Things have been rough for Musk lately.
First, there was a problem with the launch of its Space X rocket, and now Tesla has suffered a fatal blow from the "battery leader" Ningde era.
Not long ago, the Ningde era released the condensed matter battery. Unlike the "small trouble" in the manufacturing process of the 4680 battery, the Ningde era directly replaced the electrolyte. Will the 4680 battery that Musk is proud of be completely crushed?
On the same day, Musk updated several tweets on the social platform. Regarding this, foreign media said: Is he in a hurry?
"King Ning" made a move, and Musk's plan was "aborted"?
At the Shanghai Auto Show, Ningde Times made a big move—released condensed matter batteries, which directly made the energy density approach 500 Wh/kg. This will mean that a new energy vehicle can be driven from Shanghai to Beijing with only three minutes of charging . Hangzhou Qiandao Lake. For reference , currently mass-produced lithium batteries have the highest single energy density of only about 300 Wh/kg.
What is even more shocking is that Ningde Times stated that this kind of battery can be used in aircraft, which is expected to replace existing aviation fuel aircraft in the future and open a new era of electrification for manned aviation.
At present, airplanes are considered to be the "most difficult to electrify" means of transportation. From the beginning to the end, there have been no electric airplanes with the nature of general transportation. In terms of efficacy, it is difficult for the existing lithium batteries to replace fuel for the time being. The 4680 battery is coming. useless.
I still remember that not long ago, Tesla's 4680 battery was "very windy", and the US media caught the wind and said that the 4680 battery would be mass-produced by Panasonic, which attracted various car critics to constantly feel their presence. He even "joked" 2030 as the "first year of mass production" of Tesla's 4680 battery, and it is expected that with the help of this battery, Musk will become a new generation of "battery king".
Today, when condensed matter batteries are "made a shot", you know that the two are completely incomparable. Even the Kirin battery mass-produced by the Ningde era in March this year, the Tesla 4680 can't do it-the volume utilization rate of the Kirin battery is as high as 72 . %, 4680 battery is only 63%.
Even though Musk did not publicly praise the batteries of the Ningde era, he was very honest. Ningde Times' 2022 financial report announced that Tesla is the largest customer, contributing 38 billion yuan in revenue.
The west is not bright, the east is bright!
The Japanese invented the lithium battery, the Koreans made it bigger, but the Chinese made it the number one in the world.
Zeng Yuqun, chairman of Ningde Times, once said a word - "If we are not number one in the world, we will have no value in existence." From batteries to new energy vehicles, behind every change is the Chinese people's enthusiasm for new materials, new processes, and new technologies. continuous breakthrough.
Not only new energy, but also in the fields of biotechnology and shield machines. Discovered by Laomei, the first mass-produced "Aimuyin" young molecules in Japan will eventually be "overtaken on a curve" by our country.
In 2013, the Americans announced that they had discovered a substance called β-nicotinamide mononucleotide, which could reverse the indicators of aging and prolong life by about 30%. In 2016, Japanese researchers said that this substance can inhibit aging, but On the pretext of difficulty in extraction, the "sky-high price" of 20,000 yuan/gram was sold.
I thought I could make a lot of money in China with the name of "Longevity", but I didn't expect that "Cheng Yaojin" was killed halfway, and the Japanese plan failed. In 2017, a Hong Kong-based company stated that it had successfully extracted Aimuyin-like molecular supplements.
According to public information, this domestic company uses a self-developed "full enzyme" extraction method - in the production chain, biological enzymes are used to replace chemical catalysts, which eliminates heavy metal pollution, and is more expensive than Japanese production in terms of purity and cost. Even better, the current annual output of about 300 tons.
Before Jingdong International handed over the olive branch, "Aimu Yin" had been designated by the Institute of Aging Research of Harvard University as the only raw material for aging research, and within a short period of time, it had been put on the shelves of large platforms such as Lazada, Ginza, Isetan, and even the richest man in Hong Kong, Lee. The upper class where Superman is is consuming such products.
As of 2021, the market share of this young molecular supplement in China has exceeded 90%, and it has reached 80% globally.
In addition to the field of biotechnology, the competition in the domestic large-scale equipment industry is also extremely fierce.
20 years ago, my country's shield machines were completely dependent on foreign imports, and they could only buy two from Germany at a "sky-high price" of 760 million. Subsequent repairs and maintenance costs were extremely expensive, and the price of repairing only one failure was 3,000 US dollars. In order to lift the shackles, domestic enterprises and mechanical research teams are bound to produce their own shield machines.
Today, the domestic shield machine, a large-scale machine called "the pearl of modern industrial manufacturing", has an astonishing 90% market share in the domestic market. Not only that, 70% share in the overseas market. Previously, German manufacturers B.
For a long time, we have always been used to comparing the Ningde era to "Huawei in the battery industry". In fact, in areas that the public does not understand, China's "Huawei" is becoming more and more. Behind this is inseparable from the dedication of every Chinese, and we should be proud of it!
new challenge
As an electric vehicle manufacturer, if it cannot produce batteries independently, it will always be constrained by battery manufacturers. Zeng Qinghong, chairman of GAC Group, said bluntly that battery manufacturers have taken away all the profits, and he is now working for CATL.
On the other hand, the explosive growth of revenue in the Ningde era and the high profit margin of batteries have made many people "envious".
Knowing this, it can be seen that after Tesla, new energy car companies have begun to build batteries. Honda Motor and LG invested 3.5 billion US dollars to build battery factories. GAC provided 10.9 billion yuan for self-developed batteries. 100 million yuan to establish a battery company...
At this stage, according to SNE Research data, among the top 10 battery manufacturers in the world, Chinese companies occupy 7 seats, with a market share of 60.4%, CATL is the first, and BYD is the third.
However, as competitors continue to enter the game, the "battle for power batteries" is bound to heat up, the new energy market is being divided up, and Ningde era is facing new challenges.
In the future, will "King Ning" be able to secure the throne of "King of Batteries"? Time will tell.