Looking closely, the enterprise we want to talk about today is not a car enterprise, but it is inextricably linked with the car enterprise, that is, Contemporary Amp Technology Co., Ltd., a giant power battery supplier with a market value of just over 700 billion yuan.
From ATL to "c" atl
Contemporary Ampere Technology Co., Ltd. was formerly known as New Energy Technology Co., Ltd., referred to as ATL. When 1999 was founded, its main products were high-energy density and high-power batteries, including fast-charging and special-shaped batteries. Generally speaking, it mainly provides batteries for mobile phones, notebook computers, tablet computers and other consumer electronic devices. In 2000, the ATL R&D team solved the problem that the mobile phone battery would bulge and deform after repeated charging, which was a great success. 200 1 ATL battery, which was established only two years ago, shipped as many as 1 10,000 pieces. Later, ATL also helped Apple solve the problem of short cycle life of Ipod lithium battery. With accumulated industry experience, ATL quickly gained a foothold in the market.
Contemporary Ampere Technology Co., Ltd. Zeng Yuquan
Time is almost 20 1 1 year. In order to seize the limelight of power batteries in the new energy automobile industry, ATL's board of directors, under the leadership of Zeng Yuqun, president and chief operating officer, resolutely spun off the automobile power department and established CATL Contemporary Ampere Technology Co., Ltd., focusing on the research and development and production of electric vehicles and energy storage lithium-ion battery systems. Since then, this enterprise with the prefix "C" has started its nearly ten-year road to seize the "C position" of power batteries.
What makes Contemporary Ampere Technology Co., Ltd. famous is that it has become the only power battery supplier of BMW Group in Greater China. Thanks to the favorable experience of becoming an Apple mobile phone battery supplier, BMW Group saw the development potential of ATL and chose this "layman" who has no experience in the automotive industry. In order to support the rapid growth of its partners, BMW not only sent high-level engineers to Ningde, but also provided 800 pages of production standards for power batteries. It can be said that from the very beginning, Contemporary Ampere Technology Co., Ltd. was steady and steady. Although the initial sales of BMW Zino 1E in China were not ideal, Contemporary Amp Technology Co., Ltd. took advantage of this east wind and began a journey of take-off.
Ten years of "rocket" development
With the endorsement of BMW Group, Contemporary Ampere Technology Co., Ltd. quickly ushered in its own era. A few years later, SAIC, BAIC, Chang 'an, Geely, Great Wall, Volkswagen, Daimler, Tesla ... It is no exaggeration to say that only you can't imagine that there is no car company that Contemporary Amp Technology Co., Ltd. can't supply. In 20 17, contemporary ampu technology co., ltd. ranked first in the world in the use of power battery system, and the old and powerful players Panasonic, LG Chem and Samsung SDI all became the "unpopular" of this rising star.
The rapid development of contemporary Ampere Technology Co., Ltd. is inseparable from the contributions of Zeng Yuqun and the company's R&D team. A thought-provoking detail: conductive copper foil plays a vital role in the use of power batteries. The thinner the copper foil, the higher the battery cruising range. However, for a long time, the conductive copper foil of domestic power batteries is above 8 microns, which greatly limits the battery's cruising range. The R&D team of Contemporary Ampere Technology Co., Ltd. painstakingly studied this for three years, and finally reduced the thickness of conductive copper foil to 6 microns. Don't underestimate this short 2 microns, so the energy density of the battery cell has increased by 2%, and the cruising range of the power battery has been greatly improved. Relying on this fighting spirit, Contemporary Amp Technology Co., Ltd. quickly became the largest power battery production base in China, and orders from all parties poured in.
2065438+In June 2008, Contemporary Ampere Technology Co., Ltd. was officially listed on the Growth Enterprise Market of Shenzhen Stock Exchange. In just two and a half years, its share price soared nearly 12 times compared with the issue price, and its market value exceeded 700 billion yuan, firmly occupying the first place in the market value of the Growth Enterprise Market. The rocket-like development speed has also made contemporary Ampere Technology Co., Ltd. taste the dividend of the capital market. In terms of product development, Contemporary Ampere Technology Co., Ltd. has also maintained a stable domestic first-class level, which can support most mainstream car companies at home and abroad, and the supply relationship has become increasingly stable. According to statistics, in the first three quarters of 2020, the installed capacity of power batteries of Contemporary Amp Technology Co., Ltd. reached 18.3GWh, with a market share of 47.6%, which is basically the sum of the installed capacity of the 2nd-15th place. "Industry overlord" is real.
The battle of life and death is imminent.
Contemporary Ampere Technology Co., Ltd., which occupies half of the power battery market, can't sit back and relax from now on. In the first half of this year, LG Chem's market share was briefly ahead of Contemporary Ampere Technology Co., Ltd.; As early as 20 18, BYD also plans to build a ternary lithium battery factory in Qinghai, and officially launch the blade battery in 2020, with the intention of counterattacking the "industry overlord"; Honeycomb Energy, which is independent from Great Wall Motor, also announced on the first battery day that it will start global mass production of cobalt-free batteries ... No matter suppliers or OEMs, there is only one message from the market: the competition in the power battery industry is becoming increasingly fierce, and all forces are gearing up to enter the market.
However, the crisis does not stop there.
After entering 2020, there were three fire accidents in GAC new energy vehicles equipped with NCM8 1 1 batteries of Contemporary Ampere Technology Co., Ltd. within two months. At one time, market rumors were rampant: Contemporary Amperex Technology Co., Ltd. was on the verge of bankruptcy, and the company decided to give up the research and development of 8 1 1.
To make matters worse, shortly thereafter, the "Bole" BMW Group of Contemporary Ampere Technology Co., Ltd. announced at the press conference of the pure electric SUV BMW iX3 that the battery of the new car was supplied by Contemporary Ampere Technology Co., Ltd., but the design and research and development of the battery from packaging to control system were all led by the R&D team within BMW. Contemporary Ampere Technology Co., Ltd. unexpectedly ushered in a "trust crisis".
Behind the crisis, there is a thought-provoking question worth pondering: with Wuling Hong Guang MINI? With the increase of EV sales, the installed capacity of power batteries of its supporting battery supplier Xingheng Power Supply surged by 65,438+0,309 times year-on-year. This previously unknown power battery supplier jumped to the top of the list. 10 list, ranked sixth in battery installed capacity in that month. Just as Nokia and Motorola fought fiercely at the beginning, no one expected that the mobile phone industry would be subverted by a new Apple.
# Write at the end
Crisis and opportunity are like two sides of the same coin, which complement each other. Contemporary Ampere Technology Co., Ltd. is at the forefront of the power battery industry, with a market value of 700 billion yuan, and we still cannot relax our vigilance against him. Apart from the huge domestic market base and the advantages of local industrial chain, Contemporary Ampere Technology Co., Ltd. is still facing fierce global market competition. As a rising star, there will be a new "rising star" one day, and we will wait and see who will dominate the ups and downs of the power battery industry in the future.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.