Power battery is known as the “heart” of new energy vehicles. Recently, some media reported that he Xiaopeng, the chairman of Xiaopeng automobile, spent a week in Ningde times in order to get the power battery from Ningde times. Zeng Yuqun, the chairman of Ningde times, said at the recent shareholders’ meeting that he couldn’t bear the customer’s recent urging. On July 13, he Xiaopeng said in an exclusive interview with the reporter of China first finance and economics that the report was untrue, and he also saw it from the news. In an interview with China first finance and economics reporter, Ningde Times said that the company’s current orders are saturated.
New energy vehicles grow faster than expected
Since the beginning of this year, the domestic production and sales of new energy vehicles have continued to soar. According to the latest data of China Automobile Industry Association (hereinafter referred to as “CAAC”), in June this year, the production and sales of new energy vehicles were 248000 and 256000 respectively, with a year-on-year growth of 1.3 times and 1.4 times respectively. In the first half of the year, the production and sales of new energy vehicles were 1.215 million and 1.206 million respectively, with a year-on-year growth of two times. At present, the cumulative sales of new energy vehicles have been the same as that of the whole year in 2019.
At present, the development of new energy vehicles is faster than expected. China Auto Association previously predicted that the domestic sales of new energy vehicles will increase by 40% in 2021, but now it has adjusted this. It is predicted that the sales of new energy vehicles will reach about 2.4 million this year, with a year-on-year growth of about 76%.
Luo huanta, President of Dadong times (Shenzhen) Information Consulting Co., Ltd., said in an interview with China first finance and economics that due to the rapid growth of new energy production and sales, this year’s power battery supply is somewhat tight.
China CITIC construction investment pointed out that lithium resources are in the optimal allocation node, and the supply of lithium hydroxide continues to be tight. In the second half of 2021, although some capacity of lithium carbonate will be realized, the actual capacity release may still be limited; In terms of demand, new energy vehicles have gradually become one of the best growth tracks. The demand boom in the first half of 2021 has been confirmed, and the demand for new energy vehicles in the second half of 2021 may be even stronger. China CITIC construction investment said that under the current supply and demand structure, it judged that the structural shortage of lithium resources may continue to the second half of 2021, and the price rise of lithium hydroxide and lithium carbonate is more certain, but it still needs to focus on the impact of lithium carbonate production capacity on its price.