Tesla put Ningde era on "C position"

作者：陆毅编辑：余慧茹

Author: Lu Yi, editor: Yu Huiru

由于董事长曾钰群身价飞涨，加上与特斯拉的电池合同，宁德时报最近成为新能源行业的c位领头羊。

Ningde times has recently become a c-position leader in the new energy industry because of the soaring price of chairman Zeng Yuqun and a battery contract with Tesla.

6月28日，宁德时报宣布与特斯拉签署协议，从2022年1月至2025年12月，即未来4年内，向特斯拉供应锂离子动力电池产品。具体采购情况由特斯拉以订单形式确定，最终销售金额以特斯拉发出的采购订单实际结算为准。

On June 28, Ningde Times announced that it had signed an agreement with Tesla to supply lithium-ion power battery products to Tesla from January 2022 to December 2025, that is, in the next four years. The specific purchase situation shall be determined by Tesla in the form of order, and the final sales amount shall be subject to the actual settlement of purchase order issued by Tesla.

未来，特斯拉的model 3、model y等车型将使用宁德时代的电池。

In the future, Tesla's model 3, model y and other models will use batteries from Ningde era.

在"2019世界人工智能大会"上，两人再次见面，40多分钟就敲定了合作意向。

At the "2019 world Artificial Intelligence Conference", the two met again and finalized their cooperation intention in more than 40 minutes.

2020年2月，一份合同将把这两家领先的新车和动力电池公司联合起来。当时，宁德时报与特斯拉签署了《生产定价协议（中国）》，从2020年7月至2022年6月向特斯拉供应锂离子动力电池产品。

In February 2020, a contract will bring the two leading companies of new cars and power batteries together. At that time, Ningde times signed the production pricing agreement (China) with Tesla to supply lithium-ion power battery products to Tesla from July 2020 to June 2022.

根据合同，宁德时代为特斯拉在上海生产的Model3提供电池。2021年初，特斯拉推出model y后，双方的合作范围有望进一步扩大。

According to the contract, Ningde times supplies batteries for Tesla's model 3 made in Shanghai. In early 2021, after Tesla launched model y, the scope of cooperation between the two sides is expected to be further expanded.

今年6月25日，在协议的基础上，双方签署了上述合作框架协议生产定价协议。根据协议，宁德时报计划在未来4年内向特斯拉供应锂离子动力电池产品。有分析人士认为，两个合作框架协议的区别在于去掉了"中国"，这表明这一供应协议将覆盖全球。

On June 25 this year, on the basis of the agreement, the two sides signed the above-mentioned cooperation framework agreement production pricing agreement. According to the agreement, Ningde times plans to supply lithium-ion power battery products to Tesla in the next four years. Some analysts believe that the difference between the two cooperation framework agreements lies in the removal of "China", which indicates that this supply agreement will cover the world.

事实上，双方的进一步合作早有预兆。

In fact, the further cooperation between the two sides has been foreshadowed for a long time.

路透社6月3日援引知情人士的话报道，宁德时报计划在上海新建一座大型动力电池厂，为特斯拉在全球范围内的电动汽车和车顶储能用电池供应一半。

Ningde times plans to build a new large power battery plant in Shanghai to supply half of Tesla's batteries used for electric vehicles and roof energy storage worldwide, Reuters reported on June 3, citing people familiar with the matter.

据传上海工厂的年产能将达到80gwh，而宁德时代目前的产能为69.1gwh，77.5gwh正在建设中。

It is rumored that the annual production capacity of Shanghai factory will reach 80gwh, while the current production capacity of Ningde times is 69.1gwh, and 77.5gwh is under construction.

此外，近期宁德时代的"乌龙事件"也与特斯拉有关。近日，有自称是宁德时报员工的人士透露，宁德时报强迫管理人员购买特斯拉Model 3，有员工表示，公司推出特价购买特斯拉是为了清理特斯拉库存中的"电池问题"。

In addition, the recent "Oolong incident" in Ningde era is also related to Tesla. Recently, some people who claimed to be employees of Ningde times disclosed that Ningde times forced managers to buy Tesla Model 3. Some employees said that the company launched a special offer to buy Tesla in order to clear the inventory of Tesla with "battery problem".

宁德时报表示，不存在质量问题，也不存在强制购买"对于员工购买特斯拉，公司鼓励员工以优惠价格购买电动车，以促进全面电气化。这不是强制性的，也不限于特斯拉，包括其大部分品牌。"这个活动已经持续了三年，去年是国庆节。"

Ningde Times said that there was no quality problem and there was no compulsory purchase" As for employees' purchase of Tesla, the company encourages employees to purchase electric vehicles at preferential prices in order to promote full electrification. It is not compulsory or limited to Tesla, including most of its brands. "This activity has lasted for three years, and last year was during the national day."

"绑定"深化

"Binding" deepening

无论乌龙事件发生了什么，特斯拉与宁德时代的关系都有进一步的约束力。

No matter what happened to the Oolong incident, the relationship between Tesla and Ningde era is further binding.

宁德时报2021年一季度财报显示，公司对前五大客户的销售金额占当期应收账款的41.08%，公司主要客户为国内外大型汽车企业。根据2020年年报，第三和第四大客户之间的销售额差别不大。

According to the Q1 financial report of Ningde times in 2021, the sales amount of the company to the top five customers accounted for 41.08% of the current receivables, and the main customers of the company were large domestic and foreign automobile enterprises. According to the 2020 annual report, there is little difference in sales between the third and fourth largest customers.

