After the spin-off of the power lithium battery business, BYD's strength has decreased
Nachdem BYD den Heiligenschein des ehemaligen Marktführers für Power-Batterien verloren hatte, nahm es die Ningde-Ära ins Visier und begann, das Tempo der Ausgliederung- des Power-Batterie-Geschäfts zu beschleunigen, und auch der externe Verkauf von Power-Batterien übertraf das Unternehmen bei weitem Erwartungen.
Supply Dongfeng Motor unternimmt den ersten Schritt im Selbst--Verkaufssystem
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 .
Bei der Durchsicht der Produktankündigungen wurde festgestellt, dass unter den New Energy Special Purpose Vehicle-Produkten in dieser Charge ein von der Dongfeng Motor Group deklariertes reines Elektro-Lkw-Chassis und ein rein elektrischer Van-Lkw mit Lithium-Eisen-Phosphat-Batterien ausgestattet waren von 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.
Seit BYD überholt und auf den zweiten Platz in der Branche verdrängt wurde, hat die Ningde-Ära, die wie eine Rakete aufgestiegen ist, BYD veranlasst, -ihre selbst-produzierten und selbst{{2 }}Power Battery System verkauft. Als Reaktion auf sinkende Subventionen und verschärften Marktwettbewerb will BYD sein Batteriegeschäft ausgliedern, das geschlossene System aufbrechen und extern liefern.
Tatsächlich hat BYD bereits im vergangenen Jahr versucht, die Fesseln der Eigen-produktion und des Eigen-verkaufs im Geschäft mit Elektrobatterien zu durchbrechen.
BYD sagte, dass nach der Vermarktung von Teilen, einschließlich Batterien und anderen Komponenten im vergangenen Jahr, Verhandlungen mit vielen Fahrzeugherstellern aufgenommen wurden, die noch im Gespräch sind und in Zukunft eine Reihe von Kooperationen erreicht werden. Das Unternehmen hat bereits mit großen Auto-OEMs wie Great Wall, BAIC und GAC im Power-Batteriegeschäft angedockt, und es wird erwartet, dass einige Batterien noch in diesem Jahr verkauft werden.
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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.
Gemäß dem vorherigen Regierungsplan werden die Kosten des Power-Batteriesystems ab 2020 auf weniger als 1 Yuan gesenkt, und die gesamte Power-Batterieindustrie wird einen Krieg beginnen, um die Kosten zu senken.
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.
