What is the current company in Ningde Times?

The main listed companies of the power lithium battery industry: currently listed companies in the domestic power lithium battery industry are mainly Ningde Times (300750), BYD (002594), Fenng Technology (688567), Yimei Lithium (300014), Guoxuan Hi -Tech (002074 ), Australia Shunchang (002245), Penghui Energy (300438), Xinwangda (300207).
Is the core data of this article: power lithium battery installed capacity and market share, power battery production capacity and production and sales volume, power battery business operating income and gross profit margin
1, Ningde era with absolute advantage, far -dumping industry second child
power lithium batteries are an important branch of my country’s new energy industry chain and an important part of new energy vehicles. At present, the two giants of China’s power lithium batteries are Ningde Times and BYD. In 2020, the installation volume of Ningde Times (300750) and BYD (002594) accounted for more than 65%of the country’s installed capacity. In Ningde Times, in terms of absolute advantages in the aspects of installation, business income, and business layout.
2, Ningde Times: The layout of the power lithium battery business
The Ningde Times, which supports the trillion market value, was established in 2011. Since its establishment, the Ningde Times has been focusing on the power lithium battery business. In less than 7 years, the Ningde era was listed on the GEM of the Shenzhen Stock Exchange. Today, the power lithium battery business of Ningde Times has spread to Ningde in Fujian, Xining in Qinghai, Puyang, Jiangsu, and Yibin, Sichuan.
3, Ningde Times: Power battery business layout and operation status
-production capacity layout: Fujian Province is the key area of ​​the area
It from the perspective of the capacity of the power lithium battery in Ningde, 2019-2020, The capacity of power battery in Ningde Times increased from 53.00GWh to 69.10GWh, and the production capacity of construction was increased from 22.20GWh to 77.50GWh.
The largest production bases around the world include Fujian Ningde, Qinghai Xining, Jiangsu Puyang, Yibin, Sichuan, Zhaoqing and Elford, Guangdong. As of the first quarter of 2021, the Ningde Times had the most planned production capacity in the five major production bases in the country at the Ningde Base in Fujian, with 153GWh planning capacity, followed by the Sichuan base and Jiangsu Puyang base. Focus on the battery business area.
-Power battery business production and sales volume: steady growth
As the production capacity of power batteries continued to lay out power battery capacity, its production and sales of power battery business increased steadily. From 2007 to 2020, the production of power batteries in Ningde Times increased year by year from 12.91GWh to 51.71GWh, and sales increased from 11.85GWh to 46.84GWh.
-Power battery business installed capacity: Installation and market share nationwide
In from the perspective of the growth trend of installed capacity, from 2018-2020, from 23.50GWh to 31.79GWh. The strong production capacity layout and steady growth of production and sales have made the Ningde Times market share exceeding 50%in 2019. As of the first quarter of 2021, the installed capacity of power batteries in Ningde Times ranked first in the country with a market share of 52.45%.
4, Ningde Times: Power battery business business performance
Ningde Times From the perspective of the operation of the power battery business, from 2018 to 2019, the revenue of the power battery business in Ningde Times has steadily increased, but 2020 power battery business The growth rate of income slows down, and its proportion of total operating income has also declined slightly. This is mainly due to the slowdown of the company’s lithium battery product production and sales speed. The company’s energy storage battery business is expected to continue to expand.
In terms of gross profit margin, from 2018-2020, the company’s gross profit margin decreased year by year due to the rise in raw materials prices, and the price of lithium battery upstream materials rose. At the 2020 Ningde Times shareholders’ meeting, the Ningde Times announced that it would release sodium ion batteries around July. After the launch of sodium ion batteries, the company will re -open the battery costs for the new decline channel, and the gross profit margin is expected to gradually increase.
5, Ningde Times: Power battery business development plan
2020 to the first quarter of 2021, the company has continuously announced a number of 226GWH capacity of the five major production bases and 57GWH production capacity of the joint venture company. 78.5 billion yuan, planning 283GWH production capacity, including the capacity of power batteries and energy storage batteries.
In fact, the ambition of the trillion market value Ningde era is far more than the battery field. In recent years, the company is also laying downstream markets -new energy. For example, on May 27, 2021, Times Yongfu Technology Co., Ltd., a subsidiary of Ningde Times, jointly established the Silver China Nuclear Nuclear Times New Energy Co., Ltd. to promote photovoltaic, wind power, energy storage and other comprehensive synthesis Investment, construction, and operation of smart new energy projects. On the whole, the potential of the Ningde Times of Power Lithium Battery is unlimited.