that BYD had also started using ternary batteries and would use them on a large scale in the future. BYD revealed: Currently, all of the company's PHEV passenger cars use ternary batteries. In the future, the company's planned passenger car segment (including PHEV and EV models) will gradually use ternary batteries. Lithium iron phosphate batteries will be mainly used in the future. Electric bus field. ?
BYD's production capacity plan shows that the current battery production capacityThe company's electric capacity is around 14 GWh, and it is expected to reach 16 GWh by the end of this year. Among them, 10 GWh are lithium iron phosphate batteries, and the rest are ternary batteries. The company is currently building a new electric battery factory in Qinghai, which is expected to be completed and put into production in 2018. In addition, the situation that BYD's batteries are only internal and not external may also change. In fact, there have long been rumors in the industry that BYD's battery business will be liberalized sooner or later. BYD Chairman Wang Chuanfu also admitted at the shareholders' meeting that they discussed cooperation with other major passenger car brands in battery exports.
Today, BYD revealed to investors that as the company's battery production capacity continues to growre, while meeting internal demand, there is always some excess capacity. External sales of certain batteries can not only boost the battery business, but also help improve the company's profitability. . At present, the company's electric battery production capacity is in its infancy and is mainly used for its own use. In fact, it's not just BYD. On October 25, 2017, Hong Kong Joint Stock Company Hongqiao Group (08137.HK) announced that its subsidiary Zhejiang Hengyuan New Energy signed a sales agreement with Zhejiang Geely Auto Parts Co., Ltd. to provide high-performance three-wheel drive vehicles. in Zhejiang Geely Auto Parts Co., Ltd. yuan renminbi. Lithium-ion batteries are used in all vehicles owned by Zhejiang Geely.
Nord AG has also attracted a lot of attention before. Many investors do notdo not know what this listed company does.
What does Nord Share do?
Nord Share is Nord Investment Co., Ltd., which was established on August 23, 1989 and listed on the Shanghai Stock Exchange in 1997 on October 7, 2018, the company is mainly engaged in the research and development, production and sales of electrolytic copper foil for lithium-ion batteries. The products are mainly used in the production and manufacturing of lithium batteries. At the same time, the company is also engaged in the trading of wires, cables and accessories and pending business materials. The Company's main electrolytic copper foil products include 4-6 micron ultra-thin lithium battery copper foil, 8-10 micron ultra-thin lithium battery copper foil, copper foil for high performance electronic circuit from 9 to 70 microns, a sheet ofultra-thin copper from 105 to 500 microns. thick electrolytic copper foil, etc.
The company has two production bases focusing on copper foil for lithium batteries, in Huizhou City, Guangdong Province, and Xining City, Qinghai Province. . Among them, it is one of the leading electronic copper foil manufacturers in the domestic industry. Qinghai copper foil base was built. The production capacity will reach 50,000 tons/year, and Huizhou copper foil base will have a production capacity of 20,000 tons/year, occupying the leading position in the industry.
The company has continued to maintain stable cooperative relationships with major domestic and foreign electric battery companies such as CATL, LG Chem, BYD, ATL, SKI, Guoxuan Hi-Tech, Everview Lithium Energy, Tianjin Lishen and AVIC lithium battery. Nord's market share isabout 25%.
Today, the new energy vehicle industry is constantly developing, and the demand for lithium batteries in new energy vehicles is constantly increasing, and lithium battery companies can benefit from this.