Shulou(Shulou.com)11/24 Report--

CTOnews.com, October 22, according to the investor relations activity records disclosed by Ningde Times, on October 21, Ningde Times said in a conference call that the sales volume of battery systems in the third quarter was about 90GWh, and the current industry demand continued to grow, the company's capacity utilization was relatively saturated, superimposed by the potential pull of next year's subsidy retreat on demand at the end of this year, and sales in the fourth quarter may grow month-on-month, depending on the situation at that time.

According to reports, Ningde era in the third quarter of 90GWh sales, power battery sales accounted for about 80% of battery system sales. According to SNE Research data, the global market share of power battery usage reached 35.5% in the Ningde era from January to August 2022.

With regard to the progress of mass production of sodium ion batteries, Ningde Times said that the industrialization of sodium ion batteries is progressing smoothly and it will take some time on the layout of the supply chain. It has been negotiated with some passenger car customers and will be officially mass produced next year.

CTOnews.com learned that Kirin battery first released polar krypton, Mengjie and other models, Ningde Times said that there are also many customers interested in Kirin battery, the company and customers are currently in cooperation negotiations, the model verification to land takes time, the overall situation is good.

When it comes to the European market, Ningde Times said that Europe has always attached importance to clean energy development, and as a developed economy, it also has a relatively high acceptance of product prices. in the early stage, due to the influence of the macro environment and high electricity prices, people are worried about the growth rate of the new energy industry. however, natural gas prices and electricity prices have declined recently, and new models will come out one after next, and the growth prospects of the new energy industry in the European market are still good in the future. With the company's early fixed-point delivery, European shipments and market share are expected to increase steadily.

In addition, Ningde Times revealed that the company has gradually increased the volume of overseas customers in the future. With the delivery and volume of overseas fixed points, the increasing trend of overseas market share is clear, which is specifically related to the delivery of customer models.

In terms of price, Ningde Times pointed out that the short-term price of lithium carbonate fluctuated due to the mismatch between supply and demand, and the supply and demand situation is expected to ease as the supply-end lithium ore development capacity is put into production next year. The company will ensure the supply of lithium carbonate through self-mining, investment, recovery, long-term cooperation and other ways. For raw materials other than lithium carbonate, with the continuous release of material production capacity in the past two years, there is no big problem in supply, and there is room for further reduction in costs.

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