不过，身高太高，冷不起来，宁德时代还需要面对国内外众多的竞争对手。

However, the height is too high to be cold, and the Ningde era still needs to face many competitors at home and abroad.

在海外，LG化工等企业都在盯着看；在国内，比亚迪已经成为宁德时代的威胁。去年3月，比亚迪发布了一款基于LiFePO4材料的刀片式电池，并逐步从自用向第三方车企开放。

Overseas, LG Chemical and other enterprises are eyeing; At home, BYD has become a threat to the Ningde era. In March last year, BYD released a blade battery based on LiFePO4 material, and gradually opened it to third-party car companies from self use.

因此，此时深化与特斯拉的绑定，无论是对于动力电池的装机容量还是进一步提升国内外市场竞争力，都可能对宁德时代有一定的优势。

Therefore, to deepen the binding with Tesla at this time may have some advantages for Ningde era, whether it is for the installed capacity of power batteries or to further enhance the market competitiveness at home and abroad.

"C位"挑战

"C-bit" challenge

虽然这是特斯拉的电池合同，让宁德时代处于C的位置，但这家市值万亿的公司在新能源领域的地位非常稳固。

Although this is Tesla's battery contract, which puts Ningde era in the C position, this trillions market value company has a very solid position in the new energy field.

作为全球头部动力电池供应商，宁德时代不仅为特斯拉等新车代表供货，还与奔驰、本田等传统车企合作。国内三家新车厂商也选择了宁德时代的动力电池。

As a global head power battery supplier, Ningde times not only supplies new car representatives such as Tesla, but also cooperates with traditional car companies such as Mercedes Benz and Honda. Three domestic new car manufacturers also choose the power battery of Ningde era.

据韩国新能源分析机构SNE统计，宁德时报已连续4年位居全球动力电池装机量第一。就在2020年，宁德时代动力电池的全球装机容量为34gwh，市场份额接近四分之一。

According to SNE, a South Korean new energy analysis agency, Ningde times has ranked first in the global power battery loading volume for four consecutive years. Just in 2020, the global loading capacity of Ningde era power battery is 34gwh, with a market share of nearly a quarter.

随着新能源板块的走红，这个幕后巨擘从去年开始登台获得资金关注。比如，2020年清仓后，希尔黑德转向宁德时代，认购定增100亿元。

With the popularity of the new energy sector, this behind the scenes giant began to go to the stage from last year to obtain capital attention. For example, after clearing positions in 2020, Hillhead turned to Ningde era and subscribed for a fixed increase of 10 billion yuan.

宁德时代，当股价飙升时，也吸引了更多投资者的关注。5月21日，宁德时报还接受了来自33家机构投资者的54人的调查，包括大型公募基金、外资机构和证券公司。这些机构投资者主要关注固态电池的发展、公司的三大战略方向以及光伏领域的布局。

Ningde era, when the stock price soared, also attracted more investors' attention. On May 21, Ningde times also received a survey of 54 people from 33 institutional investors, including large public funds, foreign-funded institutions and securities companies. These institutional investors are mainly concerned about the development of solid-state batteries, the three strategic directions of the company and the layout of photovoltaic field.

得到外界认可的不仅是宁德时代，其董事长曾钰群也多次跻身福布斯富豪榜前列。

It is not only Ningde era that has been recognized by the outside world, but also its chairman Zeng Yuqun has repeatedly ranked in the forefront of the Forbes rich list.

截至6月28日上午11时30分，《福布斯》实时富豪榜显示，宁德时报董事长曾钰群身家447亿美元（约2888亿元人民币），位列全球第30位。这是他第一次进入前30名。

As of 11:30 a.m. on June 28, the real-time list of Forbes rich list showed that Zeng Yuqun, chairman of Ningde times, was worth US $44.7 billion (about RMB 288.8 billion), ranking 30th in the world. This is his first time in the top 30.

5月初，增宇群成为香港最富有的人。他以价值345亿美元的价格动摇了香港最富有的人的名单，在20多年的时间里，他们一直被"李家族"所统治。他的个人财富曾经超过李兆基（321亿美元）和李嘉诚（344亿美元）。

At the beginning of May, Zeng Yuqun became the richest man in Hong Kong. With a value of US $34.5 billion, he has shaken the list of the richest people in Hong Kong, which has been dominated by the "Li family" for more than 20 years. His personal wealth once surpassed that of Li Zhaoji (US $32.1 billion) and Li Ka Shing (US $34.4 billion).

当时，曾钰群在世界富豪榜上升至第42位，但现在他已经闯入前30名。

At that time, Zeng Yuqun rose to 42nd place in the world's rich list, but now he has broken into the top 30.

一年之内，宁德时报多次出局，在一、二级市场备受关注。作为首家a股市值万亿的科技公司，宁德时代还能站在C的位置上多久？

Within a year, Ningde times has been out of the circle for many times, and has attracted much attention in the primary and secondary markets. As the first technology company with trillion market value in a shares, how long can Ningde era stand on the C position?

Link：https://new.qq.com/omn/20210629/20210629A0BN0G00.html

update time：2021-06-30 14:46:53