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

CTOnews.com, January 16, Auto reported that Ningde era announced an organizational restructuring around the manufacturing system last week, setting up a new regional structure above each production base.

(CTOnews.com explanation: at present, there are 32 battery and material production bases in Ningde era, which are divided into 6 regions.)

Before the adjustment, the top manager of Ningde Times Base was the Base Operations Director, who reported to Feng Chunyan, Co-President of supply chain and Operation system of Ningde Times, and Feng Chunyan to Zeng Yuqun, Chairman and General Manager of Ningde Times.

After the adjustment, the operation directors report to the 6 regional managers, and the regional managers report to Feng Chunyan. This means that some of the decision-making power of the manufacturing system in the Ningde era will be concentrated to the headquarters to improve efficiency. According to "later Auto", the Hudong and Huxi bases, which are located in Ningde Times headquarters and separated only by a river, are divided into region 1 and region 2 respectively, while Tulingen Base in Germany and Ningde Times headquarters Z Base are divided into region 4.

A source close to the Ningde era said that last year, the management of the Ningde era noticed the phenomenon of repeated construction in some production bases. For example, two production bases close to each other set up their own R & D centers. There are some repeated investments in R & D projects and equipment procurement, and after adjustment, their resources can be better shared, thus improving the efficiency of expansion and expansion.

It is worth mentioning that the power battery data released by the China Automotive Power Battery Industry Innovation Alliance in 2022 showed that Ningde Times won 48.2% of the share with 142.02GWh, while BYD, China New Airlines, Guoxuan Hi-Tech and Xinwanda ranked 2-5 with 23.45%, 6.53%, 4.52% and 2.62%, respectively.

To put it simply, although the Ningde era is the king in the world, it faces extensive pressure in the Chinese market. According to the data alone, the global installed capacity in the Ningde era rose to 37% in 2022 from 33% in the previous year, while the share of the Chinese market fell to about 48% from 52% the previous year.

A few days ago, Ningde Times issued a performance forecast that they expected their net profit to reach 29.1 billion yuan to 31.5 billion yuan in 2022, an increase of 82.66% MUE 97.72% over the same period last year.

According to later Auto, more new orders from Ningde will come from traditional car companies in various countries that have increased their investment in electric cars, such as Volkswagen, Hyundai, BMW and Honda, as well as new players who have just entered the market, such as Xiaomi.

For this point, we can refer to the Soochow Securities Research report here. In the first three quarters of 2022, the top five customers of the Ningde era were Tesla, Geely, Xilai, Guangzhou Automobile and Xiaopeng, with the exception of Tesla accounting for 18% of the installed capacity, all the other major customers accounted for less than 10%.

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